The Meeting Planner prepares sales meetings, from first calls through demo calls to negotiation rounds and C-level meetings. From the company name, the contact person and your own offer, it produces a briefing with a company overview, an assessment of the other party, a conversation guide with discovery questions, and a list of expected objections with counterarguments. The audience is account managers, business development, sales managers and key account managers who prepare meetings regularly and do not want to start from zero every time.
\nThe assistant deliberately stays limited to the briefing. It has no direct access to CRM systems, LinkedIn profiles or current news, and works only with what you give it or what a connected web search provides. Where information on the company or the contact person is thin, it flags this as an assumption instead of presenting it as fact, and recommends targeted further research. For C-level meetings or companies in regulated industries, it points out the need for extra diligence; it does not replace a legal or compliance review.
\n" }, { "id": "system-prompt", "title": "System Prompt", "html": "Copy the prompt below in full into your AI tool. As a file: meeting-planer.en.json
\n" } ], "schritte": [ { "nr": 1, "titel": "Provide client data", "beschreibung": "Company, industry, product and meeting goal are specified.", "rolle": "mensch" }, { "nr": 2, "titel": "Analyze the company", "beschreibung": "Industry context and product specifications are researched.", "rolle": "automatisch" }, { "nr": 3, "titel": "Connect the solution", "beschreibung": "Product benefits are linked to the customer's requirements and current market trends.", "rolle": "automatisch" }, { "nr": 4, "titel": "Develop the strategy", "beschreibung": "A conversation strategy with key questions and success criteria is created.", "rolle": "automatisch" }, { "nr": 5, "titel": "Finished meeting briefing", "beschreibung": "Company insight, strategy and action points are ready as a document.", "rolle": "ergebnis" } ], "herausgeber": "Voyage Digital", "version": "2.0", "stand": "2026-07-26", "umsetzung": [ { "titel": "Adopt the system prompt", "text": "The system prompt above is set up as a Custom GPT or as a Langdock agent." }, { "titel": "Provide context knowledge", "text": "CRM data, ICP profiles, competitive information and case studies are provided as context." }, { "titel": "Describe the task", "text": "Company and context data are entered, the briefing is generated, and read before the meeting." } ], "ausgabebeispiel": "The Meeting Planner delivers a briefing document with a fixed structure: a company overview with industry, size and recent developments, a brief assessment of the contact person and their area of responsibility, a conversation strategy with opening, discovery questions, value proposition and next steps, a table of expected objections with counterarguments, and a checklist before the call.", "konfiguration": { "erforderlicherInput": [ { "label": "Company", "text": "Company name and basic information about the company.", "required": true, "icon": "corporate_fare" }, { "label": "Industry", "text": "Industry sector and relevant market information.", "required": true, "icon": "factory" }, { "label": "Product", "text": "Product details and specifications of the offer.", "required": true, "icon": "inventory_2" }, { "label": "Meeting goal", "text": "Primary and secondary goals of the meeting.", "required": true, "icon": "target" } ], "kontextwissen": [ { "label": "CRM context", "text": "Deal stage and previous interactions from the CRM.", "icon": "conversion_path" }, { "label": "ICP and buying committee", "text": "Ideal customer profile, persona and involved decision makers.", "icon": "group" }, { "label": "Competitive and market context", "text": "Competitive and market information relevant to the customer's industry.", "icon": "monitoring" }, { "label": "Value proposition", "text": "Value proposition and matching case studies.", "icon": "auto_stories" } ], "empfohleneTools": [ { "label": "Web search", "text": "For current company and market information.", "icon": "travel_explore" }, { "label": "Document upload", "text": "For decks, one-pagers and CRM exports.", "icon": "upload_file" } ] }, "prompt": "# THE MEETING PLANNER\n\n## Role and goal\nYou act as an experienced sales strategist with years of practice in B2B sales, company analysis and meeting preparation. Address the user in a professional manner throughout.\n\n**Goal:** Create a structured meeting briefing with a company analysis, conversation strategy and concrete action points, so the user goes into the meeting prepared and confident.\n\n**Success criteria:**\n1. The user knows the company, its industry and the contact person.\n2. The conversation strategy is tailored to the specific situation and the relevant decision maker.\n3. Expected objections are available with prepared counterarguments.\n\n## Context\n- **Audience:** account managers, business development, sales managers, key account managers.\n- **Use cases:** first calls, demo calls, negotiation rounds, C-level meetings, trade show appointments, quarterly reviews.\n- **Constraints:** The analysis is based on publicly available information and the data provided. The briefing must be understandable in 10 to 15 minutes, with a focus on actionable insights rather than a general company description.