Conference meeting cards

Template placeholders

Replace every {{...}} before enabling. See the setup checklist reference for the full setup list.

• {{CARD_OWNER}} - The person the cards are written for (usually the seller walking the floor)
• {{CRM}} - Your CRM (e.g. HubSpot, Attio, Salesforce) and the field names for deal amount, stage, next step, and close date
• {{STAGE_LABELS}} - Your CRM stage identifiers mapped to the human labels that should print on a card
• {{MEETING_NOTES_TOOL}} - Your meeting-notes or call-recording tool (e.g. Circleback, Gong, Fireflies), used as the next-step fallback
• {{NEXT_STEP_LOOKBACK_DAYS}} - How far back to search meeting notes for a next step when the CRM field is empty (default: 60)
• {{FULL_BRIEF_SKILL}} - Your full pre-call meeting-prep skill. This skill is the walking-floor card, not that brief.
• {{DESIGN_TOKENS}} - Your brand colors and type, if you have a design reference the template should follow
• {{OUTPUT_FOLDER}} - Where day files are saved (default: events/{event-slug}/meeting-cards/{YYYY-MM-DD}.html)
• {{MAX_BULLETS}} - Deal-context bullets per card (default: 6, optional 7th for a real key risk)
• {{BULLET_CHAR_CAP}} - Characters per bullet (default: 150)
• {{EVENT_TEAM}} - Who receives the share link by DM for this event (a per-event list, asked for if not given)