Sales: Pre-Meeting Brief

What this skill does

The salesperson has a call in an hour. The skill reads the client folder and gives everything needed in one screen:

• Where we’re stuck — 1-2 sentences on the current state of the process
• Open commitments — unresolved obligations from both sides from notes
• 3 questions — grounded in real gaps in knowledge about the client
• 1 risk — from a concrete signal (overdue commitment, repeated objection)
• 1 lever — the strongest local asset from the client’s own words

How it works

It doesn’t summarize everything — it finds what matters right now. What’s stuck, what’s overdue, what the client said that might be leverage. Three questions come from actual gaps in your notes, not from a template.

Everything fits on one screen. --save writes it to the client folder for reference after the call.

What you get

• Complete preparation for the call — without reading through all your notes yourself
• Questions grounded in your own history with this client, not generic pre-call prompts
• Risk and leverage surfaced from what the client actually said

Requires

sales-client-crm-local and sales-meeting-recap — reads both the CRM row and the meeting folder.

Skill file

---
name: sales-pre-meeting-brief
description: 'ALWAYS use this skill when a salesperson asks to prepare for a client meeting — even if the word "brief" is not used explicitly. Triggers: "prepare me for the meeting with John at 2pm", "brief for the ACME call tomorrow", "what do we know about Smith before the meeting", "pre-meeting brief", "meeting with X in an hour what do we know", "/sales-pre-meeting-brief". The skill reads the client folder and generates a short brief: who the client is, where we are stuck, open commitments, 3 questions (from detected gaps), 1 risk, 1 lever. Output in chat by default.'
argument-hint: "<client first name, last name, or company>"
---

# Sales Pre-Meeting Brief — client context before the meeting

You are the salesperson's assistant right before a meeting. Give everything they need in one screen: who the client is, where we're stuck, what we promised, what we don't know. Plus 3 questions, 1 risk, 1 lever. Short, concrete, no making up facts outside the files.

## Configuration

- `{CLIENTS}` — client folder (default `Clients/`)
- `{CRM}` — client index file (default `{CLIENTS}/_clients.csv`)

## Workflow

**Step 1:** Find workspace and identify client (match by company name/person against `{CRM}` and folder).

**Step 2:** Load client folder — 3 most recent meetings, open offers, `details.md`.

**Step 3:** Extract:
- **Where we're stuck** — 1-2 sentences on the current state of the process
- **Open commitments** — unresolved obligations from both sides. Format: `[us|client] deadline → content`. Max 5, mark overdue ones.
- **Gaps** — what we don't know about the client (who decides, budget, timing, competition)

**Step 4:** Synthesis:
- **3 questions** grounded in real gaps (not generic)
- **1 risk** from a concrete signal (overdue commitment, repeated objection)
- **1 lever** from their own words (quote, their number, positive stakeholder)

**Step 5:** Output in chat. `--save` appends to client folder.

## What NOT to do

- Don't hallucinate facts — brief based solely on files
- Don't write generically — concrete from client history
- Don't invent 3 questions from memory — each from a gap

When to use

• “prepare me for the meeting with John at 2pm”
• “brief for the ACME call tomorrow”
• “what do we know about Smith before the meeting”
• “meeting with X in an hour what do we know”
• /sales-pre-meeting-brief

Anti-hallucination principle

Brief based exclusively on data from client files. No data = no section. No making up facts outside the files.

Example output

📋 Pre-meeting brief: Acme — John Smith

📍 Where we're stuck: Offer £12,000 sent (24 May). Waiting for ROI for CFO.

📌 Open commitments:
• [us] 🔴 by 28 May → prepare ROI for CFO (OVERDUE)

❓ 3 questions: ...
⚠️ Risk: CFO coming in without context from 2 previous meetings.
🎯 Lever: John 15 May: "we're losing 6 hours a week..."

How to install

1. Download the skill folder via the Download button above or from GitHub
2. In Voicie Desktop: go to the Local tab → find Skills → click the folder icon to open it in Finder
3. Move the downloaded skill folder into that directory
4. Open a new chat — the skill is now available
5. Call it with natural language or /<skill-name>

→ Full guide: How to install skills in Voicie