Consulting Meeting Preparation

Prepare Joseph for client meetings, trade show conversations, discovery calls, and presentations. Covers lead preparation, intel gathering, talking points, speaker notes, and mock interviews.

When to Activate

• Preparing talking points for a trade show or conference
• Creating speaker notes for a client presentation
• Simulating tough audience questions before a real meeting
• Extracting intel from PDFs and case studies for meeting prep
• New lead arrives — research company, create lead file, prepare discovery materials

Phase 0 — New Lead Preparation

When a new lead arrives (via Slack, email, or referral), prepare the full pre-call package BEFORE scheduling anything.

Step 1: Research the company

1. Web search for company overview: revenue, size, HQ, leadership, recent news

2. Search for the specific contact: LinkedIn, prior relationship, role

3. Search for their tech stack, competitors, and industry context

4. Extract key pages (about, leadership, case studies) via web_extract

5. If the company is public, pull financials from investor relations

Step 2: Create lead file

Write to wiki/wealth/consulting/[client]/leads/<company-slug>/:

• <company>-lead.md — structured brief with: status, contact, company overview, tech landscape, pain points, NS fit analysis, research findings, next steps
• Follow the existing file pattern (see leads/ospri/ospri-lead.md for template)

Step 3: Create discovery questionnaire

Write to the same directory as YYYY-MM-DD-discovery-questionnaire.md:

• 7 sections: business context, current architecture, code/customisation, integrations, performance/security, team/delivery, rollout model
• 30-40 questions total — specific to their stack and pain points, not generic
• Designed to be sent BEFORE the workshop so the prospect fills in what they can

Step 4: Create workshop agenda

Write to the same directory as YYYY-MM-DD-workshop-agenda.md:

• 90-minute session structure: opening → current state → pain points → future state → team → next steps
• Include discussion prompts (open-ended questions, not yes/no)
• Include pre-workshop preparation checklist (what to request from the prospect)
• Include expected outcomes

Step 5: Update _context.md

Add the lead to wiki/wealth/consulting/[client]/_context.md under ## Active Leads.

Step 6: Store in Mnemosyne

Save the lead fact for cross-session recall.

Pitfalls:

• Research the COMPANY first, not the contact. The company context determines NS fit.
• Discovery questionnaire must be stack-specific (Adobe Commerce, Shopify, etc.) — generic questionnaires signal you haven't done homework.
• Don't pitch in the lead file — focus on pain points and fit analysis.
• Don't schedule the call until the lead file and discovery materials are ready.

Phase 1 — Intel Gathering

1. Read all source materials: battlecards, case studies, presentations, press releases

2. For PDFs: use pymupdf via uv run python3. Write script to /opt/data/tmp/, run with cd /opt/data && uv run python3 tmp/script.py. Always import pymupdf as fitz. If text extraction empty, use page.get_pixmap(dpi=200) + vision_analyze.

3. Extract web content via web_extract for case studies and news

4. Persist understanding in a file under the meeting directory BEFORE building deliverables

Pitfalls: Don't read PDFs with read_file (binary). Don't write scripts to /tmp/ (use /opt/data/tmp/).

Phase 2 — Talking Points

Structure: preparation framework → universal industry starters → company-specific briefs → proof points → what NOT to say.

Design principles:

• Every talking point leads with a question, never a pitch
• Goal is "earn the right to follow up," not close the meeting
• Nested bullet lists, not tables (Joseph reads on Slack)
• Reference specific proof points from past work

Phase 3 — Speaker Notes

Slide-by-slide: what to say, what NOT to say, key lines, timing. Add context block (audience, relationship, what they know). Include likely questions with tested answers.

Phase 4 — Mock Interview

Simulate audience in 3-5 rounds of 2-3 questions each. Cover: why now, cost, timeline, team capacity, AI credibility, measurement. After each answer, evaluate and update notes. Goal: make Joseph feel prepared.

After Each Session

Update _context.md with new client facts. Save meeting materials to meeting directory.