meeting-prep
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).
More from this repo
account-health
Assess the health of an account from its recent conversations — sentiment trajectory and risk signals — backed by an...
account-relationship-recap
Recap where things stand with a company across recent conversations, with emphasis on how the relationship is evolving.
account-research
Produce a full intelligence brief on a target company — firmographics, CRM/account context, intent signals, recent...
