call-prep

Pre-call brief for an upcoming meeting - attendees, account history, prior call context from transcripts, open opportunity status, and suggested discovery questions. Use when the user asks "prep me for [meeting/company]", "call prep [company]", "I'm meeting with [company], prep me", "get me ready for [meeting]", or "what do I need to know before my [time] call".

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Repository: anthropics/knowledge-work-plugins
Last source activity: October 21, 2026 at 22:32
Detected SKILL.md language: English
Stars: 35,508
Forks: 3,928

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Copy this prompt into the AI assistant you're using.

Follow https://skillsmp.com/skill-install/prompt.md to install only the Agent Skill at https://github.com/anthropics/knowledge-work-plugins/tree/main/sales/skills/call-prep.

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npx skills add https://github.com/anthropics/knowledge-work-plugins --skill call-prep

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SKILL.md

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name	call-prep
description	Pre-call brief for an upcoming meeting - attendees, account history, prior call context from transcripts, open opportunity status, and suggested discovery questions. Use when the user asks "prep me for [meeting/company]", "call prep [company]", "I'm meeting with [company], prep me", "get me ready for [meeting]", or "what do I need to know before my [time] call".

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account-context

360-degree view of an account - CRM data, recent email threads, docs, transcripts, and internal chat chatter, synthesized into one brief. Use when the user asks "tell me about [account]" (an existing customer; for a prospect, account-research), "account context for [name]", "what's going on with [account]", or "catch me up on [account]".

2026-10-21

account-plan

Build or refresh a strategic account plan - current state, goals, stakeholder coverage, opportunity map, risks, and the action plan - written to a doc and key fields synced to the CRM. Use when the user says "build an account plan for [account]", "update the [account] plan", "account planning for [account]", or before a planning cycle / QBR.

2026-10-21

account-research

Research a target company and optionally a specific contact - company overview, recent news, likely priorities, and fit against your ICP. Cross-references existing CRM records. Use when the user asks to "research [company]", "look into [company]", "prospect research on [company]", "look up [person]", "intel on [prospect]", "who is [person] at [company]", or "tell me about [company]" when the company is a prospect rather than an existing account.

2026-10-21

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call-prep

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