skills.rest
lohasle
lohasleCOMMUNITY
Explore all skills by this author →
WebsiteGitHub

call-prep

Synthesize account context, attendee research, and meeting agendas for sales calls.

Updated Feb 6, 2026
Search Tags:#sales#sales enablement#prospect research#call prep#crm integration#meeting agenda
One-click install
npx skills add https://github.com/lohasle/knowledge-work-plugins --skill call-prep-lohasle
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: call-prep
Source: https://github.com/lohasle/knowledge-work-plugins/tree/main/sales/skills/call-prep
Command: npx skills add https://github.com/lohasle/knowledge-work-plugins --skill call-prep-lohasle

SYSTEM DOCUMENTATION & REQUIREMENTS

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

What problem does it solve?

This Skill helps you get fully prepared for any sales call by gathering relevant account context, researching attendees, and suggesting an agenda, saving you valuable time and ensuring you're confident going into the meeting.

Core Features & Use Cases

  • Automated Research: Gathers recent news, funding information, and leadership changes for a company.
  • Attendee Profiling: Researches individual attendees' backgrounds and roles.
  • Agenda & Question Generation: Creates a tailored agenda and relevant discovery questions.
  • Use Case: Before a discovery call with a new prospect, use this skill to quickly get a summary of the company, key contacts, and a proposed agenda, allowing you to focus on strategic 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 prep for a sales call with a prospect?▼

To prep for a sales call, this Skill synthesizes account context, researches attendees, and suggests a meeting agenda. It gathers company news and attendee profiles, providing a comprehensive briefing to improve your call effectiveness in minutes.

Can I use CRM integration for prospect research before a meeting?▼

Yes, this prospect research tool uses CRM integration to pull account context. It also integrates with email, chat, and calendar tools to gather relevant attendee data and synthesize a comprehensive meeting briefing.

What is the best way to generate a discovery call agenda?▼

The best way to generate a discovery call agenda is using a tool that synthesizes account context and attendee research. This Skill automatically creates a tailored meeting agenda and relevant discovery questions based on gathered company news and profiles.

Does call prep work with calendar and email tools to find attendee backgrounds?▼

Yes, call prep works with calendar and email tools to identify and research individual attendees. It performs web searches for attendee profiles and leadership changes, then synthesizes this data into a comprehensive pre-call briefing.

What information do I need to set up sales enablement meeting prep?▼

For sales enablement meeting prep, you need a target company name to trigger automated research. The Skill then independently performs web searches for funding information, recent news, and attendee backgrounds to output a full meeting agenda.

Related Skills

Explore More Marketing & Sales Skills→
kevinlinkevinlin
14

call-prep

Compile account context, attendee research, and a suggested agenda into a sales prep brief.

Community
Intermediate
JlsilesJlsiles

prospect-research

Generate a structured pre-call intelligence brief for B2B sales prospects.

Community
Intermediate
ilove323ilove323

account-research

Research companies and individuals across public web sources and enrichment tools.

Community
Intermediate
OneWave-AIOneWave-AI
245

sales-call-prep-assistant

Generate markdown-formatted pre-call research briefs with tailored discovery questions.

Official
Intermediate