Call Prep
Produce a sales-call prep brief with account context, attendee research, suggested agenda, and discovery questions before customer or prospect meetings.
Overview
Call Prep is an agent skill for the Grow phase that builds sales-meeting briefs from your inputs and web research, enriched by CRM or email when connected.
Install
npx skills add https://github.com/anthropics/knowledge-work-plugins --skill call-prepWhat is this skill?
- Works standalone with user-provided company, meeting type, and attendees plus web research for news, funding, and leader
- Outputs a prep brief with suggested agenda and questions every time
- Supercharged path when CRM, email, chat, or transcripts are connected for history, threads, and prior commitments
- Explicit triggers: "prep me for my call with [company]", "call prep [company]", "get me ready for [meeting]"
- Two-tier model: always-on baseline research layered with optional sales-tool context
- 2-tier prep model: standalone plus optional CRM/email/chat/transcript layers
Adoption & trust: 1.6k installs on skills.sh; 19.6k GitHub stars; 2/3 security scanners passed (skills.sh audits).
What problem does it solve?
You are minutes from a sales call and lack a single brief that merges account facts, attendee context, and a sensible agenda.
Who is it for?
Solo builders and small sales teams who run their own calls and want fast, repeatable prep with optional CRM supercharging.
Skip if: Fully automated outbound sequences, legal negotiation prep, or teams that already have mandatory CRM brief templates and no agent workflow.
When should I use this skill?
"prep me for my call with [company]", "I'm meeting with [company] prep me", "call prep [company]", or "get me ready for [meeting]".
What do I get? / Deliverables
You get a ready-to-use call prep document with research highlights, suggested agenda, and targeted questions—deeper when sales tools are linked.
- Sales call prep brief
- Suggested agenda and discovery questions
Recommended Skills
Journey fit
Grow/Lifecycle is where recurring sales conversations, expansion, and retention calls happen—prep directly supports pipeline motion after initial launch. Lifecycle subphase covers ongoing customer and prospect touchpoints; call prep standardizes what you bring into each conversation.
How it compares
Use instead of manual LinkedIn-and-Google tab stacks when you want one agent-generated brief per meeting.
Common Questions / FAQ
Who is call-prep for?
Founders selling their own product, AE-style solo sellers, and agents wired into knowledge-work sales plugins.
When should I use call-prep?
In Grow/Lifecycle before discovery, demo, renewal, or expansion calls; optionally at Launch when doing early design-partner conversations that need structured research.
Is call-prep safe to install?
Review the Security Audits panel on this page; connecting CRM or email increases data exposure—confirm scopes and never paste secrets into prompts.
SKILL.md
READMESKILL.md - Call Prep
# Call Prep 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. ## How It Works ``` ┌─────────────────────────────────────────────────────────────────┐ │ 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 │ └─────────────────────────────────────────────────────────────────┘ ``` --- ## Getting Started When you run this skill, I'll ask for what I need: **Required:** - Company or contact name - Meeting type (discovery, demo, negotiation, check-in, etc.) **Helpful if you have it:** - Who's attending (names and titles) - Any context you want me to know (paste prior notes, emails, etc.) If you've connected your CRM, email, or other tools, I'll pull context automatically and skip the questions. --- ## Connectors (Optional) Connect your tools to supercharge this skill: | Connector | What It Adds | |-----------|--------------| | **CRM** | Account details, contact history, open deals, recent activities | | **Email** | 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. --- ## Output Format ```markdown # 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]**