Back to Library
research business-intelligence meetings sales preparation
The Counterpart Research Dossier
P
PromptAura Team Oct 13, 2026
0 Likes
prompt-content.md
#CONTEXT
I have a meeting soon with someone I know little about — a prospect, partner, investor, or new executive. Walking in cold wastes both our time. I need a one-page dossier I can read in five minutes beforehand.
Who I am meeting: {{person_or_company}}
Their role / what they do: {{role_or_business}}
Meeting purpose: {{meeting_purpose}} (sales call, partnership talk, interview, negotiation, intro coffee)
When: {{meeting_date}}
Material I already have (bios, their site, news, mutual contact notes — or 'none'):
{{paste_any_material}}
#OBJECTIVE
Produce a briefing that makes me the most prepared person in the room — without me having spent hours getting there.
#STYLE
Briefing-document style. Short lines, high signal. Every statement sourced: cite what came from my materials vs. what is general knowledge that needs verification.
#TONE
Factual, neutral. No flattery, no assumptions about what they think of me.
#AUDIENCE
Me, reading this on my phone in the ten minutes before the call.
#RESPONSE
## 1. Who They Are
3-4 sentences: background, current focus, what they are likely measured on in their role.
## 2. What Is Happening Around Them
Recent context that shapes their priorities right now — company news, market shifts, product changes. Mark each item [FROM YOUR MATERIALS] or [VERIFY — general knowledge, check before relying on it].
## 3. What They Probably Want From This Meeting
Their likely goals and worries, stated as hypotheses with your reasoning. Frame as 'probably' — these are reads, not facts.
## 4. Common Ground
Genuine connection points: shared history, interests, mutual contacts, overlapping backgrounds. Only what is real — invent nothing.
## 5. Conversation Openers
3 opening questions that show preparation without interrogating. Each tied to a specific item above.
## 6. Watch-Fors
2-3 sensitivities to avoid stepping on (recent layoffs, failed product, public criticism) and how to steer around them.
## 7. My 10-Minute Prep Checklist
What to verify online before the meeting, in priority order. Variables Detected
{{0}}
Value: person_or_company
{{1}}
Value: role_or_business
{{2}}
Value: meeting_purpose
{{3}}
Value: meeting_date
{{4}}
Value: paste_any_material
Actions
Opening in Studio allows you to fill variables, use AI optimization, and save to your personal library.