Using the /meeting-prep Command
The /meeting-prep slash command helps you prepare for any sales meeting by generating a structured agenda with discovery questions, talking points, and strategic insights.
How It Works
Type /meeting-prep in the chat input
Provide context - Enter a company name, @mention a HubSpot deal, or paste meeting details
Review the agenda - Get a complete meeting preparation document
Refine as needed - Ask follow-up questions to customize
What Gets Generated
Section | What You Get |
Purpose | The specific objective for this meeting |
Value Proposition | Key value points to communicate |
Time Commitment | Suggested meeting duration and pacing |
Open Questions | Discovery questions tailored to the situation |
Trigger Insight | Conversation starter based on context or recent events |
Example Workflows
Discovery Call Prep
/meeting-prep Discovery call with Acme Corp - VP of Sales
The AI generates:
Purpose: Understand their current sales process and pain points
5-7 discovery questions about their stack, team, and goals
Trigger insight from recent news or company updates
Follow-Up Meeting
/meeting-prep @Acme Corp Deal - Second meeting after demo
Using HubSpot context, you get:
Recap of previous conversation points
Questions to address potential concerns
Next steps to propose
Executive Briefing
/meeting-prep Meeting with CRO at Enterprise Company - discussing Q1 partnership
Tailored output includes:
Executive-level talking points
Strategic value propositions
High-impact questions for senior leadership
Best Practices
Include the meeting type - Discovery, demo, negotiation, QBR
Mention the attendees - Titles help tailor questions appropriately
Add context - Recent interactions or deal stage information
Use HubSpot @mentions - Pull in deal data automatically
Review and customize - Use the output as a starting point
Tips for Better Results
Provide the company website if you don't have HubSpot connected
Mention your product/service for more relevant value props
Include any known objections or concerns to address
Specify if this is a first meeting or ongoing relationship
Use Cases by Role
Role | Best Use |
SDR/BDR | Prepare for discovery calls with new prospects |
AE | Structure demo agendas and negotiation prep |
CSM | Plan QBRs and renewal conversations |
Sales Manager | Prep for deal reviews and executive calls |