Made for Bankers
Prepare a High-Value Client Discovery Meeting
Also useful for: people in Finance
35 min
Advanced
Difficult Conversations
Prepare for a Conversation
Talking About Money
Prepare a tailored discovery agenda, prioritized question set, financial signal map, and assumption log for a first meeting or a complex client conversation.
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Use this when
Use this before a first client meeting, a relationship expansion conversation, or a meeting involving unclear needs, multiple decision-makers, unusual financial activity, competing priorities, or sensitive risk questions.
You'll need
- Meeting context
- Known facts
- Possible needs
- Financial signals
- Sensitive topics and limits
- Decision dynamics
- Meeting parameters
You'll get
- One clear meeting objective, a timed agenda, and a prioritized set of questions tied to real decisions
- You can distinguish confirmed facts from assumptions, explain why each sensitive question is necessary, and identify what requires policy confirmation
- You also have a closing script, an assumption log, and a post-meeting capture checklist.
By the end of this playbook
You will have:
- One clear meeting objective, a timed agenda, and a prioritized set of questions tied to real decisions
- You can distinguish confirmed facts from assumptions, explain why each sensitive question is necessary, and identify what requires policy confirmation
- You also have a closing script, an assumption log, and a post-meeting capture checklist.
Sample
This is sample data, not your prompt. Pro unlocks this higher-stakes Playbook. On Free Playbooks you can still copy the assembled prompt into any AI.
Sample input
You're preparing for a 45-minute meeting with the owner of a regional distribution company. You know annual sales have grown, deposits are seasonal, and a warehouse expansion is planned within nine months. You suspect cash-flow timing and financing may matter, but you haven't confirmed the project budget, existing debt, ownership structure, decision timeline, or source of the owner's equity contribution. Your client was introduced by a long-standing business customer. You want permission to complete a deeper cash-flow review and involve your credit partner if the facts support it.
Sample assembled prompt
You receive a 45-minute agenda with... Your question set starts with the... Your assumption log marks financing need,... Your closing script confirms what you...