Download for MacApple silicon, macOS 14+
Skill

meeting-prep

@zoominfo Updated 2026-09-30

Prepare for an upcoming meeting with a company. Identify the account by ZoomInfo account/company ID (preferred) or by company name, domain, or ticker (which triggers a lookup step) — or name no account at all and let the skill pick the meeting from your upcoming calendar. Provide attendee names or emails and rich context on the meeting purpose, stakes, and known dynamics to get a tight, decision-ready brief — headline, relationship posture per attendee, prior-conversation context (open threads and unresolved questions from past calls and emails), ranked talking points, discovery questions, suggested agenda, and what NOT to do. Use when prepping for a sales or customer call, QBR, renewal, or demo. Optimized for a 30-min slot.

Install

With your agent

Install OMGSkills skill "zoominfo/zoominfo-mcp-plugin:skills/meeting-prep" into this agent's normal skills directory: call the OMGSkills MCP get_install_plan tool for your agent and run the script it returns (it installs only the pinned commit and verifies SKILL.md), and stop if MCP or the pin is unavailable. Do not overwrite or change existing skills without asking me.

Manual command

git clone https://github.com/Zoominfo/zoominfo-mcp-plugin /tmp/zoominfo-mcp-plugin && ln -s /tmp/zoominfo-mcp-plugin/skills/meeting-prep ~/.claude/skills/meeting-prep

From README

Meeting Prep Produce a tight, decision-ready brief for a 30-minute meeting. Lead with a TL;DR (top 3 to know plus an opener), then back it with company, relationship, attendee, and conversation context. Prerequisites The calendar-picker and prior-conversation steps read ZoomInfo engagement data, which requires an active calendar, email, or meeting integration in the workspace (conversationintelligence needs at least one connected email or meeting source). If none is connected, still produce the research-based brief and note that conversation context was unavailable — point the user to their ZoomInfo admin to enable it. accountresearch, contactresearch, and conversationintelligence consume AI credits; enrich consume bulk data credits. Input The user will provide via $ARGUMENTS an account identifier (required), attendees (recommended), plus optional context: Account identifier (required, unless picking from your calendar) — one of: Preferred: a ZoomInfo account/company ID (numeric).