Let’s take a look. (This attached full report has transcripts and collateral, as well as more detailed explanations.)
Below is a sample test case of AI being used to prepare for a client meeting, where the presenter will be explaining how their strategy can lift a 2-5% growth rate can be stabilized to a consistent 6% year-over-year growth rate.
I created a sample shareholder report for an HVAC franchise network in southern Delaware.
And then I prompted ChatGPT5 (without any other enhancements, memory turned off) to produce talking points for my client.
I took two approaches:
- Providing minimal additional detail about what I needed – just the talking points, please: “Hi – I am doing a client meeting later today, and I need to tell them how our strategy is going to get them to a 5% yoy growth rate. Look at the file and make talking points for me.”
- Providing additional detail, including concerns, sentiment, and a more human interactive style: “I’m really frustrated. I’m trying to prepare for a high-stakes meeting later today, and I can’t find any useful information on the potential impact of our strategy for our client. I need to be able to put their minds at ease and foster confidence in us and our approach. This is so important, and I’m not sure what I’m missing. I need you to walk me through all the considerations I may have missed in the attached document, and help me see where I can be more specific, more action-oriented, and more attuned to the company’s goals of increasing their revenue 5%, year over year.
The Results?
The winner had more context, detail and nuance.
“Without context/detail” = solid fact pack (high information content but lower persuasive power).
“With context/detail” = strong consulting-style narrative (fewer raw facts, but higher leverage, confidence-building, and direct applicability).
For a high-stakes meeting, the user should lean heavily on the with context/detail style. It creates a storyline and connects every data point to client confidence and their 5% goal.
The “without context” version can be kept as a backup cheat sheet for numbers, in case they’re needed on the spot.