call-prep

Generate sales meeting briefs with account research, attendee profiles, and agendas.

Updated Mar 13, 2026
One-click install
npx skills add https://github.com/hiroshi75/agentlattice --skill call-prep-hiroshi75
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: call-prep
Source: https://github.com/hiroshi75/agentlattice/tree/main/templates/skills/sales/call-prep
Command: npx skills add https://github.com/hiroshi75/agentlattice --skill call-prep-hiroshi75

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes references (resource) components.

What problem does it solve?

This Skill streamlines the process of preparing for sales meetings by consolidating essential information about the company, attendees, and recent activities.

Core Features & Use Cases

  • Account Research: Gathers company overview, deal stage, and key metrics.
  • Attendee Profiling: Provides background, LinkedIn profiles, and talking points for each attendee.
  • Meeting-Specific Agendas: Generates tailored agendas for different meeting types (Discovery, Demo, Negotiation, Check-in).
  • Use Case: Before a crucial demo with a new prospect, use this Skill to quickly get a summary of their company, the key people you'll be speaking with, and a suggested agenda to ensure a productive conversation.

Quick Start

Prep me for my call with Acme Corp.

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 meeting with a target company?

To prepare for a sales meeting, you can generate a brief by providing a company name. The tool researches the target company and key personnel to deliver account snapshots, attendee profiles, and suggested meeting agendas.

What information should I gather for sales prospecting and account research?

For sales prospecting, you need the target company name to gather a company overview, deal stage, key metrics, attendee backgrounds, LinkedIn profiles, and tailored talking points for your engagement.

Can I generate meeting-specific agendas for different sales call types?

Yes, you can generate meeting-specific agendas for Discovery, Demo, Negotiation, and Check-in calls. The tool creates tailored agendas based on the meeting type and researched account information.

Does sales meeting prep work with integrated CRM, email, and calendar tools?

Sales meeting prep works standalone with just a company name, but offers enhanced functionality when integrated with CRM, email, and calendar tools to consolidate recent activities and essential information.

How do I build attendee profiles for a prospect demo?

You build attendee profiles by inputting the target company name. The tool provides background information, LinkedIn profiles, and specific talking points for each person attending your prospect demo.

What is the best way to consolidate company overview and deal stage data before a call?

The best way to consolidate company overview and deal stage data is by generating a comprehensive preparation brief that gathers essential target company information, recent activities, and key metrics in minutes.