 | The Operator's Log No. 010 · The prompts |
3 prompts that prep me for every meeting.
Copy them, swap in your details, and paste them into your AI employee. Mine is called Viktor.
PROMPT 1: THE DAILY PREP NOTE
Set it once. It runs before every call.
This is the one I use every day. It reads my calendar and email and sends me a short note before each meeting with someone outside the company.
Viktor, connect to my calendar and my email.
Before every meeting I have with someone outside my company:
1. Message me 30 minutes ahead.
2. Tell me who they are and how they found us.
3. Sum up our past emails and last meeting: what they asked for and what I promised.
4. Look at their website for anything new.
5. Give me one or two questions to ask.
Skip personal events, solo blocks and quick team chats. Keep it short enough to read in 2 minutes.
Tip from my setup: searching only by the person’s email address misses a lot, because people write from a personal address or a coworker books the call. Tell it to search by last name and company name too.
PROMPT 2: THE “WHO IS THIS?” CHECK
For a sales call you booked in a hurry.
Use it when a new lead books time and you know nothing about them yet.
Viktor, I have a sales call with [name] from [company] in an hour.
Look them up: their website, their LinkedIn, any news about their company, and any emails we have traded. Search by their last name and company name too, not just their email address.
Give me 5 bullet points: who they are, what their business does, what they probably need from us, one thing I can mention to show I did my homework, and one question to open with.
PROMPT 3: THE FOLLOW-UP DRAFT
So nothing you promised slips.
The prep note tells you what you promised last time. This one makes sure you write it down this time.
Viktor, after each meeting with someone outside my company, read the call notes or recording summary.
Draft a short follow-up email for me to review: thank them, list what we agreed on in plain words, list what I promised and by when, and suggest one clear next step.
Do not send it. Put the draft in my inbox and remind me the next morning if I have not sent it.
YOUR TURN
Want to walk into every call ready? Sign up for Viktor, paste Prompt 1, and your next meeting comes with a prep note.
Talk next week,
Scott
Written by Scott Bishop, founder of Up And Social, a family and estate planning law marketing agency. Sponsored by Viktor, the AI employee behind every workflow here. Affiliate link: I earn a referral fee and would recommend it either way. |