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call-prep

Aggregate account context, attendee insights, and meeting plans into a sales call prep brief.

704|58|Updated Mar 20, 2026
Search Tags:#research#context#crm#meeting#agenda#prep#sales-call
One-click install
npx skills add https://github.com/openyak/desktop --skill call-prep-openyak
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: call-prep
Source: https://github.com/openyak/desktop/tree/main/backend/app/data/plugins/sales/skills/call-prep
Command: npx skills add https://github.com/openyak/desktop --skill call-prep-openyak

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Prepare for sales calls by quickly assembling relevant account context, attendee research, and a structured meeting agenda, reducing prep time and increasing win rates.

Core Features & Use Cases

  • Auto-assemble account context, attendee research, and meeting goals from input or connected tools
  • Generate a tailored prep brief with suggested questions, agenda, and talking points
  • Supercharge prep when connectors (CRM, Email, Chat, Transcripts, Calendar) are available

Quick Start

Prepare a complete call prep briefing for the specified company using available context and connectors, including account snapshot, attendee notes, and a tailored agenda.

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 history and attendee context?▼

Sales call prep aggregates account context, attendee insights, and meeting agendas from user input and connected CRM tools. It pulls CRM history, emails, and calendar data to generate a tailored briefing with attendee notes and talking points.

What's the best way to build a meeting agenda for a sales call?▼

Building a meeting agenda involves assembling account context and meeting goals into a structured prep brief. The system generates suggested questions, talking points, and next-step suggestions ready for immediate use in your briefing.

Can I generate a sales prep brief without connecting my CRM or email?▼

You can generate a sales prep brief without connectors by relying on user-provided context and web research. The system assembles a robust agenda and question list from manually inputted account details rather than pulling from connected tools.

What context does a call prep briefing include for sales meetings?▼

A call prep briefing includes an account snapshot, attendee notes, tailored agendas, and suggested questions. It leverages chat discussions, transcripts, and calendar data when available to enrich the meeting context and next-step suggestions.

Does sales call prep work with chat transcripts and calendar data?▼

Sales call prep works with chat discussions, transcripts, and calendar data when connectors are available. It pulls these data sources to enrich the prep brief, delivering attendee notes and talking points for the upcoming meeting.

How do I research attendees before a sales meeting?▼

Researching attendees for a sales meeting involves aggregating attendee insights from emails, chat discussions, and CRM history. The system compiles these insights into attendee notes within a structured prep briefing.

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