Files
our-claude-skills/official-skils-collection/notion-meeting-intelligence/examples/customer-meeting.md
Andrew Yim 341d5f5a5b Initial commit: Claude Skills Factory with 8 refined custom skills
Custom Skills (ourdigital-custom-skills/):
- 00-ourdigital-visual-storytelling: Blog featured image prompt generator
- 01-ourdigital-research-publisher: Research-to-publication workflow
- 02-notion-organizer: Notion workspace management
- 03-research-to-presentation: Notion research to PPT/Figma
- 04-seo-gateway-strategist: SEO gateway page strategy planning
- 05-gateway-page-content-builder: Gateway page content generation
- 20-jamie-brand-editor: Jamie Clinic branded content GENERATION
- 21-jamie-brand-guardian: Jamie Clinic content REVIEW & evaluation

Refinements applied:
- All skills converted to SKILL.md format with YAML frontmatter
- Added version fields to all skills
- Flattened nested folder structures
- Removed packaging artifacts (.zip, .skill files)
- Reorganized file structures (scripts/, references/, etc.)
- Differentiated Jamie skills with clear roles

🤖 Generated with [Claude Code](https://claude.ai/code)

Co-Authored-By: Claude Opus 4.5 <noreply@anthropic.com>
2025-12-10 17:56:04 +09:00

3.1 KiB

Example: Customer Meeting Prep

User Request: "Prep for sales meeting with Acme Corp on Thursday"

Workflow

1. Search Customer Info

Notion:notion-search
query: "Acme Corp"

Found:

  • CRM notes from initial call
  • Product demo feedback
  • Pricing proposal
  • Competitor analysis

2. Fetch Details

Notion:notion-fetch (4 pages)

Key context:

  • Company: 500-person fintech startup, Series B
  • Pain Points: Manual workflows, data silos, scaling issues
  • Decision Makers: CTO (technical), VP Product (user needs), CFO (budget)
  • Timeline: Need solution by Q1
  • Budget: $50-75K/year range
  • Competition: Evaluating us vs. Competitor A and Competitor B

3. Add Research Context

Claude research added:

  • Fintech industry compliance requirements
  • Common integration needs for financial products
  • Typical procurement processes for Series B companies

4. Create Internal Pre-Read

Notion:notion-create-pages
pages: [{
  properties: {
    title: "Acme Corp Meeting - Pre-Read (Internal)"
  },
  content: "# Acme Corp Meeting - Pre-Read (Internal)

## Company Overview
**Company**: Acme Corp (500-person fintech, Series B)
**Decision Makers**: CTO, VP Product, CFO
Source: <mention-page url='...'>CRM Notes</mention-page>

## Their Pain Points → Our Solutions
- Manual workflows → Workflow automation
- Data silos → API integrations
- Scaling issues → Enterprise features

## Competitive Position
**Our advantages over Competitor A/B**:
- Better integration ecosystem (Stripe, Plaid)
- Stronger compliance features
- Faster implementation (4 weeks vs 12 weeks)

## Pricing Strategy
Recommend: $60K/year (mid-range of their budget)

## Potential Objections & Responses
..."
}]

5. Create Meeting Agenda

Notion:notion-create-pages
pages: [{
  properties: {
    title: "Acme Corp - Product Demo & Q&A"
  },
  content: "# Acme Corp - Product Demo & Q&A

## Meeting Details
**Date**: Thursday, Oct 17, 2025 @ 2pm PST
**Attendees**: CTO, VP Product, CFO (Acme) | Sales Lead, Solutions Engineer (Us)
**Duration**: 60 minutes

## Objective
Demonstrate how our platform solves Acme's workflow automation and integration challenges.

## Agenda

**1. Introductions** (5 min)

**2. Understand Current Workflow** (10 min)
- Current pain points
- Integration requirements
- Success criteria

**3. Product Demo** (25 min)
- Workflow automation capabilities
- API integrations (Stripe, Plaid)
- Security & compliance features

**4. Pricing & Implementation** (10 min)

**5. Next Steps** (10 min)
"
}]

Connected agenda to CRM page, pricing sheet, and technical integration docs.

Outputs

Internal Pre-Read: Full context for sales team Customer Agenda: Professional meeting structure Both in Notion with links to supporting materials

Key Success Factors

  • Understood customer's specific pain points
  • Researched industry context (fintech compliance)
  • Mapped features to their needs
  • Prepared competitive differentiators
  • Structured demo around their use cases
  • Pre-planned objection responses
  • Clear next steps in agenda