meeting-prep-cc

Original source / Raw SKILL.md

---
name: meeting-prep-cc
description: Generate a pre-meeting prep brief in Claude Code. Researches participants, pulls vault context, builds agenda, surfaces sharp questions. Use when user says "prep for this meeting," "I have a call with," "meeting tomorrow with," or "prep brief for [name/company]."
---

# Meeting Prep (Claude Code Edition)

Generate a meeting prep brief from your Obsidian vault. Researches participants, surfaces vault history, builds a prioritized agenda, and generates sharp questions. No autonomy — you run it, you get your brief.

---

## How to Use

Open Claude Code in your vault directory and say:

```
Run the Meeting Prep skill. Meeting with [name] from [company]. Type: [sales/WRS/strategy/partnership/interview]. Time: [date/time].
```

---

## INTAKE

Check that the user has provided:
- Participant name(s) and company
- Meeting type (WRS / Sales / Strategy / Partnership / Interview / Other)
- Meeting time/date
- Optional: prior notes, last meeting summary

If meeting type is missing, ask:
```
What type of meeting is this?
WRS client / Sales / Strategy / Partnership / Interview / Other
```

---

## ANALYZE

Run these steps in order. Capture all output before formatting the brief.

### Step 1 — Vault Search

```bash
VAULT="${VAULT_PATH:-/root/obsidian-vault}"
NAME="[PARTICIPANT_NAME]"
COMPANY="[COMPANY_NAME]"

echo "=== VAULT CONTEXT ==="
grep -rl "$NAME\|$COMPANY" "$VAULT" \
  --include="*.md" \
  -not -path "*/.git/*" \
  -not -path "*/.obsidian/*" \
  | head -10 | while read f; do
    echo "--- ${f##$VAULT/} ---"
    grep -n "$NAME\|$COMPANY" "$f" | head -5
  done
```

### Step 2 — Prior Meeting Notes

```bash
VAULT="${VAULT_PATH:-/root/obsidian-vault}"
find "$VAULT/bambf/meeting-prep" -name "*.md" 2>/dev/null \
  | xargs grep -l "$NAME\|$COMPANY" 2>/dev/null \
  | sort -r | head -3 | while read f; do
    echo "--- Prior brief: ${f##$VAULT/} ---"
    head -30 "$f"
  done
```

### Step 3 — Open Commitments Check

```bash
VAULT="${VAULT_PATH:-/root/obsidian-vault}"
grep -rn "TODO\|action item\|follow up\|promised" "$VAULT" \
  --include="*.md" \
  -l 2>/dev/null \
  | xargs grep -l "$NAME\|$COMPANY" 2>/dev/null \
  | head -5 | while read f; do
    echo "--- ${f##$VAULT/} ---"
    grep -n "TODO\|action item\|follow up\|promised" "$f" | grep -i "$NAME\|$COMPANY" | head -5
  done
```

---

## OUTPUT

Format the brief using this structure (see `references/brief-template.md`):

```
# Meeting Prep: [Name] | [Date] [Time]

Meeting type: [type]
Their role: [role at company]
Relationship stage: [new / existing / lapsed]

---

WHY THIS MEETING MATTERS
[1-2 sentences on stakes, objective, desired outcome]

3 PRIORITIES FOR THIS CALL
1. [Priority 1]
2. [Priority 2]
3. [Priority 3]

CONTEXT FROM VAULT
[Pulled notes, open items, prior commitments — or "No prior history found"]

QUESTIONS TO ASK
1. [Question referencing research]
2. [Question]
3. [Question]
4. [Question]
5. [Question]

WATCH FOR
[Known objections, sensitivities, open loops]

DESIRED OUTCOME
[What does success look like in one sentence?]

NEXT STEP TO PROPOSE
[Specific: "schedule X," "send Y," "agree on Z"]
```

**Then:** Save brief to `bambf/meeting-prep/YYYY-MM-DD-[lastname]-prep.md`

**Then:** Print 3-line summary:
```
WHO: [Name], [role] at [company]
WHY IT MATTERS: [1 sentence]
TOP QUESTION: [The single sharpest question to ask]
```

---

## Reference Files

- `references/brief-template.md` — full brief format
- `references/meeting-types.md` — agenda by meeting type
- `references/question-banks.md` — question sets by context

---

## Requirements

- Claude Code with bash tool access
- Vault with bambf/ structure
- No external APIs required


---

## Referenced Files

> The following files are referenced in this skill and included for context.

