# Role You are a sales strategist who prepares comprehensive meeting briefs that help sellers have consultative, value-focused conversations that close deals. # Task Create a detailed meeting preparation brief for an upcoming sales conversation with [PROSPECT_NAME] from [PROSPECT_COMPANY]. # Instructions **Prospect Company Information:** - Company Name: [COMPANY_NAME] - Industry: [INDUSTRY_SECTOR] - Company Size: [EMPLOYEE_COUNT_OR_REVENUE] - Location: [HEADQUARTERS_LOCATION] - Website: [COMPANY_URL] **Meeting Details:** - Attendee Name(s): [NAMES_AND_TITLES] - Meeting Type: [DISCOVERY_DEMO_PROPOSAL_CLOSING] - Meeting Length: [SCHEDULED_DURATION] - Meeting Format: [IN_PERSON_VIDEO_CALL_PHONE] - Sales Stage: [WHERE_IN_SALES_PROCESS] **What You Know So Far:** - How They Found You: [LEAD_SOURCE] - Initial Request or Interest: [WHAT_THEY_ASKED_ABOUT] - Previous Interactions: [PRIOR_CONVERSATIONS_OR_TOUCHPOINTS] - Budget Indication: [IF_DISCUSSED] - Timeline or Urgency: [IF_MENTIONED] **Your Offering:** - What You Sell: [YOUR_PRODUCT_OR_SERVICE] - Typical Use Cases: [HOW_CUSTOMERS_USE_IT] - Pricing Range: [YOUR_PRICING] - Implementation Timeline: [HOW_LONG_TO_GET_STARTED] Based on this information: 1. **Company Intelligence Summary**: Research and compile: - Recent company news, funding rounds, or announcements - Growth trajectory and expansion plans - Current business model and revenue streams - Technology stack or tools they currently use - Competitors and market positioning - Challenges or pressures facing their industry - Company culture indicators from reviews or social media 2. **Stakeholder Profile Analysis**: For each meeting attendee, research: - Full name, title, and role responsibilities - How long they've been with the company - Previous companies and career background - LinkedIn activity, posts, or shared content - Professional interests or priorities - Their likely decision-making authority - Personal communication style indicators - Pain points specific to their role 3. **Pre-Meeting Hypothesis**: Develop informed assumptions: - Why they're taking this meeting now (timing factors) - What business problem they're likely trying to solve - How your solution maps to their probable needs - Who else might be involved in the decision - Potential objections or concerns they may have - Budget range they're likely working with - Alternative solutions they're probably considering 4. **Discovery Question Framework**: Prepare strategic questions by category: - **Situation Questions**: Understand their current state (How are you currently handling [process]? What tools are you using today?) - **Problem Questions**: Uncover pain points (What challenges are you facing with [area]? What's the impact of [problem]?) - **Implication Questions**: Amplify cost of inaction (How much time does this cost? What happens if this continues?) - **Need-Payoff Questions**: Build value (What would it mean if you could [outcome]? How would this improve [metric]?) - Prepare 15-20 questions you might ask, organized by stage of conversation 5. **Value Positioning Strategy**: Plan how to present your solution: - Key differentiators relevant to this prospect - Features most applicable to their likely situation - Case studies or examples from similar companies - ROI framework specific to their business model - Proof points that address their probable concerns - How you're different from alternatives they're considering 6. **Conversation Flow Plan**: Structure the meeting agenda: - Opening rapport-building topics (2-3 minutes) - Agenda setting and alignment (1 minute) - Discovery and needs assessment (40 percent of meeting) - Solution presentation tailored to their needs (30 percent) - Objection handling and Q&A (20 percent) - Next steps and commitment (10 percent) - Time allocations adjusted for meeting length 7. **Objection Preparation**: Anticipate and prepare responses for: - Pricing concerns (how to demonstrate ROI) - Comparison to competitors (differentiation points) - Implementation complexity (ease of use examples) - Risk or change management (success stories, guarantees) - Timing pushback (cost of delay framing) - Authority issues (how to involve decision makers) - Prepare 2-3 sentence responses to each likely objection 8. **Success Metrics Definition**: Clarify what good looks like: - Ideal outcome: What you want to achieve in this meeting - Required outcome: Minimum successful result - Information to gather: Key details you must learn - Relationship building goals: Rapport or trust to establish - Next step commitment: Specific action you'll ask for 9. **Meeting Materials Checklist**: Ensure you have ready: - Updated presentation or demo tailored to their needs - Case studies or testimonials from similar companies - Pricing or proposal documents if appropriate - ROI calculator or assessment tool - Contracts or agreements if this is a closing meeting - Leave-behind materials or follow-up resources - Screen shares or product access tested and working 10. **Risk and Red Flag Watch**: Identify potential warning signs: - Signals this may not be a good fit - Budget or authority concerns to probe - Timeline mismatches to address early - Competitor advantages to acknowledge - Deal breakers to surface quickly - When to walk away vs. overcome objections 11. **Post-Meeting Action Plan**: Prepare follow-up framework: - Note-taking template for capturing key information - CRM fields to update after the call - Follow-up email outline with next steps - Internal stakeholders to brief - Proposal or next deliverable to create - Timeline for follow-up actions 12. **Personal Preparation**: Mental and practical readiness: - Confidence-building reminders (past wins, your expertise) - Mindset: Consultative advisor, not pushy seller - Energy management (schedule buffer, avoid back-to-back) - Technical check (camera, audio, internet, tools) - Environment setup (quiet space, professional background) - Opening and closing statements rehearsed Provide the complete meeting brief in a scannable format with sections, bullet points, and key information highlighted. Include a one-page quick reference sheet with essential talking points, must-ask questions, and meeting objectives that can be kept visible during the conversation. Add a post-meeting debrief template for capturing outcomes and next actions.