Meeting Prep

Meeting Prep is a Claude skill that turns one attendee into a one-page brief. It pulls the person, their company and the other senior people at the account from LeadOcean, then drafts questions from those fields only.

What it does

You give Claude a LinkedIn URL, a work email, or a name and company domain. You can add the meeting type and a goal, for example "renewal call, I want to expand to a second team".

The skill reads the person's current role, the company profile and the senior people around them. It sizes the account first, which is free. Then it writes a brief with five questions, each tagged with the field it came from.

It does not claim career history or news. LeadOcean holds the current role, the company profile and contact flags, so the brief says only that. You add your own notes on top.

How it works

The skill is a SKILL.md file. It tells Claude which tools to call and in what order.

1. search_leads finds the person, only if you gave a name and domain. 1 record per person returned, capped at 3. Skipped for a LinkedIn URL or email. count_leads runs first and is free.
2. get_lead returns title, level, function, location, headline and whether they are still at the company. 1 record.
3. get_company returns industry, headcount, headquarters, funding and site technologies. 1 record.
4. count_leads sizes the C-level, VP and Director population at the domain. Free.
5. search_leads lists the other senior people at the domain. 1 record per person returned, 4 by default (three peers plus the attendee).
6. Claude drafts the brief from those fields. No tool call.

If a filter value is rejected, Claude calls list_enum_values (free) for the exact string. Emails and phones are not revealed unless you ask.

How to use it

1. Download the zip: Download meeting-prep.zip.
2. Unzip it and add the meeting-prep folder as a skill in Claude.
3. Connect LeadOcean at https://api.leadocean.io/mcp and sign in with OAuth.
4. Ask: "Prep me for a discovery call with https://www.linkedin.com/in/jane-doe". Or: "Prep me for my call with Jane Doe at acme.com".

You need a LeadOcean account. The free plan gives you 1,000 records, one-off, no card, and the same MCP server as Pro.

Sample output

The sizing step is free and works on any domain. We ran count_leads on hubspot.com with jobLevel set to C-Team, VP and Director.

That count is the "who else is at the table" line in the brief. It covers mailable people only, the default for count_leads.

The full brief spends records, so no real brief is pasted here. Output format (placeholder values):

Meeting brief: Jane Doe, Acme
Discovery | As of 1 October 2026
Goal: not given

Who you are meeting
- Title: VP Sales | Level: VP | Function: Sales & Business Development
- Location: not on file
- Headline: not on file
- Still at company: yes

The company
- Industry: not on file | Size: not on file employees | HQ: not on file | Founded: not on file
- Funding: not on file
- Tech seen on site: not on file

Who else is at the table
Mailable people at director level or above: 12
| Name | Title | Level | Function |
| John Roe | Director of Sales | Director | Sales & Business Development |

Questions to ask
5 questions, each ending with the field it comes from in brackets.

Watch for
2 or 3 lines on what the level and function usually care about. Marked as general, not from the data.

Records spent: 6

Any field it cannot find reads "not on file".

Records per run

The free plan's 1,000 records cover at least 110 runs, even on the name-plus-domain path. On Pro ($499 a month) there is no per-record price. Fair use applies, as described on the pricing page.

Related skills

• Account Researcher: one domain in, buying committee and emails out.
• Enrich Person: one person from a LinkedIn URL or email.
• Find Phone Number: a phone for one named contact.
• All Claude skills

Prefer a plain prompt to a skill? See the recipe for prepping any meeting from Claude and the discovery call prompt. For where prep fits in a pipeline, read AI outbound tools that book meetings.

FAQ