Call Planner

Generate behavior-focused customer call plans using The Mom Test methodology.

14|2|Updated Feb 27, 2026
One-click install
npx skills add https://github.com/rchandnaWUSTL/pm-digital-twin --skill call-planner
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: Call Planner
Source: https://github.com/rchandnaWUSTL/pm-digital-twin/tree/main/skills/call-planner
Command: npx skills add https://github.com/rchandnaWUSTL/pm-digital-twin --skill call-planner

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes scripts (resource) and references (resource) components.

What problem does it solve?

This Skill helps product managers prepare for customer calls by generating context-aware, behavior-focused questions rooted in "The Mom Test" methodology, ensuring they gather actionable insights rather than opinions.

Core Features & Use Cases

  • Contextual Question Generation: Creates tailored questions based on customer profiles, past interactions, or general topics.
  • Mom Test Methodology: Ensures questions elicit real behavioral data, avoiding hypotheticals and opinions.
  • Use Case: Before a call with a key prospect, you can ask the skill to "Prep a call plan for my meeting with a large FSI prospect evaluating container security," and receive a structured list of questions designed to uncover their specific needs and pain points.

Quick Start

Generate a call plan for your upcoming meeting with Customer_1.

Frequently Asked Questions about Call Planner

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I prepare customer call questions using the Mom Test methodology?

To prepare Mom Test questions for customer calls, generate behavior-focused questions that uncover real past actions instead of opinions. This approach structures your call plan around specific workflow, decision, and pain point contexts to gather actionable product insights.

What is the best way to generate a sales enablement call plan for a specific prospect?

Generating a sales enablement call plan involves creating tailored, context-aware questions by invoking the planner with the prospect's profile or meeting context. This structures your discovery process to identify specific competitive gaps and timeline pressures.

How do customer research questions avoid hypotheticals and focus on actual behavior?

Customer research questions avoid hypotheticals by applying the Mom Test methodology, which focuses on extracting real past behaviors and specific examples. This ensures you collect actionable data regarding actual user effort and decisions rather than speculative opinions.

Can I generate a product management call plan based on a specific meeting topic?

Yes, you can generate a product management call plan by invoking the tool with a specific meeting topic. It enriches the questions by traversing related product context files to identify specific knowledge gaps in workflow and competitive areas.

Does customer call planning work without adding specific prospect context?

Customer call planning can operate using general topics or meeting contexts if specific prospect context is unavailable. It relies on graph traversal of related product context files to formulate relevant questions targeting decision and pain areas.

What types of knowledge gaps should a customer call plan target?

A customer call plan should target knowledge gaps in workflow, decision, pain, effort, timeline, and competitive areas. Identifying these specific gaps ensures the generated questions extract the most relevant behavioral data for product management.