stakeholder-research-prep

name	stakeholder-research-prep
description	Prepares structured background research on a customer contact before a first meeting or engagement. Builds a profile including likely priorities, role-specific concerns, engagement approach, and conversation starters based on their title, function, and seniority level. Use when asked to prepare for a first meeting with a new contact, research a stakeholder, build a contact profile, prepare for an executive conversation, or when meeting someone at a customer account for the first time. Also triggers for questions about stakeholder preparation, first meeting research, contact profiling, or executive meeting prep with someone you have not met before.
license	MIT
metadata	{"author":"Stephen Rogan","version":"1.0.0","standalone":true}

Stakeholder Research Prep

Prepares you for a first conversation with a customer contact you have not met. Builds a profile of likely priorities, concerns, and communication style based on their role, function, seniority, and any context you provide.

This is not a dossier. It is a thinking framework that helps you walk into the meeting with a hypothesis about what this person cares about, so you can listen for confirmation or correction rather than starting from zero.

How to Use

Provide what you know:

• Contact name and title
• Their function (engineering, product, finance, operations, executive)
• Seniority level (IC, manager, director, VP, C-suite)
• Company and account context (industry, size, your product, their use case)
• How this meeting came about (introduction from champion, they requested it, you reached out, new hire replacement)