Meeting Prep Toolkit
Walk in knowing your goal, your talking points, and your fallback.
Most meetings fail in the prep phase — or lack a prep phase entirely. This workflow covers before, during, and after — so you show up knowing what you want and leave with clear next steps.
The Workflow
Clarify your meeting goal
Every meeting should have a single primary goal. If you can't state it in one sentence, you're not ready.
Build your meeting prep brief
Generate a structured meeting brief you can review five minutes before the meeting.
Help me prepare for this meeting. Meeting type: [MEETING_TYPE] (1:1 with manager / client call / cross-functional alignment / job interview / negotiation / brainstorm / status update) With: [WHO_IS_ATTENDING] My goal for this meeting: [PRIMARY_GOAL] Secondary goal: [SECONDARY_GOAL] Background context: [CONTEXT] What I know about the other party's goals or concerns: [THEIR_GOALS] What I'm nervous about: [CONCERNS] Generate: 1. My three key talking points, ordered by importance 2. The one thing I must achieve for this meeting to be a success 3. Three anticipated objections or questions and how I'd handle each 4. My opening sentence to set the tone 5. What I'll say if the meeting gets off track from my goal 6. The specific ask or next step I'll make at the end
Replace: [MEETING_TYPE], [WHO_IS_ATTENDING], [PRIMARY_GOAL], [SECONDARY_GOAL], [CONTEXT], [THEIR_GOALS], [CONCERNS]
Write the follow-up
After the meeting, send a summary while everything's fresh — and lock in next steps before they fade.
Write a follow-up email after my meeting. Meeting was with: [MEETING_PARTICIPANTS] Meeting date and topic: [MEETING_DETAILS] What we covered: [TOPICS_COVERED] Decisions made: [DECISIONS] Action items (who does what by when): [ACTION_ITEMS] Next meeting or checkpoint: [NEXT_STEPS] Tone: [EMAIL_TONE] (formal / friendly and professional / brief and functional) Write a follow-up email that: - Starts with one sentence of context (not "Per our meeting...") - Confirms decisions clearly - States action items as named responsibilities, not vague tasks - Ends with the next touchpoint
Replace: [MEETING_PARTICIPANTS], [MEETING_DETAILS], [TOPICS_COVERED], [DECISIONS], [ACTION_ITEMS], [NEXT_STEPS], [EMAIL_TONE]
All Prompts for This Workflow
Prepare me for a [MEETING_TYPE] with [WHO_IS_ATTENDING]. My goal: [PRIMARY_GOAL] Context: [CONTEXT] Their likely goals or concerns: [THEIR_GOALS] What I'm nervous about: [CONCERNS] Give me: 3 talking points in priority order, the one must-achieve outcome, 3 anticipated objections with responses, my opening sentence, a way to redirect if we go off-track, and my specific closing ask.
Replace: [MEETING_TYPE], [WHO_IS_ATTENDING], [PRIMARY_GOAL], [CONTEXT], [THEIR_GOALS], [CONCERNS]
Write a follow-up email for a meeting with [MEETING_PARTICIPANTS] about [MEETING_DETAILS]. Covered: [TOPICS_COVERED] Decisions: [DECISIONS] Action items: [ACTION_ITEMS] Next touchpoint: [NEXT_STEPS] Tone: [EMAIL_TONE] Start with brief context (not "Per our meeting"). Confirm decisions clearly. State action items as named responsibilities. End with next touchpoint.
Replace: [MEETING_PARTICIPANTS], [MEETING_DETAILS], [TOPICS_COVERED], [DECISIONS], [ACTION_ITEMS], [NEXT_STEPS], [EMAIL_TONE]
Create an agenda for a [MEETING_LENGTH]-minute [MEETING_TYPE]. Attendees: [ATTENDEES] Goal of the meeting: [MEETING_GOAL] Topics to cover: [TOPICS_LIST] Decision needed by end: [REQUIRED_DECISION] Create a minute-by-minute agenda with: - Who owns each section - Time allocated (be specific — not "discussion" but what discussion and what outcome) - What needs to be true at the end of each section - A 5-minute buffer and how to use it Keep it tight — most meetings have twice as much on the agenda as can fit.
Replace: [MEETING_LENGTH], [MEETING_TYPE], [ATTENDEES], [MEETING_GOAL], [TOPICS_LIST], [REQUIRED_DECISION]
A meeting prep brief with prioritized talking points, anticipated objections, an opening sentence, and a specific closing ask — plus a clean follow-up email template ready to send.
- →The follow-up email is where vague conversations become real commitments. Send it within 2 hours while details are fresh.
- →Your opening sentence sets the tone for the whole meeting. Write it in advance and say it regardless of how the meeting starts.