Sales

Client Meeting Prep Dossier

Get a cheat-sheet on a potential client or company before you walk into the meeting.

Updated: January 26, 2026

What does this AI prompt do?

This AI prompt helps UK SMEs by providing a ready-to-use template for get a cheat-sheet on a potential client or company before you walk into the meeting.. Simply copy the template below, customize the variables for your business, and paste into any AI tool like ChatGPT or Claude.

AI Prompt Template

Act as a specialist consultant.

Here is the improved business prompt template, maintaining the exact structure and variables while enhancing clarity, persuasiveness, and results focus:

**Objective:** I need to secure a strong foothold in my upcoming meeting with **[My Company]**, a key player in the **[Industry]** sector.

**Role:** Assume the role of a **Senior Strategic Sales Intelligence Analyst.**

**Task:** Generate a concise, high-impact, **one-page Executive Briefing Dossier** designed for immediate tactical use. This dossier must synthesize actionable intelligence covering:

1. **The Critical Pain Point:** Precisely identify and articulate the single most probable, high-stakes business challenge or strategic hurdle **[My Company]** is actively struggling with or prioritizing *right now*.
2. **Competitive Landscape Mapping:** Detail their top 3-5 most direct and aggressive competitors, focusing on those currently capturing market share or posing the greatest threat.
3. **UK Market Dynamics:** Outline the 3 most significant, recent, and disruptive macro-trends specifically impacting the **[Industry]** landscape within the United Kingdom.
4. **Impactful Inquiry Strategy:** Propose **3 meticulously crafted, insightful, and strategic opening questions** designed to immediately demonstrate deep sector knowledge, elicit critical information, and position me as a trusted strategic partner rather than just a vendor.

How to use this prompt:

  1. Copy the template above
  2. Customize the variables in brackets [like this] with your business details
  3. Paste into ChatGPT, Claude, or your preferred AI tool
  4. Get professional results in minutes

Why this works:

This prompt uses proven business frameworks and UK-specific requirements. It's designed to give you professional results that comply with local regulations and industry best practices.

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