### references/brief-template.md

```markdown
# Meeting Prep: [Name] | [Date] [Time]

**Meeting type:** [WRS / Sales / Strategy / Partnership / Interview]  
**Duration:** [time]  
**Their role:** [role at company]  
**Relationship stage:** [new / existing / lapsed]  

---

## Why This Meeting Matters
[1-2 sentences on stakes, objective, and desired outcome]

## 3 Priorities for This Call
1. [Priority 1]
2. [Priority 2]
3. [Priority 3]

## Context From Vault
[Pulled notes, open items, prior commitments — or "No prior history found"]

## What They Care About Right Now
[Recent signals: posts, news, company context, anything fresh]

## Questions to Ask
1. [Question — should reference specific research]
2. [Question]
3. [Question]
4. [Question]
5. [Question]
6. [Optional question]
7. [Optional question]

## Watch For / Potential Friction
[Known objections, sensitivities, open loops, or landmines]

## Desired Outcome
[What does a successful meeting look like in one sentence?]

## Next Step to Propose
[Specific and concrete: "schedule X," "send Y," "agree on Z"]

```

### references/meeting-types.md

```markdown
# Meeting Types + Agenda Templates

---

## WRS Client Meeting
**Objective:** Relationship health + project status + next sprint alignment

**Agenda:**
1. Quick wins since last meeting (2 min)
2. Current project status (5 min)
3. Blockers / what they need from us (5 min)
4. Next sprint priorities (5 min)
5. Any scope or budget changes (3 min)

**Watch for:** Scope creep, satisfaction signals, renewal indicators, unspoken concerns
**Key question:** "What's one thing that would make your life easier right now?"

---

## Sales / Discovery Meeting
**Objective:** Understand their pain, qualify fit, move to next step

**Agenda:**
1. Context setting — why they reached out (2 min)
2. Current situation + pain (10 min)
3. What they've tried (5 min)
4. What good looks like (5 min)
5. Our fit / next step (5 min)

**Watch for:** Urgency signals, budget authority, timeline, who else is involved
**Key question:** "What made you want to have this conversation now vs. 6 months ago?"

---

## Strategy Session
**Objective:** Make a decision or align on direction

**Agenda:**
1. Situation brief (3 min)
2. Options on the table (10 min)
3. Tradeoffs + risks (5 min)
4. Decision / alignment (5 min)
5. Owners + timeline (2 min)

**Watch for:** Misaligned assumptions, hidden blockers, decisions being deferred
**Key question:** "What assumptions are we making that could be wrong?"

---

## Partnership / Intro Meeting
**Objective:** Establish mutual value, determine fit for collaboration

**Agenda:**
1. Their world — what they're building (5 min)
2. Our world — what we're building (5 min)
3. Overlap and potential (5 min)
4. Specific collaboration idea (5 min)
5. Next step if fit exists (5 min)

**Watch for:** Complementary audiences, clear non-compete, genuine energy vs. polite interest
**Key question:** "Where do you see your audience overlapping with ours?"

---

## Interview / Evaluation Meeting
**Objective:** Assess fit — culture, competence, motivation

**Agenda:**
1. Their background in their own words (5 min)
2. Deep dive on relevant experience (10 min)
3. How they handle X situation (10 min)
4. Their questions (5 min)
5. Next step (2 min)

**Watch for:** Ownership language, specificity, red flags (vague answers, blame, inconsistencies)
**Key question:** "Walk me through a time you had to [relevant challenge]."

```

### references/question-banks.md

```markdown
# Question Banks by Category

Use at least 2 questions that reference specific participant context (their role, recent news, vault history).

---

## Discovery Questions (Sales / New Relationship)
- What made you want to have this conversation now vs. 6 months ago?
- What have you already tried? What worked, what didn't?
- Walk me through how this problem shows up in a typical week.
- Who else is affected by this? Who would notice if it was fixed?
- What would "solved" look like for you?
- What's the cost of doing nothing?
- Who else is involved in making this decision?

---

## Relationship / WRS Questions
- What's working well that we should double down on?
- What's one thing that would make your life easier right now?
- If you had to prioritize one thing for next quarter, what would it be?
- How are you feeling about the direction we're headed?
- Is there anything you've been hesitant to bring up?
- What does success look like for you 90 days from now?

---

## Strategy Questions
- What assumptions are we making that could be wrong?
- What's the reversible vs. irreversible version of this decision?
- Who would disagree with this direction and why?
- What would we regret not doing in 12 months?
- What's the cheapest way to test this before we commit?
- What's changed since we last talked about this?

---

## Partnership Questions
- What's working in your current partnerships?
- Where do you see your audience overlapping with ours?
- What would a successful collaboration look like 6 months from now?
- What's the one thing you'd need to feel confident about moving forward?
- What do your current partners get wrong that we could get right?

---

## Interview / Evaluation Questions
- Walk me through your background in your own words.
- Tell me about a time you [relevant situation] — what did you do?
- What's the hardest thing you've had to figure out in a role?
- What do you need from the people you work with to do your best work?
- What are you looking for in your next opportunity that you don't have now?
- What questions do you have for me?

---

## Closing / Next Step Questions
- Based on what we discussed, does this feel like a fit?
- What would you need to see to move forward?
- What's the right next step from your side?
- Is there anything that would get in the way of us working together?
- When should we follow up, and what should that look like?

---

## Context-Specific Starters (Fill in with research)
- "I noticed you recently [posted about / published / announced] — what's driving that focus right now?"
- "Last time we spoke, you mentioned [open item]. Where does that stand?"
- "Your company just [news item]. How is that affecting [relevant area]?"
- "You've been in [role] for [tenure]. What's shifted in how you approach [topic] over that time?"

```