paulieb89 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
- Company name (required)
- Person name and role (if known)
- Purpose of the meeting (sales, partnership, interview, follow-up)
- 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