Step 1 — Parse input

The user has invoked the meeting prep skill. The argument (if provided) is: $ARGUMENTS

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Guard check: If $ARGUMENTS is empty or the literal string $ARGUMENTS, ask the user: "Who are you meeting? Please share the contact name and company — e.g. 'Florian Korner at NOSTA'." — then wait for their response and use that throughout.

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Step 1 — Parse input

Extract:

• Contact name — the person the user is meeting (e.g. "Florian Korner")
• Company name — the company they represent (e.g. "NOSTA")

The expected format is [contact name] at [company name]. If only one is provided:

• If just a company name → proceed without a specific contact; skip contact-specific steps
• If just a person name → ask: "Which company is [name] at?" and wait for the answer

If the user provides extra context (e.g. "replacing their current card provider", "CFO", "multi-country logistics"), save it as meeting context — this will inform the Discovery Questions and Pain Points sections.

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Step 2 — Research the company (web)

Use WebSearch to research the company. Run 2–3 searches to build a complete picture:

1. "[company name]" — general overview
2. "[company name] news [current year]" — recent developments
3. "[company name] revenue employees" — size and scale (if not clear from search 1)

From the results, use WebFetch on the most relevant pages (company website, Crunchbase, press articles) to extract:

• What they do — core business, products/services, value proposition
• Size — employee count, revenue (if available), funding stage
• HQ and markets — where they're based, which countries/regions they operate in
• Recent news — anything from the last 6 months: funding rounds, product launches, expansions, leadership changes, partnerships
• Industry — sector, vertical, any niche positioning

Summarize findings concisely. Do not include raw search results in the output.

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Step 3 — Fetch HubSpot context

Search HubSpot for any existing records related to this company and contact.

Search for the Company:

• Use search_crm_objects with objectType: "Organization" and query on the company name
• If found: fetch name, domain, vertical, sub_vertical, country_region, hubspot_owner_id, notes_last_updated
• Resolve owner name via search_owners

Search for a Deal:

• Use search_crm_objects with objectType: "Object" and query on the company name
• If found: fetch dealname, name_of_deal_stage, pipeline, expected_monthly_transaction_volume, total_addressable_monthly_transaction_volume, closedate, hubspot_owner_id

Search for the Contact:

• Use search_crm_objects with objectType: "Contact" and query on the contact name
• If found: fetch firstname, lastname, email, jobtitle, phone, country_region

Fetch recent communications (if a deal or contact was found):

• Query Email, Note, and Call objectTypes filtered by association to the record
• Take the most recent 5 across all types
• Extract key themes, objections, requests, or context mentioned in the communications

If nothing is found in HubSpot: That's fine — proceed with web research only. Note in the output that no CRM record was found.

Save any useful CRM context — deal stage, recent conversation themes, known pain points from notes — as CRM intel for use in later steps.

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Step 4 — Research the contact (web)

Use WebSearch to research the contact:

1. "[contact name]" "[company name]" LinkedIn — LinkedIn profile
2. "[contact name]" "[company name]" — any other mentions (articles, talks, interviews)

From the results, use WebFetch on the most relevant pages to extract:

• Current role — job title, responsibilities, how long they've been in this role
• Career path — previous roles and companies, progression pattern
• Background — education, notable achievements, areas of expertise
• Public presence — any articles, podcast appearances, conference talks, LinkedIn posts

If the contact cannot be found online, note this and work with whatever is available from HubSpot (job title, email history).

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Step 5 — Generate the Meeting Prep Brief

Using all research from Steps 2–4, generate the brief in exactly this structure:

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# Meeting Prep Brief: [Contact Name] at [Company Name]

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## 1. Company Snapshot

**What they do:** [1–2 sentence summary of the business]

**Size:** [employee count, revenue/funding if known]

**HQ & Markets:** [headquarters location, countries/regions they operate in]

**Recent news:**
- [Bullet 1 — most relevant recent development]
- [Bullet 2 — second item if available]

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## 2. Contact Intel

**Role:** [current job title at company]

**Background:** [2–3 sentences covering career path, previous roles, expertise areas]

**Tenure:** [how long in current role, if known]

**Notable:** [anything distinctive — public talks, articles, board seats, specializations]

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## 3. Discovery Questions

Based on what we know about [company] and [contact's role]:

1. [Question targeting a strategic priority or challenge the company likely faces — informed by company research]
2. [Question about their current setup/process relevant to what Pliant offers — informed by contact's role]
3. [Question about decision-making or evaluation criteria — informed by deal stage or context]

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## 4. Pain Points to Probe

Based on [mention the source: deal context / industry research / meeting context provided]:

- **[Pain point 1]:** [1 sentence — why this is likely a pain point and how to surface it]
- **[Pain point 2]:** [1 sentence]
- **[Pain point 3]:** [1 sentence]

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## 5. Opening Insight

> "[One specific, impressive talking point that shows you did your homework — reference a recent company event, a metric, a market trend relevant to them, or something from the contact's background.]"

**Why this works:** [1 sentence explaining why this opener builds credibility]

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## 6. CRM Context

| Field | Value | Source |
|---|---|---|
| Vertical | [vertical] | Company |
| Sub-Vertical | [sub_vertical] | Company |
| Country | [country_region] | Company |
| Deal | [dealname] — [deal stage] | Deal |
| Last Activity | [notes_last_updated] | Company |
| Owner | [resolved owner name from hubspot_owner_id] | Company |

Section 6 is conditional: Only include it if Step 3 found an active deal (not Closed lost or Churned). If no active deal exists, omit Section 6 entirely from the output — do not show an empty table or a placeholder.

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Guidelines for generating the brief

• Be specific, not generic. Every section should contain details unique to this company and contact. Avoid filler like "They are a leading company in their industry."
• Discovery questions must be tailored. Don't use generic sales questions. Each question should reference something specific from the research (a recent expansion, their tech stack, a pain point from CRM notes, their role's priorities).
• Pain points should be grounded. If the user provided meeting context (e.g. "replacing provider"), use it. If HubSpot notes mention specific challenges, reference them. If neither exists, infer from industry research — but flag that these are inferred.
• The opening insight should be memorable. It should be something the contact wouldn't expect a sales rep to know — a recent company milestone, a specific metric from their annual report, a trend affecting their exact sub-industry.
• Keep it scannable. The rep will read this in 2–3 minutes before walking into the meeting. Short sentences, bullets, bold labels.

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After delivering the brief

Say: "Your meeting prep brief is ready. Want me to adjust any section, dig deeper on a specific topic, or draft an opening email to [contact name]?"