Meeting Prep
Research any company before a sales call and generate a structured brief with everything needed to walk in prepared.
What this does
Three phases:
- Company Research - Extract business context, size signals, tech stack, marketing activity, hiring signals
- Pain Point Detection - Identify likely pain points based on what is missing or underperforming
- Meeting Brief - Generate questions, talking points, and service fit analysis
How to use
Pass a URL, company name, or LinkedIn URL:
/meeting-prep https://empresa.com
Or with context:
/meeting-prep https://empresa.com - llamada de 30 minutos, contacto es el CMO
Phase 1 - Company Research
Use ddgs and web scraping to collect:
- Business type - B2B / B2C, local / national / international
- Size signals - team size (from website, LinkedIn), years in business
- Services / products - what exactly do they sell
- Target customers - who do they serve (inferred from copy + case studies)
- Current marketing - are they running ads? SEO visible? Social active?
- Tech stack - CMS, analytics, chat, email tool, CRM signals
- Hiring signals - job postings can reveal priorities (hiring a "SEO specialist" = SEO is a priority or a pain)
- Recent news - press, blog, funding, partnerships
from scripts.web_inspector import inspect_website, detect_tech_stack
data = inspect_website(url)
tech = data["tech_stack"]
Use ddgs to search:
- "[company name] news"
- "[company name] jobs" or site:linkedin.com/jobs [company]
- "[company name] review" or "[company name] testimonials"
Phase 2 - Pain Point Detection
Based on Phase 1 findings, identify likely pain points.
Pain point signals by absence:
| Missing |
Likely pain |
| No analytics / GTM |
"We don't know what's working" |
| No Meta Pixel |
Cannot do retargeting, no audience data |
| No conversion tracking |
Cannot justify ad spend, blind on ROI |
| No case studies |
Struggling to close deals, lack social proof |
| No blog / thin content |
Invisible in search, losing to SEO competitors |
| Wix / Squarespace on a growing B2B |
Platform limitations becoming painful |
| Outdated design (5+ years old) |
Not converting new visitors, embarrassed to send link |
| No chat tool |
Missing async conversations from website |
| No email capture |
Losing leads they paid to get |
| Social profiles inactive |
Know they should be doing social, not doing it |
Pain point signals by context:
| Context |
Likely pain |
| Service business, no testimonials |
Trust and closing rate |
| eCommerce, no pixel |
Cannot scale paid acquisition |
| B2B, no case studies |
Long sales cycle, no proof |
| Hiring for marketing roles |
Current marketing not performing |
| Many competitors with better SEO |
Losing organic traffic |
| Recent rebrand or website launch |
Want to make the investment pay off |
Output 3-5 specific, evidence-based pain points. Not generic.
Phase 3 - Meeting Brief
Generate a structured brief the agency rep can read in 5 minutes before the call.
Brief format
## Meeting Brief: [Company Name]
Date: [date]
Contact: [name + role if known]
Meeting type: [discovery / follow-up / proposal]
---
### Company Snapshot
[3-4 sentences: what they do, who they serve, current state of their marketing]
### What They Likely Care About
1. [Pain 1] - Evidence: [what you found]
2. [Pain 2] - Evidence: [what you found]
3. [Pain 3] - Evidence: [what you found]
### Their Situation vs Competitors
[1-2 sentences: are they ahead or behind competitors in their market?]
### Questions to Ask
Opening (to confirm your research):
- "I noticed you're on [platform] - are you happy with it or is that something you've been wanting to change?"
- "I saw you're [doing X / not doing Y] - how's that been working for you?"
Problem discovery:
- [specific question tied to Pain 1]
- [specific question tied to Pain 2]
- "What does your current reporting look like? How do you know what's working?"
Budget and process:
- "Do you have a marketing budget you're working with, or is that still to be defined?"
- "Who else is involved in decisions like this?"
### Services That Fit
Based on findings:
1. [Service] - addresses [specific pain] - entry point
2. [Service] - addresses [specific pain] - monthly retainer potential
### Red Flags to Watch For
- [signal that means this is a bad fit - e.g. "if they mention they just signed with another agency"]
- [signal that means budget is likely low - e.g. "Wix free tier, no ads running, single person team"]
### One Thing to Remember
[Single most important thing from the research. The one insight that will make them feel you did your homework.]
