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Prepare for a sales call with account context, attendee research, and suggested agenda. Works standalone with user input and web research, supercharged when you connect your CRM, email, chat, or transcripts. Trigger with "prep me for my call with [company]", "I'm meeting with [company] prep me", "call prep [company]", or "get me ready for [meeting]".
Research a company or person and get actionable sales intel. Works standalone with web search, supercharged when you connect enrichment tools or your CRM. Trigger with "research [company]", "look up [person]", "intel on [prospect]", "who is [name] at [company]", or "tell me about [company]".
Answer data questions -- from quick lookups to full analyses. Use when looking up a single metric, investigating what's driving a trend or drop, comparing segments over time, or preparing a formal data report for stakeholders.
Create or evaluate an architecture decision record (ADR). Use when choosing between technologies (e.g., Kafka vs SQS), documenting a design decision with trade-offs and consequences, reviewing a system design proposal, or designing a new component from requirements and constraints.
Support SOX 404 compliance with control testing methodology, sample selection, and documentation standards. Use when generating testing workpapers, selecting audit samples, classifying control deficiencies, or preparing for internal or external audits.
Review content against your brand voice, style guide, and messaging pillars, flagging deviations by severity with specific before/after fixes. Use when checking a draft before it ships, when auditing copy for voice consistency and terminology, or when screening for unsubstantiated claims, missing disclaimers, and other legal flags.
Generate contextual briefings for legal work — daily summary, topic research, or incident response. Use when starting your day and need a scan of legal-relevant items across email, calendar, and contracts, when researching a specific legal question across internal sources, or when a developing situation (data breach, litigation threat, regulatory inquiry) needs rapid context.
| name | call-prep |
| description | Prepare for a sales call with account context, attendee research, and suggested agenda. Works standalone with user input and web research, supercharged when you connect your CRM, email, chat, or transcripts. Trigger with "prep me for my call with [company]", "I'm meeting with [company] prep me", "call prep [company]", or "get me ready for [meeting]". |
| allowed-tools | Read, Glob, Grep |
Get fully prepared for any sales call in minutes. This skill works with whatever context you provide, and gets significantly better when you connect your sales tools.
┌─────────────────────────────────────────────────────────────────┐
│ CALL PREP │
├─────────────────────────────────────────────────────────────────┤
│ ALWAYS (works standalone) │
│ ✓ You tell me: company, meeting type, attendees │
│ ✓ Web search: recent news, funding, leadership changes │
│ ✓ Company research: what they do, size, industry │
│ ✓ Output: prep brief with agenda and questions │
├─────────────────────────────────────────────────────────────────┤
│ SUPERCHARGED (when you connect your tools) │
│ + CRM: account history, contacts, opportunities, activities │
│ + Email: recent threads, open questions, commitments │
│ + Chat: internal discussions, colleague insights │
│ + Transcripts: prior call recordings, key moments │
│ + Calendar: auto-find meeting, pull attendees │
└─────────────────────────────────────────────────────────────────┘
When you run this skill, I'll ask for what I need:
Required:
Helpful if you have it:
If you've connected your CRM, email, or other tools, I'll pull context automatically and skip the questions.
Connect your tools to supercharge this skill:
| Connector | What It Adds |
|---|---|
| CRM | Account details, contact history, open deals, recent activities |
| Recent threads with the company, open questions, attachments shared | |
| Chat | Internal chat discussions (e.g. Slack) about the account, colleague insights |
| Transcripts | Prior call recordings, topics covered, competitor mentions |
| Calendar | Auto-find the meeting, pull attendees and description |
No connectors? No problem. Just tell me about the meeting and paste any context you have. I'll research the rest.
# Call Prep: [Company Name]
**Meeting:** [Type] — [Date/Time if known]
**Attendees:** [Names with titles]
**Your Goal:** [What you want to accomplish]
---
## Account Snapshot
| Field | Value |
|-------|-------|
| **Company** | [Name] |
| **Industry** | [Industry] |
| **Size** | [Employees / Revenue if known] |
| **Status** | [New prospect / Active opportunity / Customer] |
| **Last Touch** | [Date and summary] |
---
## Who You're Meeting
### [Name] — [Title]
- **Background:** [Career history, education if found]
- **LinkedIn:** [URL]
- **Role in Deal:** [Decision maker / Champion / Evaluator / etc.]
- **Last Interaction:** [Summary if known]
- **Talking Point:** [Something personal/professional to reference]
[Repeat for each attendee]
---
## Context & History
**What's happened so far:**
- [Key point from prior interactions]
- [Open commitments or action items]
- [Any concerns or objections raised]
**Recent news about [Company]:**
- [News item 1 — why it matters]
- [News item 2 — why it matters]
---
## Suggested Agenda
1. **Open** — [Reference last conversation or trigger event]
2. **[Topic 1]** — [Discovery question or value discussion]
3. **[Topic 2]** — [Address known concern or explore priority]
4. **[Topic 3]** — [Demo section / Proposal review / etc.]
5. **Next Steps** — [Propose clear follow-up with timeline]
---
## Discovery Questions
Ask these to fill gaps in your understanding:
1. [Question about their current situation]
2. [Question about pain points or priorities]
3. [Question about decision process and timeline]
4. [Question about success criteria]
5. [Question about other stakeholders]
---
## Potential Objections
| Objection | Suggested Response |
|-----------|-------------------|
| [Likely objection based on context] | [How to address it] |
| [Common objection for this stage] | [How to address it] |
---
## Internal Notes
[Any internal chat context (e.g. Slack), colleague insights, or competitive intel]
---
## After the Call
Run **call-follow-up** to:
- Extract action items
- Update your CRM
- Draft follow-up email
If connectors available:
1. Calendar → Find upcoming meeting matching company name
- Pull: title, time, attendees, description, attachments
2. CRM → Query account
- Pull: account details, all contacts, open opportunities
- Pull: last 10 activities, any account notes
3. Email → Search recent threads
- Query: emails with company domain (last 30 days)
- Extract: key topics, open questions, commitments
4. Chat → Search internal discussions
- Query: company name mentions (last 30 days)
- Extract: colleague insights, competitive intel
5. Transcripts → Find prior calls
- Pull: call recordings with this account
- Extract: key moments, objections raised, topics covered
If no connectors:
1. Ask user:
- "What company are you meeting with?"
- "What type of meeting is this?"
- "Who's attending? (names and titles if you know)"
- "Any context you want me to know? (paste notes, emails, etc.)"
2. Accept whatever they provide and work with it
Always run (web search):
1. "[Company] news" — last 30 days
2. "[Company] funding" — recent announcements
3. "[Company] leadership" — executive changes
4. "[Company] + [industry] trends" — relevant context
5. Attendee LinkedIn profiles — background research
1. Combine all sources into unified context
2. Identify gaps in understanding → generate discovery questions
3. Anticipate objections based on stage and history
4. Create suggested agenda tailored to meeting type
5. Output formatted prep brief