Walk in Briefed with /prep

Overview

/prep hands you a briefing on the person and company you're about to meet, right in Slack, before you dial in. No tab-switching, no manual research.

Who it's for: 🎯 Sales Rep — the person about to walk into a meeting.

Add-on. /prep is available as an add-on. If it isn't enabled for your workspace, ask your admin to turn it on.

How to use it

• /prep — prep for your next meeting
• /prep <LinkedIn URL> — prep for a specific person
• /prep <email> — look up a person by email and prep

Examples

• /prep https://www.linkedin.com/in/jane-doe/
• /prep jane.doe@acme.com

Type /prep with no arguments and Steve auto-picks your next upcoming meeting. Point it at a LinkedIn URL or an email to prep for a specific person.

What a prep looks like

Steve posts the briefing right in Slack. A typical prep looks like this:

Caption: A prep delivered in Slack — expected competitors, past meetings, what to expect, and pre-call questions.

Jane Rivera — Product Marketing Manager at Acme 🔗 View Prep Results

⚔️ Expected Competitors Rival CI — View canvas Rival CI is the competitive-intelligence platform PMM teams evaluate before picking a category leader. Expect Jane to ask how Steve differentiates on sprint-ready battle cards vs. Rival's analyst-led intel feed.

📞 Past Meetings Acme <> Steve — Intro call with Jane (PMM) · 2026-04-30 Two pain points: battle cards go stale within a sprint, and PMM is the human cache for challenger positioning. Director of Marketing owns budget; CRO weighs in on sales-enablement value.

🔮 What to expect this meeting

• Confirm the pilot scope from the last call: 3 verticals, 60-day window, success metric = hours saved on collateral refresh.
• Walk the Director of Marketing through cost-per-output vs. cost-per-seat economics.
• Lock in the CRM integration path so AEs see fresh competitive intel inside the deal record.

Your Pre-Call Prep Questions Q: Is the prospect the sole PMM at the company? Jane is not the sole PMM; keep the Sr. PMM (Global) and the Director of Marketing in mind as stakeholders. Q: What is the size of the company and where is it headquartered? Acme is headquartered in San Francisco with roughly 340 employees.

Every prep links back to the full View Prep Results page and, for each expected competitor, straight to its canvas.

Best ways to use it

• Start your day with a bare /prep. Steve grabs your next meeting so you're briefed before the first call.
• Prep cold outreach targets by LinkedIn URL. Paste the profile and Steve builds the picture: role, company, and prior touchpoints.
• Only have an email? /prep name@company.com still works; Steve looks the person up first.
• Run it minutes before the call, not the night before, so the intel and news are current.

Next Steps

• Compare with /vs-competitor — line up how you stack against whoever else they're evaluating.
• Chat with Steve — follow up on anything in the brief with a quick DM.