skills.rest
yingkiat
yingkiatCOMMUNITY
Explore all skills by this author →
GitHub

generate-prospect-pack

Assemble email draft, call script, and meeting notes for SME banking prospects.

1|Updated Dec 30, 2025
Search Tags:#template#outreach#banking#lead-generation#SME#discovery-questions#prospect-pack
One-click install
npx skills add https://github.com/yingkiat/sales-crm --skill generate-prospect-pack
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: generate-prospect-pack
Source: https://github.com/yingkiat/sales-crm/tree/main/.claude/skills/generate-prospect-pack
Command: npx skills add https://github.com/yingkiat/sales-crm --skill generate-prospect-pack

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Automates the end-to-end creation of banker-ready prospect outreach for a specific company, consolidating research, messaging, and meeting prep into a repeatable workflow.

Core Features & Use Cases

  • Automated prospect pack generation: Produces an email draft, a call script with discovery questions, and meeting prep notes tailored to a target SME.
  • Parameter-driven customization: Reads /data/user-parameters.md to tailor tone, length, and banking products to mention.
  • Template-driven output: Uses /data/templates/outreach-email-template.md to ensure consistent structure and branding.

Quick Start

Start by supplying the target company name and let the Skill generate a complete prospect pack with email, call script, and meeting notes.

Frequently Asked Questions about generate-prospect-pack

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

FAQPage Schema
How do I automate prospect pack generation for SME banking outreach?▼

Automate prospect pack generation by using a skill that reads company data and triggers to assemble a tailored email draft, call script, and meeting notes into a single document for SME banking prospects.

What is included in a banker-ready prospect pack for Singapore SMEs?▼

A banker-ready prospect pack includes a formatted email draft, a call script with discovery questions, and meeting prep notes, all tailored to the target SME using specified outreach templates and banking triggers.

How do I customize outreach email templates for different banking products?▼

Customize outreach emails by defining tone, length, and banking products in a user parameters file, which the generation process reads to automatically tailor the subject line and paragraphs of the final prospect pack.

Can I generate call scripts with discovery questions from a CSV file of companies?▼

Yes, you can generate call scripts by running the automation against a companies CSV file, pulling relevant triggers to produce tailored discovery questions and meeting notes for each specified prospect.

What's the best way to structure SME lead discovery questions for a sales call?▼

Structure SME lead discovery questions by loading an outreach template and relevant triggers, which automatically formats the call script to ensure consistent branding and targeted banking prospect conversations.

Do I need a specific file structure to generate date-stamped outreach documents?▼

You need specific file paths for input data and templates, and the automation saves the final outreach document to a dedicated directory using a date-stamped filename for organized prospect pack retrieval.

Related Skills

Explore More Marketing & Sales Skills→
ARCASSystemsARCASSystems
2

prospect-init

Create prospect records from user input and write them to Markdown files.

Community
Intermediate
aimentor606aimentor606

draft-outreach

Generate personalized email and LinkedIn drafts from prospect research and CRM data.

Community
Intermediate
gooseworks-aigooseworks-ai
1.1k

event-prospecting-pipeline

Find event attendees and speakers, enrich with company data, and export outreach-ready lead lists.

Official
Advanced
DaddyElonMusk69DaddyElonMusk69

agentmail

Create dedicated email inboxes for AI agents to send and receive messages.

Community
Intermediate