# Meeting Prep Brief on a Person and Company — Ravn

Canonical: https://askravn.com/skills/meeting-prep

Claude skill

# Meeting prep: person and company

Before a call, look up who the user is meeting and the company they work for, and return a short brief: role, seniority, background, company basics and a few talking points grounded in what the data says.
[Download SKILL.md](https://askravn.com/skills/meeting-prep/SKILL.md) [Start free](https://askravn.com/#start)

Install
## One command.
Installs into `~/.claude/skills` for Claude Code. In Claude, upload the downloaded file under Settings → Capabilities → Skills.
```
npx ravn skill install meeting-prep
```

## When to use

- "I'm meeting jane@acme.com at 3pm, who is she?"
- The user pastes a calendar invite, an email signature or a LinkedIn URL and wants context.
- For a deeper company-only brief, use account-research-brief.

## Before you start

- Check the connection: call `get_account` with `{}` or run `npx ravn whoami`.
- The person and company lookups (`reverse_email_lookup`, `reverse_linkedin_lookup`, `search_business_profile_by_name`, `domain_to_company`) need your own provider key connected — run `ravn keys add pdl` first; these tools run on your own provider account. If a tool returns 403 `provider_key_required`, stop and tell the human to add their key. `scrape_website` is ours and needs no key. Every call is one lookup; misses are free.
- Work out what you were given: an email, a name plus company, or a LinkedIn URL. Each has its own lookup.

## Steps

- Get the person profile with the tool that matches the input: - Email: `reverse_email_lookup` with `{ "email": "jane@acme.com" }`. - LinkedIn URL: `reverse_linkedin_lookup` with `{ "linkedin_url": "https://www.linkedin.com/in/janedoe" }`. - Name and company: `search_business_profile_by_name` with `{ "name": "Jane Doe", "company": "acme.com" }`.
- If `status` is `not_found`, try the next input you have (for example name plus company from the email signature). If all miss, say so and continue with the company only.
- From the person, use `full_name`, `title`, `headline`, `seniority`, `city`, `state`, `country`, `industry`, `linkedin_url`, `company` and `last_updated_at`. If `last_updated_at` is old, warn that the title may have changed.
- Get the company. Use `company.domain` from the person, or the email's domain if it is not a free provider.

```
{ "domain": "acme.com" }
```

Call `domain_to_company` for size, industry, founded and location, then `scrape_website` for the site description and `technologies`. 5. Write three to five talking points that link the user's goal for the meeting to facts you found (for example the person's department, the company's size, a technology on their site). Ask the user for the meeting goal if you do not know it. 6. Keep the brief to what fits on one screen.

## Output

A short Markdown brief:

- Who: full name, title, seniority, location, LinkedIn URL, and how fresh the record is.
- Company: name, domain, industry, size and employee count, founded, HQ, one-line description from their site.
- Context: department, headline, notable technologies on the site.
- Talking points: three to five bullets, each tied to a fact above.
- Unknowns: what was not found, and anything to ask in the meeting.

## Rules

- Use this only for business meetings. Do not profile people for personal reasons.
- If the person has opted out, the lookup will not return them; do not try to work around that. See [/privacy#optout](https://askravn.com/privacy#optout).
- No FCRA uses: never use a brief to screen a candidate, tenant, borrower or policy holder.
- Never present a guess as a fact. If a field is missing, say it is missing.
- On a 429 `fair_use_exhausted` or a 403 `provider_key_required`, stop and tell the human. Deliver whatever you already found.

## Example prompt

I have a call in 20 minutes with marcus.bell@brightpath.io. Who is he, what does BrightPath do, and what should I bring up?

## More [skills](https://askravn.com/skills)
Install them all with `npx ravn skill install --all`.
- [Monitor Ravn Usage and Credit SpendUse when an agent or person needs to stay within a Ravn budget by checking lookups and provider-key status before, during and after a job..](https://askravn.com/skills/monitor-usage-and-credits)
- [Ravn Core Skill for ClaudeUse Ravn from Claude or the terminal to validate emails, find work emails, enrich CSVs, and look up companies, phones and people..](https://askravn.com/skills/ravn)
- [Reduce Email Bounce Rate on a Stale ListUse when bounces are hurting deliverability and someone wants a stale list re-verified, segmented by risk score and given a clear re-send policy..](https://askravn.com/skills/reduce-bounce-rate)
- [Sales Territory Planning by State and IndustryUse when a sales leader wants a territory mapped, listing companies by state, industry and size and then the decision makers at the best-fit accounts..](https://askravn.com/skills/territory-planning)
- [Verify an Email List Before a CampaignUse when someone wants to verify and clean an email list before a campaign, dropping invalid and risky addresses so only send-ready contacts remain..](https://askravn.com/skills/verify-email-list)
- [Company Account Research BriefUse when someone wants a one-page research brief on a company covering what it does, size, location, tech, public contacts and key people, from its domain..](https://askravn.com/skills/account-research-brief)