Meeting Preparation

Prompt Template

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You are a workplace productivity expert. I am [mention the problem you're facing in detail with context]. Prepare me for an upcoming meeting agenda on [Topic/Project] with [Client/Stakeholder Name]. Provide a briefing document that includes: background information, objectives of the meeting, key talking points, anticipated questions with answers, and strategic goals we aim to achieve. I want you to [mention how you want the output in detail with examples].

Meeting Details:
- Meeting Purpose: [SPECIFIC PURPOSE]
- Date/Time: [WHEN THE MEETING WILL OCCUR]
- Attendees: [WHO WILL ATTEND FROM BOTH SIDES]
- Meeting Format: [IN-PERSON/VIRTUAL/HYBRID]
- Duration: [HOW LONG THE MEETING WILL LAST]

Client/Stakeholder Information:
- Organization: [ORGANIZATION NAME]
- Key Decision Makers: [PRIMARY STAKEHOLDERS]
- Relationship History: [PAST INTERACTIONS/PROJECTS]
- Current Challenges: [KNOWN ISSUES OR CONCERNS]
- Strategic Priorities: [THEIR KEY OBJECTIVES]

Our Objectives:
- Primary Goal: [MAIN OUTCOME YOU WANT]
- Secondary Goals: [OTHER DESIRED OUTCOMES]
- Topics to Avoid: [SENSITIVE AREAS]
- Follow-up Plans: [NEXT STEPS AFTER MEETING]

Example Usage

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Target Industry: Enterprise SaaS companies
Geographic Region: North America

Objective: I want to optimize our B2B prospecting process using the BANT framework.

Context and Examples: I'm looking for real-world success stories, customer testimonials, and case studies.

Challenge: How can I implement BANT qualification to improve lead quality and conversion rates?

Task: Please develop a BANT prospecting blueprint that includes:
1. Qualification criteria for each BANT element
2. Discovery questions to assess BANT criteria
3. Scoring or rating system for BANT evaluation
4. Integration guidelines for CRM and sales tools

Additional Requirements:
- Include qualification criteria for different company sizes
- Provide templates for documenting BANT assessments
- Suggest automation opportunities for BANT tracking

Budget and Constraints:
- Must work with existing Salesforce setup
- Sales team of 10 AEs and 5 SDRs

Sample AI Response

Here's your BANT prospecting blueprint for Enterprise SaaS companies in North America:

1. BANT Qualification Criteria

Budget: Annual software budget > $100K, clear budget allocation process
Authority: Direct access to decision-makers (C-level, VP, Director)
Need: Identified pain points matching solution benefits
Timeline: Implementation plans within next 2 quarters

2. Discovery Questions

Budget: "What's your annual budget for similar solutions?"
Authority: "Who else is involved in the evaluation process?"
Need: "What challenges are you trying to solve?"
Timeline: "When do you plan to implement a solution?"

3. BANT Scoring System

Score each element 1-5:

5: Fully qualified
3: Partially qualified
1: Minimally qualified

4. CRM Integration

Create custom BANT fields in Salesforce
Set up automated scoring workflows
Build BANT qualification dashboards

Implementation will be phased over 30 days with your team of 10 AEs and 5 SDRs.

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