A client meeting deserves thorough preparation, but daily business often leaves too little time for it. The Client Meeting Dossier takes over the research and the write up: from the company profile through recent news to a tailored conversation strategy with an agenda and prepared questions.
\nThe skill suits first meetings, follow up appointments and strategic meetings alike. The more context you provide, for example previous CRM notes or LinkedIn links of the participants, the more targeted the briefing becomes. It is built for account executives, sales managers and anyone who holds client meetings regularly and wants a solid picture beforehand instead of walking into the conversation unprepared.
\nThe honest limit: the dossier relies on publicly available sources such as the website, LinkedIn and press releases. Pain point hypotheses remain assumptions and should be verified in conversation, not presented as established facts. The skill does not invent confidential or internal information.
\n" }, { "id": "skill-text", "title": "Skill Text", "html": "Copy the prompt below in full into your AI tool. As a file: kundentermin-dossier.en.json
\n" } ], "schritte": [ { "nr": 1, "titel": "Provide meeting details", "beschreibung": "The company name, contact person, occasion for the meeting and optional context details are provided.", "rolle": "mensch" }, { "nr": 2, "titel": "Research the company and contact person", "beschreibung": "Profile, recent news, LinkedIn insights and industry context are gathered.", "rolle": "automatisch" }, { "nr": 3, "titel": "Create strategy and agenda", "beschreibung": "Pain point hypotheses, a conversation strategy, an agenda with time blocks and prepared questions are derived from this.", "rolle": "automatisch" }, { "nr": 4, "titel": "Receive the meeting briefing", "beschreibung": "The complete briefing with company profile, conversation strategy, agenda, prepared questions and objection handling is ready.", "rolle": "ergebnis" } ], "herausgeber": "Voyage Digital", "version": "2.0", "stand": "2026-07-26", "umsetzung": [ { "titel": "Set up the skill", "text": "The skill text is copied and pasted into the AI tool of choice." }, { "titel": "Fill in the placeholders", "text": "The placeholders are filled in with the relevant products, ICP criteria and competitors." }, { "titel": "Prepare the next meeting", "text": "The skill is tested on a real, upcoming meeting." }, { "titel": "Review the result", "text": "The briefing is compared against previous preparation." }, { "titel": "Establish it as a routine", "text": "The briefing becomes a fixed habit before every client meeting." } ], "zutaten": [ "Company name", "Contact person", "Occasion", "Context details" ], "beispielSzenario": "An account manager has a first meeting with the marketing director of a midsize machinery manufacturer tomorrow at ten o'clock. All that is known beforehand is the company name and the contact person's interest in AI enablement. The skill researches the company, identifies typical industry challenges, evaluates publicly visible LinkedIn insights, and delivers a briefing with a conversation strategy, agenda and prepared questions in time for the meeting.", "eingaben": [ { "feld": "Company name of the target company", "pflicht": true }, { "feld": "Name and role of the contact person(s)", "pflicht": true }, { "feld": "Occasion for the meeting (e.g. first meeting, follow up, QBR)", "pflicht": true }, { "feld": "Previous conversation notes or CRM entries", "pflicht": false }, { "feld": "LinkedIn profile URLs of the participants", "pflicht": false }, { "feld": "Known pain points or interests", "pflicht": false }, { "feld": "Your own products and services that might be relevant", "pflicht": false } ], "ausgabe": "A company profile, the current situation, a profile of the contact person, three or more substantiated pain point hypotheses, a conversation strategy with a core message, a suggested agenda with time blocks, five to eight prepared questions, the three most likely objections with answers, and a short version for a quick overview.", "prompt": "# DESCRIPTION\nYou research a target company and the associated contact person systematically and turn the findings into a complete meeting briefing with a conversation strategy and agenda. Address the user in a professional manner throughout. Always clearly mark assumptions and hypotheses as such where solid facts are missing.