Prepare a Sales Meeting with Claude or ChatGPT: A Five-Step Flow

A five-step flow to prepare a sales meeting with an AI assistant: account context, decision-maker profile, hypotheses, questions and next step.

Published by

David Argüello

CEO of Hurus AI · LinkedIn

Key points

Prepare the meeting in five steps: context, profile, hypotheses, questions and next step.
Ask the assistant to mark what is fact and what is assumption.
Always review what it returns and look after privacy.
The script organizes you; it does not replace the conversation.

A sales meeting is largely won before you walk in. An assistant like Claude or ChatGPT can help you prepare in ten minutes, as long as you give it good material and review what it returns. Here is a five-step flow.

Before you start: what material you need

Why that company was contacted and what has been discussed so far.
Their website and, if there is one, a recent news item.
What you offer and what type of customer it has worked for.
What you want out of the meeting: a trial, a sample, a next step.

If you work with Hurus, the report with each account's context covers exactly that: why they were contacted, what has been discussed and what they are interested in.

Step 1. Summarize the account context

Paste the material and ask for a five-line summary: what the company does, what signal prompted the contact, what the person said and what is still unknown. If the summary does not match what you know, the material is incomplete.

Step 2. Define the decision-maker's profile

Ask for a profile of the person based on what is in the material: job title, what they likely care about, what language they use. Ask it to mark what is fact and what is assumption.

Step 3. Formulate problem hypotheses

Ask for two or three hypotheses about what problem the company may have and what signal supports each. They are hypotheses: they get confirmed or discarded in the meeting.

Step 4. Prepare discovery questions

Open questions that test each hypothesis.
One question about their current buying process.
One question about what would have to happen for them to decide.

Ask for five at most. A meeting is not an interrogation.

Step 5. Plan the next step and the objections

Define what you want to happen at the end: a trial, a sample, another meeting with another person. Ask for the three most likely objections and a short answer for each, without overselling.

An example prompt

"With this account context, summarize in five lines what the company does and what signal prompted the contact. Mark what is fact and what is assumption. Then propose three hypotheses about the problem and five open questions for the meeting."

Precautions

Review everything it returns. The assistant can make things up or mix up data. Check figures and names.
Check your tool's privacy settings before pasting customer information.
Do not read the script in the meeting. It helps you get organized; it does not replace the conversation.

A one-page brief

If you prefer to put it in writing, ask the assistant to give you a page in this format and review every line:

Company and reason for contact, in two lines.
Who is coming to the meeting and what they decide.
Two hypotheses about the problem, each with its signal.
Five open questions, in order.
What you want to happen at the end.
Three foreseeable objections, each with a short answer.

One page is enough. If you have to go over three, you will not remember any of them.

Where Hurus comes in

Hurus opens the conversation with the decision-maker and hands you the meeting with the account context. Hurus MCP, which is in beta with a waitlist, also lets you query that context from Claude or ChatGPT. You run the meeting and the negotiation.

Frequently asked questions

Can I prepare a meeting with ChatGPT or Claude?

Yes, with good material and review. Give it the account context, ask for a summary, a profile, hypotheses and questions, and check everything it returns before using it.