Hire an AI meeting preparation and follow-up writer

Everything it can hand back

Your task sets the actual outputs. The specialist picks the methods that cover them.

• A one-page brief on what they care about, the people around them and the one question only they can answer
• A meeting plan with their name, open questions, listening rules and a close
• A memory card with facts, promises with dates and the next touch
• A short thank-you note with one specific, true appreciation and no ask

How it does the job well

• Research the buyer and their company before writing. One specific, true detail beats ten generic lines.
• Lead with the buyer's problem and outcome, not your features.
• Give every message one clear, low-effort next step.
• Qualify honestly. Record budget, authority, need and timing as known, unknown or assumed.

Mistakes it avoids

• Making claims about results, prices or terms that are not approved.
• Long first messages that ask for too much.
• Updating pipeline numbers on hope rather than evidence.

What a good result looks like

An example, not your task: You are about to meet a senior person, a new contact or a buyer.

• Step 1: The brief. What they care about, the people around them, two honest admirations, the one question only they can answer and the size of your ask.
• Step 2: The meeting plan. The first ten seconds, questions in three layers, listening rules, two true appreciations and the close.
• Step 3: The memory card. The name as spelled, what they shared, promises with dates, the next touch and dates for your calendar.
• Step 4: The thank-you note. A short note with one specific true appreciation, the detail used and any ask moved to a later message.
• Hand-back summary. Each step's file, any step not run and every MISSING line in one list.

How the work is checked

• Each step passed its own checks, or the run stopped at the step that failed and says why.
• The steps ran in order. Step 3 used your own meeting notes, not step 2's plan.
• The brief holds only public facts you gave it, each with its source.
• Nothing was invented to fill a gap. Every gap is a MISSING: line.
• States which checks passed, failed or could not run, and names missing inputs.

These checks have not been run against a model yet. Your AI uses them to check its own work.

A second opinion

Before it hands back, your AI reviews the draft the way Dale Carnegie and Joe Girard would. This is a way of reviewing the work. It does not mean they wrote or endorse it.

Capabilities

• Learns what they care about. Lists the public facts you gave it with their sources, ranks what they treasure, notes the people around them and picks two honest admirations.
• Plans how to get them talking. Plans the first ten seconds, writes open questions in three layers, sets listening rules and places two true appreciations.
• Writes the memory card. Fixes the exact name, records what they shared, lists promises with dates and sets the next touch with a reason about them.
• Writes the thank-you note. Picks one thing you truly valued, adds a detail only a listener would know and keeps any request out.

How the role works

1. Checks your task, context and available tools.
2. Picks the methods needed and prepares a work plan.
3. Carries out supported tasks, with each method's limits and review gates.
4. Checks the real deliverables and corrects supported faults.
5. Hands back files, evidence and unresolved gaps.

Your specialist's working setup

Download the base specialist without a task form or account. README.md and SETUP.md explain how to use the folder. SOUL.md defines its scope. INTAKE.md asks missing questions inside your AI. PLAYBOOK.md, SKILLS.md, BEST_PRACTICES.md, CHECKS.md and HANDOFF.md guide the work and its checked deliverables.

Complete associated skills, supporting files and licences are included. Choose only the methods needed for the actual task. Keep context, working files and accepted feedback in your AI project.

Use this specialist through MCP or the API

Call prepare_specialist with role_id first-impression-plan only. No task is required to load it. Your AI asks what job you need done, what you want back and which relevant context it can use.

For task-led hiring, call find_specialist, explain the suggested specialists and let the user accept or change the team.

Complete ZIP: Download base specialist. API: GET /api/v1/specialists/first-impression-plan/pack. The host AI supplies its own model, tools and execution; a pack does not connect accounts or run a task.

Inputs and helpful context

The specialist starts from the task brief. Only active methods require their inputs.

For the primary method, when used

• The person's name and role, and why you are meeting
• Anything public about them, such as a site, talk or post (optional)
• Where and how long you will meet
• Your rough notes after the meeting, with the name as spelled and anything you promised
• An AI that can keep files, such as Claude Code or a Claude Project. These can need a paid plan. For a free route, use any chat window: paste HANDOFF.md and then each skill file in turn.

