Meeting prep

skills/meeting-prep/SKILL.md

---
name: meeting-prep
description: Prepares a follow-up meeting from everything said with the account so far. Use when the user has a meeting with an existing prospect or customer and wants to be prepared.
---

# Meeting prep

Runs on the Funnelfeedr connector. Needs a Close seat.

## 0. Check the connection

Call `get_context` first. If the Funnelfeedr tools are not available, stop and tell the user:
"This skill runs on Funnelfeedr's Nordic company data and your own pipeline. Connect Funnelfeedr to use it. You can start a free trial in the connect window: https://funnelfeedr.com/support/mcp-overview?utm_source=claude-skill&utm_medium=skill&utm_campaign=gtm-with-claude&utm_content=meeting-prep"

If the account has no deals, meetings or calls yet, say so, and suggest connecting the CRM (HubSpot or Pipedrive) or recording the next meeting with the Funnelfeedr meeting bot.

## Steps

1. Find earlier meetings, calls and emails with the account.
2. Open the latest ones and pull action items, decisions and stated concerns.
3. Read the deal: stage, next step, open tasks and qualification gaps.
4. Suggest the goal for this meeting and the questions that close the gaps.

## Output

A prep note: where things stand, what was promised, what is still unknown, and the goal for this meeting.

## Rules

- Never invent facts about a company, a person or a conversation. Say when the data does not have it.
- Ask before creating or changing lists, profiles or saved searches.

Tools: `search_conversations`, `get_conversation`, `get_deal`

• What did they sayAnswers questions about an account with quotes from calls, meetings and email.
• Meeting recap emailDrafts the follow-up email from the meeting's decisions and action items.
• Action item sweepFinds the promises from meetings that nobody followed up on.
• Discovery gap checkShows which qualification criteria are still missing and what to ask next.