Prepare briefing materials for client meetings, management presentations, and internal discussions. Generates agendas, talking points, question lists, and follow-up action items. Triggers on "会议准备", "会议简报", "客户拜访", "问题清单", "talking points", "meeting prep", "meeting brief", "client meeting", "management meeting", "agenda".
Scanned 9/8/2026
Install to Claude Code
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---
name: meeting-prep
description: |
Prepare briefing materials for client meetings, management presentations, and internal discussions. Generates agendas, talking points, question lists, and follow-up action items.
Triggers on "会议准备", "会议简报", "客户拜访", "问题清单", "talking points", "meeting prep", "meeting brief", "client meeting", "management meeting", "agenda".
---
# Meeting Prep(会议准备)
## 功能说明
为投行团队准备客户/管理层会议所需的全套材料,包括背景简报、议程、谈话要点、预期问题和跟进事项。
## 工作流
### Step 1: 会议背景
- 会议类型:
- Pitch Meeting(业务开拓)
- Management Meeting(尽调/了解)
- Negotiation Session(条款谈判)
- Update Call(进度更新)
- Board Presentation(董事会)
- 参会方和关键人物
- 会议目标(此次会议要达成什么)
- 历史交互记录(之前沟通过什么)
### Step 2: 参会方简报
**对方关键人物:**
- 姓名 / 职位 / 背景
- 决策权限
- 已知偏好/关注点
- 过往交易经验
**公司/交易背景:**
- 快速概况(Company Tearsheet 精简版)
- 近期动态
- 与我方关系历史
### Step 3: 议程设计
- 开场(Icebreaker / Recap):2-3 min
- 核心议题 1-3(按优先级排列)
- 讨论/Q&A
- Next Steps / Action Items
- 总时间控制
### Step 4: 谈话要点(Talking Points)
按议题准备:
- **核心信息**(必须传达的 3-5 个点)
- **支撑数据**(支持每个点的关键数字)
- **过渡语**(议题之间的衔接)
- **避雷区**(不该说的话题/数字)
### Step 5: 预期问题 & 应答
**高概率问题:**
- 对方可能问的 Top 10 问题
- 每个问题的建议回答框架
- 如需回避的敏感问题的转移策略
**我方提问清单:**
- 本次需要从对方获取的信息
- 问题按优先级排列
- 开放式 vs 封闭式搭配
### Step 6: 材料清单
- 需要带去的文件(Deck / Model / Term Sheet)
- 需要提前发送的材料
- 现场需要的工具(模型笔记本 / 打印件)
### Step 7: 跟进模板
- 会后感谢信模板
- Action Items 跟踪格式
- 下次会议预约建议时间
## 输出规范
- **主交付物**:会议简报(Meeting Brief)
- 一页纸背景摘要
- 议程
- Talking Points
- Q&A Prep
- Action Items Template
- **格式**:便于打印和快速浏览
## 注意事项
- 简报须在会前能 5 分钟读完
- Talking Points 用要点而非长段落
- 标注"必须说""可以说""不要说"三个层级
- 预期问题须基于对方立场思考(站在对方角度)
- 区分正式会议和非正式 Coffee Chat 的准备深度
- 如涉及报价/估值,提前准备区间和底线
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