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aydamdonelly
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discovery-prep

Gather CRM, research, and pricing data into a structured discovery-prep sheet.

Updated Mar 9, 2026
Search Tags:#lead qualification#client engagement#crm integration#roi calculation#discovery call#sales preparation
One-click install
npx skills add https://github.com/aydamdonelly/ak-automation --skill discovery-prep
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: discovery-prep
Source: https://github.com/aydamdonelly/ak-automation/tree/main/.claude/skills/discovery-prep
Command: npx skills add https://github.com/aydamdonelly/ak-automation --skill discovery-prep

SYSTEM DOCUMENTATION & REQUIREMENTS

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

What problem does it solve?

This Skill streamlines the preparation process for client discovery calls, ensuring all necessary information is gathered and organized for effective client engagement.

Core Features & Use Cases

  • CRM Integration: Pulls existing lead data from crm/leads.md.
  • Research Aggregation: Consolidates information from research files and pricing documents.
  • Call Strategy: Helps formulate key questions and anticipate objections.
  • Use Case: Before a sales call with a new prospect, use this Skill to quickly gather background information, understand their potential needs, and prepare a tailored set of questions and talking points.

Quick Start

Use the discovery-prep skill to prepare for a call with "Acme Corp".

Frequently Asked Questions about discovery-prep

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I prepare for a client discovery call using CRM data and pricing documentation?▼

Prepare for a discovery call by automatically synthesizing existing CRM lead data, research files, and pricing documentation into a structured prep sheet. This process formulates key questions, anticipates objections, and generates tailored ROI calculations.

What is the best way to structure lead qualification and objection handling before a sales meeting?▼

Structure lead qualification by creating a comprehensive discovery-prep sheet that includes company profiles, strategic hypotheses, call questions, and objection handling tactics. This ensures all client engagement points are pre-planned and organized.

Can I use markdown files for CRM integration to pull lead data into my sales preparation workflow?▼

Yes, the Skill supports CRM integration by pulling existing lead data directly from markdown files like crm/leads.md. It reads these files to extract background information and consolidate it with other research documents.

How do I calculate ROI and generate demo ideas for a prospect discovery call?▼

Calculate ROI and generate demo ideas by utilizing sequential thinking tools and web searching during your preparation. These tools analyze gathered company data to formulate relevant demonstration concepts and financial returns.

Do I need to manually gather research files to formulate my call strategy and hypotheses?▼

No, you do not need to manually gather research files. The Skill aggregates information from your existing research files and pricing documents automatically to help formulate strategic hypotheses and key talking points.

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