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Customer meeting brief v1.0.0

Use this resource to prepare a customer meeting brief with objectives, agenda and roles

New

  • 547 downloads
  • 142 likes
  • 218 saves

Free

Install with the CLI

In a terminal, from the folder you want:

npx --yes palatekit@latest install customer-call-brief

With no option, the skill goes to ~/.agents/skills/; add --agent claude-code (or codex, cursor…) to target an agent.

First time: connect the CLI with

npx --yes palatekit@latest login

The agent states the outcome you want from the meeting, lists attendees and their roles, then builds the agenda with key messages and risks. You get a one-page brief to share with your teams and executive sponsors.

Mostly picked by

Updated November 2, 2026

Card for the “Customer meeting brief” skill

Details

Works in
Install guides
Generates with
Your agent's model
Licence
Apache-2.0

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What you get

  • SKILL.md: five-point framework (objective, roles, agenda, messages, follow-ups)
  • SKILL.md: shareable brief template

Good fit for

  • You are preparing a meeting with several decision makers
  • Your colleagues need to read the file before the call

Not for

    Tags

    • meeting
    • preparation
    • agenda
    • roles

    About

    You say

    “Prepare the brief for my meeting with this client's purchasing manager: sign-off within two weeks, three attendees.”

    Card for the “Customer meeting brief” skill

    Skill published by gtmagents under the Apache-2.0 license, delivered in its original version.

    Show more

    How to use it

    1. Install the skill in your agent's skills folder
    2. Ask your agent to prepare a customer meeting brief with objectives, agenda and roles
    3. Review and adjust the result

    Content preview

    Files

    • LICENSE11.1 KB
    • NOTICE-PALATEKIT.md0.5 KB
    • SKILL.md1.2 KB

    Origin and licence

    Listed unmodified

    Author
    gtmagents
    Source
    github.com/gtmagents/gtm-agents/tree/78e0419f4440bcb43bc80127e174ecf5adef1753/plugins/sales-calls/skills/call-brief-framework
    Licence
    Apache-2.0

    Notice

    « call-brief-framework » (gtmagents, Apache-2.0) livré dans sa version d'origine : fiche en français et en anglais par PalateKit.

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