call-prep

Gather client background, attendees, and agenda recommendations for sales calls.

2|1|Updated Apr 3, 2026
One-click install
npx skills add https://github.com/GACLove/feishu-aily-skills --skill call-prep-gaclove
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: call-prep
Source: https://github.com/GACLove/feishu-aily-skills/tree/main/skills/call-prep
Command: npx skills add https://github.com/GACLove/feishu-aily-skills --skill call-prep-gaclove

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

这项技能帮助销售人员在准备电话时快速获取客户背景、确认与会者信息,并给出议程建议,减少前期准备时间。

Core Features & Use Cases

  • 独立使用:通过网络搜索快速获取客户背景、行业信息与潜在需求。
  • 集成场景:可在接入 CRM、邮件、聊天或会议记录后,提升背景信息与议程的完整性。
  • 适用场景:电话 discovery、产品演示/演讲、谈判等不同场景的会前准备。

Quick Start

Tell me the company name and meeting type, and I will generate a ready-to-use 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 client background and an agenda?

To prepare for a sales call, you need to gather client background, identify attendees, and outline an agenda. This skill automates that process by generating a prep brief with context and meeting recommendations.

Can I generate a meeting agenda without connecting my CRM?

Yes, you can generate a meeting agenda without a CRM. The skill operates standalone by using web search to find client background and industry information, while offering optional enrichment from CRM, email, or chat records.

What is the best way to research client background for a discovery call?

The best way to research client background for a discovery call is to automate the gathering of company information and attendee details. Providing the company name and meeting type generates a ready-to-use prep brief with relevant context.

Does this sales call prep tool work for negotiation and demo meetings?

Yes, this sales call prep tool works for negotiation and demo meetings. It applies tailored context gathering and agenda recommendations across discovery, demonstration, and negotiation scenarios to streamline preparation.

How do meeting transcripts improve sales call preparation?

Meeting transcripts improve sales call preparation by enriching the client background data. Integrating transcripts, emails, or chat logs allows the system to generate a more complete and accurate agenda with deeper contextual insights.