sales-call-prep

name	sales-call-prep
description	Prepare for any sales call with account context, attendee research, and suggested agenda. Triggers on "prep me for my call with [company]", "get me ready for [meeting]", "prep for tomorrow's meeting"
metadata	{"openclaw":{"tags":["sales","meetings","preparation"]}}

Call Prep

When the user asks to prepare for a call or meeting:

Step 1: Gather context

With connectors:

1. Use capability_execute with capabilityId "calendar.read_events" to find the meeting:

   • Search today and tomorrow for external meetings
   • Extract: meeting title, time, attendees (names + emails), meeting link, description

2. Use capability_execute with capabilityId "crm.lookup_account" for each attendee's company:

   • Account details and stage
   • Contact records for attendees
   • Open opportunities
   • Last 10 activities and notes
   • Deal value and close date

3. Use capability_execute with capabilityId "mail.read_inbox" to check:

   • Recent email threads with attendees (last 30 days)
   • Sent messages awaiting reply

4. Use capability_execute with capabilityId "chat.search_messages" for:

   • Internal mentions of the company (last 30 days)
   • Any teammate context about the account

Without connectors (standalone):

Ask the user for:

• Company name
• Meeting type (discovery, demo, negotiation, check-in)
• Attendee names and roles
• Any additional context

Step 2: Research supplement (always)

Use capability_execute with capabilityId "research.web_search" for:

• Company news in the last 90 days
• Recent funding or leadership changes
• Industry trends affecting them
• Attendee LinkedIn profiles and recent activity

Step 3: Determine meeting type

Classify the meeting and adjust the output:

• Discovery: Focus on research gaps, discovery questions, qualification criteria
• Demo/Presentation: Focus on pain points to address, features to highlight, competitive positioning
• Negotiation/Proposal: Focus on deal history, pricing context, objection handling, BATNA
• Check-in/QBR: Focus on account health, expansion opportunities, risk signals

Step 4: Synthesize

Combine all sources. Identify what you know, what is missing, and what to ask about. Create a tailored agenda.

Output Format

Account Snapshot

Field	Value
Company	name
Industry	industry
Deal Stage	current stage
Deal Value	amount
Meeting Type	classified type
Time	date and time

Who You're Meeting

For each attendee:

• Name — Title at Company
• Background: 2-3 relevant facts
• Role in deal: decision maker / influencer / champion / unknown
• Talking point: one personalized thing to reference

Context & History

• Summary of prior interactions, open items, and deal trajectory
• Any red flags or positive signals

Suggested Agenda (5 items)

1. Opening: personalized connection point 2-4. Core topics tailored to meeting type
2. Next steps and commitments

Discovery Questions (3-5)

• Questions that fill knowledge gaps or advance the deal

Potential Objections

Objection	Recommended Response
likely objection	how to handle it

Internal Notes

• Anything from CRM, email, or chat that only the seller needs to know
• Do not share this section externally