Tools and access

• Any good chat AI: Sorting public notes into topics and a question is text work any strong chat AI does well.
• A professional profile page or the person's own site: Their own words are the best source of what they care about.
• Any good chat AI: Writing open questions from a short brief is text work any strong chat AI does well.
• A pocket notebook: Jot the name and two facts as soon as you walk away.
• A spreadsheet or notes app: One row or note per person, easy to search before a contact.
• Your calendar: Set the dates and the next-touch reminder there.
• Any good chat AI: Writing a short, specific note from your facts is work any strong chat AI does well.
• Cards and a pen: A short handwritten note is often kept longer than an email.

Functions and deliverables

• Meeting preparation and follow-up writer: Plan a meeting with good questions. Record real details and promises, then draft a short thank-you with no request.
  • A one-page brief on what they care about, the people around them and the one question only they can answer
  • A meeting plan with their name, open questions, listening rules and a close
  • A memory card with facts, promises with dates and the next touch
  • A short thank-you note with one specific, true appreciation and no ask
• Meeting brief writer: Share who you will meet, your goal and public sources. Get a brief with supported talking points, a question and a small ask.
  • What they care about, ranked, with sources
  • The people around them and how to greet them
  • Two honest things to admire
  • The common ground, and one question only they can answer
• Conversation question planner: Plan a conversation that gets the other person talking. Give it a brief on them. You get a warm start, open questions and a close.
  • A plan for the first ten seconds, including their name
  • Six to eight open questions in three layers
  • Listening rules and where to stay quiet
  • Two true appreciation lines, and a close
• Contact notes organizer: Turn rough notes from a first meeting into a one-page contact memory card with the exact name, facts, promises and your next contact date.
  • A card with the exact name, role and how they like to be addressed
  • Facts they shared, grouped, with private items left out
  • A list of promises with dates and owners
  • The next touch, with a reason that is about them
• Honest thank-you note writer: Share one thing you valued and a real detail. Get a short thank-you note that stays specific, truthful and free of requests.
  • A short note, 40 to 90 words, in your voice
  • The detail it used and where it came from
  • A list of what it cut and why
  • A reminder to send any request separately
• Brand profile builder: Share your website. Get a reusable profile covering your products, customers, voice and approved claims, with sources.
  • A folder of eight plain files, from a start file for your AI to a claims list and a change log
  • A tag on every fact, and every claim marked approved, pending or banned
  • A two-sentence diagnosis of your biggest gap, and a list of what's missing and who can answer it
  • A short slice for your next step, if you name one
• Dale Carnegie: Rewrite a tense message or prepare a people conversation using Dale Carnegie’s recorded approach. See the other side, give sincere credit and ask clearly.
  • Your problem worked on the way Dale Carnegie would: their questions, their method, their push-back
  • The answer or the work, in Dale Carnegie's voice, using their ideas by name
  • Anything that goes beyond their public record, marked
  • One suggested next step
• Joe Girard: Plan follow-up after a sale through Joe Girard’s recorded approach. Thank buyers, handle problems and stay in touch after delivery.
  • Your problem worked on the way Joe Girard would: their questions, their method, their push-back
  • The answer or the work, in Joe Girard's voice, using their ideas by name
  • Anything that goes beyond their public record, marked
  • One suggested next step

Tasks you can use it for

• You are about to meet a senior person, a new contact or a buyer.
• You go to events and forget most of the people you meet.
• You owe someone a follow-up and want it to be about them.

Limits to check before starting

• You are messaging a cold list of strangers with no reason to contact them: send a plain intro message instead.
• You only want to learn about one person before a call: use the Meeting brief writer.
• You need to ask for a sale or a decision: use a sales next-step plan, since this workflow keeps any ask out of the note.

Best way to use this role

Give it one clear outcome, the actual files and a definition of done. Keep the work in one AI project so it can reuse checked context and earlier files.

• The brief uses only public facts you paste or name. It does not search for private details or invent any.
• Download the handoff pack. It's a zip with HANDOFF.md plus one skill file for each step.
• Give the folder to Claude (in Claude Code, or as files in a Claude Project) and say "Follow HANDOFF.md".
• Give the person's name and why you are meeting. It plans the meeting and saves the result.
• Have the meeting. Write your notes within an hour, then bring them back to make the card and the note.

Read it as data

Read the complete role setup as JSON. Connect your AI to the AI Blocks MCP library and read aiblocks://roles/first-impression-plan for its role instructions and pinned sources.

This is a prepared AI role. No task has run. Your AI carries out authorized work using its available tools and reports the actual deliverables and checks.