# Brief an executive before they join a customer meeting

A one-page briefing that tells your executive exactly why they're in the room, what to say, and what not to say.

- Topic: Sales
- Framework: RTF
- Level: Standard
- Tags: Meetings, Write, Plan, Fill-in Template
- Source: https://www.thinkwithprompt.com/prompts/brief-an-executive-before-they-join-a-customer-meeting

## Prompt

```text
Help me write a briefing for one of our executives joining a customer or prospect meeting.

**Our executive:** [name or role]
**Meeting:** [date, length, format, who attends from the customer and their roles]
**Account context:** [customer or prospect, what they buy or are evaluating, deal size and stage, relationship history]
**Why the executive is needed:** [e.g. peer-level relationship with their CFO, commitment on roadmap, unblock a stalled deal, apologize for an issue]
**What we want to leave with:** [specific outcome]
**Sensitive topics:** [open issues, pricing, competitors, past escalations]

Write a briefing that fits on one page:
1. Purpose of the meeting and the executive's specific role, in two sentences.
2. Who's attending on their side: role, priorities, attitude toward us, one thing worth knowing about each. Use only what I've provided.
3. Account snapshot: where the deal or relationship stands, in 3-4 bullets.
4. Key messages the executive should land (no more than 3).
5. The ask: what the executive should request or commit to, and limits on what they can commit (pricing, roadmap dates, legal terms).
6. Topics to avoid or handle carefully, with suggested wording.
7. Likely questions from the customer, with suggested answers.
8. Agreed roles in the meeting: who opens, who presents, who closes.

Also give me a 3-line summary to send if the executive only has 60 seconds to read. Mark anything not confirmed as [CONFIRM].
```

## What to fill in

- name or role
- specific outcome
- open issues, pricing, competitors, past escalations
- CONFIRM

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