By the end you'll be ready for the first call with a meeting planner: you'll know what an AI finds when they look you up, the one thing worth fixing or filling in, your line for today, three questions to open the call, and a follow-up email the planner can forward to their boss.
This morning's post started from one idea: the person booking your next keynote may have already asked an AI assistant about you before your first call. So we suggested an order for that call. Have two lines written down before you dial, talk about the people in the room first, and save a single fix for the end, if the AI got something wrong.
This is the hands-on part. Five prompts: two you run once in a while, one to write your line, and two for every call, one before and one after.
It's built for speakers, but it works for anyone who sells on a first call: consultants, trainers, anyone running workshops for companies.
What you need before you start
- An AI assistant with web search turned on. Without it, prompt 1 has nothing to work with, and its first line asks the assistant to tell you so.
- Your website or professional profile URL, the one you'd send someone who wants to get to know you.
- How you describe what you do today, copied as-is from your site or profile.
- For prompts 4 and 5: the planner's email and your call notes, however rough.
- One conversation for prompts 1, 2 and 3, one after the other: prompt 2 checks your description against prompt 1's answer, and prompt 3 uses the description you pasted in prompt 2. That's how we tested them.
Part 1. What someone finds when they look you up
This part isn't for every call. Do it today and come back to it from time to time. What an assistant says about you doesn't stay the same.
Prompt 1 · What the planner sees
Before you start: if you can't search the web in this conversation, tell me and stop.
Search the web for [your full name], who speaks on [your topics, in a few words]. Also check my page: [your website or profile URL]. Act as if you're planning a company event and deciding whether to call me.
In ten lines or fewer, tell me: what I speak about, in what formats (keynote, workshop, panel), what kinds of audiences I've spoken to, and at which events. Next to each item, put the link you got it from.
If you can't confirm something with a source, write "not found" instead of guessing. If you find someone else with my name, say so in one line and keep their information separate.
Why it matters: it's the closest you'll get to reading what the planner read before they emailed you. If almost everything comes back "not found," the prompt didn't fail. That's what this assistant finds when it looks you up today. Another assistant, or another day, may turn up more, but if nothing shows up here, don't count on the planner having seen it.
Prompt 2 · The one thing to fix or fill in
Here's how I describe what I do today: [paste your current description].
Compare it with your summary and pick just one thing:
- If you found something that doesn't match, the one that would hurt most if a planner believed it, and which link it comes from.
- If almost everything came back "not found," the most important part of my description that isn't published anywhere. Don't use links that belong to other people with my name.
Give me one sentence, 20 words max, that I could say out loud to correct it or fill it in.
Why it matters: that answer is your first line. If the wrong information comes from a page that isn't yours, asking AI where it got the number shows how to trace it back.
Prompt 3 · Your line for today
Based on that description, write three versions of a single sentence that says what I speak on today and who it helps. Each one 20 words max, no adjectives like "inspiring" or "transformational," and easy to repeat from memory. Tell me which one lands best when someone who doesn't know me says it.
Why it matters: this is your second line. It's also what the planner will say about you when someone on their side asks why they went with you. That's why the prompt ends by asking which version works best coming from someone else. One catch: it's built from your own description, so it's still you talking about you. The line that carries the most weight is one a client already said to you. Use this version for this week's call, and replace it once you've found the client's. The post on why your customers buy shows where to look.
Part 2. On every call
Prompt 4 · Questions about the room (before the call)
Here's what I know about this event: [paste the planner's email, the event page, or whatever you've been told].
Write me three questions to open the call, all about the people who'll be in the room: who they are, what they've been through this year, and what the planner wants them to walk away with. They shouldn't be answerable from what I pasted, and none should be about me or about what the planner wants to hear from me. Order them from easiest to answer to deepest.
Why it matters: it's this morning's room question, fitted to this event. The prompt asks for what the email leaves out, but check anyway that no question repeats something the email already says. In one of our Spanish tests, the first question partly repeated that the audience was owners and managers.
Prompt 5 · An email the planner can forward (after the call)
Before you paste your notes, delete anything you were told in confidence. The prompt tells the tool to keep it out of the email, and in our test it did, but what you don't paste doesn't need filtering. It's the rule from our resource on what you've already pasted into AI: the structure goes in, the name doesn't.
Here are my notes from the call: [paste your notes, however rough].
Write a short follow-up email to the planner. Open with what they told me about their people, using their exact words wherever my notes have them. Then, in one line, what I speak on today: [your line for today]. End with the specific proposal we discussed: [format, length and date, if we have them].
Write it so they can forward it to their boss without changing a word: leave out any concern or comment they shared with me in confidence. Sign it [your name]. 150 words max. Don't invent anything that isn't in my notes: if something's missing, leave it in brackets.
Why it matters: sooner or later, whoever signs off on the event asks the planner "why this speaker?" An email that opens with their audience, in their own words, is an answer they can forward as is.
An example, with a made-up speaker
We ran all five prompts in Claude with web search on October 14, 2026, using a made-up speaker: "Lorena," a customer service trainer for hotels. The planner, the event and the notes were made up too. The answers below are the tool's own, from the run with the exact English wording on this page.
Prompt 1. Since Lorena doesn't exist, everything came back "not found." The tool made nothing up. It said her page "loaded with no readable text, so I took nothing from it," and kept three similar names separate in a single line.
Prompt 2. It went with the second option: "The most important part of your description that isn't published anywhere I could find: that you run in-person workshops for hotel teams, in Spanish and English."
Prompt 4. We gave it a planner's email asking for a 45-minute talk for about 180 hotel managers and owners. The first question asked how the 180 split between people who still deal with guests face to face every day and people who don't, and how many work in both Spanish and English. The other two, word for word:
- What has changed for their teams this year, with staff or with guest complaints, that they bring up most?
- What would you like every manager to be able to do at their hotel the Monday after that they can't do today?
Prompt 5. The notes included one exact quote from the planner and one comment shared in confidence. The email used the quote word for word, kept the confidential comment out, came in at 103 words, and had a single bracket, for the next step. It also added a subject line nobody asked for.
Where it breaks
Search engines don't see everyone. When we tested it on a real person with a small online footprint, none of the searches turned up anything about them. The only facts the tool found came from opening the page we gave it. That's why prompt 1 asks for your URL. Without it, you can come back "not found" even with a website.
It only skims your page. In our test it opened the home page and the about page, not the blog or anything else. If your speaking topics live on another page, put that URL in prompt 1.
When nothing is published, the sentence from prompt 2 reads a lot like your own description. The useful part in that case is the paragraph above it, the one that says what's missing.
We never saw prompt 2's first option in action. In our tests, nothing published ever contradicted the description, so the tool always took the second one. If it flags something wrong, open the link it gives you before you believe it.
Prompt 5 can add brackets nobody asked for. In our English test it left one for a next step the notes never mentioned. In one of our Spanish tests it added one for a fee that never came up on the call. Before you hit send, delete any bracket for something you didn't discuss.
Part 1 doesn't work without web search. Prompt 1's first line asks the tool to say so, but we didn't test that case. If the answer has no links at all, don't trust it.
We tested in one tool only. We ran the prompts in Claude, from a workspace with web search and page reading turned on, in Spanish and, separately, with the exact English wording on this page. We haven't run them in ChatGPT or Gemini, or in the everyday chat app, so we can't promise it will open your page there.
Keep reading
- The event planner already asked AI about you before calling - this morning's post, with the call order
- Before AI makes your ad, ask your customer why they bought - the line a client already gave you
- If AI gets your price wrong, ask it where it got the number - how to find where a wrong fact came from
