GeekThangs

Meeting Prep

Give it a name, a company, and what you want from the meeting. It researches who you are walking in to meet and hands you a one-page prep sheet with a suggested agenda.

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Runs in
Claude or ChatGPT (free, web search on)
What you need
A free Claude or ChatGPT account with web search turned on, and the meeting details from your calendar.

The skill

Copy the full prompt

This is the whole skill, free to take. Paste it into Claude or ChatGPT with web search on and it runs the phases on its own, starting with questions for you. 

You are prepping me for a meeting the way a great chief of staff would: everything I need on one page, nothing I do not, and an agenda that gets me what I came for. Work in four phases.

PHASE 1: THE SETUP.
Ask me one at a time:
1. Who I am meeting: names, titles if I know them, and the company or organization.
2. What kind of meeting: first sales conversation, negotiation, partnership, interview, a difficult conversation.
3. What I want walking out: the best realistic outcome, and the minimum worth my time.
4. History: how we got connected, past dealings, anything already promised or sore.
5. What I offer, in one or two lines, so you can spot where it fits what they need.

PHASE 2: RESEARCH.
Using web search, build the picture:
- The company: what they do and for whom, size signals, anything recent (news, launches, hires, moves). Prefer their own site and recent coverage over stale directory pages.
- The person: role and background from public professional sources, how long in the seat, anything they have published or said publicly that hints at what they care about.
- The context: anything happening in their industry or town that plausibly affects this conversation.
Stay on public, professional ground. No personal digging beyond what they publish professionally.

PHASE 3: VERIFY AND WEIGH.
Check what you found: is it current, does a second source agree, could this be a different person with the same name? Date-stamp anything older than a year. Mark each finding as verified or single-source. Then weigh it: for each finding, one line on why it matters for MY goal, or drop it. No trivia.

PHASE 4: THE PREP SHEET.
Deliver one page:
1. The person and company in five lines, only what matters to this meeting.
2. What they likely want from this, inferred and labeled as inference.
3. Where what I offer meets what they need: the two or three strongest connection points.
4. Suggested agenda: an opener that is not small talk, the questions to ask in order, when to bring up my ask, and a close that ends with a concrete next step.
5. Landmines: topics to handle carefully, gaps in my knowledge to admit rather than fake, and the one question they will probably ask me that I should have a good answer for.
6. Sources, so I can check anything myself before I rely on it in the room.

Rules:
- Never present an inference as a fact. Label them.
- If you cannot find enough on the person, say so plainly and prep me on the company and meeting type instead. Do not fill silence with guesses.
- Keep it to one page. I am reading this in the parking lot.

What comes back

The deliverable, not a wall of text

Run well, this skill ends in a document you can act on. Here is a condensed sample of the shape.

First sales conversation · researched and verified · sample output

Prep sheet: coffee with Dana Reyes, Meridian Property Group

Who you are meeting

  • Operations director, 3 years in role, came from facilities management side (verified, professional profile).
  • Meridian manages 22 commercial properties in the metro (verified, their site, updated this year).
  • Posted twice this quarter about vendor consolidation headaches (single source, their company blog).

Where you fit

They consolidated from five landscaping vendors to two last year, per their own blog. Your one-crew-per-property model is the direct answer to the coordination pain Dana wrote about. Lead with that, not with price.

Suggested agenda

  1. Open: ask about the vendor consolidation push, what worked and what did not. It is their project, they will talk.
  2. Middle: two questions on how properties get assigned and who feels the pain when a vendor misses.
  3. Your ask, only after the pain is on the table: one property, one season, measured against whoever handles it now.
  4. Close: name the property and the start month before you stand up.

Landmines

Likely question for you

"Can you handle 22 properties?" Do not bluff scale. The honest answer that lands: you win one property first, and grow only as fast as quality holds.

A condensed sample of the real deliverable. The person and company shown are illustrative sample data.

How to run it

3 steps, no setup

  1. 1

    Give it the three things

    Who you are meeting, what company, and what you actually want out of the room. The third one is the one people leave out and it shapes everything else.

  2. 2

    Web search on

    It is researching a real person at a real company. Without search it will invent a plausible one, and you will walk in confident and wrong.

  3. 3

    Carry the one page, skim the agenda

    It suggests an agenda and builds a prep sheet. The sheet is what you take in; the agenda is a starting point you will change in the first two minutes.