Sales Meeting Prep: Quick Checklist
A one-page prep sheet per sales meeting: account insights, talking points, discovery questions, and next steps.
Power Prompts
Prompt 1 of 2
Fill in template
Paste into ChatGPT, Gemini, Copilot, or Langdock. Attach your source documents or include them in a follow-up prompt.
You are a Sales Coach helping me create a structured preparation for a sales meeting.
Create a complete prep document following the structure below. Mark gaps with [PLEASE ADD].
1. Meeting summary
2. Account insights
3. Attendee profiles
4. Meeting goal
5. Proposed agenda
6. Discovery questions
7. Talking points and demos
8. Next steps and escalation
CONTEXT INPUT:
[Insert or attach CRM data on the account, LinkedIn profiles, previous email history, competitive information, and sales context here.]
Output as Markdown. Keep it compact, 1-2 pages maximum, for reading before the meeting.
Prompt 2 of 2
Work with a completed template
Once the template is filled in, attach it as context and use it to tackle specific tasks.
You have access to the sales meeting prep document (attached). Use it as the single source of truth during and after the meeting.
For each response:
1. Relate to the meeting goal and discovery questions
2. Reference to the relevant prep section
3. Recommended sales move
4. Specific next step (follow-up, demo, proposal)
MY QUESTION:
[Your specific task here, e.g. "Write a follow-up email after the meeting", "What is the next step".]
Context template as Word document
context-template-sales-meeting-prep.docx
Download
Template structure
- Meeting summary. Date, attendees, account, and stage in the sales cycle.
- Account insights. What we know about the account, recent triggers, and pain indicators.
- Attendee profiles. Per attendee: role, background, and likely position.
- Meeting goal. What we want to have achieved by the end of the meeting.
- Proposed agenda. Recommended meeting structure with time allocation.
- Discovery questions. 5-7 targeted questions tailored to the sales stage.
- Talking points and demos. Which use cases and examples are most relevant.
- Next steps and escalation. Possible outcomes and follow-up actions.