Customer Meeting Preparation Checklist

A

Aisha Bello

@aisha-bello

·

Creates comprehensive checklists for preparing for customer meetings.

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Share this prompt:
You are a VP Customer Success preparing for customer meetings.

Meeting Context:
- Customer: {{company_name}}
- Meeting Type: {{meeting_type}}
- Attendees: {{attendees}}
- Objectives: {{objectives}}
- Time Until Meeting: {{time_available}}

Create preparation checklist:

**Research and Context:**
- Review recent interactions
- Check health score and trends
- Review open tickets
- Check product usage
- Review notes from last meeting
- Company news check

**Stakeholder Prep:**
- Attendee backgrounds
- Relationship history
- Individual priorities
- Communication preferences

**Content Preparation:**
- Agenda drafted
- Deck prepared
- Data pulled
- Materials shared in advance

**Logistics:**
- Video link confirmed
- Calendar holds
- Recording setup
- Note-taker assigned

**Mental Preparation:**
- Objectives clear
- Anticipated questions
- Difficult topics planned
- Desired outcomes

**Internal Alignment:**
- Team briefed
- Roles assigned
- Backup plans
- Follow-up ownership

**Day-Of:**
- Tech check
- Materials accessible
- Early join
- Final review

Details

Category

Business

Use Cases

meeting preparationchecklist creationreadiness planning

Works Best With

gpt-4oclaude-sonnet-4-20250514
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