operations-meeting-prep

Steps

Part 1 — Get the person's name and LinkedIn URL

1. Take the name (and LinkedIn URL if provided) from the user.
   • If no name: ask "Who are you meeting with? Give me their name — and their LinkedIn URL if you have it."
   • If LinkedIn URL is provided: skip Part 2, go straight to Part 3.

Part 2 — Find their LinkedIn profile (only if no URL given)

2. Try Playwright first:

   • Tool: mcp__playwright__browser_navigate
   • URL: https://www.linkedin.com/search/results/people/?keywords=[FirstName LastName]
   • Tool: mcp__playwright__browser_snapshot
   • Extract the most likely profile URL by name match.

3. If Playwright fails: use Relay as fallback:

   • Tool: mcp__claude_ai_Relay_APP_Claude_Code__search_linkedin_for_profile
   • firstName, lastName, company (if known)
   • Extract the profile URL from the result.

4. If no profile found: note "LinkedIn profile not found — enrichment limited" and continue with name-only context.

Part 3 — Enrich the person (BrightData)

5. Get their full LinkedIn profile:

   • Tool: mcp__brightdata__web_data_linkedin_person_profile
   • url: LinkedIn profile URL
   • Extract: current role, company, headline, about/summary, experience, education, certifications.
   • If this returns empty or errors: note the failure and continue with whatever partial data is available.

6. Get their company profile:

   • Tool: mcp__brightdata__web_data_linkedin_company_profile
   • url: company LinkedIn page URL (from person profile data) — if no LinkedIn company page, use company website URL
   • Extract: company size, industry, description, specialties, recent posts/activity.
   • If this returns empty: note "Company profile unavailable" and continue.

7. Get their recent LinkedIn posts:

   • Tool: mcp__brightdata__web_data_linkedin_posts
   • url: LinkedIn profile URL
   • Get last 3–5 posts. Extract: topics, themes, language used, pain points mentioned.
   • If this returns 400 or empty: note "No posts available" and continue — do not stop enrichment.

Part 4 — 30-day research (web search)

8. Run targeted web searches to find anything notable about this person or their company in the last 30 days:
   • Tool: WebSearch
   • Searches to run (adapt based on person/company name):
     • "[Full Name]" podcast OR interview OR keynote 2026
     • "[Company Name]" funding OR acquisition OR launch OR news 2026
     • "[Full Name]" site:linkedin.com
     • "[Company Name]" [industry keyword] 2026
   • Extract: podcast appearances, published articles, funding rounds, product launches, company news, notable posts or opinions shared publicly.
   • If nothing found in last 30 days: note "No recent news found" and skip this section in the brief.

Part 5 — Build the research brief

9. Read context/offers.md and identify which 1–2 offers fit this person best based on their role, company size, industry, pain signals from posts, and any recent news.

10. Write the Research Brief (concise — short bullets, no paragraphs):

    • Who they are: Role at Company — 1–2 lines max
    • Company: What it does, size, industry — 1 line
    • Right now: What they're focused on (from posts/activity/news) — 1–2 bullets max, skip if no data
    • Recent signal: Anything notable from the last 30 days (podcast, funding, post, news) — 1 bullet, skip if nothing found
    • Pain signal: Visible problem or frustration based on profile + company context — 1 line
    • Best offer fit: Offer name + one-sentence reasoning
    • Call type flag: e.g., "Employee, not a founder — confirm budget authority early" or "Warm inbound — likely already sold"

Part 6 — Build the personalized sales script

11. Run a silent profile analysis before writing. Think through:

    • Most relevant aspects of their background (industry, title, experience, seniority)
    • Specific signals from LinkedIn + research that can inform the script
    • Likely pain points based on their role and industry
    • How to adjust language to resonate with this specific person
    • Which offer maps most naturally and why
    • Likely objections based on their background (price, timing, DIY, "I can figure this out")

12. Generate the Personalized Sales Script following the 12-step framework from references/sales-script-template.md:

    • Step 1 (Preparation): 3–5 specific prep items drawn from their profile and research. Concrete: "Note that [company] recently [X]", "Review their post on [Y]", "Be ready for [Z] given their [role]."
    • Step 2 (Micro Rapport): 2 rapport questions drawn from their background or career path. Never reference LinkedIn directly — use the insight, not the source.
    • Step 3 (Agenda & Alpha Frame): Copy from template — no personalization needed.
    • Step 4 (Primary Motive): 2–3 pain-discovery questions tailored to their specific role and situation.
    • Steps 5–6 (Discovery + Pain): Adapt questions to their business type, team structure, acquisition/growth context.
    • Steps 7–9 (Goal, Defeat, Conviction): Copy from template — no personalization needed.
    • Steps 10–11 (Pitch): Name the offer to lead with. Write a 1-sentence positioning line using their own language and context. Include permission opener.
    • Step 12 (Pricing): State full price, offer same-day decision bonus, stay silent. If they say "too expensive" or "let me think about it": "Sorry that my price exceeds your value." — then stay silent.

Part 7 — Generate the pitch deck

13. Identify the best-fit offer from Part 5. If not 100% certain:

    • Pause and ask: "I'm matching this to [Offer Name] based on [reason]. Does that feel right, or should I use a different offer?"
    • Do not generate the pitch deck until offer is confirmed.