References
references/research-checklist.md - what to check per company typereferences/question-banks.md - question library by pain type
Output principles
- Brief must be readable in under 5 minutes
- Every pain point needs specific evidence from the research
- Questions must be specific to THIS company, not generic sales questions
- Do not include services that do not match what the agency offers (if provided)
- The "One Thing to Remember" is mandatory - it is the line that builds rapport
1---2name: meeting-prep3description: Research a prospect company and generate a sales meeting brief in minutes. Extracts business context, likely pain points, decision-maker signals, and specific questions to ask. No API keys required.4---56# Meeting Prep78Research any company before a sales call and generate a structured brief with everything needed to walk in prepared.910## What this does1112Three phases:13141. **Company Research** - Extract business context, size signals, tech stack, marketing activity, hiring signals152. **Pain Point Detection** - Identify likely pain points based on what is missing or underperforming163. **Meeting Brief** - Generate questions, talking points, and service fit analysis1718## How to use1920Pass a URL, company name, or LinkedIn URL:2122```23/meeting-prep https://empresa.com24```2526Or with context:27```28/meeting-prep https://empresa.com - llamada de 30 minutos, contacto es el CMO29```3031## Phase 1 - Company Research3233Use ddgs and web scraping to collect:3435- **Business type** - B2B / B2C, local / national / international36- **Size signals** - team size (from website, LinkedIn), years in business37- **Services / products** - what exactly do they sell38- **Target customers** - who do they serve (inferred from copy + case studies)39- **Current marketing** - are they running ads? SEO visible? Social active?40- **Tech stack** - CMS, analytics, chat, email tool, CRM signals41- **Hiring signals** - job postings can reveal priorities (hiring a "SEO specialist" = SEO is a priority or a pain)42- **Recent news** - press, blog, funding, partnerships4344```python45from scripts.web_inspector import inspect_website, detect_tech_stack4647data = inspect_website(url)48tech = data["tech_stack"]49```5051Use ddgs to search:52- "[company name] news"53- "[company name] jobs" or site:linkedin.com/jobs [company]54- "[company name] review" or "[company name] testimonials"5556## Phase 2 - Pain Point Detection5758Based on Phase 1 findings, identify likely pain points.5960**Pain point signals by absence:**6162| Missing | Likely pain |63|---------|------------|64| No analytics / GTM | "We don't know what's working" |65| No Meta Pixel | Cannot do retargeting, no audience data |66| No conversion tracking | Cannot justify ad spend, blind on ROI |67| No case studies | Struggling to close deals, lack social proof |68| No blog / thin content | Invisible in search, losing to SEO competitors |69| Wix / Squarespace on a growing B2B | Platform limitations becoming painful |70| Outdated design (5+ years old) | Not converting new visitors, embarrassed to send link |71| No chat tool | Missing async conversations from website |72| No email capture | Losing leads they paid to get |73| Social profiles inactive | Know they should be doing social, not doing it |7475**Pain point signals by context:**7677| Context | Likely pain |78|---------|------------|79| Service business, no testimonials | Trust and closing rate |80| eCommerce, no pixel | Cannot scale paid acquisition |81| B2B, no case studies | Long sales cycle, no proof |82| Hiring for marketing roles | Current marketing not performing |83| Many competitors with better SEO | Losing organic traffic |84| Recent rebrand or website launch | Want to make the investment pay off |8586Output 3-5 specific, evidence-based pain points. Not generic.8788## Phase 3 - Meeting Brief8990Generate a structured brief the agency rep can read in 5 minutes before the call.9192### Brief format9394```95## Meeting Brief: [Company Name]9697Date: [date]98Contact: [name + role if known]99Meeting type: [discovery / follow-up / proposal]100101---102103### Company Snapshot104105[3-4 sentences: what they do, who they serve, current state of their marketing]106107### What They Likely Care About1081091. [Pain 1] - Evidence: [what you found]1102. [Pain 2] - Evidence: [what you found]1113. [Pain 3] - Evidence: [what you found]112113### Their Situation vs Competitors114115[1-2 sentences: are they ahead or behind competitors in their market?]116117### Questions to Ask118119Opening (to confirm your research):120- "I noticed you're on [platform] - are you happy with it or is that something you've been wanting to change?"121- "I saw you're [doing X / not doing Y] - how's that been working for you?"122123Problem discovery:124- [specific question tied to Pain 1]125- [specific question tied to Pain 2]126- "What does your current reporting look like? How do you know what's working?"127128Budget and process:129- "Do you have a marketing budget you're working with, or is that still to be defined?"130- "Who else is involved in decisions like this?"131132### Services That Fit133134Based on findings:1351. [Service] - addresses [specific pain] - entry point1362. [Service] - addresses [specific pain] - monthly retainer potential137138### Red Flags to Watch For139140- [signal that means this is a bad fit - e.g. "if they mention they just signed with another agency"]141- [signal that means budget is likely low - e.g. "Wix free tier, no ads running, single person team"]142143### One Thing to Remember144145[Single most important thing from the research. The one insight that will make them feel you did your homework.]146```147148## References149150- `references/research-checklist.md` - what to check per company type151- `references/question-banks.md` - question library by pain type152153## Output principles1541551. Brief must be readable in under 5 minutes1562. Every pain point needs specific evidence from the research1573. Questions must be specific to THIS company, not generic sales questions1584. Do not include services that do not match what the agency offers (if provided)1595. The "One Thing to Remember" is mandatory - it is the line that builds rapport
veyralabsgroup