Lessons · 6
- Prep Doc in Copilot ChatList learnings with sources, ask questions, then one-page prep — no invented quotes.
- Cite or OmitFour ground rules for client-specific claims, stakeholder views, and verification.
- Draft the Sales MethodologyAccount types, deal stages, stakeholder lenses, and meeting expectations.
- Draft Voice and Template DocumentsBrand Voice Spec and Meeting Prep Template — saved as named grounding documents.
- Configure the AgentAttach three docs, enable web search, minimal or full instructions, smoke test.
- Run Per Meeting and VerifyMeeting brief, kickoff research, generate doc, claims table before the room.