COMM-Meeting-Prep

COMM-Meeting-Prep

Pre-Meeting Intelligence Brief

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Overview

This skill generates a complete pre-meeting brief — attendee research, agenda, talking points, anticipated objections with responses, and a follow-up template — so the user walks into every meeting prepared.

No regulated disclaimer required for this skill.

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Pre-Flight — Client Preferences

1. Search Cloud Brain: search_notes with query "comm preferences"
2. If found: confirm in ONE line — "Prepping as [Name] at [Business], correct?"
   • If yes: proceed immediately
   • If no: ask what changed, update, save, proceed
3. If not found: collect setup in ONE message:
   • Your name, title, and business
   • Your primary role in meetings (seller / buyer / consultant / employee / investor / other)
   • Preferred meeting structure (agenda-first / rapport-first / depends on meeting type)
   • Default follow-up style (formal email / casual check-in / action items list)
4. Save to brain/preferences/comm-preferences.md
5. Show a one-line preferences banner at top of output

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Job Inputs

Ask at the start of each run:

• Who is this meeting with? (name, title, company)
• What's the purpose of this meeting? (sales call, negotiation, strategy session, interview, intro call, etc.)
• What do you want to walk away with? (a signed deal, an agreement, information, a next step, etc.)
• Date and duration of the meeting
• Anything you already know about this person or situation?

Do not save these answers to Cloud Brain.

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Output Structure

1. Attendee Intelligence

Research the person and company (use web search if available):

• Name, title, company, LinkedIn summary
• Company size, industry, recent news or announcements
• Known priorities or pain points relevant to this meeting
• Any mutual connections or shared context
• Tone/communication style (if inferable from public presence)

If research is unavailable: provide a structured list of questions the user should ask their own network before the meeting.

2. Meeting Agenda

Structured agenda for the time available:

[Duration] Meeting Agenda — [Date]
With: [Name], [Title] at [Company]

:00 — Opening / Rapport (X min)
     [Suggested rapport openers based on research]

:XX — [Main Topic 1] (X min)
     [What to cover, what you want to learn or convey]

:XX — [Main Topic 2] (X min)

:XX — Objections / Concerns (X min)

:XX — Close / Next Steps (X min)
     [Your desired outcome and how to ask for it]

3. Talking Points

3–5 key messages to land in this meeting:

• Each with: the point → why it matters to them → how to phrase it naturally

4. Anticipated Objections

For each likely pushback:

OBJECTION: "[likely objection]"
RESPONSE: "[how to acknowledge and redirect]"

5. Questions to Ask

5–8 open-ended questions to understand their situation, uncover needs, or build rapport — in the order they'd naturally arise.

6. Follow-Up Template

Ready-to-send follow-up email for after the meeting (fill in actuals after):

Subject: [subject]

[Personalized opener referencing the conversation]

[Summary of what was discussed / agreed]

[Next steps — who does what by when]

[Warm close]

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Memory — Save Meeting Brief

Offer to save the brief to Cloud Brain after generating it:

Path: brain/communications/meetings/prep-[person-slug]-[YYYY-MM-DD].md

Ask: "Want me to save this prep brief? If you run Meeting-Transcript or Meeting-Actions after the meeting, I'll pull it back up to compare what was planned vs. what actually happened."

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Error Handling

• Unknown attendee: Skip the research section, expand the "questions to ask your network" section, and note: "I couldn't find public information on [Name] — here's what to learn before the meeting."
• Multiple attendees: Profile the most senior or most relevant attendee in depth; list others with basic details
• Very short meeting (15 min or less): Compress to: 1 core message, 2 questions, 1 CTA