Demo Preparation

Generate a complete preparation package for an upcoming sales meeting. This is the flagship skill — it orchestrates research, generates talking points, predicts objections, and produces ready-to-use emails, all customized to your product and the specific prospect.

When to Use

User has a demo, discovery call, or follow-up meeting coming up
User says "prep me for a demo with [name] at [company]"
User provides meeting details (company, contact, date)
User needs a structured game plan before a sales conversation

Required Inputs

Ask the user for:

Company: [Name or website URL]
Contact: [Name and title]
Meeting Type: [Discovery call / Product demo / Follow-up / Pilot discussion]
Any Context: [How did this meeting come about? Inbound? Cold outreach? Referral?]

Optional but helpful:

Specific topics they want to cover
Known pain points or requirements
Whether others are joining the call

Process

1. Load Your Context

Read company-profile.md from the workspace root. This contains the user's company info, product description, ICP, differentiators, objections, and background.

If it doesn't exist, tell the user to run the setup-company skill first.

2. Research the Prospect

Use the research-prospect skill process to gather:

Company intel (what they do, size, sales model, recent news)
Contact intel (role, background, tenure, recent activity)
Personalization hooks (shared connections, schools, companies)
ICP fit assessment

Visit the company's website and look up the contact on LinkedIn using browser tools. Do not fabricate information.

3. Generate the Prep Package

Produce all 8 outputs below, customized to the prospect and the user's product.

Output Structure

Save the output as prep/[company]-[contact]-[date].md.

OUTPUT 1: Meeting Brief

A one-page summary the user can glance at 5 minutes before the call.

# Demo Prep: [Company] — [Contact Name]
**Date:** [Meeting date]
**Type:** [Discovery / Demo / Follow-up]
**Duration:** [Estimated]

## Quick Summary
- **Company:** [What they do, in one line]
- **Contact:** [Name, Title — tenure, one notable background fact]
- **Why they're talking to you:** [Inbound? Referral? Cold?]
- **Strongest hook:** [Your best personalization angle]
- **ICP fit:** [Strong / Medium / Weak]

OUTPUT 2: Tailored Value Proposition

Write a 2-3 sentence value proposition customized to their role and company. Map the user's product strengths to the prospect's likely needs.

If Their Role Is...	Angle to Emphasize
Sales / Revenue	Impact on pipeline, conversion rates, deal velocity
Operations / Enablement	Efficiency, consistency, scalability, reduced manual work
Product / Engineering	Integration ease, API/SDK, developer experience, customization
Executive / C-Suite	ROI, strategic impact, competitive advantage, cost reduction
L&D / Training / HR	Measurable outcomes, engagement, scalability, cost per learner

OUTPUT 3: Conversation Starter

Write the first 60 seconds of the call. This should:

Open with the personalization hook (shared connection, recent news, etc.)
Acknowledge why they're meeting
Set the agenda
Transition to discovery

Template:

"Hey [Name], great to connect. [Personalization hook — 1 sentence]. I've been looking at [Company] and [one specific observation about their business]. Before I show you anything, I'd love to understand [transition to discovery question]."

OUTPUT 4: SPIN Questions

Generate 5-7 discovery questions using the SPIN framework, tailored to this prospect's likely situation. See SPIN Framework Reference for details.

Stage	Question	Why You're Asking
Situation	[Question about their current state]	[What you'll learn]
Situation	[Question about their process/tools]	[What you'll learn]
Problem	[Question about frustrations or gaps]	[What pain to probe]
Problem	[Question about what's not working]	[What pain to probe]
Implication	[Question about consequences of not solving]	[Builds urgency]
Need-Payoff	[Question that lets them articulate value]	[They sell themselves]
Need-Payoff	[Question about ideal outcome]	[Frames your solution]

OUTPUT 5: Demo Focus Areas

Based on the prospect's role, company, and likely pain points, recommend the top 3 things to emphasize in the demo.

## Demo Focus
1. **[Feature/Capability]** — [Why this matters to them specifically]
2. **[Feature/Capability]** — [Why this matters to them specifically]
3. **[Feature/Capability]** — [Why this matters to them specifically]

## What to Skip
- [Feature that's not relevant to this prospect — and why]

OUTPUT 6: Objection Handling

Predict 2-3 objections this specific prospect is likely to raise, based on their company, role, and industry. Pull from the user's company-profile.md objection list and customize.

Objection	Why They'll Raise It	Response
[Predicted objection]	[Context — e.g., "they already use a competitor"]	[Specific response using user's positioning]
[Predicted objection]	[Context]	[Specific response]
[Predicted objection]	[Context]	[Specific response]

OUTPUT 7: Email Templates

Pre-Meeting Email — Send 24-48 hours before the call. Problem-priming: get them thinking about their biggest challenge before you meet.

Subject: Quick ask before our call, [Name]

Hi [Name],

Looking forward to [day]. Quick ask to make our time useful:

Think of [the ONE challenge relevant to user's product that their team faces]. Come ready to describe it in a few sentences.

I'll show you how we approach it — and I've already put together some initial thoughts based on what I know about [Company].

Feel free to bring anyone who'd find this useful.

See you then,
[User Name]

Post-Meeting Email Template — Fill in after the call.

Subject: Great chatting, [Name] — here's everything we discussed

Hi [Name],

Thanks for your time today. I enjoyed learning about [PLACEHOLDER: specific thing from the conversation].

Here's a quick recap:

1. [PLACEHOLDER: Key topic 1]
2. [PLACEHOLDER: Key topic 2]
3. [PLACEHOLDER: Key topic 3]

Next steps:
- [ ] [PLACEHOLDER: Their action item]
- [ ] [PLACEHOLDER: Your action item]
- [ ] [PLACEHOLDER: Timeline for follow-up]

Let me know if I missed anything or if you'd like to loop in anyone else.

Best,
[User Name]

OUTPUT 8: Reverse Demo Prompt (Optional)

If the user's product supports live demos or co-creation, generate a prompt they can use to build something specific to this prospect during the call. See Reverse Demo Guide for the methodology.

## Reverse Demo Prompt

**Pre-built scenario for this prospect:**
"[A natural language description of a scenario specific to their business — something the user can build or show during the call that makes the prospect say 'that's exactly our problem']"

**Co-creation template (fill in during the call):**
"[Template with placeholders for the prospect's own words — to be completed live based on what they describe]"

**Transition script:**
> "That was a starting point I put together based on what I know about [Company]. But your team's real challenges are probably different. Tell me: what's the ONE [relevant challenge] your team faces? Describe it and I'll [customize/build/configure] it right now."

Instructions

Always research first. Never generate prep without visiting the company's website and looking up the contact. Fabricated details destroy credibility.
Read company-profile.md. Every output should reference the user's actual product, differentiators, and positioning — not generic advice.
Be specific, not generic. "They might care about ROI" is useless. "They're a 200-person Series B with 15 SDRs — they likely care about reducing ramp time for new hires" is actionable.
Prioritize the meeting brief and SPIN questions. If the user is short on time, these two outputs give them 80% of the value.
Save the output. Write to prep/[company]-[contact]-[date].md so they build a library of prep docs over time.
The pre-meeting email is high-leverage. A good problem-priming email makes the prospect come prepared, which makes the demo 2x more productive.

demo-prep