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AI

Run Per Meeting and Verify

Each meeting: new chat in your saved agent. Gather relevant recent sources (~ten minutes). Paste meeting brief with account type, people in the room, objective, outcome, sources attached.

Lesson 6

Ten minutes of curation beats an hour of cleanup.

Kickoff prompt: research and report with sources before drafting. Generate doc against template. Verify: claims table with dates — trace riskiest rows before you walk in.

Core principles

  1. Account type (we lead / dealer-led / combination) decides framing — name it in the brief.
  2. Answer agent questions and correct misreads before generate-doc prompt.
  3. Empty sections should say "Not in sources" — not plausible fill.
  4. Map points to specific people in the room and what each cares about.
  5. Ten minutes of relevant sources beats dumping your whole inbox.

Check yourself

What is the last step before an in-person client meeting?

Do this in Copilot

Run kickoff → generate → verify on sample sources or a real upcoming meeting. Fix one thin claim.

Paste this into Copilot Chat and work through it before moving on.

Kickoff research (per meeting)

Here is my meeting brief and the sources for this client. Read the attached sources and search the web for recent public information about this client. Before writing anything, tell me what you found and where each thing came from, then ask me up to eight short questions about anything you cannot confirm from the sources. Do not assume — flag every gap.
Open Copilot →
  • Source material
  • Chain of thought
  • Meeting brief starter: Client: [name]. Account type: [we lead / dealer-led / combination]. Meeting: [date], in person at [location]. In the room: [their roles; our roles]. Objective: [one sentence]. Desired outcome: [one sentence]. Sources attached: [list].
  • Then generate:
  • Now produce the meeting-prep document, following the "Meeting Prep Template" exactly. Cite a source with a date for every client-specific claim. Map the points to hit and the selling notes to the specific people in the room and what each one cares about. Label anything you are inferring as an assumption, and flag any point that is thin, single-sourced, or out of date.
  • Then verify:
  • List every client-specific claim in the document as a table with its source and the date, and mark which ones are single-sourced or assumptions. I want to spot-check before the meeting.

Did you run this in Copilot? Mark complete when you have tried it.