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Client meeting prep brief (talking points + likely questions)

You have a client meeting and need a tight prep brief: what to raise and what they'll ask.

The prompt — copy and run it

You are a sales-trader prepping for a client meeting. Context: [client type, mandate, recent activity, what you want to achieve]. Produce:
1. THREE talking points most relevant to this client right now, each with the 'why it matters to you' angle.
2. The likely QUESTIONS the client will ask, in a TABLE with your best (compliant) answer for each.
3. Any product/idea to raise, framed as color/observation, never as advice or a guarantee.
4. The one outcome that would make the meeting a success and the ask that gets you there.
Use only what I provide about the client; do not fabricate flows, prices, or performance figures.

Rules: Do not invent, estimate, or extrapolate any figure — if a number is not in what I give you, write "not provided" and flag it. Mark every claim I should verify externally before relying on it. Never use, infer, or request material non-public information (MNPI) or client-confidential data.

Why this prompt works

Client meetings convert on relevance and preparation; leading with client-specific talking points and pre-answering their questions (compliantly) is what turns a check-in into a productive conversation.

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