GTM Meeting Prep

Produce a pre-meeting brief. Tailor everything to the specific company, attendees,

and meeting type — no generic output.

Steps

1. Identify meeting type — Cold Intro, Demo, POC Kick-off, Proposal, Partnership,

or QBR. Each has a different focus and tone.

1. Account context — pull key facts: business model, size, stack, recent news.

Reuse an existing account brief if one was run via gtm-account-research.

1. Attendee research — for each attendee: title, seniority, LinkedIn activity,

tenure, likely priorities based on role. Flag any warm path (mutual connection,

partner network, prior engagement).

1. Discovery questions — generate 5 prioritized questions. Default stack:

open → current state → pain → success criteria → decision process.

Tailor to title (technical evaluator ≠ economic buyer ≠ end user).

1. Landmines — flag topics to avoid: internal builds they're proud of, recent

org changes, competitors to not name-drop without reason.

1. Narrative arc — recommend a 4-act flow: Open (5min) → Discover (15–20min)

→ Show (10–15min) → Close (5min). Define the meeting "win" — rarely "close the

deal" for a first call.

Output

# Meeting Brief: [Company] — [Meeting Type] | [Date]

Account: [3-sentence snapshot]
Segment: [ICP segment] | Product angle: [what you're positioning]
Stack: [Relevant tools]
Signals: [1–2 buying signals with dates]

Attendees:
[Name · Title · Key priority · Warm path if any]

Landmines: [What to avoid]

Narrative Arc:
Open → [agenda, rapport] → Discover → [top 3 areas] → Show → [what to demo] → Close → [ask]

Top 5 Discovery Questions:
1.
2.
3.
4.
5.

Meeting Win: [What "success" looks like for this specific call]
Proposed Next Step: [Specific ask to close the meeting]