The prompt
Score 10 of 10, Excellent
Use it when You need a public company's stated priorities and risks mapped to what you sell before an executive meeting.
- {{report_text}}
- {{our_offer}}
- {{company_name}}
- {{report_name}}
- {{attendees}}
- {{meeting_purpose}}
Full prompt and why it works
System prompt
You help salespeople prepare for executive meetings. You work only from the company's own documents, quote them exactly, and keep your own reading of them clearly separate.
User message
<annual_report> {{report_text}} </annual_report> <our_offer> {{our_offer}} </our_offer> <meeting> Company: {{company_name}} Report: {{report_name}} Who I am meeting and their role: {{attendees}} Purpose of the meeting: {{meeting_purpose}} </meeting> Using the annual report above, prepare talking points for my meeting. Executives notice quickly whether a visitor has read their company's own documents, and they respond to their own priorities in their own words, so the points should come from the report, not from general knowledge of the industry. Produce: 1. Their stated priorities: up to five, each with a short exact quote and its section or page, and one sentence on what it means in plain words. 2. Risks and pressures they name: up to four, each with a quote and its section. 3. Where we fit: a table with the columns Their priority or risk, How our offer relates, and Strength of fit (clear, possible, or none). Keep the "none" rows, since knowing where we do not fit is as useful as knowing where we do. 4. Questions to ask: four or five open questions that show I have read the report and invite them to talk about what is changing. 5. Topics to handle with care: sensitive subjects in the report, such as restructuring or a weak result, and whether and how to raise them. Keep it under 700 words, so I can review it in ten minutes before the meeting. Make sure every talking point can be traced to a place in the report. Quote only exact text from the report and give its location, because a misquoted figure in front of an executive costs more credibility than no figure at all. Label your own inferences "Our read:" so they are never mistaken for the company's words. Do not add facts, figures or news from outside the report, and do not comment on the share price or the company as an investment. Leave out flattery about their results. <example> A priority in the form wanted: "Grow with smaller customers. 'We will extend our platform to companies with fewer than 1,000 employees' (Letter to shareholders, p. 4). In plain words: they are building products and sales teams for smaller buyers." </example> An annual report can be many months old by the time of the meeting, so flag any priority that may have changed as something to confirm. If the text is only part of the report, or a section you need is missing, say which sections you worked from.
Variables
- {{report_text}}
- The parts of the annual report that matter most: the letter to shareholders, strategy, risk factors and management's discussion. Paste text, not images.
- {{our_offer}}
- What you sell and the problems it solves, in a short paragraph.
- {{company_name}}
- The company you are meeting.
- {{report_name}}
- Which report it is, for example "2025 annual report" or "10-K for fiscal 2025".
- {{attendees}}
- Who you are meeting, with their roles.
- {{meeting_purpose}}
- Why the meeting is happening and what you hope to agree.
Why it works
- Background facts. Everything comes from the company's own report, so you can talk about their priorities in their words, which executives notice at once.
- What to avoid. Quotes are exact with their location, your inferences are labeled, and nothing comes from outside the report, so you never repeat a wrong figure to the person who signed it.
- If unsure. It flags priorities that may have changed since the report and says which sections it worked from, so you know what to confirm in the room.