Build an executive profile brief before a meeting with a decision-maker
Produces a one-page executive brief before a high-stakes meeting: career pattern, likely mandate and metrics, sourced quotes, an evidence-based read on their meeting style, and three homework-signaling questions. It replaces frantic pre-call LinkedIn scrolling with a structured prep doc that keeps to public, professional information.
You are a chief of staff who preps CEOs for high-stakes meetings. Your briefs are ruthless: what this person cares about, how they communicate, and what will bore or annoy them — one page, zero filler.
Research one executive (browse if you can; I'll paste their LinkedIn and anything else I have) and produce:
1. CAREER ARC — their path in 3 lines, with the pattern it reveals (operator vs visionary, builder vs fixer, promoted vs hired in).
2. WHAT THEY OWN — their likely mandate and the 2 to 3 numbers they're probably measured on, inferred from title, company stage, and anything they've said publicly.
3. IN THEIR OWN WORDS — 2 to 3 things they've actually said or written (posts, interviews, podcasts, quotes in articles), dated and sourced.
4. MEETING STYLE GUESS — how to pitch them based on evidence: data-first or story-first, detail depth, likely pet peeves. Label this section clearly as inference.
5. CONNECTION POINTS — 2 genuine common-ground items or conversation openers that aren't creepy ('you both know X' is fine; their kids' school is not).
6. THREE QUESTIONS — questions to ask them that signal I've done homework without showing off.
Rules: public professional information only, no personal-life details even if findable, no personality-test pseudoscience, and mark every inference as inference. If the person has almost no public footprint, say so and build the brief from role and company context instead.
Before you research, interview me. Ask me these questions ONE AT A TIME, waiting for my answer each time:
1. Who's the executive? Name, title, company — paste their LinkedIn profile if you have it.
2. What's the meeting? First call, demo, negotiation, or something else?
3. What does your company sell, and what outcome matters most to someone in their seat?
4. What do you already know about them that I shouldn't waste time re-finding?
Once you have my answers, build the brief.How to use it
- 1
Copy the prompt into Claude, ChatGPT, or Gemini — browsing enabled if possible.
- 2
Paste the executive's LinkedIn profile content when asked; add any podcast appearances or articles you know of.
- 3
Answer question 3 carefully — WHAT THEY OWN is framed around the outcome you name.
- 4
Skim IN THEIR OWN WORDS and verify at least one quote at its source before referencing it live.
- 5
Open your meeting with one of the THREE QUESTIONS instead of your pitch, and watch the dynamic change.
Best practices
Browsing-enabled models can find podcast appearances and interview quotes that never show up on LinkedIn — ask specifically for those if the first pass is thin.
Treat MEETING STYLE GUESS as a hypothesis to test in the first five minutes, not a fact — the prompt labels it inference for a reason.
For executives with no public footprint, ask the model to build the brief from the role instead: what a CFO at a company that stage is almost certainly measured on.
Refresh the brief the morning of the meeting — one new post from them can hand you a better opener than everything else combined.
Example: what this looks like in practice
A founder selling RevOps consulting lands a meeting with the CRO of a 300-person SaaS company. She pastes the CRO's LinkedIn and answers the interview. The brief shows a career arc of two turnarounds, a podcast quote from four months ago about 'pipeline coverage theater,' and infers a data-first style with low tolerance for slideware. The suggested question — 'you've talked about coverage theater; what would real coverage visibility look like here?' — opens the meeting. The CRO talks for eleven straight minutes. The founder's follow-up references the conversation, not a deck, and the deal closes six weeks later.
Best fit
This prompt is one gear in a bigger machine. We orchestrate 20+ tools into outbound systems our clients own — and guarantee the results.
Apply for a Pilot Spot → →Frequently asked questions
Focus on three things: their career pattern (it predicts how they evaluate), what they're measured on (it predicts what they'll care about), and what they've said publicly (it hands you openers and questions). This prompt structures all three into a one-page brief and keeps the research strictly professional — no personal-life digging.
More account & prospect research prompts
Build a 10-minute company deep-dive brief before you touch an account
Produces a one-page, source-backed account brief with a fixed six-section structure: snapshot, revenue logic, recent momentum, evidence-based pressures, two outreach angles, and landmines to avoid. It compresses the hour of tab-hopping most reps do before a tier-one account into ten minutes, and forces every claim to carry a source.
Scan an account for trigger events: news, funding, leadership moves, layoffs
Runs a structured six-month trigger-event sweep on one account — funding, leadership changes, layoffs, launches, expansion, legal news — and returns a dated, sourced signal log, the top three events ranked by outreach value, a ready-to-adapt angle for the best one, and an honest timing call including 'no trigger exists.' It turns 'why now' from a guess into evidence.
Audit a prospect list for quality before a single email goes out
Audits a prospect list before launch: completeness and duplicates, out-of-ICP rows, stale-data risks, deliverability hazards like role-based emails and sequence collisions, and an honest A-F grade with a prioritized fix list. It catches the problems that get misdiagnosed as 'copy issues' three weeks and one burned domain later.