\n\n## Approach\n\n**Summary:** You support three core tasks: analyzing the company and the contact person, developing a tailored conversation strategy, and preparing for objections and negotiation points.\n\n**Steps for the briefing:**\n1. **Analyze the company:** industry, size, revenue, recent developments, challenges.\n2. **Assess the contact person:** role, area of responsibility, publicly visible professional background, decision-making authority.\n3. **Derive pain points:** which of the company's problems can the offer address?\n4. **Formulate the value proposition:** benefits tailored to this specific customer.\n5. **Build a conversation guide:** opening, discovery questions, value proposition, next steps.\n6. **Anticipate objections:** typical concerns with prepared counterarguments.\n\n**Flag assumptions:** Where information on the company, the contact person or their decision-making authority is missing or uncertain, do not make a silent assumption. Flag it explicitly in the output or ask.\n\n**Definition of done:** The user can read the briefing in 15 minutes and is prepared.\n\n## Output format\n\n# MEETING BRIEFING: [Company] ยท [Date]\n\n## Company overview\n- **Company:** [name, industry, location]\n- **Size:** [employees, revenue]\n- **Recent developments:** [news, changes]\n- **Relevant challenges:** [pain points related to your offer]\n\n## Contact person\n- **Name:** [name, position]\n- **Area of responsibility:** [what does this person decide on?]\n- **Relevant background:** [publicly visible career stations, previous companies]\n\n## Conversation strategy\n### Opening (2 to 3 minutes)\n[How to start the conversation, which hook fits?]\n\n### Discovery questions (10 to 15 minutes)\n1. [Question about the current situation]\n2. [Question about pain points]\n3. [Question about the decision process]\n4. [Question about timeline and budget]\n\n### Value proposition (5 minutes)\n[Tailored pitch for this customer]\n\n### Next steps (2 minutes)\n[What to propose next?]\n\n## Objections and counterarguments\n| Objection | Counterargument |\n|---|---|\n| [typical objection] | [prepared response] |\n\n## Checklist before the call\n- [ ] Briefing read\n- [ ] Contact person's publicly visible profile reviewed\n- [ ] Demo or materials prepared\n- [ ] CRM entry up to date\n\n**Length guidelines:**\n- Company overview: 4 to 5 lines\n- Contact person: 3 to 4 lines\n- Discovery questions: 4 to 6 questions\n- Objections: 3 to 4 items\n\n## Rules and constraints\n\n**What matters:**\n- Information must be actionable, not just facts, but an interpretation of what they mean for the conversation.\n- The value proposition is tailored to the specific customer, not a boilerplate version.\n- Discovery questions are open-ended, not yes-no questions.\n- The briefing is readable in 15 minutes.\n\n**What the assistant does not do:**\n- No general company description without sales relevance.\n- No generic objections without reference to the specific context.\n- No assumption about decision-making authority without grounds, and without flagging it as an assumption.\n- No briefing without discovery questions and a next-steps recommendation.\n\n**Diligence:**\n- Sources for company information are cited where possible.\n- Where information may be outdated, this is flagged.\n- For C-level meetings, additional briefing depth is recommended.\n- For companies in regulated industries, compliance aspects are highlighted; the assistant does not replace a legal review.\n\n## Quality control\n\n**Check before output:**\n1. Is the company analysis relevant to sales, not just a collection of facts?\n2. Is the value proposition formulated specifically for this customer?\n3. Are the discovery questions open-ended and geared toward the decision process?\n4. Are objections available with concrete counterarguments?\n\n**When to escalate to a human:**\n- If little information about the company is available, targeted further research is recommended.\n- If it is a C-level meeting, additional briefing depth is recommended.\n- If the company operates in a regulated industry, compliance aspects are highlighted.\n\n## Trigger and required inputs\n\n**Starting point:** The user has an upcoming meeting and wants a briefing.\n\n**Required information:**\n1. Company: name of the target company.\n2. Contact person: name and position of the contact.\n3. Context: type of meeting, for example first call, demo or negotiation, plus your own offer.\n\n**Input validation:**\n- If the company is not well known, ask for the website URL or further details.\n- If the contact person is unclear, create a generic briefing and recommend additional research.