Library/Meeting Prep & Discovery/Pre-Meeting Preparation/Create a Pre-Meeting Prep Brief
TestedMeeting Prep & DiscoveryQuick Win (under 10 min)

Create a Pre-Meeting Prep Brief

Build a meeting prep brief with person context, company context, meeting goals, and the next step to advance.

About this prompt

This prompt builds a complete pre-meeting prep brief for a scheduled call covering the person's role and likely priorities, current company context and relevant news, meeting goals, discovery questions to ask, and what you need to advance to after the call. Use it before any first meeting or important follow-up where arriving unprepared would cost credibility.Walking into a meeting without a clear point of view on the person, their company, and what you need to accomplish is a rookie mistake that costs experienced AEs deals too. This prompt takes [person name], [role], [company], [meeting timeframe], and [your product] and produces a structured brief: person context including their role priorities and what they'd respond to, company context including what's happening now and any relevant recent changes, meeting goals specifying what success looks like, three discovery questions tailored to their situation, and the exact next step you're aiming to secure. Use this over an ad-hoc pre-meeting review when you're preparing for a meeting where the stakes are high enough that showing up underprepared would be noticed. Tip: identify the single most important thing you want to learn from this meeting before you write your discovery questions — the best prep brief is organized around that learning goal rather than a comprehensive list of everything you could ask.

The prompt

I have a meeting with [PERSON] at [COMPANY] in [TIMEFRAME]. Create a prep brief: 1. PERSON CONTEXT - Their role and likely priorities - Recent LinkedIn activity or content - Talking points they'd re
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Variables to replace

PERSON|COMPANY|TIMEFRAME|FIRST CALL / DEMO / NEGOTIATION / ETC.|WHAT YOU SELL

How to run it

  1. Copy the prompt and paste it into Claude, ChatGPT, Gemini, or Copilot — it's tuned to run in any of them.
  2. Replace the variables — swap each bracketed token for your deal's specifics. The variables list above explains every field.
  3. Make it yours — run it, keep what's strong, and tighten your inputs on the next pass. The prompt improves with your context.

What good output looks like

Make it yours

StageDiscovery
SeatAE, SDR
DifficultyAdvanced
Time to valueQuick Win (under 10 min)
Works withAI-Agnostic
CategoryMeeting Prep & Discovery
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