Research Output Templates: Meeting Prep Brief

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

I have a meeting with [PERSON] at [COMPANY] in [TIMEFRAME].

Create a prep brief:

1. PERSON CONTEXT
- Their role and likely priorities
- Recent LinkedIn activity or content
- Talking points they'd respond to

2. COMPANY CONTEXT
- What's happening at the company right now
- Relevant news or changes
- Competitors they're likely evaluating

3. MEETING GOALS
- What should I learn?
- What should I communicate?
- What's my ask at the end?

4. QUESTIONS TO ASK
- 5 discovery questions specific to their situation
- 2 questions about their decision process

5. OBJECTION PREP
- Likely objections and how to handle
- Questions they'll probably ask me

Meeting context: [FIRST CALL / DEMO / NEGOTIATION / etc.]
My solution: [WHAT YOU SELL]

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

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