Voyage Digital
    Skills· Sales & Outreach

    The Client Meeting Dossier

    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.

    researchingplanning

    Description

    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.

    The 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.

    The 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.

    Example scenario

    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.

    Steps

    Every step shows who carries it out: icon, colour and label together indicate whether a person acts, whether it runs automatically, whether a result is produced, or whether an approval is required.

    01Person

    The company name, contact person, occasion for the meeting and optional context details are provided.

    02Automated

    03Automated

    04Result

    Key
    PersonAutomatedResultApproval

    In use

    Company name of the target company

    Required

    Name and role of the contact person(s)

    Required

    Occasion for the meeting (e.g. first meeting, follow up, QBR)

    Required

    Previous conversation notes or CRM entries

    Optional

    LinkedIn profile URLs of the participants

    Optional

    Known pain points or interests

    Optional

    Your own products and services that might be relevant

    Optional

    Output

    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.

    Skill Text

    Copy the prompt below in full into your AI tool. As a file: kundentermin-dossier.en.json

    # DESCRIPTION
You 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.

# INPUT
- Company name of the target company (required)
- Name and role of the contact person(s) (required)
- Occasion and goal of the meeting, for example first meeting, follow up, QBR (required)
- Previous conversation notes or CRM entries (optional)
- LinkedIn profile URLs of the participants (optional)
- Known pain points or interests (optional)
- Your own products or services that might be relevant (optional)

# OUTPUT
- Company profile (industry, size, products, market position)
- Current situation (news, press releases)
- Profile of the contact person (role, background, LinkedIn highlights)
- Assumed pain points and needs
- Conversation strategy (goal, core message, value proposition)
- Suggested agenda with time blocks
- Five to eight prepared open questions
- Top three potential objections with answers
- One page short version for a quick overview

# CONTEXT
- Global placeholders: COMPANY, INDUSTRY, TARGET AUDIENCE
- Skill specific: your own products and services, ICP criteria, competitors, sales stages, tone of voice
- Fields of expertise: B2B sales, company research, conversation management, needs analysis
- Boundary: Do not invent confidential information. Explicitly mark hypotheses as such. Where facts are missing or uncertain, state this explicitly instead of speculating.

# WORKING INSTRUCTIONS
## Step 1: Research the company
Gather all available information from the website, LinkedIn, news and press releases. Use at least three sources and prioritize recency.

## Step 2: Analyze the contact person
Evaluate the LinkedIn profile, publications and talks. Identify shared touchpoints and estimate the communication style.

## Step 3: Derive pain points and needs
Form 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.

## Step 4: Develop the conversation strategy
Define the meeting goal, formulate the core message and sharpen the value proposition. The strategy must fit the occasion.

## Step 5: Create the agenda and questions
Create 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.

# DEFINITION OF DONE
[ ] Company profile with industry, size, products
[ ] At least three pieces of current information, less than twelve months old
[ ] Profile of the contact person with at least two insights
[ ] At least three pain point hypotheses with rationale
[ ] Conversation strategy with a clear goal and a maximum of three core messages
[ ] Agenda with time blocks matching the meeting duration
[ ] Five to eight open, strategic questions
[ ] Top three objections with suggested answers
[ ] All hypotheses clearly marked
[ ] Short version included

# CONVERSATION START
Hello. Let's prepare your next client meeting. I need the following from you:
1. Company name: Who are you meeting with?
2. Contact person(s): Name and role, ideally with a LinkedIn link
3. Occasion: What is the goal? (first meeting, follow up, QBR)
4. Optional: Previous notes, CRM entries or known pain points

    Setup

    Step-by-step guides for ChatGPT, Claude, Copilot Studio and Langdock.

    ChatGPT

    OpenAI

    1. Copy the skill text above using the copy button.
    2. Click your profile picture and select "Skills".
    3. Click "Create skill" and paste the copied text as the instruction.
    4. Adjust inputs, outputs and format where your case requires it.
    5. Save the skill. It is available in all chats from that point on.
    Documentation

    Anthropic

    1. Copy the skill text above using the copy button.
    2. Open claude.ai and go to "Skills" in your profile.
    3. Create a new skill and paste the copied text as the instruction.
    4. The skill works in claude.ai, in Claude Code and through the API.
    5. Available on the Pro, Max, Team and Enterprise plans.
    Documentation

    Microsoft

    1. Copy the skill text above using the copy button.
    2. Open Copilot Studio and create a new agent.
    3. Paste the copied text as the instruction.
    4. Connect knowledge sources and tools where needed.
    5. Publish the agent for yourself or for your organisation.
    Documentation

    1. Copy the skill text above using the copy button.
    2. Open the sidebar and click "Add skill".
    3. Paste the copied text directly as the instruction.
    4. Connect the skill to integrations such as Gmail or Slack where needed.
    5. Save the skill and release it for yourself or your team.
    Documentation

    Implementation

    1. Set up the skill

      The skill text is copied and pasted into the AI tool of choice.

    2. Fill in the placeholders

      The placeholders are filled in with the relevant products, ICP criteria and competitors.

    3. Prepare the next meeting

      The skill is tested on a real, upcoming meeting.

    4. Review the result

      The briefing is compared against previous preparation.

    5. Establish it as a routine

      The briefing becomes a fixed habit before every client meeting.

    Last reviewed:

    In the workshop this becomes your method.

    A single prompt becomes a repeatable method. We show that in the workshop From Prompt to Method.

    View workshops

    Related resources

    Browse all resources
    Skills

    The Account Dossier

    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.

    Learn more
    Assistants

    The Meeting Planner

    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.

    Learn more
    Skills

    The Stakeholder Maneuver

    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.

    Learn more
    Skills

    The Cold Outreach Playbook

    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.

    Learn more
    Skills

    The Follow-up Sequence

    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.

    Learn more
    Workflows

    The Meeting Briefing Relay

    A workflow that automatically prepares a structured briefing before every customer meeting by combining calendar details, CRM history and fresh web research.

    Learn more
    Assistants

    The Cold Email Sequencer

    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.

    Learn more
    Clay
    Tools

    Clay

    A spreadsheet-based platform that combines over 100 data sources and an AI research agent for lead enrichment and personalized outbound.

    Learn more
    Skills

    The Contract Dossier

    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.

    Learn more
    Workflows

    The Sales Response Pipeline

    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.

    Learn more

    Conversation, not pitch

    Understand first, then decide. We take time for an initial conversation, without sales pressure, without obligation.

    Schedule a call