majiayu000 Meeting Preparation System
Prepare for and follow up on client meetings effectively.
Meeting Types
| Type | Duration | Prep Time | Key Focus |
|---|---|---|---|
| Discovery Call | 30 min | 15 min | Learn needs, qualify |
| Pitch/Proposal | 45-60 min | 1-2 hrs | Present solution, close |
| Kickoff | 30-60 min | 30 min | Align on scope, next steps |
| Working Session | 1-2 hrs | 15 min | Execute deliverables |
| Check-in | 15-30 min | 10 min | Progress, blockers |
| Follow-up | 30 min | 15 min | Review, questions |
Upcoming Meetings
JPMorgan Chase Pitch
Timeline: End of Jan / First week of Feb 2026
Contacts: Steve Badelt, Ryan Thomas
Purpose: [Define pitch objective]
Status: Preparing
Pre-Meeting Checklist
24 Hours Before
□ Confirm meeting time and attendees
□ Review previous interactions/notes
□ Research attendees (LinkedIn)
□ Prepare agenda
□ Gather relevant materials
□ Test tech (if video call)
□ Prepare questions to ask
□ Set meeting goals
1 Hour Before
□ Review agenda and talking points
□ Open relevant documents/demos
□ Clear notifications
□ Have water nearby
□ Quiet environment ready
□ Backup contact method noted
Discovery Call Template
Agenda (30 min)
DISCOVERY CALL AGENDA
=====================
Client: [Name]
Company: [Company]
Date: [Date]
Duration: 30 minutes
1. INTRODUCTIONS (3 min)
- Brief background on Support Forge
- Their role and background
2. UNDERSTAND THEIR SITUATION (10 min)
- What prompted reaching out?
- Current challenges/pain points
- What have they tried?
3. GOALS & TIMELINE (7 min)
- What does success look like?
- Timeline/urgency
- Decision process
4. EXPLORE FIT (5 min)
- How we might help
- Relevant experience
- Initial thoughts on approach
5. NEXT STEPS (5 min)
- Proposal/follow-up timing
- Additional info needed
- Schedule next meeting
Discovery Questions
SITUATION
- Tell me about your current setup/process
- What tools are you using today?
- How long have you been dealing with this?
PROBLEM
- What's the biggest challenge you're facing?
- What happens if this doesn't get solved?
- How is this impacting your business/team?
IMPLICATION
- What have you tried so far?
- Why hasn't that worked?
- What would solving this mean for you?
NEED/PAYOFF
- What does the ideal solution look like?
- What's your timeline for this?
- What's the budget range you're working with?
DECISION
- Who else is involved in this decision?
- What's your process for moving forward?
- What would make this a "yes" for you?
Pitch Meeting Template
Agenda (45-60 min)
PITCH MEETING AGENDA
====================
Client: [Name]
Company: [Company]
Date: [Date]
Duration: 45-60 minutes
1. RAPPORT & CONTEXT (5 min)
- Reconnect from discovery
- Confirm understanding of needs
2. PRESENT SOLUTION (15 min)
- Approach overview
- Specific deliverables
- Timeline
- Differentiation
3. DEMONSTRATE VALUE (10 min)
- Relevant case study/example
- Demo if applicable
- Results they can expect
4. INVESTMENT & TERMS (10 min)
- Pricing options
- What's included
- Payment terms
5. ADDRESS CONCERNS (10 min)
- Questions and objections
- Clarifications
6. CLOSE & NEXT STEPS (5 min)
- Gauge interest
- Propose next step
- Timeline to decision
Pitch Talking Points
OPENING
- Thank them for time
- Reference previous conversation
- Confirm agenda
VALUE PROPOSITION
- "Based on what you shared, here's what I recommend..."
- Focus on outcomes, not features
- Connect to their specific pain points
DIFFERENTIATION
- Why Support Forge vs alternatives
- Relevant experience
- Personal attention advantage
PRICING TRANSITION
- "Let me walk you through the investment..."
