Forsy - Sales Pre-Meeting Brief — client context before a meeting
Sales Pre-Meeting Brief — client context before a meeting
Sales & Business DevelopmentProductivityOpen accessPublished 3 Oct 2026
ALWAYS use this skill when a salesperson asks to prep for a client meeting — even if the word "brief" is never said. Triggers: "prep me for the 2pm meeting with John", "brief for tomorrow's call with ACME", "what do we know about Carter before the meeting", "pre-meeting brief", "before call with X", "what should I tell them", "what did we last agree with X", "meeting with X in an hour, what do we know", "get me up to speed on client X", "memo before the call with X", "/sales-pre-meeting-brief". The skill reads the client folder (meetings, offers, contracts, optional details.md) and the local contact-data file and generates a short brief: who the client is, where we're stu…