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Justin's Obsidian Academy

3. Prep-for (CRM)

TL;DR — Say “prep for [Name]” and Claude assembles their 60-People/ note, the last 3 meetings with them, recent vault mentions, and open threads into a one-page briefing displayed in chat. The briefing is ephemeral by default — your prep, not a saved artifact.

The point: walk into every call already remembering what you said you’d do, what they care about, and what’s open between you.

When to use it

Section titled “When to use it”
  • 5 minutes before a call you actually care about
  • The morning of a recurring 1:1
  • After a long gap with someone — refresh your memory
  • Before sending a high-stakes message (so the message lands in their context, not yours)

You get back:

  • Their role, org, relationship, last contact
  • Context for this call (Claude infers from your calendar or asks)
  • Recent threads (open items from past convos)
  • What they care about (patterns from past notes)
  • Mutual interests
  • Open asks (their asks to you, your asks to them)
  • Things to ask them this time
  • A suggested opener — a specific, contextual hook for the first 30 seconds

Under the hood

Section titled “Under the hood”
  • Skill location: ~/.claude/skills/prep-for/SKILL.md
  • Reads:
    • 60-People/[name].md — primary source
    • 70-Meetings/* — searched for the name, last 90 days
    • All daily notes + project notes for incidental mentions (last 60 days)
  • Writes: nothing by default. Display in chat.
  • Optional save: if you ask, it writes to 70-Meetings/YYYY-MM-DD-prep-[name].md.

Watch out for

Section titled “Watch out for”
  • No person note exists → the skill offers to create a stub from 90-Templates/person.md. Say yes — even an empty stub anchors future mentions.
  • Ambiguous name (two Alexes?) → it asks which one. Save it the trouble by using last initials in your person notes (Alex K.md, Alex T.md).
  • No recent meetings → still useful, just lighter. The “things to ask” section pulls from longer-tail vault mentions.
  • Don’t fabricate. The skill is instructed to say “no record of this” instead of inventing context. Trust missing data — it’s information too.

Make it yours

Section titled “Make it yours”
  • Different audience templates: create prep-for-executive, prep-for-customer, prep-for-candidate variants that emphasize different sections (e.g., customer prep weighs revenue + product feedback heavier).
  • Auto-trigger from calendar: if you integrate a calendar MCP later, set the skill to auto-prep for any meeting starting in the next 30 minutes.
  • Tighten the briefing: strip sections you never use (e.g., remove “mutual interests” if you’re prep’ing a customer call).
Section titled “Related workflows”
Meeting Machine Captures the meeting itself; feeds future prep-fors
Inbox Zero Routes person mentions into 60-People/