Pre-Meeting Research: Full Prep Brief (15 Minutes)

By Prospeda (profile) · From GTM Skills by Prospeda · License: MIT · Added October 28, 2026

Create a meeting prep brief for my call with [PERSON], [TITLE] at [COMPANY]:

My product: [WHAT YOU SELL]
Meeting purpose: [DISCOVERY / DEMO / NEGOTIATION / etc.]
Time allocated: [MINUTES]

Include:

1. PERSON PROFILE
- Their role and likely priorities
- Background and career history
- Recent LinkedIn activity or content
- Communication style clues

2. COMPANY CONTEXT
- What they do
- Recent news (funding, launches, hires)
- Likely challenges
- Competitors they face

3. MEETING STRATEGY
- Opening approach
- Key questions to ask
- Points to make
- What NOT to do

4. EXPECTED OBJECTIONS
- What they might push back on
- How to handle each

5. DESIRED OUTCOME
- What success looks like
- Specific ask at the end
- Backup ask if needed

Fill in anything in [brackets] or {braces} with your own details first.

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