Meeting Prep Brief
Give it a named contact and their company, and it builds a structured pre-call brief: role, career highlights, company profile, tech stack, and conversation hooks tied to real data points.
Walk into every call already knowing who you’re talking to. Give it a named contact and their company, and it builds a structured pre-call brief: role, career highlights, company profile, tech stack, and conversation hooks tied to real data points.
Built for the moment a meeting is already on the calendar and you need context fast, not a bulk research run. Reveals contact data, so it always confirms with you before spending credits.
What It Does
- Single-contact focus: Built for one named person at one named company, not bulk account lists.
- Structured brief, every time: Contact summary, company overview, tech stack, conversation hooks, and a next action, in a fixed format so nothing gets missed.
- Confirms before revealing: Stops and asks before pulling contact details, since this call spends credits and surfaces personal data.
- Honest about data gaps: Labels the brief as sparse and flags conversation hooks as hypotheses when Firmable’s data on that contact is thin.
- Grounded hooks: Every conversation hook is tied to an actual data point, not a generic talking point
Use Cases
Discovery Call Prep
Get a full brief on your contact and their company before a first call, so you open with something specific instead of generic small talk.
Exec Sponsor Briefing
Prep quickly before a senior stakeholder joins a call you weren’t expecting, so you’re not caught flat.
Multi-Threading a Deal
Run it on each new contact as they get pulled into a deal, so every rep on the account walks in with the same context.
Skill Definition
The raw markdown the agent uses when this skill is invoked.
--- name: meeting-prep-brief description: Use when the user has a meeting booked and names a person AND a company. Produces a structured pre-call brief on the contact and their company. Reveals contact data — confirm before enriching. --- # Meeting Prep Brief Use when the user has a meeting booked with a specific named contact and wants to walk in with structured context. Reveals contact data, so this always confirms with the user before enriching. ## Procedure 1. Resolve the person and company in Firmable; if either is ambiguous, list the candidate matches and ask which to use. 2. Confirm before enriching: tell the user this reveals contact data and may spend credits, then stop and wait for a yes. 3. Call get_person, then get_company, in that order. 4. Fill the output format exactly: contact summary, company overview, tech stack, conversation hooks, data completeness, next action. 5. If Firmable returns thin data, mark data completeness as sparse and label every conversation hook as a hypothesis. 6. Offer suggested follow-ups.
Ready to run this skill?
Install the Firmable MCP and run Meeting Prep Brief from Claude, Codex, or any agent.