Operations Meeting Prep

operations-meeting-prep

One job: walk into every sales call fully prepared. That means deep LinkedIn enrichment + 30-day web research on the person, a personalized 12-step sales script, and a value-driven pitch deck tailored to that specific person — all stored in Notion under "Meeting Prep Report & Sales Script".

Automation level: AUTONOMOUS — runs end-to-end without pausing. When inputs come from a calendar booking (via /morning), the LinkedIn URL and meeting time are auto-extracted. Offer fit is auto-picked using the scoring rubric below, with ambiguity flagged in the output rather than gated on user confirmation.

Routine position: /morning step 7. Auto-runs once per Discovery Call booked for today. Also runs standalone when called directly with a name + LinkedIn URL.

Setup Required

Replace these placeholders before running:

Context to read before running

1. Read context/offers.md — know all your offers, their ideal clients, pricing, and positioning angles.
2. Read context/icp.md — know the ICP profile so you can spot fit or misfit quickly.
3. Read references/sales-script-template.md — the 12-step framework you'll personalize.

Steps

Part 1 — Get the person's name, LinkedIn URL, and conversation history

Routine mode (called by /morning step 7): Inputs are pre-extracted from a calendar booking. The orchestrator passes:

• name (attendee full name)
• linkedin_url (from the booking form's LinkedIn URL field)
• scheduled_time (today's call time)
• dm_conversation (full DM history with this lead, if available via your LinkedIn outreach tool)

If dm_conversation is non-empty, treat it as primary context — the lead's own words from DMs are the strongest signal for "why did they book the call".

Standalone mode (user calls skill directly):

1. Take the name (and LinkedIn URL if provided) from the user.
   • If no name: ask "Who are you meeting with? Give me their name — and their LinkedIn URL if you have it."
   • If LinkedIn URL is provided: skip Part 2, go straight to Part 3.

Part 2 — Find their LinkedIn profile (only if no URL given)

2. Try Playwright first:

   • Tool: mcp__playwright__browser_navigate
   • URL: https://www.linkedin.com/search/results/people/?keywords=[FirstName LastName]
   • Tool: mcp__playwright__browser_snapshot
   • Extract the most likely profile URL by name match.

3. If Playwright fails: use Relay as fallback:

   • Tool: mcp__claude_ai_Relay_APP_Claude_Code__search_linkedin_for_profile
   • firstName, lastName, company (if known)
   • Extract the profile URL from the result.

4. If no profile found: note "LinkedIn profile not found — enrichment limited" and continue with name-only context.

Part 3 — Enrich the person (LinkedIn enrichment tool)

5. Get their full LinkedIn profile using your LinkedIn enrichment tool (e.g. Trigify CLI: trigify profile enrich --profile-url <linkedin_url>).

   • Extract: current role, company, headline, about/summary, experience, education, certifications.
   • If this returns empty or errors: note the failure and continue with whatever partial data is available.

6. Get their company profile:

   • Extract from the enrichment output above. If company fields are missing: note "Company profile unavailable" and continue.

7. Get their recent LinkedIn posts:

   • Use your enrichment tool (e.g. trigify profile posts --profile-url <linkedin_url> --page 0)
   • Get last 3–5 posts. Extract: topics, themes, language used, pain points mentioned.
   • If this returns empty: note "No posts available" and continue.

Part 4 — 30-day research (web search)

8. Run targeted web searches to find anything notable about this person or their company in the last 30 days:
   • Tool: WebSearch
   • Searches to run:
     • "[Full Name]" podcast OR interview OR keynote 2026
     • "[Company Name]" funding OR acquisition OR launch OR news 2026
     • "[Full Name]" site:linkedin.com
     • "[Company Name]" [industry keyword] 2026
   • Extract: podcast appearances, published articles, funding rounds, product launches, company news.
   • If nothing found in last 30 days: note "No recent news found" and skip this section in the brief.

Part 5 — Build the research brief

9. Read context/offers.md and identify which 1–2 offers fit this person best based on their role, company size, industry, and pain signals.

10. Write the Research Brief (concise — short bullets, no paragraphs):

    • Who they are: Role at Company — 1–2 lines max
    • Company: What it does, size, industry — 1 line
    • Right now: What they're focused on (from posts/activity/news) — 1–2 bullets max, skip if no data
    • Recent signal: Anything notable from the last 30 days — 1 bullet, skip if nothing found
    • Pain signal: Visible problem or frustration based on profile + company context — 1 line
    • Best offer fit: Offer name + one-sentence reasoning
    • Call type flag: e.g., "Employee, not a founder — confirm budget authority early" or "Warm inbound — likely already sold"

Part 6 — Build the personalized sales script

11. Run a silent profile analysis before writing. Think through:

    • Most relevant aspects of their background (industry, title, experience, seniority)
    • Specific signals from LinkedIn + research that can inform the script
    • Conversation analysis (if present): What resonated in DMs? What problem did they articulate? Why did they accept the call?
    • Likely pain points based on their role and industry
    • Which offer maps most naturally and why
    • Likely objections (price, timing, DIY)

12. Generate the Personalized Sales Script following the 12-step framework from references/sales-script-template.md:

    • Step 1 (Preparation): 3–5 specific prep items drawn from their profile and research.
    • Step 2 (Micro Rapport): 2 rapport questions drawn from their background or career path. Never reference LinkedIn directly — use the insight, not the source.
    • Step 3 (Agenda & Alpha Frame): Copy from template — no personalization needed.
    • Step 4 (Primary Motive): 2–3 pain-discovery questions tailored to their specific role and situation.
    • Steps 5–6 (Discovery + Pain): Adapt questions to their business type, team structure, acquisition/growth context.
    • Steps 7–9 (Goal, Defeat, Conviction): Copy from template — no personalization needed.
    • Steps 10–11 (Pitch): Name the offer to lead with. Write a 1-sentence positioning line using their own language and context.
    • Step 12 (Pricing): State full price, offer same-day decision bonus, stay silent. If they say "too expensive": "Sorry that my price exceeds your value." — then stay silent.

