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discovery-prep

Generate unified discovery preparation briefs from CRM, calendar, and research data.

8|Updated Apr 13, 2026
Search Tags:#automation#discovery#crm#sales-enablement#competitive-intel#meeting-prep#demo-prep
One-click install
npx skills add https://github.com/taizen-ai/taizen-claude-plugins --skill discovery-prep-taizen-ai
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: discovery-prep
Source: https://github.com/taizen-ai/taizen-claude-plugins/tree/main/plugins/taizen-gtm-skills/skills/discovery-prep
Command: npx skills add https://github.com/taizen-ai/taizen-claude-plugins --skill discovery-prep-taizen-ai

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Sales and product teams often enter discovery calls without consolidated, role-specific research or a clear demo plan, causing missed opportunities and unfocused conversations. This Skill synthesizes CRM history, calendar context, enrichment data, company research, and past conversations to produce a concise, prioritized prep brief that reduces prep time and increases meeting impact.

Core Features & Use Cases

  • Tailored Discovery Questions: Produces personalized question sets based on attendee roles, company context, and recent signals.
  • Anticipated Objections & Responses: Suggests likely objections and response strategies aligned to persona and competitive context.
  • Demo Flow Recommendations: Recommends a time-boxed demo structure and which features/proof points to emphasize.
  • Use Case: Prepare for an enterprise discovery call by pulling CRM notes, attendee LinkedIn profiles, recent news, and call recordings to create a one-page meeting brief and save it to your CRM or drive.

Quick Start

Prep me for my discovery call with Acme Corp tomorrow at 10am using CRM, calendar, and LinkedIn research.

Frequently Asked Questions about discovery-prep

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

FAQPage Schema
How do I automate discovery call prep using CRM records and LinkedIn research?▼

Discovery call prep is automated by synthesizing CRM records, calendar events, LinkedIn profiles, and company news into a unified brief with tailored questions and demo flows. This reduces manual research time and ensures meeting readiness.

Can I generate discovery questions and anticipated objections for specific attendee roles?▼

Discovery questions and anticipated objections are generated based on attendee roles, company context, and recent signals. The brief provides personalized question sets and response strategies aligned to the specific persona and competitive landscape.

What's the best way to create a demo flow recommendation for an upcoming sales meeting?▼

Demo flow recommendations are created by analyzing past call recordings, CRM history, and company research to suggest a time-boxed demo structure. This identifies which features and proof points to emphasize for the specific prospect.

Does discovery prep work with calendar events and call recordings to build meeting briefs?▼

Discovery prep works with calendar events and call recordings by validating connector availability and synthesizing these inputs into a one-page meeting brief. It prompts for missing configuration values to ensure comprehensive preparation.

How do I save generated discovery preparation briefs to my CRM or email?▼

Generated discovery preparation briefs can be delivered directly to your CRM, documents, or email destinations. The system outputs the tailored brief to your chosen destination after synthesizing all configured data sources.

What limitations exist when missing configuration values disrupt meeting preparation?▼

Missing configuration values limit meeting preparation by preventing the synthesis of incomplete data sources. The system validates connector availability and prompts for missing inputs, but cannot generate a complete brief without required configurations.

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