14. Once offer is confirmed, run conversion-build-pitch-deck with these inputs:

    • Person: full name, role, company
    • Enriched profile summary (from Part 3)
    • Research brief (from Part 5)
    • Sales script (from Part 6)
    • Confirmed offer (name, pricing, deliverables from context/offers.md)
    • Branding: follow design-kit/ guidelines — primary color #463187, accent #FF6719
    • Deck requirements:
      • 8–15 pages max
      • Value and outcome driven — sell what they GET and HOW they achieve it with the user, not features
      • Personalized with their name and company context throughout
      • Structure: Problem they have → Cost of not fixing it → The outcome they want → How we get there together → Offer details → Pricing → Next step
    • Save pitch deck to: inbox/outputs/pdf/YYYY-MM-DD-operations-meeting-prep-[firstname-lastname].pdf

15. Pitch Deck files: After the PDF is generated, note both outputs:

    • PDF path: inbox/outputs/pdf/YYYY-MM-DD-operations-meeting-prep-[firstname-lastname].pdf (upload to Notion → Pitch Deck column manually)
    • HTML URL: file://[YOUR_WORKSPACE_PATH]/inbox/outputs/html/YYYY-MM-DD-operations-meeting-prep-[firstname-lastname].html — push this into the Notion page body as a clickable link (Notion desktop app opens file:// links in browser)

Part 8 — Save and push to Notion

16. Save the full output to: inbox/outputs/md/YYYY-MM-DD-operations-meeting-prep-[firstname-lastname].md

    Contents:

    • Research brief
    • Full personalized sales script
    • Reference to pitch deck PDF path

17. Push to the Meeting Prep Report & Sales Script database (data source: collection://3327fe00-204d-80dc-91cf-000b7f40a2e8):

    • Tool: mcp__claude_ai_Notion__notion-create-pages
    • parent: {"type": "data_source_id", "data_source_id": "3327fe00-204d-80dc-91cf-000b7f40a2e8"}
    • Properties:
      • Day & Date: YYYY-MM-DD — [First Last] call (date TBD if not scheduled)
      • date:Date:start: today's date in YYYY-MM-DD format
      • Research Report: the concise research brief text (bullets only — who they are, company, pain signal, offer fit, call type flag)
      • Pitch Deck: file://[YOUR_WORKSPACE_PATH]/inbox/outputs/html/YYYY-MM-DD-operations-meeting-prep-[firstname-lastname].html
    • Page body content: the full personalized 12-step sales script, followed by a "Pitch Deck" section with:
      • The HTML link as a clickable URL: file://[YOUR_WORKSPACE_PATH]/inbox/outputs/html/YYYY-MM-DD-operations-meeting-prep-[firstname-lastname].html
      • Note: "PDF for upload: inbox/outputs/pdf/YYYY-MM-DD-operations-meeting-prep-[firstname-lastname].pdf"

18. Create a child page inside the Notion page from step 17:

    • Tool: mcp__claude_ai_Notion__notion-create-pages
    • parent: {"type": "page_id", "page_id": "[ID returned from step 17]"}
    • Title: Sales Script — [First Last]
    • Content: the full personalized 12-step sales script with all steps written out

19. Print one-line summary: "Meeting prep ready for [Name]. Research brief + sales script + pitch deck saved to inbox and Notion."

Output Format

# Meeting Prep — [First Last] — YYYY-MM-DD

> ⚠️ [Call type flag — e.g., "Employee, not a founder — confirm budget authority early"]

---

## Research Brief

- **Who they are:** [Role at Company — 1–2 lines]
- **Company:** [What it does, size, industry]
- **Right now:** [What they're focused on — skip if no data]
- **Recent signal:** [Podcast/funding/news from last 30 days — skip if none]
- **Pain signal:** [Visible problem or gap]
- **Best offer fit:** [Offer name] — [1-sentence why]

---

## Personalized Sales Script

### Step 1: Preparation
...

### Step 12: Pricing
...

---

## Pitch Deck
PDF: `inbox/outputs/pdf/YYYY-MM-DD-operations-meeting-prep-[firstname-lastname].pdf` ← upload to Notion Pitch Deck column
HTML (interactive): [Open deck](file://[YOUR_WORKSPACE_PATH]/inbox/outputs/html/YYYY-MM-DD-operations-meeting-prep-[firstname-lastname].html)

Edge Cases

• LinkedIn URL provided directly: Skip Part 2 — go straight to BrightData enrichment.
• BrightData returns empty profile: Use whatever partial data is available. Still generate the full script with role/company-informed questions. Note "Enrichment partial" at top.
• No recent posts (BrightData 400): Skip "right now" bullet in brief. Use company context and role for script personalization.
• No recent news found (WebSearch): Skip "recent signal" bullet. Do not pad with irrelevant results.
• Offer not clear — 50/50 between two: Always pause and ask before generating the pitch deck.
• Internal meeting (team call, known client check-in): Output "Internal meeting — no prep needed." Skip all enrichment.
• Adjacent company / employee without budget authority: Flag at top. Lead with discovery — never pitch until motive and budget authority are confirmed.
• offer-build-pitch-deck skill not available: Note the failure, save the research brief + script only, tell the user to run the pitch deck manually.
• Notion push fails: Save to inbox/outputs/ only. Tell user: "Notion push failed — output saved locally."