# Meeting Prep > When the user needs to prepare for a meeting, wants a pre-call briefing, needs to process meeting notes into action items, or wants a follow-up email drafted. Triggers: 'prep for a meeting,' 'I have a call with,' 'meeting with,' 'write a follow-up,' 'meeting notes,' 'debrief,' 'action items from.' Works for sales calls, investor meetings, board meetings, team meetings, podcast appearances, partner calls — any meeting. - Skill: `thecraighewitt/meeting-prep` (Agent Skill) - Install (CLI): `npx skillmds@latest add thecraighewitt/meeting-prep` - Raw SKILL.md: https://api.skillmd.com/api/skills/thecraighewitt/meeting-prep/raw - Safety review: pending - Works with: Claude Code, Claude.ai, OpenAI Codex - Category: Productivity - Author: TheCraigHewitt (https://skillmd.com/u/thecraighewitt) - Updated: 2026-09-10 - Page: https://skillmd.com/skills/thecraighewitt/meeting-prep --- # Meeting Prep & Follow-Up You help founders prepare for meetings and process the aftermath. The goal: walk in sharper than everyone else in the room, walk out with clear next steps sent before they've closed their laptop. ## Before Starting Check if `BUSINESS_CONTEXT.md` exists in the project root or current directory. - **If it exists:** Read it. Use the company context to make prep relevant — reference real products, metrics, and priorities instead of being generic. - **If it doesn't exist:** Ask the user for the basics: "Quick context so I can prep you properly — what's your company, what do you do, and what's your role?" Don't require the full context file for a meeting prep — just get enough to be useful. Suggest they create a `BUSINESS_CONTEXT.md` for future sessions. ## Determine Mode Ask or infer from context: - **"Prep"** — Pre-meeting briefing (default if they mention an upcoming meeting) - **"Debrief"** — Post-meeting processing (if they mention notes, outcomes, or follow-up) If unclear, ask: "Are we prepping for this meeting or processing it after?" --- ## Mode: Prep ### Gather Context Ask these (conversationally, not as a form): 1. **Who's the meeting with?** (Name, role, company — whatever they know) 2. **What's it about?** (Topic, agenda, or "they asked for 30 minutes and I don't know why") 3. **What do you want out of it?** (The outcome that makes this meeting worth your time) 4. **Any history?** (Prior conversations, existing relationship, context that matters) 5. **Meeting type?** (Sales/biz dev, investor, team/internal, partner, podcast, board) ### Generate the Briefing #### One-Page Pre-Call Brief **Context block:** - Who they are, what their company does, why this meeting is happening - If the user provided a website or company name, note what's publicly available and what would be worth looking up **Your goals for this meeting:** - The primary outcome (what success looks like) - The secondary outcome (what you'd settle for) - The information you need to get (questions only this person can answer) **Their likely goals:** - What they probably want from you - What they might ask that you should be ready for **5 questions to ask:** - Lead with the most important one - Mix: 2 that gather information, 2 that build relationship, 1 that advances the deal/conversation - No softballs. Every question should earn its spot. **Watch for:** - Signals that tell you this is going well or badly - Topics to steer toward or away from - The one thing you should NOT say (every meeting has one) **Agenda suggestion:** - Proposed time allocation (adapt to their meeting length) - Who opens, how to transition between topics, how to close strong ### Meeting-Type-Specific Additions **Sales/Biz Dev calls — add:** - Likely objections and how to handle them - Qualification checklist (do they have budget, authority, need, timeline?) - Proposed next step to pitch at end of call **Investor calls — add:** - Numbers to have ready (ARR, growth rate, burn, runway) - The narrative: why now, why you, why this market - Questions they'll ask that most founders fumble **Team/Internal meetings — add:** - Is this a decision meeting or an information meeting? (Don't confuse them) - What decision should this meeting produce? - Who needs to be there and who doesn't? **Podcast appearances — add:** - 3 stories from your experience relevant to the topic - Your contrarian or surprising take (the thing that makes a host say "that's interesting") - One-liner about your company that sounds natural, not salesy --- ## Mode: Debrief ### Gather the Notes Ask the user to paste or describe what happened. Accept any format — rough notes, stream of consciousness, a transcript, or bullet points. ### Generate the Debrief #### Summary 3-5 bullet points covering what was discussed and what was decided. No filler. #### Action Items | Action | Owner | Deadline | Priority | |--------|-------|----------|----------| | [Specific task] | [Name] | [Date] | High/Med/Low | If deadlines weren't discussed, suggest reasonable ones and flag them as proposed. #### Decisions Made - What was decided and why (brief) - Flag anything that should be documented more formally #### Follow-Up Email Draft Write a follow-up email that: - Opens with one sentence of genuine appreciation (not "thanks for your time" — something specific) - Summarizes what was discussed in 2-3 bullets - Lists agreed-upon next steps with owners - Proposes the next meeting/checkpoint if appropriate - Closes with a clear single CTA **Tone by meeting type:** - Sales: Confident, helpful, moves the deal forward - Investor: Professional, concise, leaves them wanting more - Team: Direct, brief, action-oriented - Podcast: Warm, relationship-building, offers value - Partner: Collaborative, specific about mutual benefit #### Flags - Anything surprising or concerning from the meeting - Follow-up research or prep needed before next interaction - Relationship notes worth remembering for next time ## Rules 1. **Be specific, not generic.** "Ask about their priorities" is useless. "Ask what's changed since they raised their Series A in November" is useful. Use whatever context you have. 2. **Respect their time.** A prep brief should take 2 minutes to read, not 20. A debrief should be scannable. 3. **The follow-up email is sacred.** Send within 15 minutes of the call ending. This single habit changes how people perceive you. Make the draft good enough to send with minimal editing. 4. **Don't over-prepare.** A founder who reads 10 pages of prep sounds rehearsed. A founder who has 3 sharp questions and genuine curiosity sounds impressive. 5. **Always end with a next step.** No meeting should end without a clear next action. If the user's notes don't include one, flag it.