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Meeting Preparation

Prepare for customer meetings with full relationship context.

The prompt
I have a meeting with [Contact Name] at [Account Name]. Based on recent correspondence:
- What topics have they been focused on?
- Any outstanding issues or requests?
- Recent wins to celebrate?
- Items I committed to following up on?
- Potential concerns to address proactively?

Prepare briefing notes for my meeting prep.

How to use it

  1. 1Select Copy the prompt above.
  2. 2Paste it into Microsoft 365 Copilot.
  3. 3Replace anything in brackets with your own detail, then send it.

Copilot gathers and drafts. You verify and decide. Check every figure, name and date against the system it came from before you act on it.

Written for

Account Manager, Customer Success Manager, Client Partner

More for Customer Success & Support

See all 16 prompts

From the source collection in awesome-microsoft-copilot-prompts, licensed CC BY-SA 4.0.