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Task template · Sales & founders

Meeting prep briefing

Know the company before you walk in. Made from one message, so you can get your own in minutes.

Meeting prep briefing

Uses
Web searchDocs
You need
Nothing, just send the prompt

Prompt: Prepare me for a meeting with [company] about [topic]. Using public sources, write a one-page Doc with what they do, recent news, likely priorities, questions I should ask, and how [my product or service] could help. Link every source.

Know the company before you walk in. For Sales & founders.

The prompt

Prepare me for a meeting with Harborline Freight about replacing their spreadsheet-based dock scheduling. Using public sources, write a one-page Doc with what they do, recent news, likely priorities, questions I should ask, and how Slotwise, our dock appointment scheduling software could help. Link every source.

Uses: Web search, Docs

Make it yours

  • Change the details in the prompt to fit sales & founders.
  • Ask for edits in plain words: tone, colors, length, layout or data.
  • Share the result by link or export it when you are done.

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