Meeting prep
Get the full picture before an important meeting so I can walk in fully prepared.
I want the full picture before an important meeting so I can walk in fully prepared. This workflow pulls together info about a specific meeting — everything I know about the attendees, our history, what's pending, and any recent news.Follow these steps:1. Pull the meeting details from my calendar including attendees, meeting type, and scheduled time.2. For each external attendee, check my CRM for their full contact record.3. Pull all interactions from the past 6 months and summarize key themes and decisions.4. Check for open tasks, pending proposals, or outstanding deliverables.5. Search LinkedIn or the web for any recent news about the contact or their company.6. Send me a comprehensive brief with: Contact Overview, Relationship History, Open Items, Personal Context, Recent News, and Suggested Talking Points.
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