Turn a calendar invite into a call-prep brief you can read in a few minutes.

This is based on the prep I use before partnership, sales, sponsor, and relationship calls.

What the brief should include

• who you are meeting
• their current role and company
• how you know them
• relevant prior emails, notes, or conversations
• what the company appears to care about
• open threads between you
• useful questions to ask
• facts you should verify rather than guess

Copy-and-paste prompt

Prepare me for my upcoming call with [PERSON] at [COMPANY].

Use the sources available to you and separate confirmed facts from inference.

Build a short brief with:
- Who I am meeting
- Their current role
- What the company does
- How this relationship started
- Relevant prior emails, meetings, notes, or messages
- Open threads or commitments between us
- Why this conversation may matter now
- Questions worth asking
- Anything I should avoid assuming
- Any data or claims I should verify before saying them on the call

Keep the brief concise enough to read in five minutes.

Link or cite the source for important facts. If you cannot verify something current, say so instead of filling the gap.

Optional: add your goal

Tell AI the outcome you want from the call. For example:

• understand their priorities
• qualify a potential client
• explore a partnership
• prepare for a negotiation
• reconnect without sounding transactional