call-prep

Gathers company intel and generates prep briefs with agenda, attendee notes, and discovery questions for sales calls.

4|4|Updated Dec 15, 2024

Search Tags:#research #sales #crm #meeting #agenda #call-prep #prep

Ready to run

npx skills add https://github.com/adrianliechti/wingman-chat --skill call-prep-adrianliechti

💬 Prompt for ChatGPT / Claude Chat▼

Please help me install this Agent Skill.
Skill: call-prep
Source: https://github.com/adrianliechti/wingman-chat/tree/main/skills/sales/call-prep
Command: npx skills add https://github.com/adrianliechti/wingman-chat --skill call-prep-adrianliechti

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Prepare for a sales call with account context, attendee research, and suggested agenda. Works standalone with user input and web research, supercharged when you connect your CRM, email, chat, or transcripts. Trigger with "prep me for my call with [company]", "I'm meeting with [company] prep me", "call prep [company]", or "get me ready for [meeting]".

Core Features & Use Cases

Standalone operation: works without tools, and gets dramatically better when you connect your sales tools.
Connectors: optional CRM, Email, Chat, Transcripts, and Calendar to auto-fill context.
Output: tailored prep brief including agenda, attendee notes, and discovery questions.

Quick Start

Tell me the company, meeting type, and attendee details (names and titles if known), plus any context you want me to use, and I’ll generate your complete prep brief.

Frequently Asked Questions about call-prep

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

FAQPage Schema

How do I prepare for a sales call with company intel and an agenda?▼

To prepare for a sales call, you need account context, attendee research, and a suggested agenda. This Skill gathers company intel and delivers a prep brief with discovery questions to guide your meeting.

Can I generate a meeting prep brief without connecting my CRM?▼

Yes, you can generate a meeting prep brief in standalone mode using user input and web research. Connecting your CRM, email, chat, and transcripts is optional but enriches the context dramatically.

What context do I need to provide for sales call preparation?▼

For sales call preparation, provide the company name, meeting type, and attendee details like names and titles. Adding any specific context ensures the generated prep brief is tailored to your needs.

Does call prep work with my calendar and chat transcripts?▼

Yes, call prep works with calendar and chat transcripts. Connecting these tools auto-fills context to help generate a tailored prep brief including attendee notes and discovery questions.

What is included in a sales call prep brief?▼

A sales call prep brief includes a tailored agenda, attendee notes, and discovery questions. It synthesizes your connected CRM, email, and transcript data to guide the meeting.

How do I trigger sales meeting preparation automatically?▼

You can trigger sales meeting preparation by asking to prep for a call with a company or stating you are meeting with a company. The system then gathers context and outputs the prep brief.