Client Meeting Preparation Brief
Prepare thoroughly in 20 minutes.
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[VERIFY] is an editorial flag, not a blank to fill. Wherever the prompt shows [VERIFY], check that item against a reliable source before you use it.
Help me prepare for a client meeting in 20 minutes. Client and relationship history: [CLIENT_AND_HISTORY]. Meeting purpose and date: [PURPOSE_AND_DATE]. Attendees from both sides: [ATTENDEES]. What I know about their current situation, recent news, and concerns: [CLIENT_CONTEXT]. What I want from the meeting: [MY_GOALS]. Do not invent facts about the client; if you can browse, check recent public news and mark what you found with its source, otherwise mark items [VERIFY]. Build my brief with this checklist, filling in each item: [ ] My goal and the minimum acceptable outcome [ ] The client's likely goals and worries (ranked) [ ] Three things to say in the first two minutes [ ] Five questions to ask (open, specific, and aimed at their priorities) [ ] Numbers or facts I must have at hand [ ] Likely objections and my honest responses [ ] Topics to avoid or handle carefully [ ] Commitments I made previously and their status [ ] Materials to bring or send beforehand [ ] A clear ask or next step, with a date [ ] A follow-up email draft to send within 24 hours (80 words) with a placeholder for decisions made [ ] Risks: what could go wrong in the room and what I will do Keep the brief to one page, and end with the single sentence I want the client to remember. Verify every fact, figure and claim in the output against your own records or the official documentation, and have a qualified professional check anything with legal, safety or financial consequences before you rely on or publish it.
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