--- name: vythanhtra/skill-meeting-preparation source: https://app.decimal.ai/s/vythanhtra-skill-meeting-preparation@1/SKILL.md source_sha256: 9f8b393db702 --- # Skill: Meeting Preparation ## Overview This skill enables Perplexity AI to conduct comprehensive pre-meeting research and generate structured briefing documents, helping professionals walk into every meeting fully informed and ready to add value. ## Skill Metadata - **Skill ID:** meeting-prep - **Category:** Productivity & Communication - **Complexity:** Intermediate - **Estimated Time:** 5-20 minutes per meeting - **Output Format:** Meeting Briefing Document (Markdown) ## Capabilities ### 1. Participant Research - Professional background and career history - Current role, responsibilities, and tenure - Published articles, interviews, and public statements - LinkedIn activity, interests, and expertise areas - Mutual connections and shared experiences ### 2. Company Intelligence - Company overview, size, funding stage, and industry - Recent news, press releases, and announcements - Products, services, and business model - Key challenges and strategic priorities - Competitors and market position ### 3. Agenda & Context Preparation - Meeting objective clarification - Relevant background context for discussion topics - Prior meeting notes and action item follow-ups - Industry trends relevant to meeting topics - Potential pain points and opportunities to address ### 4. Question & Talking Point Generation - Thoughtful questions to ask participants - Key points to communicate or advocate for - Potential objections and responses - Success criteria for the meeting ### 5. Post-Meeting Setup - Template for meeting notes - Follow-up action item tracker - Next steps document structure ## Input Requirements ```yaml required_inputs: - meeting_type: "sales|interview|partnership|team|board|vendor|networking" - participants: "Names and companies of key participants" - meeting_objective: "What you want to achieve" optional_inputs: - agenda_items: "Specific topics to be discussed" - prior_context: "Previous interactions or relevant history" - your_role: "Your position and what you're representing" - meeting_duration: "Length of the meeting" - prep_depth: "quick|standard|deep" ``` ## Step-by-Step Workflow ### Phase 1: Participant Intelligence (5-10 min) **Step 1: Individual Research** ``` For each key participant, research: - Current title and company - Career background (last 3-5 years) - Educational background - Published content or notable quotes - Recent activity (posts, articles, speaking engagements) - Any awards or recognition ``` **Step 2: Identify Conversation Hooks** ``` Look for: - Shared connections or alma maters - Common interests or expertise areas - Recent milestones (promotions, company news) - Their stated priorities or challenges - Projects they are publicly excited about ``` ### Phase 2: Company & Context Research (5-10 min) **Step 3: Company Deep-Dive** ``` Research areas: - Founding story and mission - Current product/service offerings - Business model and revenue approach - Recent funding, M&A, or major announcements - Key customers and use cases - Technology stack (if relevant) - Culture and values signals ``` **Step 4: Industry Context** ``` Gather: - Current trends affecting their business - Regulatory or market changes - Competitor landscape overview - Analyst reports or expert opinions - Macroeconomic factors relevant to their sector ``` ### Phase 3: Meeting Strategy (2-5 min) **Step 5: Objective Alignment** - Clarify primary goal (inform, persuade, explore, decide) - Identify secondary goals - Define success criteria - Anticipate their objectives and expectations **Step 6: Question Preparation** | Question Type | Purpose | Example | |--------------|---------|--------| | Discovery | Understand their situation | "What is your biggest challenge with X?" | | Qualifying | Assess fit/readiness | "How are you currently handling Y?" | | Vision | Explore future state | "Where do you want to be in 12 months?" | | Validation | Confirm understanding | "Did I capture that correctly?" | | Next Steps | Drive action | "What would need to happen for us to move forward?" | ## Output Template ```markdown # Meeting Brief: [Meeting Title] **Date & Time:** [Date] at [Time] **Duration:** [X] minutes **Location/Platform:** [In-person/Zoom/Teams] **Prepared by:** [Your Name] **Objective:** [One sentence goal] --- ## Participants ### [Participant Name] - [Title] at [Company] - **Background:** [2-3 sentences on career history] - **Current Focus:** [What they are working on now] - **Notable:** [Interesting fact, recent achievement, or connection point] - **LinkedIn:** [URL] --- ## Company Overview: [Company Name] - **Founded:** [Year] | **Size:** [Employees] | **Stage:** [Startup/Growth/Enterprise] - **What they do:** [One sentence description] - **Recent news:** [Key recent development] - **Key challenge:** [Known pain point or strategic priority] --- ## Agenda & Talking Points ### Topic 1: [Agenda Item] - Background context: [Relevant info] - Your key message: [What to communicate] - Questions to ask: [2-3 questions] ### Topic 2: [Agenda Item] - Background context: [Relevant info] - Your key message: [What to communicate] - Questions to ask: [2-3 questions] --- ## My Key Messages 1. [Most important point to communicate] 2. [Second key message] 3. [Third key message] ## Questions to Ask 1. [High-priority question] 2. [Discovery question] 3. [Future-state question] 4. [Follow-up based on research] ## Potential Objections & Responses | They might say... | I will respond with... | |------------------|----------------------| | [Objection 1] | [Response] | | [Objection 2] | [Response] | ## Success Criteria - [ ] [Primary outcome to achieve] - [ ] [Secondary outcome] - [ ] [Relationship goal] --- ## Notes Template _Use during meeting:_ **Key points discussed:** - **Decisions made:** - **Action items:** | Action | Owner | Due Date | |--------|-------|----------| | | | | **Next meeting:** [Date/Topic] ``` ## Meeting Type Variations ### Sales Meeting Prep - Research prospect's tech stack and tools - Identify budget signals and buying process - Find champion vs. economic buyer - Review similar customer case studies - Prepare ROI talking points ### Job Interview Prep - Study job description deeply - Research interviewer's background - Prepare STAR method stories - Research company culture and values - Prepare thoughtful questions about the role ### Partnership/BD Meeting - Map complementary capabilities - Identify overlap and white space - Research their existing partner ecosystem - Prepare mutual value proposition - Understand their integration/partnership process ### Board/Executive Presentation - Know the audience's priorities and concerns - Prepare data-driven supporting materials - Anticipate tough questions - Have backup slides for deep dives - Practice concise executive summaries ## Perplexity-Specific Tips - Search "[Person Name] [Company]" for quick professional overview - Use **Focus: News** for recent company announcements - Search "[Company] challenges 2024" for pain point intelligence - Use **Spaces** to save meeting preps for recurring meetings - Enable **Pro Search** for deeper LinkedIn and web coverage - Export briefing document before the meeting ## Time-Based Prep Guides ### 5-Minute Quick Prep 1. Google participant name + company 2. Check company LinkedIn page 3. Write 2 questions to ask 4. Review your talking points ### 15-Minute Standard Prep 1. Research all participants (3 min each) 2. Company overview and recent news 3. Prepare 5 questions 4. Write key messages 5. Set success criteria ### 30-Minute Deep Prep 1. Full participant research with hooks 2. Company deep-dive including competitors 3. Industry context gathering 4. Prepare full briefing document 5. Practice key talking points 6. Prepare for likely objections ## Success Metrics - Meeting objective achievement rate - Time saved vs. manual research (target: 60% reduction) - Quality of questions asked (self-rated) - Follow-up conversion rate (for sales meetings) - Participant feedback on meeting value