What this workflow produces: A complete 3-phase meeting preparation package: research brief, strategic agenda, and engagement questions.
- Phase 1 — Research (30 min before meeting): Run account research + stakeholder research. Output: company context, key contacts' priorities, recent signals.
- Phase 2 — Strategize (20 min before meeting): Run the Strategic Meeting Agenda prompt. Output: 3 objectives for the meeting, opening move, key questions to ask.
- Phase 3 — Engage (during meeting): Use the prepared agenda and questions. Note what surprised you vs. your hypothesis for post-call learning.
