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Prepare for a sales call — account context, attendee research, suggested agenda; richer with CRM, email, chat or transcripts connected. Trigger with "prep me for my call with [company]", "call prep [company]", "get me ready for [meeting]".
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Baseado na classificação ocupacional SOC
Research a company or person for sales intel — web search standalone, richer with enrichment tools or CRM connected. Trigger with "research [company]", "look up [person]", "intel on [prospect]", "who is [name] at [company]".
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| name | call-prep |
| description | Prepare for a sales call — account context, attendee research, suggested agenda; richer with CRM, email, chat or transcripts connected. Trigger with "prep me for my call with [company]", "call prep [company]", "get me ready for [meeting]". |
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