call-prep

Prepare sales professionals for meetings with structured briefings and discovery questions

5 stars

byvamseeachanta

View on GitHub Installation ↓

Best use case

call-prep is best used when you need a repeatable AI agent workflow instead of a one-off prompt.

Prepare sales professionals for meetings with structured briefings and discovery questions

Teams using call-prep should expect a more consistent output, faster repeated execution, less prompt rewriting.

When to use this skill

You want a reusable workflow that can be run more than once with consistent structure.

When not to use this skill

You only need a quick one-off answer and do not need a reusable workflow.
You cannot install or maintain the underlying files, dependencies, or repository context.

Installation

Claude Code / Cursor / Codex

$curl -o ~/.claude/skills/call-prep/SKILL.md --create-dirs "https://raw.githubusercontent.com/vamseeachanta/workspace-hub/main/.agents/skills/business/sales/call-prep/SKILL.md"

Manual Installation

Download SKILL.md from GitHub
Place it in .claude/skills/call-prep/SKILL.md inside your project
Restart your AI agent — it will auto-discover the skill

How call-prep Compares

Feature / Agent	call-prep	Standard Approach
Platform Support	Not specified	Limited / Varies
Context Awareness	High	Baseline
Installation Complexity	Unknown	N/A

Frequently Asked Questions

What does this skill do?

Prepare sales professionals for meetings with structured briefings and discovery questions

Where can I find the source code?

You can find the source code on GitHub using the link provided at the top of the page.

SKILL.md Source

# Call Prep Skill Overview

The **call-prep** skill prepares sales professionals for meetings by combining user-provided context with web research and optional CRM/email/chat/calendar integrations.

## Core Functionality

**Standalone mode** requires only the company name and meeting type. The skill then:
- Conducts web searches for recent news and leadership changes
- Researches company background and industry context
- Generates a structured prep brief with discovery questions

**Enhanced mode** activates when users connect tools like CRM systems or email platforms, automatically pulling account history, contact details, and prior interactions.

## Output Structure

The skill produces a formatted brief including:
- Account snapshot with company details
- Attendee profiles with background information
- Contextual history and recent company news
- A suggested meeting agenda tailored to the call type
- Discovery questions to guide conversation
- Anticipated objections with response strategies

## Key Features

The skill adapts to different meeting scenarios -- discovery calls emphasize information gathering, demos focus on tailored feature presentation, and negotiations center on objection handling. More context equals better prep, so sharing prior emails, notes, and attendee details enhances accuracy.

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