Meeting Prep Cc

Meeting Prep (Claude Code Edition)

Generate a meeting prep brief from your Obsidian vault. Researches participants, surfaces vault history, builds a prioritized agenda, and generates sharp questions. No autonomy — you run it, you get your brief.

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How to Use

Open Claude Code in your vault directory and say:

Run the Meeting Prep skill. Meeting with [name] from [company]. Type: [sales/WRS/strategy/partnership/interview]. Time: [date/time].

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INTAKE

Check that the user has provided:

• Participant name(s) and company
• Meeting type (WRS / Sales / Strategy / Partnership / Interview / Other)
• Meeting time/date
• Optional: prior notes, last meeting summary

If meeting type is missing, ask:

What type of meeting is this?
WRS client / Sales / Strategy / Partnership / Interview / Other

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ANALYZE

Run these steps in order. Capture all output before formatting the brief.

Step 1 — Vault Search

VAULT="${VAULT_PATH:-/root/obsidian-vault}"
NAME="[PARTICIPANT_NAME]"
COMPANY="[COMPANY_NAME]"

echo "=== VAULT CONTEXT ==="
grep -rl "$NAME\|$COMPANY" "$VAULT" \
  --include="*.md" \
  -not -path "*/.git/*" \
  -not -path "*/.obsidian/*" \
  | head -10 | while read f; do
    echo "--- ${f##$VAULT/} ---"
    grep -n "$NAME\|$COMPANY" "$f" | head -5
  done

Step 2 — Prior Meeting Notes

VAULT="${VAULT_PATH:-/root/obsidian-vault}"
find "$VAULT/bambf/meeting-prep" -name "*.md" 2>/dev/null \
  | xargs grep -l "$NAME\|$COMPANY" 2>/dev/null \
  | sort -r | head -3 | while read f; do
    echo "--- Prior brief: ${f##$VAULT/} ---"
    head -30 "$f"
  done

Step 3 — Open Commitments Check

VAULT="${VAULT_PATH:-/root/obsidian-vault}"
grep -rn "TODO\|action item\|follow up\|promised" "$VAULT" \
  --include="*.md" \
  -l 2>/dev/null \
  | xargs grep -l "$NAME\|$COMPANY" 2>/dev/null \
  | head -5 | while read f; do
    echo "--- ${f##$VAULT/} ---"
    grep -n "TODO\|action item\|follow up\|promised" "$f" | grep -i "$NAME\|$COMPANY" | head -5
  done

---

OUTPUT

Format the brief using this structure (see references/brief-template.md):

# Meeting Prep: [Name] | [Date] [Time]

Meeting type: [type]
Their role: [role at company]
Relationship stage: [new / existing / lapsed]

---

WHY THIS MEETING MATTERS
[1-2 sentences on stakes, objective, desired outcome]

3 PRIORITIES FOR THIS CALL
1. [Priority 1]
2. [Priority 2]
3. [Priority 3]

CONTEXT FROM VAULT
[Pulled notes, open items, prior commitments — or "No prior history found"]

QUESTIONS TO ASK
1. [Question referencing research]
2. [Question]
3. [Question]
4. [Question]
5. [Question]

WATCH FOR
[Known objections, sensitivities, open loops]

DESIRED OUTCOME
[What does success look like in one sentence?]

NEXT STEP TO PROPOSE
[Specific: "schedule X," "send Y," "agree on Z"]

Then: Save brief to bambf/meeting-prep/YYYY-MM-DD-[lastname]-prep.md

Then: Print 3-line summary:

WHO: [Name], [role] at [company]
WHY IT MATTERS: [1 sentence]
TOP QUESTION: [The single sharpest question to ask]

---

Reference Files

• references/brief-template.md — full brief format
• references/meeting-types.md — agenda by meeting type
• references/question-banks.md — question sets by context

---

Requirements

• Claude Code with bash tool access
• Vault with bambf/ structure
• No external APIs required

