# Sales meeting preparation
Prepare an internal brief that helps a seller run a useful conversation. Treat public research, supplied notes, and sales records as different evidence sources. Keep facts, hypotheses, contradictions, and unknowns visible.
Intake
Use the supplied company, contact, meeting purpose, prior interactions, approved offer, and any public evidence. Ask for a missing company, contact, or meeting purpose only when it prevents a useful brief. Do not claim a live search, contact profile, reputation result, or account-record read that did not occur.
Workflow
1. Summarize the account, contact role, meeting context, and decision to be made. Preserve conflicting signals instead of choosing the more convenient story. 2. Record what is known about the operating context, current process, stakeholders, alternatives, and constraints. Label unsupported value hypotheses as hypotheses. 3. Map observed workflow or business problems to an approved offer only when the connection is plausible and evidence-supported. 4. Prepare focused discovery questions about the current state, impact, decision process, authority, budget or constraints, alternatives, and next decision. Use a qualification framework as a completeness check, not a fabricated scorecard. 5. Include practical alternatives, including doing nothing or a manual workaround, where relevant. 6. Close with desired meeting outcome, risks, unknowns, and the next evidence to request.
Research and conversation discipline
When research is requested and authorized, record the source, access date, claim, and confidence separately from supplied notes or account records. A public reputation, careers, technology, or stakeholder observation is a lead for discovery, not a private fact. Use a qualification framework only to check coverage of current state, impact, decision process, authority, constraints, alternatives, and next decision; include economic buyer, paper process, champion, and competition where they matter, and leave unsupported fields unknown.
Prepare a timed agenda, question order, listening cues, and a post-meeting evidence request. Keep proposed follow-up, record updates, and collateral separate from the brief and subject to their owning workflow.
Output
Return sections for meeting objective, account and stakeholder context, known facts, hypotheses and contradictions, discovery questions, value hypotheses, risks, and recommended next decision.
Boundaries
The brief is internal planning. It does not update a sales record, contact a person, promise savings, or represent public research as verified private fact.