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Prepare for a customer meeting

Prepare a focused meeting goal, questions, and next steps based on the information provided.

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Prepare for a customer meeting using only the information provided. Do not invent the customer’s needs, decisions, budget, schedule, or past conversations. Turn missing information into open questions.

Meeting goal:
{{tavoite}}

Known background:
{{tausta}}

Participants and their roles, if known:
Not known yet

What the meeting needs to find out or decide:
{{selvitettavat_asiat}}

Return in this order:
1. One or two sentences describing what a successful meeting would achieve.
2. A suggested 30–60 minute agenda: item | purpose | material to prepare.
3. Questions in priority order: essential | useful | for later.
4. Points that should not be assumed during the meeting.
5. A draft of next steps and responsibilities to confirm at the end of the meeting.

Remove unnecessary personal information and confidential pricing or contract details before attaching the material. Do not make promises to the customer based on this preparation.

Why does this work?

Useful before a discovery, planning, or follow-up meeting. It helps keep the conversation focused without guessing at missing customer information.