Client Research & Meeting Prep
Six lessons · chat prep, grounding, agent, run, verify
Preparing for an in-person client meeting means pulling threads from emails, Teams, CRM, and public news — slow, uneven, easy to walk in with stale talking points.
Lessons
- 01 Prep Doc in Copilot Chat
List learnings with sources, ask questions, then one-page prep — no invented quotes.
- 02 Cite or Omit
Four ground rules for client-specific claims, stakeholder views, and verification.
- 03 Draft the Sales Methodology
Account types, deal stages, stakeholder lenses, and meeting expectations.
- 04 Draft Voice and Template Documents
Brand Voice Spec and Meeting Prep Template — saved as named grounding documents.
- 05 Configure the Agent
Attach three docs, enable web search, minimal or full instructions, smoke test.
- 06 Run Per Meeting and Verify
Meeting brief, kickoff research, generate doc, claims table before the room.
Six lessons: prep in Copilot chat first, grounding rules (cite or omit), draft the sales methodology, draft voice and template documents, configure the agent, run per-meeting and verify before the room.
Begin Lesson 1Durable knowledge lives in the agent; volatile client data you add fresh each meeting — never bake a client into grounding.
Recommended: Agent Building Lessons 1–3 before Lesson 5. Read How to Build a Copilot Agent if Agent Builder is new to you.