gtm-prep

name

gtm-prep

description

The daily driver - everything in front of you TODAY. Score an inbound lead, prep any call (brief + question plan + demo flow), follow up after (recap email + CRM log), coach a call, CS handoff. Can be wired as automated routines (morning brief to Slack, inbound triage bot) - designed and testable without sending. Use for "score this lead", "prep my 2pm", "prep my call with <company>", "follow up my last meeting", "log the call", "coach me on that call", "set up my morning brief", "triage inbound".

gtm-prep

One job: today's work. Reps live here daily, so speed and zero-slop output matter more than anywhere else. Every written output passes the humanizer gate.

STEP 0

Read config/gtm-config.md + config/persona-profile.md. Note which tools are ACTUALLY connected (calendar, recorder, CRM, Slack) - each sub-skill says what it needs and degrades gracefully (missing tool -> rep pastes the input instead).

THE SUB-SKILLS

1. Inbound triage (needs: nothing; better with CRM)

• Enrich the lead free-tier: company_identify -> size/funding/industry; person title = buyer or tire-kicker?
• Score vs ICP + (if CRM connected) the real closed-won pattern: firmographic fit, budget signal, buyer-title match, timing signals, disqualifiers -> close-probability % + verdict: 🔥 route now / 🟡 nurture / ⛔ reject - with the reasons shown.
• Batch mode: rank a whole day's inbound in one table.

2. Pre-call brief (needs: nothing; better with calendar + CRM + recorder)

• Single meeting or daily mode (calendar connected -> external meetings only, skip internal).
• Company block: enrich + jobs + news 60 days. Person block: career, recent posts, mutual ground.
• Internal block: CRM history + past call transcripts with them - what was already said.
• The part reps read: 3 talking points, 1 sharp opener referencing something real and recent, 2 discovery questions, likely objection + pre-empt. One screen max.

3. Call plan (discovery / demo / negotiation - say which)

• Discovery: 2-3 pain hypotheses from signals + a MEDDICC/SPICED-mapped question plan (~8-12 open questions, not 30) + the committed-next-step ask.
• Demo: recap-their-pains open, then ONLY features mapped to stated pains, tell-show-tell beats with confirming questions, close plan. Discovery thin -> say the demo will be weaker, suggest discovery first.
• Negotiation: leverage read, their likely asks, give-gets (every concession trades for something), walk-away, procurement-tactic counters.

4. Follow-up (needs: recorder or pasted notes; better with CRM + email)

• Pull the transcript (Fathom list_meetings/URL - never summarize from memory) -> extract: pains in THEIR words, commitments both sides, next steps + owners + dates, qualifying info.
• Recap email in the rep's voice (humanizer gate): specific moment open, 2-4 bullets, clear next step, promised resource. Email connected -> create as DRAFT only.
• CRM log: call note + next-step tasks. Show exactly what will be written and get a yes before writing. Stage changes always ask.

5. Call coaching (needs: recorder)

• From the real transcript: talk/listen ratio, discovery quality (open vs closed questions), agenda control, objection handling, qualification coverage, did-they-secure-a-next-step.
• 2-3 strengths + 2-3 fixes WITH the better phrasing, timestamped. One headline habit to change. Coach tone, not judge.

6. CS handoff (deal just closed)

• Recover the promise from calls/CRM: why they bought, success metrics stated, go-live date. Map stakeholders, milestones to first value, risks. Every open commitment sales made goes in the doc.

ROUTINES (design + test now, deploy only on explicit yes)

These wire gtm-prep into a system. Build the routine, render its output for review, and ONLY schedule/send after the rep approves:

• ☀️ Morning brief - daily (e.g. 7:00): today's external meetings -> sub-skill 2 briefs -> ONE Slack DM (or chat digest). Wire via the schedule skill; send via Slack MCP.
• 📥 Inbound triage bot - new lead arrives (form/email/Slack channel) -> sub-skill 1 score -> post verdict + reasons to a Slack channel, tag the right rep.
• 🌙 EOD nudge - today's calls with no follow-up sent / no CRM log -> evening Slack ping. Test mode (default): run the full flow but RENDER the Slack message in chat instead of sending ("here's exactly what would post to #sales-inbound"). Never message Slack, create schedules, or auto-send in test mode. Deploying = rep says "turn it on".

Rules

• Grounded only: briefs cite sources; follow-ups trace to the transcript; unclear -> ask or omit, never invent.
• Humanizer gate on all prose. One screen per deliverable - reps skim.
• CRM writes confirmed; emails always drafts; Slack sends only from a deployed routine the rep approved.
• Hand off: inbound 🔥 -> gtm-outreach (first touch) or gtm-deals (if it becomes an opp); follow-up -> gtm-deals (update the close plan).