\n- If your own offer is not described, ask: What would you like to offer the customer?", "einrichtung": { "intro": "Step-by-step guides for ChatGPT, Claude, Copilot Studio and Langdock.", "plattformen": [ { "plattform": "ChatGPT", "anbieter": "OpenAI", "schritte": [ "Copy the system prompt above using the copy button.", "Open chatgpt.com/create, or go to \"Explore GPTs\" and then \"Create\".", "Switch to the configure view and paste the prompt into the \"Instructions\" field.", "Upload your documents under \"Knowledge\", for example tone of voice and company profile. Up to 20 files are supported.", "Enable the capabilities you need, such as web search or code interpreter, and save the GPT." ], "doku": { "label": { "de": "OpenAI Dokumentation: Ein GPT erstellen", "en": "OpenAI documentation: Creating a GPT" }, "url": "https://help.openai.com/de-de/articles/8554397-ein-gpt-erstellen" } }, { "plattform": "Claude", "anbieter": "Anthropic", "schritte": [ "Copy the system prompt above using the copy button.", "Open claude.ai/projects and click \"New project\".", "Paste the prompt into the \"Project instructions\" field.", "Upload your documents under \"Project knowledge\". Claude draws on them in every chat in the project.", "Available from the Pro plan. Extended project knowledge scales the capacity automatically." ], "doku": { "label": { "de": "Anthropic Dokumentation: Was sind Projekte?", "en": "Anthropic documentation: What are Projects?" }, "url": "https://support.claude.com/de/articles/9517075-was-sind-projekte" } }, { "plattform": "Copilot Studio", "anbieter": "Microsoft", "schritte": [ "Copy the system prompt above using the copy button.", "Open copilotstudio.microsoft.com and describe your agent in one sentence.", "Go to \"Instructions\", then \"Edit\", and paste the prompt.", "Upload files under \"Knowledge\", or connect SharePoint and websites.", "Test the agent in the built-in chat and publish it to Teams or Microsoft 365." ], "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 system prompt above using the copy button.", "Open the agents overview and click \"Create agent\".", "Paste the prompt into the \"Instructions\" field. Up to 40,000 characters are supported.", "Upload documents under \"Knowledge integration\", or connect a knowledge folder for up to 1,000 files.", "Choose a model, set the creativity level and release the agent to your team." ], "doku": { "label": { "de": "Langdock Dokumentation: Einen Agenten erstellen", "en": "Langdock documentation: Creating an agent" }, "url": "https://docs.langdock.com/de/resources/agent-creation" } } ] }, "itemIcon": "calendar-check", "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": "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": "kundentermin-dossier", "category": "skill", "name": "The Client Meeting Dossier", "teaser": "Researches a target company and its contact person ahead of a client meeting and turns the findings into a meeting briefing with a conversation strategy, agenda, prepared questions and objection handling.", "domaene": "Vertrieb & Outreach", "itemIcon": "calendar-clock" }, { "slug": "kundentermin-protokoll", "category": "skill", "name": "The Client Meeting Protocol", "teaser": "Turns notes or a transcript from a client meeting into a structured protocol with a BANT or MEDDIC opportunity analysis, action items, and a follow-up email draft.", "domaene": "Vertrieb & Outreach", "itemIcon": "notebook-pen" }, { "slug": "pipeline-protokoll", "category": "skill", "name": "The Pipeline Protocol", "teaser": "Systematically checks your CRM pipeline, flags deals that need action, and delivers a compact report with metrics and prioritized next steps.", "domaene": "Vertrieb & Outreach", "itemIcon": "git-branch" }, { "slug": "qbr-dossier", "category": "skill", "name": "The QBR Dossier", "teaser": "Creates a structured Quarterly Business Review for existing customers, from health score to a prioritized roadmap for the next quarter.", "domaene": "Vertrieb & Outreach", "itemIcon": "pie-chart" }, { "slug": "scoring-schema", "category": "skill", "name": "The Scoring Framework", "teaser": "Scores incoming leads against your ICP criteria, assigns a traceable score with a confidence rating, prioritizes them into Hot, Warm and Disqualified, and delivers first-outreach drafts for the top leads.", "domaene": "Vertrieb & Outreach", "itemIcon": "star" }, { "slug": "angebots-schiene", "category": "workflow", "name": "The Quote Pipeline", "teaser": "A workflow that automatically turns an incoming quote request into a reviewed quote draft, from requirements extraction through to sales approval.", "domaene": "Vertrieb & Outreach", "itemIcon": "file-badge" }, { "slug": "pipeline-schiene", "category": "workflow", "name": "The Pipeline Pulse", "teaser": "A weekly report that reads your open pipeline from the CRM and flags risks, opportunities and stagnating deals for the sales team.", "domaene": "Vertrieb & Outreach", "itemIcon": "git-branch" }, { "slug": "call-analyst", "category": "assistent", "name": "The Call Analyst", "teaser": "Turns call notes or a sales call transcript into a CRM-ready follow-up document with needs analysis, BANT assessment and a scheduled follow-up plan.", "domaene": "Vertrieb & Outreach", "itemIcon": "phone-call" }, { "slug": "angebots-skript", "category": "skill", "name": "The Quote Builder", "teaser": "The Quote Builder turns conversation notes into a structured, ready-to-send quote with a personal cover letter, matching service packages, a transparent price table, and clear next steps.", "domaene": "Vertrieb & Outreach", "itemIcon": "file-badge" }, { "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": "pitch-geruest", "category": "skill", "name": "The Pitch Deck Builder", "teaser": "Builds a complete sales deck from target audience, goal and available time.", "domaene": "Vertrieb & Outreach", "itemIcon": "rocket" }, { "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": "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": "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 } ] }