Part 7 — Generate the pitch deck

13. Auto-pick the best-fit offer using a scoring rubric. Score every offer in context/offers.md against the lead on:

    • Role fit (0–3): how well the prospect's title matches the offer's ICP role
    • Company fit (0–3): company stage/size fit relative to offer's target
    • Pain signal match (0–3): explicit pain in their posts/profile/recent news that the offer solves
    • Budget fit (0–2): seniority + company stage suggest they can afford this offer
    • Recent intent signal (0–2): bookings, podcasts, posts hinting at the offer's space
    • Total possible = 13 per offer. Highest score wins.

    Ambiguity rule: if the top two offers are within 1 point of each other, pick the highest-scoring one and add a banner:

    ⚠ Offer fit ambiguous between [Top Offer] and [Second Offer] (scores X vs Y). Glance before the call and override the deck if the second one feels closer.

14. Run offer-build-pitch-deck with these inputs:

    • Person: full name, role, company
    • Enriched profile summary (from Part 3)
    • Research brief (from Part 5)
    • Sales script (from Part 6)
    • Confirmed offer (name, pricing, deliverables from context/offers.md)
    • Deck requirements:
      • 8–15 pages max
      • Value and outcome driven — sell what they GET and HOW they achieve it with you, not features
      • Personalized with their name and company context throughout
      • Structure: Problem they have → Cost of not fixing it → The outcome they want → How we get there together → Offer details → Pricing → Next step
    • Save pitch deck to: inbox/outputs/pdf/YYYY-MM-DD-operations-meeting-prep-[firstname-lastname].pdf

    Note: offer-build-pitch-deck is included in this starter pack under skills/offer-build-pitch-deck/. Install and configure it first.

15. Pitch Deck files: After the PDF is generated, note both outputs:

    • PDF path: inbox/outputs/pdf/YYYY-MM-DD-operations-meeting-prep-[firstname-lastname].pdf
    • HTML URL: file:///[YOUR_PROJECT_PATH]/inbox/outputs/html/YYYY-MM-DD-operations-meeting-prep-[firstname-lastname].html

Part 8 — Save and push to Notion

16. Save the full output to: inbox/outputs/md/YYYY-MM-DD-operations-meeting-prep-[firstname-lastname].md

    Contents:

    • Research brief
    • Full personalized sales script
    • Reference to pitch deck PDF path

17. Push to the Meeting Prep Report & Sales Script database:

    • Tool: mcp__claude_ai_Notion__notion-create-pages
    • parent: {"type": "data_source_id", "data_source_id": "YOUR_MEETING_PREP_NOTION_DB_ID"}
    • Properties:
      • Day & Date: YYYY-MM-DD — [First Last] call
      • date:Date:start: today's date in YYYY-MM-DD format
      • Research Report: the concise research brief text
      • Pitch Deck: file:///[YOUR_PROJECT_PATH]/inbox/outputs/html/YYYY-MM-DD-operations-meeting-prep-[firstname-lastname].html
    • Page body content: the full personalized 12-step sales script

18. Print one-line summary: "Meeting prep ready for [Name]. Research brief + sales script + pitch deck saved to inbox and Notion."

Output Format

# Meeting Prep — [First Last] — YYYY-MM-DD

> ⚠️ [Call type flag — e.g., "Employee, not a founder — confirm budget authority early"]

---

## Research Brief

- **Who they are:** [Role at Company — 1–2 lines]
- **Company:** [What it does, size, industry]
- **Right now:** [What they're focused on — skip if no data]
- **Recent signal:** [Podcast/funding/news from last 30 days — skip if none]
- **Pain signal:** [Visible problem or gap]
- **Best offer fit:** [Offer name] — [1-sentence why]

---

## Personalized Sales Script

### Step 1: Preparation
...

### Step 12: Pricing
...

---

## Pitch Deck
PDF: `inbox/outputs/pdf/YYYY-MM-DD-operations-meeting-prep-[firstname-lastname].pdf`
HTML (interactive): [Open deck](file:///[YOUR_PROJECT_PATH]/inbox/outputs/html/YYYY-MM-DD-operations-meeting-prep-[firstname-lastname].html)

Edge Cases

• LinkedIn URL provided directly: Skip Part 2 — go straight to enrichment.
• Enrichment returns empty profile: Use whatever partial data is available. Still generate the full script with role/company-informed questions. Note "Enrichment partial" at top.
• No recent posts: Skip "right now" bullet in brief.
• No recent news found (WebSearch): Skip "recent signal" bullet.
• Offer fit ambiguous (top two within 1 point): Pick the highest-scoring offer, generate the deck for it, AND add the ambiguity banner. Never pause.
• Internal meeting (team call, known client check-in): Output "Internal meeting — no prep needed." Skip all enrichment.
• offer-build-pitch-deck skill not available: Note the failure, save the research brief + script only.
• Notion push fails: Save to inbox/outputs/ only. Tell user: "Notion push failed — output saved locally."