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meeting-prep

Generate pre-meeting sales briefings from calendar events and pipeline data.

3|Updated Mar 22, 2026
Search Tags:#objection handling#company research#meeting prep#contact research#sales briefing#pipeline context
One-click install
npx skills add https://github.com/CodeAlive-AI/ceo-ai-os --skill meeting-prep-codealive-ai
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: meeting-prep
Source: https://github.com/CodeAlive-AI/ceo-ai-os/tree/main/skills/meeting-prep
Command: npx skills add https://github.com/CodeAlive-AI/ceo-ai-os --skill meeting-prep-codealive-ai

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Meeting-prep eliminates last-minute scrambling before sales calls by assembling the company context, attendee background, pipeline history, and likely objections into a single actionable briefing.

Core Features & Use Cases

  • Pre-meeting intelligence: Pulls company research, contact details, prior outreach, and deal context before important calls.
  • Sales-ready talking points: Generates tailored openings, objection handling, demo angles, and meeting goals based on the prospect’s situation.
  • Automated and on-demand workflows: Supports scheduled calendar scans for upcoming meetings as well as manual requests for a specific company or person.
  • Post-meeting handoff: Directs the user to capture learnings and update pipeline records after the call.

Quick Start

Ask the meeting-prep skill to prepare a briefing for your upcoming call with the prospect or company you name.

Frequently Asked Questions about meeting-prep

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I prepare a sales briefing for an upcoming external meeting?▼

Sales meeting preparation involves gathering company context, contact background, and pipeline history to generate an intelligence briefing with tailored talking points, objection handling, and demo customization for external calls.

What is the best way to research a prospect's company and contact background before a call?▼

Prospect research for meeting prep aggregates company data, contact details, and prior outreach history into a concise briefing, ensuring you walk into sales calls with relevant background information and pipeline context.

Can I automate sales briefing generation using a cron-based calendar scan?▼

Yes, automated meeting preparation supports scheduled calendar scanning to detect upcoming external meetings and automatically compile pre-meeting intelligence briefings without manual intervention.

Does meeting preparation work for on-demand requests for a specific company or person?▼

On-demand meeting prep allows you to manually request a briefing for a specific company or person, pulling company research, contact lookup data, and pipeline memory to produce tailored talking points and objection handling.

What data sources are needed to generate pre-meeting intelligence briefings?▼

Generating pre-meeting intelligence requires access to calendar events, company research data, person lookup information, pipeline memory, and related sales playbooks to produce concise, actionable briefings.

What should I do after completing a sales call to update pipeline records?▼

Post-meeting handoff directs you to capture learnings from the call and update pipeline records, ensuring that conversation outcomes and objection handling insights are preserved for future reference.

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