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Research a person before a meeting

The 'gift of insight' reframe turns research into rapport instead of interrogation.

by @whitney · recommended tool Parallel AI · 0 unlocks

You'll need

CLAUDE SKILLS

call-prep

EXAMPLES · WHAT THIS PROMPT PRODUCES

Sample output

**Maria Chen — VP of Marketing, Northbeam (meeting prep)**

**Role + career arc**
VP Marketing at Northbeam (~18 mo). Prior: Director of Growth at Attentive (3 yrs), demand-gen lead at Klaviyo. Pattern: scaling marketing teams at attribution/retention martech post-Series B.

**Public activity (last 6 months)**
- LinkedIn post (Apr): "Attribution is dead, incrementality is the job" — 400+ reactions.
- Podcast guest on *Marketing Operators* (Mar): argued most brands over-invest in MMM tooling before they have clean data.
- Reposted two pieces on creative testing velocity.

**What she likely cares about right now**
Proving marketing-sourced pipeline to a skeptical CFO; her recent hires suggest she's building an in-house creative function.

**3 conversation hooks**
1. Her "incrementality is the job" take — agree, then push it one step further.
2. The Klaviyo→Attentive→Northbeam retention thread in her career.
3. Creative testing velocity (her March podcast point).

**2 gift-of-insight items**
- A benchmark on creative-refresh cadence by ad spend tier.
- A teardown of how 3 DTC brands present marketing-sourced pipeline to finance.

PRICE HISTORY0 cr · current

PROMPT TEMPLATE · v1.0.0

Research <NAME> at <COMPANY> before a meeting.
Deliver:
- Role + career arc
- What they've written/posted publicly (last 6 months)
- What they likely care about right now (based on recent signals)
- 3 conversation hooks
- 2 gift-of-insight items (something useful to share).