| name | meeting-prep |
| description | Research a prospect company and generate a sales meeting brief in minutes. Extracts business context, likely pain points, decision-maker signals, and specific questions to ask. No API keys required. |
Meeting Prep
Research any company before a sales call and generate a structured brief with everything needed to walk in prepared.
What this does
Three phases:
- Company Research - Extract business context, size signals, tech stack, marketing activity, hiring signals
- Pain Point Detection - Identify likely pain points based on what is missing or underperforming
- Meeting Brief - Generate questions, talking points, and service fit analysis
How to use
Pass a URL, company name, or LinkedIn URL:
/meeting-prep https://empresa.com
Or with context:
/meeting-prep https://empresa.com - llamada de 30 minutos, contacto es el CMO
Phase 1 - Company Research
Use ddgs and web scraping to collect:
- Business type - B2B / B2C, local / national / international
- Size signals - team size (from website, LinkedIn), years in business
- Services / products - what exactly do they sell
- Target customers - who do they serve (inferred from copy + case studies)
- Current marketing - are they running ads? SEO visible? Social active?
- Tech stack - CMS, analytics, chat, email tool, CRM signals
- Hiring signals - job postings can reveal priorities (hiring a "SEO specialist" = SEO is a priority or a pain)
- Recent news - press, blog, funding, partnerships
from scripts.web_inspector import inspect_website, detect_tech_stack
data = inspect_website(url)
tech = data["tech_stack"]
Use ddgs to search:
- "[company name] news"
- "[company name] jobs" or site:linkedin.com/jobs [company]
- "[company name] review" or "[company name] testimonials"
Phase 2 - Pain Point Detection
Based on Phase 1 findings, identify likely pain points.
Pain point signals by absence:
| Missing | Likely pain |
|---|
| No analytics / GTM | "We don't know what's working" |
| No Meta Pixel | Cannot do retargeting, no audience data |
| No conversion tracking | Cannot justify ad spend, blind on ROI |
| No case studies | Struggling to close deals, lack social proof |
| No blog / thin content | Invisible in search, losing to SEO competitors |
| Wix / Squarespace on a growing B2B | Platform limitations becoming painful |
| Outdated design (5+ years old) | Not converting new visitors, embarrassed to send link |
| No chat tool | Missing async conversations from website |
| No email capture | Losing leads they paid to get |
| Social profiles inactive | Know they should be doing social, not doing it |
Pain point signals by context:
| Context | Likely pain |
|---|
| Service business, no testimonials | Trust and closing rate |
| eCommerce, no pixel | Cannot scale paid acquisition |
| B2B, no case studies | Long sales cycle, no proof |
| Hiring for marketing roles | Current marketing not performing |
| Many competitors with better SEO | Losing organic traffic |
| Recent rebrand or website launch | Want to make the investment pay off |
Output 3-5 specific, evidence-based pain points. Not generic.
Phase 3 - Meeting Brief
Generate a structured brief the agency rep can read in 5 minutes before the call.
Brief format
## Meeting Brief: [Company Name]
Date: [date]
Contact: [name + role if known]
Meeting type: [discovery / follow-up / proposal]
---
### Company Snapshot
[3-4 sentences: what they do, who they serve, current state of their marketing]
### What They Likely Care About
1. [Pain 1] - Evidence: [what you found]
2. [Pain 2] - Evidence: [what you found]
3. [Pain 3] - Evidence: [what you found]
### Their Situation vs Competitors
[1-2 sentences: are they ahead or behind competitors in their market?]
### Questions to Ask
Opening (to confirm your research):
- "I noticed you're on [platform] - are you happy with it or is that something you've been wanting to change?"
- "I saw you're [doing X / not doing Y] - how's that been working for you?"
Problem discovery:
- [specific question tied to Pain 1]
- [specific question tied to Pain 2]
- "What does your current reporting look like? How do you know what's working?"
Budget and process:
- "Do you have a marketing budget you're working with, or is that still to be defined?"
- "Who else is involved in decisions like this?"
### Services That Fit
Based on findings:
1. [Service] - addresses [specific pain] - entry point
2. [Service] - addresses [specific pain] - monthly retainer potential
### Red Flags to Watch For
- [signal that means this is a bad fit - e.g. "if they mention they just signed with another agency"]
- [signal that means budget is likely low - e.g. "Wix free tier, no ads running, single person team"]
### One Thing to Remember
[Single most important thing from the research. The one insight that will make them feel you did your homework.]
References
references/research-checklist.md - what to check per company typereferences/question-banks.md - question library by pain type
Output principles
- Brief must be readable in under 5 minutes
- Every pain point needs specific evidence from the research
- Questions must be specific to THIS company, not generic sales questions
- Do not include services that do not match what the agency offers (if provided)
- The "One Thing to Remember" is mandatory - it is the line that builds rapport
