call-prep

Name: call-prep
Availability: InStock
Author: Codos

Gather internal context and external research to generate a call prep document.

14|2|Updated Feb 18, 2026

Search Tags:#research #sales #crm #calendar #agenda #call-prep #qualifying-questions

Ready to run

npx skills add https://github.com/opencodos/opencodos --skill call-prep-opencodos

💬 Prompt for ChatGPT / Claude Chat▼

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

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Prepare for a call by gathering internal context, external research, and generating a structured prep document to accelerate productive conversations.

Core Features & Use Cases

Internal context gathering: CRM search, message history, calendar checks, and inbox notes.
External research: LinkedIn, Twitter, company website, and recent news.
Prep document generation: a formatted document with call details, knowledge gaps, and a proposed agenda.
YC qualifying questions: mandatory questions to guide the call and qualify leads.

Quick Start

Ask the AI to generate a Call Prep document for a specific contact and company.

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 CRM context and external research?▼

To prepare for a sales call, this Skill automates gathering internal CRM data, inbox history, and external company research to generate a structured prep document with a defined agenda.

What is the best way to generate qualifying questions for an investor meeting?▼

The best way to generate qualifying questions is using the YC qualifying questions framework built into the call prep workflow, which structures your meeting agenda and helps assess lead credibility.

Can I use calendar and inbox notes to build a call agenda automatically?▼

Yes, you can build a call agenda automatically by searching calendar details and inbox notes alongside CRM data, combining internal context with external research to structure your meeting.

Does this call prep workflow require access to Vault data paths?▼

Yes, this call prep workflow requires access to Vault data paths including CRM, memory, and inbox to retrieve internal context and generate a formatted prep document with knowledge gaps.

What external sources are used when researching a company for a briefing?▼

External research for a briefing uses LinkedIn, Twitter, the company website, and recent news to gather credible context and fill knowledge gaps before generating the prep document.

Can I create a structured prep document for meetings outside of sales?▼

Yes, you can create a structured prep document for investor meetings or any briefing requiring credible context, external research sources, and a defined agenda with qualifying questions.