Who this checklist is for
This AI meeting prep checklist is for owners, managers and salespeople walking into a meeting that matters: a big client, a bank, a supplier negotiation or a review with the boss. ChatGPT, Claude and most AI assistants can read an agenda, old notes and a website, then help you prepare the way a good assistant would.
Use it the day before, not five minutes before. Each item says what to paste or upload and what to ask. Only share what you are allowed to share: leave out passwords, ID numbers and client details your contract keeps private.
The 6 things to ask, in the order of the reel
Paste the agenda: ask what each side wants
Paste the agenda or the meeting invite and ask what each person in the room probably wants to get out of it. You walk in knowing what to offer and what to protect.
Upload last notes: list what is still open
Attach the notes or minutes from the last meeting and ask for a list of every point that was promised but not closed. Bringing these up first shows you kept track.
Ask for the 3 hardest questions they'll ask
Describe the meeting and ask for the three questions you would least like to hear, with a short honest answer for each. Most bad meetings come from one question nobody prepared for.
Ask it to play the other side, then practise
Ask the AI to act as the client, the banker or the supplier and to push back on your proposal, one reply at a time. Practise out loud until your answers are short and calm.
Ask for a one-page brief: read it on the way
Ask it to put the goal, the open points, the hard questions and your answers on one page. One page is something you will actually read before you walk in.
One Claude Project per client: notes on hand
In Claude, a Project is a workspace where you add files and a few lines of instructions once, and every chat inside it starts with them. Keep one per client with the contract, past notes and prices, so the next prep starts with everything already there.
Questions about preparing for meetings with AI
Can AI help me prepare for a client meeting?
What is a Claude Project?
Is it safe to upload meeting notes to AI?
Want your team's prep work done for them?
Book a digital audit. We will look at how your team prepares reports, notes and follow-ups today and show which parts AI and automation can take over.
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