- Present with confidence
- Tie to value delivered
HANDLING OBJECTIONS
- Listen fully before responding
- Acknowledge the concern
- Provide reassurance/evidence
- Check if addressed
CLOSING
- "Based on our conversation, I think [package] is the right fit"
- "What questions do you have before we move forward?"
- Propose specific next step
Meeting Brief Template
MEETING BRIEF
=============
Meeting: [Type] with [Name]
Date/Time: [Date] at [Time]
Duration: [Duration]
Location: [Zoom/Phone/In-person]
ATTENDEES
---------
- [Name], [Title] at [Company]
- {YOUR_NAME}, Support Forge
BACKGROUND
----------
[How you connected, previous interactions]
THEIR SITUATION
---------------
[What you know about their needs/challenges]
OBJECTIVES FOR THIS MEETING
---------------------------
1. [Goal 1]
2. [Goal 2]
3. [Goal 3]
KEY TALKING POINTS
------------------
1. [Point 1]
2. [Point 2]
3. [Point 3]
QUESTIONS TO ASK
----------------
1. [Question 1]
2. [Question 2]
3. [Question 3]
POTENTIAL OBJECTIONS
--------------------
- [Objection]: [Response]
- [Objection]: [Response]
DESIRED OUTCOME
---------------
[What you want to happen as result of this meeting]
NEXT STEP TO PROPOSE
--------------------
[Specific next step with timeline]
Post-Meeting Follow-Up
Follow-Up Email Template
Subject: Great connecting - [Topic] next steps
Hi [Name],
Great speaking with you today about [topic]. Here's a quick recap:
WHAT WE DISCUSSED
-----------------
- [Key point 1]
- [Key point 2]
- [Key point 3]
NEXT STEPS
----------
My action items:
□ [Action item with timeline]
□ [Action item with timeline]
Your action items (if any):
□ [Action item]
TIMELINE
--------
[Proposed timeline/next meeting]
[Attachment if applicable: proposal, resources, etc.]
Let me know if you have any questions. Looking forward to
[next step]!
Best,
Perry
{YOUR_PHONE}
Meeting Notes Template
MEETING NOTES
=============
Date: [Date]
Attendees: [Names]
Duration: [Actual duration]
KEY TAKEAWAYS
-------------
1. [Takeaway]
2. [Takeaway]
3. [Takeaway]
DECISIONS MADE
--------------
- [Decision]
- [Decision]
ACTION ITEMS
------------
□ [Owner]: [Task] - Due: [Date]
□ [Owner]: [Task] - Due: [Date]
OPEN QUESTIONS
--------------
- [Question to address]
NEXT MEETING
------------
[Date/Time] - [Purpose]
NOTES
-----
[Detailed notes from conversation]
JPMorgan Chase Pitch Prep
Research Checklist
□ Steve Badelt LinkedIn profile
□ Ryan Thomas background (already know from Eyam Health)
□ JPMorgan Chase current initiatives
□ Relevant news/announcements
□ Potential pain points for their team
□ Competitors they might be considering
Pitch Angle Options
1. AI ENABLEMENT FOR TEAMS
- Claude Code setup for development teams
- Productivity gains
- Security and compliance considerations
2. CUSTOM AI SOLUTIONS
- Workflow automation
- Document processing
- Internal tools
3. TRAINING & CONSULTING
- Team upskilling
- Best practices implementation
- Ongoing support
Key Messages
- Enterprise experience (if applicable)
- Security-conscious approach
- Personalized attention vs big consultancies
- Practical, results-focused
- Ryan Thomas referral/endorsement
Calendar Integration
Use Google Calendar MCP to:
- Create meeting events with agenda in description
- Set reminders (1 day and 1 hour before)
- Block prep time before important meetings
- Schedule follow-up tasks
Quick Commands
"Prep for meeting with [person] about [topic]" → Generate meeting brief
"Discovery call agenda for [prospect]" → Create discovery call structure
"Follow up email for [meeting]" → Generate follow-up email
"Meeting notes for [meeting]" → Template to fill in during/after
"Research [person/company]" → Compile background research