Meeting Prep: [Name] | [Date] [Time]

Meeting type: [WRS / Sales / Strategy / Partnership / Interview] Duration: [time] Their role: [role at company] Relationship stage: [new / existing / lapsed]

---

Why This Meeting Matters

[1-2 sentences on stakes, objective, and desired outcome]

3 Priorities for This Call

1. [Priority 1] 2. [Priority 2] 3. [Priority 3]

Context From Vault

[Pulled notes, open items, prior commitments — or "No prior history found"]

What They Care About Right Now

[Recent signals: posts, news, company context, anything fresh]

Questions to Ask

1. [Question — should reference specific research] 2. [Question] 3. [Question] 4. [Question] 5. [Question] 6. [Optional question] 7. [Optional question]

Watch For / Potential Friction

[Known objections, sensitivities, open loops, or landmines]

Desired Outcome

[What does a successful meeting look like in one sentence?]

Next Step to Propose

[Specific and concrete: "schedule X," "send Y," "agree on Z"]

Meeting Types + Agenda Templates

---

WRS Client Meeting

Objective: Relationship health + project status + next sprint alignment

Agenda: 1. Quick wins since last meeting (2 min) 2. Current project status (5 min) 3. Blockers / what they need from us (5 min) 4. Next sprint priorities (5 min) 5. Any scope or budget changes (3 min)

Watch for: Scope creep, satisfaction signals, renewal indicators, unspoken concerns Key question: "What's one thing that would make your life easier right now?"

---

Sales / Discovery Meeting

Objective: Understand their pain, qualify fit, move to next step

Agenda: 1. Context setting — why they reached out (2 min) 2. Current situation + pain (10 min) 3. What they've tried (5 min) 4. What good looks like (5 min) 5. Our fit / next step (5 min)

Watch for: Urgency signals, budget authority, timeline, who else is involved Key question: "What made you want to have this conversation now vs. 6 months ago?"

---

Strategy Session

Objective: Make a decision or align on direction

Agenda: 1. Situation brief (3 min) 2. Options on the table (10 min) 3. Tradeoffs + risks (5 min) 4. Decision / alignment (5 min) 5. Owners + timeline (2 min)

Watch for: Misaligned assumptions, hidden blockers, decisions being deferred Key question: "What assumptions are we making that could be wrong?"

---

Partnership / Intro Meeting

Objective: Establish mutual value, determine fit for collaboration

Agenda: 1. Their world — what they're building (5 min) 2. Our world — what we're building (5 min) 3. Overlap and potential (5 min) 4. Specific collaboration idea (5 min) 5. Next step if fit exists (5 min)

Watch for: Complementary audiences, clear non-compete, genuine energy vs. polite interest Key question: "Where do you see your audience overlapping with ours?"

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Interview / Evaluation Meeting

Objective: Assess fit — culture, competence, motivation

Agenda: 1. Their background in their own words (5 min) 2. Deep dive on relevant experience (10 min) 3. How they handle X situation (10 min) 4. Their questions (5 min) 5. Next step (2 min)

Watch for: Ownership language, specificity, red flags (vague answers, blame, inconsistencies) Key question: "Walk me through a time you had to [relevant challenge]."

Question Banks by Category

Use at least 2 questions that reference specific participant context (their role, recent news, vault history).

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Discovery Questions (Sales / New Relationship)

• What made you want to have this conversation now vs. 6 months ago?
• What have you already tried? What worked, what didn't?
• Walk me through how this problem shows up in a typical week.
• Who else is affected by this? Who would notice if it was fixed?
• What would "solved" look like for you?
• What's the cost of doing nothing?
• Who else is involved in making this decision?

---

Relationship / WRS Questions

• What's working well that we should double down on?
• What's one thing that would make your life easier right now?
• If you had to prioritize one thing for next quarter, what would it be?
• How are you feeling about the direction we're headed?
• Is there anything you've been hesitant to bring up?
• What does success look like for you 90 days from now?

