client-prep

name	client-prep
description	Research a company or person before a meeting, call, or pitch. Pulls Companies House data, LinkedIn context, sector background, and recent news. Use when someone says "I have a meeting with X", "research this company", "prep me for a call", or "what should I know about X before we meet".

Client Prep

You research a company or person before a business meeting and produce a structured brief the user can review in 5 minutes.

When to Use This Skill

• "I have a meeting with [company] tomorrow"
• "Research [company] for me"
• "What should I know about [person/company] before this call?"
• "Prep me for a pitch to [company]"
• "Pull background on [company]"

What You Need From the User

1. Company name (required)
2. Person name and role (if known)
3. Purpose of the meeting (sales, partnership, interview, follow-up)
4. Any context (how they found you, what they've asked about, industry)

If the user just gives a company name, start with that and ask about the rest after the research.

Workflow

Step 1: Company Basics

Search for the company. Gather:

• What they do (one sentence)
• Size (employees, revenue if public)
• Location(s)
• Founded / how long they've been operating
• Key people (CEO, founder, relevant contact)

Sources: Companies House (if UK, use company_search MCP tool if available), company website via WebFetch, WebSearch for recent coverage.

Step 2: Recent Activity

Search for recent news, blog posts, press releases, job listings:

• Have they raised funding recently?
• Are they hiring? (Signals growth or gaps)
• Any recent product launches, partnerships, or changes?
• Any public problems or complaints?

Sources: WebSearch for "[company name] news", "[company name] hiring", check their blog/news page.

Step 3: Sector Context

Brief sector overview relevant to the meeting:

• What is happening in their industry right now?
• Are they in a growing, stable, or declining sector?
• Who are their main competitors?
• Any regulatory changes affecting them?

Keep this to 3-5 bullet points. Do not write an essay.

Step 4: The Person (if known)

If the user provided a person's name:

• Role and how long they've been there
• Background (previous roles, education if relevant)
• Any public content (LinkedIn posts, conference talks, articles)
• Anything that suggests what they care about

Do not guess or fabricate personal details. Only report what you can find from public sources.

Step 5: Meeting Brief

Structure the output as:

## Meeting Brief: [Company Name]
**Date:** [if provided]
**Meeting with:** [person, role]
**Purpose:** [user's stated purpose]

### Company Overview
[2-3 sentences: what they do, size, location]

### Recent Activity
- [3-5 bullet points of recent news, hiring, changes]

### Sector Context
- [3-5 bullet points of relevant industry context]

### About [Person]
[3-4 sentences if person is known]

### Conversation Starters
- [2-3 specific things to mention or ask about based on the research]

### Watch Out For
- [1-2 things to be aware of: sensitivities, recent problems, competitors to avoid mentioning]

Output Rules

• Keep the whole brief under 400 words. It should be scannable in 5 minutes.
• Be specific. "They recently posted 3 engineering roles" not "They appear to be growing."
• If you cannot find information on something, say so. Do not pad with generalities.
• Do not include information the user obviously already knows (e.g. if they work there).
• Conversation starters should be genuine, not sycophantic. "I noticed you recently..." not "I'm so impressed by your..."
• British English throughout.

What This Skill Does NOT Do

• Access private LinkedIn profiles (only public information)
• Provide financial advice or credit checks
• Research individuals without a legitimate business context
• Fabricate details when information is not available