Person Research

Purpose

Prepare for important meetings by researching the people you will meet. Build rapport faster, ask better questions, and make stronger connections by understanding their background, interests, and professional journey.

When to Use

Use this Skill when you need to:

• Prepare for a job interview
• Meet a potential client or partner
• Network at an event with specific attendees
• Prepare for investor meetings
• Connect with industry leaders or mentors

Step-by-Step Process

Step 1: Identify the Person

Gather basic identification information.

Ask the user:

• Who do you need to research?
• What is their current role/company?
• What is the context of your meeting?
• What do you hope to achieve from this meeting?
• Any specific topics you need to discuss?

Output Variable: person_info

Step 2: Research Professional Background

Search for their professional history and achievements.

Use web_search to find:

• LinkedIn profile information
• Current role and responsibilities
• Previous positions and career path
• Education and credentials
• Published articles or interviews
• Speaking engagements or podcasts
• Awards and recognition

Output Variable: professional_background Context Used: person_info

Step 3: Find Recent Activity

Discover what they have been working on lately.

Search for:

• Recent news mentions
• Social media posts
• Company announcements
• Conference appearances
• Blog posts or publications
• Press releases

Output Variable: recent_activity Context Used: person_info

Step 4: Identify Connection Points

Find common ground and conversation starters.

Look for:

• Shared connections or experiences
• Common interests or hobbies
• Similar career paths or challenges
• Mutual acquaintances
• Shared alma maters or locations
• Topics they are passionate about

Output Variable: connection_points Context Used: professional_background, recent_activity

Step 5: Create Meeting Brief

Compile a concise preparation document.

Include:

1. Quick Bio: 2-3 sentence summary
2. Key Facts: Role, company, tenure
3. Career Highlights: Notable achievements
4. Recent Focus: What they are working on
5. Talking Points: 3-5 conversation starters
6. Questions to Ask: Thoughtful questions based on research
7. Things to Avoid: Any sensitive topics
8. Your Pitch: How to frame your value for them

Save using basile_create_document.

Output Variable: meeting_brief