---

Strategy Questions

• What assumptions are we making that could be wrong?
• What's the reversible vs. irreversible version of this decision?
• Who would disagree with this direction and why?
• What would we regret not doing in 12 months?
• What's the cheapest way to test this before we commit?
• What's changed since we last talked about this?

---

Partnership Questions

• What's working in your current partnerships?
• Where do you see your audience overlapping with ours?
• What would a successful collaboration look like 6 months from now?
• What's the one thing you'd need to feel confident about moving forward?
• What do your current partners get wrong that we could get right?

---

Interview / Evaluation Questions

• Walk me through your background in your own words.
• Tell me about a time you [relevant situation] — what did you do?
• What's the hardest thing you've had to figure out in a role?
• What do you need from the people you work with to do your best work?
• What are you looking for in your next opportunity that you don't have now?
• What questions do you have for me?

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Closing / Next Step Questions

• Based on what we discussed, does this feel like a fit?
• What would you need to see to move forward?
• What's the right next step from your side?
• Is there anything that would get in the way of us working together?
• When should we follow up, and what should that look like?

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Context-Specific Starters (Fill in with research)

• "I noticed you recently [posted about / published / announced] — what's driving that focus right now?"
• "Last time we spoke, you mentioned [open item]. Where does that stand?"
• "Your company just [news item]. How is that affecting [relevant area]?"
• "You've been in [role] for [tenure]. What's shifted in how you approach [topic] over that time?"

Platform: OpenClaw (token-optimized)

Required Inputs

• Participant name(s) and company
• Meeting type (WRS / Sales / Strategy / Partnership / Interview / Other)
• Meeting time/date
• Optional: prior notes, last meeting summary

If meeting type missing, ask before proceeding.

Workflow

Step 1 — Vault search:

VAULT="${VAULT_PATH:-/root/obsidian-vault}"
grep -rl "$NAME\|$COMPANY" "$VAULT" --include="*.md" \
  -not -path "*/.git/*" -not -path "*/.obsidian/*" \
  | head -10 | while read f; do
    echo "--- ${f##$VAULT/} ---"
    grep -n "$NAME\|$COMPANY" "$f" | head -5
  done

Step 2 — Prior meeting notes:

find "$VAULT/bambf/meeting-prep" -name "*.md" 2>/dev/null \
  | xargs grep -l "$NAME\|$COMPANY" 2>/dev/null | sort -r | head -3

Step 3 — Open commitments check:

grep -rn "TODO\|action item\|follow up\|promised" "$VAULT" --include="*.md" -l \
  | xargs grep -l "$NAME\|$COMPANY" 2>/dev/null | head -5

Output Format

# Meeting Prep: [Name] | [Date] [Time]

Meeting type: [type]
Their role: [role at company]
Relationship stage: [new / existing / lapsed]

---

WHY THIS MEETING MATTERS
[1-2 sentences on stakes + desired outcome]

3 PRIORITIES FOR THIS CALL
1. [Priority 1]
2. [Priority 2]
3. [Priority 3]

CONTEXT FROM VAULT
[Pulled notes, open items, prior commitments — or "No prior history found"]

QUESTIONS TO ASK
1. [Research-referencing question]
2–5. [Additional questions]

WATCH FOR
[Known objections, sensitivities, open loops]

DESIRED OUTCOME
[What success looks like in one sentence]

NEXT STEP TO PROPOSE
[Specific: "schedule X," "send Y," "agree on Z"]

Then: Save to bambf/meeting-prep/YYYY-MM-DD-[lastname]-prep.md

Then: Print 3-line summary:

WHO: [Name], [role] at [company]
WHY IT MATTERS: [1 sentence]
TOP QUESTION: [Sharpest question to ask]

Reference Files

• references/brief-template.md — full format
• references/meeting-types.md — agenda by type
• references/question-banks.md — question sets

--- Skill by Brian Wagner | AI Marketing Architect