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CodeAlive-AICodeAlive-AI/ceo-ai-os/skills/meeting-prep/SKILL.md

meeting-prep

Skill9 starsChanged 6 months agoMITView on GitHub

Prepare intelligence briefings before sales meetings. Pulls company context, contact background, pipeline history, and generates talking points, objection prep, and demo customization. Run as cron (30min scan) or on-demand. For post-meeting processing, see discovery-debrief.

53 other projects use a version of this.

Adopted by

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Used with

Projects with it also use email-digest, meeting-followup and 8 more.

Other files people use alongside this one.

Files found in the same public projects as a version of this one, more often than they turn up anywhere else. Each project counts once, large collections count for less, and this file's own repository is left out.
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The file

We split this skill into the rules it gives an agent

10 rules. 0 are common, 6 are distinctive, and 4 are very specific to this project.

  • 0

    Common

    Most of the 49 edited versions we read keep these.

  • 6

    Distinctive

    This author's own choices. Worth a look.

  • 4

    Very specific

    Tied to their project's names, files or tools. Probably skip.

  • Common
  • Distinctive
  • Very specific
  1. Very specific:

    Before preparing, read MEMORY.md for: current wedge, ICP, value proposition, competitors.

    line 9
  2. Very specific:

    Read memory/pipeline.json for prospect's pipeline history and outreach context.

    line 10
  3. Distinctive:

    Follow output preferences from USER.md.

    line 11
  4. Distinctive:

    When triggered by cron:

    line 20
  5. Distinctive:

    Check: if briefing already generated today for this meeting (avoid duplicates)

    line 28
  6. Distinctive:

    When CEO asks "prepare for meeting with [company/person]":

    line 34
  7. Very specific:

    Use person-lookup skill for each attendee:

    line 54
  8. Distinctive:

    If yes → prepare differentiation talking points

    line 71
  9. Very specific:

    Update pipeline.json (stage, notes, next_action)

    line 119
  10. Distinctive:

    Update hypotheses if relevant

    line 121

“Common” is measured: kept by at least 6 in 10 of the 49 edited versions of this file we could read. “Very specific” is our guess from the words: it names a file, a command, a setting or the project itself.

Keep what fits and drop the rest. Your version, ready for your agents.
Files
SKILL.md

Context

Before preparing, read MEMORY.md for: current wedge, ICP, value proposition, competitors. Read memory/pipeline.json for prospect's pipeline history and outreach context. Follow output preferences from USER.md. For chat platforms: compact briefing card, max 15 lines.

Meeting Prep

Automated pre-meeting intelligence briefings that ensure the CEO walks into every call prepared with context, talking points, and a game plan.

Cron Mode (Every 30 min)

When triggered by cron:

  1. Check calendar for meetings in the next 2 hours:
orth run google-calendar /list-events --body '{"timeMin": "NOW_ISO", "timeMax": "NOW_PLUS_2H_ISO", "maxResults": 5}'
  1. Filter — only process meetings with external attendees (not internal team meetings)
  2. Check if briefing already generated today for this meeting (avoid duplicates)
  3. Generate briefing for each qualifying meeting
  4. Deliver to Telegram

On-Demand Mode

When CEO asks "prepare for meeting with [company/person]":

  1. Identify the prospect/company
  2. Generate full briefing (see below)
  3. Present in Telegram

Briefing Generation

Step 1: Company Intelligence

Use company-intel skill:

orth run brand-dev /v1/brand/retrieve -q domain=company.com
orth run fiber /v1/natural-language-search/companies -d '{"query": "company name"}'

Key data: size, industry, tech stack, funding, recent news.

Step 2: Contact Research

Use person-lookup skill for each attendee:

  • LinkedIn profile, recent posts, background
  • Role and likely decision-making authority
  • Any shared connections or interests

Step 3: Pipeline Context

From memory/pipeline.json:

  • How they entered pipeline (which signal)
  • Outreach history (what was sent, what they replied)
  • Current score (FIT+INTENT+TIMING)
  • Notes from previous interactions

Step 4: Competitive Landscape

Quick check: are they using or evaluating competitors?

  • [COMPETITOR_A], [COMPETITOR_B], [COMPETITOR_C], [COMPETITOR_D], [COMPETITOR_E], [COMPETITOR_F]
  • If yes → prepare differentiation talking points

Step 5: Assemble Briefing

Briefing Template

MEETING PREP: [Company] — [Date, Time]
Attendees: [Name (Title), ...]

COMPANY:
[1-2 lines: what they do, size, funding stage]
[Buying signals: tech stack hints, hiring patterns, recent activity]

CONTACT:
[Name] — [Title], [background snippet]
[Recent post/activity relevant to us]
Authority level: [Champion / Economic Buyer / User / Evaluator]

PIPELINE:
Signal: [what brought them in]
Score: FIT [X] + INTENT [X] + TIMING [X] = [total]
History: [outreach sent, replies, previous calls]

TALKING POINTS:
1. [Pain-specific opener based on their signal]
2. [Value prop tailored to their size/stack]
3. [Social proof: similar company reference]

OBJECTION PREP:
- "We already use [INCUMBENT]" → [differentiation]
- "Too early to evaluate" → [timing response]
- "Need to check with team" → [champion arming strategy]

DEMO PLAN:
[If a prospect-specific demo was generated, reference it]
[Key actions to show, tailored to their use case / pain]

GOAL:
[Primary: book next call / get champion / close pilot]
[Secondary: learn about their evaluation process]
[Discovery Q: What specific question to validate?]

After the Meeting

Remind CEO to use discovery-debrief skill to:

  1. Capture key learnings
  2. Update pipeline.json (stage, notes, next_action)
  3. Log insights via structured-log
  4. Update hypotheses if relevant

Related Skills

  • discovery-debrief — post-meeting processing (the complement to meeting-prep)
  • pipeline-manager — pipeline context for briefing
  • company-intel — company research data
  • person-lookup — contact research data
  • founder-sales — sales strategy and discovery techniques
  • google-calendar — calendar access for cron scanning
  • competitive-analysis — frameworks for competitor positioning

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