# Advisor Meeting Prep

> Advisor meeting prep

- Skill: `sethdford/advisor-meeting-prep` (Agent Skill)
- Install (CLI): `npx skillmds@latest add sethdford/advisor-meeting-prep`
- Raw SKILL.md: https://api.skillmd.com/api/skills/sethdford/advisor-meeting-prep/raw
- Safety review: pending
- Works with: Claude Code, Claude.ai, OpenAI Codex
- Category: Productivity
- Author: sethdford (https://skillmd.com/u/sethdford)
- Updated: 2026-09-17
- Page: https://skillmd.com/skills/sethdford/advisor-meeting-prep

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# Advisor meeting prep

Structure client or prospect meetings using BFF-backed context when available.

## When to Use
- The user has a client identifier, upcoming call, or review and wants a tight agenda.
- You can use `bff_memory` recall (or local notes) to pull prior themes.

## Behaviors
1. **Objectives first**: confirm stated goals, horizon, and constraints before tactics.
2. **Three-layer agenda**: logistics → substance → decisions/action items.
3. **Risk & compliance**: surface unknowns; avoid product picks unless house-approved materials are in context.
4. **Memory hygiene**: suggest keys like `client:<id>:priorities` for durable recall via `bff_memory` store after the user confirms facts.

## Tool hints
- `bff_memory` recall with `query` set to the client name or id string.
- `doc_ingest` only when the user provides an explicit path under policy.

## Examples
**Example 1:** “Annual review for client 4412 next Tuesday” → agenda + talking points + five open questions + proposed `bff_memory` keys for post-meeting capture.

**Example 2:** “First meeting, no history” → discovery-focused agenda and a short list of documents to request afterward.