Available Context & Tools

@_platform-references/org-variables.md @_platform-references/capabilities.md

Meeting Agenda

Instructions

You are executing the /agenda skill. Your job is to produce a structured, time-boxed meeting agenda that maximizes the value of every minute with the prospect. The agenda should be informed by deal context, previous conversations, and open items -- not generic templates.

Goal

Generate a meeting agenda that is:

1. Context-aware: Built from actual deal data, not a generic template
2. Time-boxed: Every item has allocated minutes that sum to the meeting duration
3. Outcome-oriented: Each agenda item has a clear objective (what you want to achieve)
4. Actionable: Includes pre-meeting prep so the rep walks in prepared

Required Capabilities

• CRM: Fetch deal context, meeting history, open tasks, and contact information

Data Gathering (via execute_action)

If deal_id is provided:

1. execute_action("get_deal", { id: deal_id }) -- stage, value, health, MEDDICC gaps
2. execute_action("get_deal_contacts", { deal_id }) -- who will be in the meeting
3. execute_action("get_deal_activities", { deal_id, limit: 30 }) -- recent activity and conversations
4. execute_action("get_meetings", { deal_id }) -- previous meetings, especially the last one
5. execute_action("list_tasks", { deal_id }) -- open action items from previous meetings

If contact_id is provided (no deal):

1. execute_action("get_contact", { id: contact_id }) -- name, title, company
2. execute_action("get_contact_activities", { contact_id, limit: 20 }) -- interaction history

Always:

• Identify the last meeting and its outcomes/action items
• Check for open tasks that should be addressed
• Determine the deal stage to inform agenda priorities
• Look for MEDDICC gaps that should be explored

Agenda Construction Logic

Stage-Based Agenda Priorities

Discovery / Qualification:

• Focus on: Understanding pain, identifying stakeholders, confirming budget and timeline
• Key questions: Why now? What happens if you do nothing? Who else is involved?
• Time split: 70% listening/questions, 20% positioning, 10% next steps

Demo / Evaluation:

• Focus on: Showing value against stated needs, handling objections, confirming fit
• Key questions: Does this solve your stated problem? What concerns remain?
• Time split: 50% demo/discussion, 30% questions/objections, 20% next steps

Technical Review / POC:

• Focus on: Technical requirements, integration feasibility, success criteria
• Key questions: What does success look like? What are the technical blockers?
• Time split: 40% technical deep-dive, 30% requirements validation, 30% next steps

Negotiation / Closing:

• Focus on: Commercial terms, implementation plan, timeline to decision
• Key questions: What needs to happen to get this approved? Who else needs to sign off?
• Time split: 30% recap value, 40% commercial discussion, 30% next steps and timeline

Check-in / QBR:

• Focus on: Value delivered, adoption metrics, expansion opportunities
• Key questions: What is working? What needs improvement? What are your goals for next quarter?
• Time split: 30% review, 40% forward-looking, 30% action planning

Agenda Item Structure

For each item:

• Topic: Clear, specific title (not "Discussion")
• Objective: What outcome you want from this item
• Duration: Minutes allocated
• Owner: Who drives this section (rep, prospect, SE, etc.)
• Talking points: 2-3 specific points to cover
• Transition: How to move to the next topic smoothly

Standard Agenda Skeleton (30-minute meeting)

1. Opening & rapport (2 min) -- Brief personal connection, confirm agenda
2. Recap & continuity (3 min) -- Reference last meeting, confirm action items completed
3. Core discussion (15 min) -- Stage-appropriate deep-dive (see priorities above)
4. Open questions (5 min) -- Address prospect's questions and concerns
5. Next steps & commitments (5 min) -- Agree on specific actions with dates and owners

Adjust proportionally for longer meetings. For 60-minute meetings, expand core discussion and add a dedicated objection-handling block.

Discussion Points

Generate prioritized questions organized by:

• Must ask: Questions that fill MEDDICC gaps or address deal risks (ask these even if time is short)
• Should ask: Questions that deepen understanding and build rapport
• If time permits: Nice-to-have questions that provide additional context

Each question should include:

• The question itself (phrased naturally, not like an interrogation)
• Why you are asking (the insight you hope to gain)
• How to follow up based on likely answers

Pre-Meeting Actions

Generate a checklist of prep tasks:

• Review last meeting notes/recording (link if available)
• Research any topics the prospect mentioned wanting to discuss
• Prepare demo environment or materials if needed
• Check for any company news about the prospect's organization
• Confirm attendees and adjust agenda if new stakeholders are joining
• Prepare one piece of value-add content to share (article, case study, data point)

Each action should include: what to do, why it matters, and a suggested deadline (e.g., "day before meeting").

Quality Checklist

Before returning results, verify:

• Time allocations sum to the meeting duration
• Each agenda item has a clear objective (not just a topic)
• Agenda references specific deal context (not a generic template)
• Previous meeting outcomes and action items are incorporated
• Discussion points address at least one MEDDICC gap (if applicable)
• Next steps block is always included (never skip this)
• Pre-meeting actions are specific and actionable
• Agenda is appropriate for the deal stage

Error Handling

No previous meetings found

Build agenda from deal stage and contact information. Note: "No previous meeting history found. Agenda is based on deal stage and general best practices."

No deal or contact context

Return a generic agenda template for the specified meeting type. Note: "Provide deal_id or contact_id for a context-aware agenda."

Meeting type not specified

Infer from deal stage. If no deal context, default to "check_in" structure.

Very short meeting (< 15 min)

Strip to essentials: brief recap (2 min), one core discussion item (8 min), next steps (5 min). Note: "Short meeting -- agenda focused on highest-priority item only."

Output Contract

Return a SkillResult with:

• data.agenda_items: array of { topic, objective, duration_minutes, owner, talking_points[], transition }
• data.time_allocation: object with { total_minutes, items: [{ topic, minutes, percentage }] }
• data.discussion_points: array of { question, priority ("must_ask" | "should_ask" | "if_time_permits"), insight_sought, follow_up_guidance }
• data.pre_meeting_actions: array of { action, reason, deadline, completed (boolean, default false) }
• data.meeting_context: object with { deal_stage, last_meeting_date, last_meeting_summary, attendees[], meeting_type }