\n\n# INPUT\n- Company name of the target company (required)\n- Name and role of the contact person(s) (required)\n- Occasion and goal of the meeting, for example first meeting, follow up, QBR (required)\n- Previous conversation notes or CRM entries (optional)\n- LinkedIn profile URLs of the participants (optional)\n- Known pain points or interests (optional)\n- Your own products or services that might be relevant (optional)\n\n# OUTPUT\n- Company profile (industry, size, products, market position)\n- Current situation (news, press releases)\n- Profile of the contact person (role, background, LinkedIn highlights)\n- Assumed pain points and needs\n- Conversation strategy (goal, core message, value proposition)\n- Suggested agenda with time blocks\n- Five to eight prepared open questions\n- Top three potential objections with answers\n- One page short version for a quick overview\n\n# CONTEXT\n- Global placeholders: COMPANY, INDUSTRY, TARGET AUDIENCE\n- Skill specific: your own products and services, ICP criteria, competitors, sales stages, tone of voice\n- Fields of expertise: B2B sales, company research, conversation management, needs analysis\n- Boundary: Do not invent confidential information. Explicitly mark hypotheses as such. Where facts are missing or uncertain, state this explicitly instead of speculating.\n\n# WORKING INSTRUCTIONS\n## Step 1: Research the company\nGather all available information from the website, LinkedIn, news and press releases. Use at least three sources and prioritize recency.\n\n## Step 2: Analyze the contact person\nEvaluate the LinkedIn profile, publications and talks. Identify shared touchpoints and estimate the communication style.\n\n## Step 3: Derive pain points and needs\nForm at least three pain point hypotheses from industry trends and the company's situation. Link each one to your own offering and clearly mark it as a hypothesis.\n\n## Step 4: Develop the conversation strategy\nDefine the meeting goal, formulate the core message and sharpen the value proposition. The strategy must fit the occasion.\n\n## Step 5: Create the agenda and questions\nCreate a structured agenda with time blocks of five to fifteen minutes. Formulate five to eight open questions following the funnel principle, from broad to specific. Add a short version for a quick overview.\n\n# DEFINITION OF DONE\n[ ] Company profile with industry, size, products\n[ ] At least three pieces of current information, less than twelve months old\n[ ] Profile of the contact person with at least two insights\n[ ] At least three pain point hypotheses with rationale\n[ ] Conversation strategy with a clear goal and a maximum of three core messages\n[ ] Agenda with time blocks matching the meeting duration\n[ ] Five to eight open, strategic questions\n[ ] Top three objections with suggested answers\n[ ] All hypotheses clearly marked\n[ ] Short version included\n\n# CONVERSATION START\nHello. Let's prepare your next client meeting. I need the following from you:\n1. Company name: Who are you meeting with?\n2. Contact person(s): Name and role, ideally with a LinkedIn link\n3. Occasion: What is the goal? (first meeting, follow up, QBR)\n4. Optional: Previous notes, CRM entries or known pain points", "einrichtung": { "intro": "Step-by-step guides for ChatGPT, Claude, Copilot Studio and Langdock.", "plattformen": [ { "plattform": "ChatGPT", "anbieter": "OpenAI", "schritte": [ "Copy the skill text above using the copy button.", "Click your profile picture and select \"Skills\".", "Click \"Create skill\" and paste the copied text as the instruction.", "Adjust inputs, outputs and format where your case requires it.", "Save the skill. It is available in all chats from that point on." ], "doku": { "label": { "de": "OpenAI Dokumentation: Skills in ChatGPT", "en": "OpenAI documentation: Skills in ChatGPT" }, "url": "https://help.openai.com/de-de/articles/20001066-skills-in-chatgpt" } }, { "plattform": "Claude", "anbieter": "Anthropic", "schritte": [ "Copy the skill text above using the copy button.", "Open claude.ai and go to \"Skills\" in your profile.", "Create a new skill and paste the copied text as the instruction.", "The skill works in claude.ai, in Claude Code and through the API.", "Available on the Pro, Max, Team and Enterprise plans." ], "doku": { "label": { "de": "Anthropic Dokumentation: Benutzerdefinierte Skills erstellen", "en": "Anthropic documentation: Creating custom skills" }, "url": "https://support.claude.com/de/articles/12512198-benutzerdefinierte-skills-erstellen" } }, { "plattform": "Copilot Studio", "anbieter": "Microsoft", "schritte": [ "Copy the skill text above using the copy button.", "Open Copilot Studio and create a new agent.", "Paste the copied text as the instruction.", "Connect knowledge sources and tools where needed.", "Publish the agent for yourself or for your organisation." ], "doku": { "label": { "de": "Microsoft Dokumentation: Einen Agent erstellen und bereitstellen", "en": "Microsoft documentation: Create and deploy an agent" }, "url": "https://learn.microsoft.com/de-de/microsoft-copilot-studio/fundamentals-get-started" } }, { "plattform": "Langdock", "anbieter": null, "schritte": [ "Copy the skill text above using the copy button.", "Open the sidebar and click \"Add skill\".", "Paste the copied text directly as the instruction.", "Connect the skill to integrations such as Gmail or Slack where needed.", "Save the skill and release it for yourself or your team." ], "doku": { "label": { "de": "Langdock Dokumentation: Skills", "en": "Langdock documentation: Skills" }, "url": "https://docs.langdock.com/de/product/chat/skills" } } ] }, "itemIcon": "calendar-clock", "recommended": [ { "slug": "account-dossier", "category": "skill", "name": "The Account Dossier", "teaser": "The Account Dossier gathers publicly available information on a target company into a structured briefing covering profile, strategy, decision makers, and reasoned pain point hypotheses to prepare for sales conversations.", "domaene": "Vertrieb & Outreach", "itemIcon": "building-2" }, { "slug": "meeting-planer", "category": "assistent", "name": "The Meeting Planner", "teaser": "The Meeting Planner turns a company name, contact person and offer into a client-meeting briefing that reads in fifteen minutes and leaves you fully prepared.", "domaene": "Vertrieb & Outreach", "itemIcon": "calendar-check" }, { "slug": "stakeholder-manoever", "category": "skill", "name": "The Stakeholder Maneuver", "teaser": "Simulates a specific target person in conversation, with the questions, objections and skepticism that person would actually show, to prepare for pitches and conversations with decision makers.", "domaene": "Vertrieb & Outreach", "itemIcon": "users" }, { "slug": "kaltakquise-drehbuch", "category": "skill", "name": "The Cold Outreach Playbook", "teaser": "Builds a multi-stage, cross-channel cold outreach sequence across email, LinkedIn and optionally phone from a few prospect details, with a timing plan, talking points and GDPR-compliant messages including opt-out.", "domaene": "Vertrieb & Outreach", "itemIcon": "phone-outgoing" }, { "slug": "nachfass-konzept", "category": "skill", "name": "The Follow-up Sequence", "teaser": "Plans and drafts a multi-step follow-up sequence after a business contact, with a rotating focus per email, an opt-out notice, and a GDPR reference in every template.", "domaene": "Vertrieb & Outreach", "itemIcon": "mail-check" }, { "slug": "termin-briefing-staffel", "category": "workflow", "name": "The Meeting Briefing Relay", "teaser": "A workflow that automatically prepares a structured briefing before every customer meeting by combining calendar details, CRM history and fresh web research.", "domaene": "Vertrieb & Outreach", "itemIcon": "calendar-clock" }, { "slug": "kaltakquise-sequenzer", "category": "assistent", "name": "The Cold Email Sequencer", "teaser": "Builds a short, personalized cold email from target contact, offer and research, complete with subject line, connection point and a low-friction call to action, optionally as the starting point of a multi-step sequence.", "domaene": "Vertrieb & Outreach", "itemIcon": "phone-outgoing" }, { "slug": "clay", "category": "tool", "name": "Clay", "teaser": "A spreadsheet-based platform that combines over 100 data sources and an AI research agent for lead enrichment and personalized outbound.", "domaene": "Vertrieb & Outreach", "logoFile": "clay.png", "logoEinzug": 1 }, { "slug": "vertrags-dossier", "category": "skill", "name": "The Contract Dossier", "teaser": "Turns internal pricing models and contract terms into a customer-friendly overview document with a package comparison, transparent pricing, and answers to the most common questions.", "domaene": "Vertrieb & Outreach", "itemIcon": "file-signature" }, { "slug": "vertriebsantwort-schiene", "category": "workflow", "name": "The Sales Response Pipeline", "teaser": "Automatically drafts a personalized sales reply from CRM context for incoming lead emails and notifies the responsible sales rep for review before it is sent.", "domaene": "Vertrieb & Outreach", "itemIcon": "send" } ] }