GTM Meeting Prep
Produce a pre-meeting brief. Tailor everything to the specific company, attendees, and meeting type — no generic output.
Steps
- Identify meeting type — Cold Intro, Demo, POC Kick-off, Proposal, Partnership, or QBR. Each has a different focus and tone.
- Account context — pull key facts: business model, size, stack, recent news.
Reuse an existing account brief if one was run via
gtm-account-research. - 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).
- 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).
- Landmines — flag topics to avoid: internal builds they're proud of, recent org changes, competitors to not name-drop without reason.
- 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]