# Meeting Prep

> Prepare for an upcoming meeting with a tight, decision-ready brief — relationship posture per attendee, ranked talking points, discovery questions, a 30-minute agenda, and what NOT to do.

**Source:** https://gtm.ai/marketplace/gtm-skills/zoominfo-meeting-prep

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## Overview

Meeting Prep produces a tight, decision-ready brief for a roughly 30-minute meeting. Lead with the TL;DR (top three to know walking in, plus a verbatim opening line), then back it with company, relationship, attendee, and conversation context. Each talking point is tied to a specific surfaced fact and where possible to a named attendee.

Per attendee, the skill classifies relationship posture as Cold, Warm-but-dormant, Active, or Hostile, using employment history and CRM-style narrative cues. The opener calibrates to the strongest posture present, which is usually warm-dormant when it exists. Warm-dormant contacts are the strongest opening because they signal prior trust without active engagement.

Pass the skill rich context on the meeting purpose, desired outcome, and any hypotheses to test (whether they're already late-stage with a competitor, whether the new owner is engaged). The brief answers each hypothesis explicitly in the TL;DR.

## What It Does

- **Attendee posture classification**: Sorts each attendee into Cold, Warm-but-dormant, Active, or Hostile based on employment history and prior engagement.
- **Verbatim opening line**: Recommends an exact first line calibrated to the meeting purpose and the room's posture, not a generic greeting.
- **Ranked talking points**: Three to five points ranked by impact, each tagged for its audience and tied to a specific source.
- **Discovery questions**: Three to five questions anchored in concrete facts surfaced during research, not generic openers.
- **Suggested 30-minute agenda**: Time-blocked plan with an opener, primary thread, secondary thread, and a specific desired next step to close on.
- **What NOT to do**: One to three specific failure modes for this meeting, each tied to a concrete reason.

## Use Cases

### Discovery Call with Named Attendees

Heading into a discovery call with a CISO and Director of SecOps, run Meeting Prep with the offering, prior touchpoint, and desired outcome (a paid technical evaluation). The brief returns attendee postures, an opener that respects prior engagement signals, and talking points ranked by relevance to the outcome.

### Renewal QBR After Champion Change

For a renewal QBR where the original champion has left and a new VP is in seat, the brief surfaces the new owner's background, the value delivered to date, and the specific anti-patterns to avoid (like leading with a price-only negotiation). Discovery questions are calibrated to find a new champion without re-pitching from scratch.

### Demo or Technical Deep Dive

Before a demo with a Director of Data Platform who came in on a specific use case, the brief surfaces their in-house setup, recent intent signals, and what to lead with. The "what NOT to do" section flags adjacent product narratives that would read as distraction to this audience.