Andrew Yim
236be6c580
🤖 Generated with [Claude Code](https://claude.com/claude-code) Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
126 lines
3.1 KiB
Markdown
126 lines
3.1 KiB
Markdown
# Example: Customer Meeting Prep
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**User Request**: "Prep for sales meeting with Acme Corp on Thursday"
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## Workflow
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### 1. Search Customer Info
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```
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Notion:notion-search
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query: "Acme Corp"
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```
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Found:
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- CRM notes from initial call
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- Product demo feedback
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- Pricing proposal
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- Competitor analysis
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### 2. Fetch Details
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```
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Notion:notion-fetch (4 pages)
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```
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**Key context**:
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- **Company**: 500-person fintech startup, Series B
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- **Pain Points**: Manual workflows, data silos, scaling issues
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- **Decision Makers**: CTO (technical), VP Product (user needs), CFO (budget)
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- **Timeline**: Need solution by Q1
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- **Budget**: $50-75K/year range
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- **Competition**: Evaluating us vs. Competitor A and Competitor B
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### 3. Add Research Context
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Claude research added:
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- Fintech industry compliance requirements
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- Common integration needs for financial products
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- Typical procurement processes for Series B companies
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### 4. Create Internal Pre-Read
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```
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Notion:notion-create-pages
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pages: [{
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properties: {
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title: "Acme Corp Meeting - Pre-Read (Internal)"
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},
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content: "# Acme Corp Meeting - Pre-Read (Internal)
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## Company Overview
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**Company**: Acme Corp (500-person fintech, Series B)
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**Decision Makers**: CTO, VP Product, CFO
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Source: <mention-page url='...'>CRM Notes</mention-page>
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## Their Pain Points → Our Solutions
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- Manual workflows → Workflow automation
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- Data silos → API integrations
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- Scaling issues → Enterprise features
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## Competitive Position
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**Our advantages over Competitor A/B**:
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- Better integration ecosystem (Stripe, Plaid)
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- Stronger compliance features
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- Faster implementation (4 weeks vs 12 weeks)
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## Pricing Strategy
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Recommend: $60K/year (mid-range of their budget)
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## Potential Objections & Responses
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..."
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}]
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```
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### 5. Create Meeting Agenda
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```
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Notion:notion-create-pages
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pages: [{
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properties: {
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title: "Acme Corp - Product Demo & Q&A"
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},
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content: "# Acme Corp - Product Demo & Q&A
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## Meeting Details
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**Date**: Thursday, Oct 17, 2025 @ 2pm PST
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**Attendees**: CTO, VP Product, CFO (Acme) | Sales Lead, Solutions Engineer (Us)
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**Duration**: 60 minutes
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## Objective
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Demonstrate how our platform solves Acme's workflow automation and integration challenges.
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## Agenda
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**1. Introductions** (5 min)
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**2. Understand Current Workflow** (10 min)
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- Current pain points
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- Integration requirements
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- Success criteria
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**3. Product Demo** (25 min)
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- Workflow automation capabilities
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- API integrations (Stripe, Plaid)
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- Security & compliance features
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**4. Pricing & Implementation** (10 min)
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**5. Next Steps** (10 min)
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"
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}]
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```
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### 6. Link Resources
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Connected agenda to CRM page, pricing sheet, and technical integration docs.
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## Outputs
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**Internal Pre-Read**: Full context for sales team
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**Customer Agenda**: Professional meeting structure
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**Both in Notion** with links to supporting materials
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## Key Success Factors
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- Understood customer's specific pain points
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- Researched industry context (fintech compliance)
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- Mapped features to their needs
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- Prepared competitive differentiators
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- Structured demo around their use cases
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- Pre-planned objection responses
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- Clear next steps in agenda
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