kai-sales-meeting-prep

Name: kai-sales-meeting-prep
Availability: InStock
Author: cgallic

Convert SDR replies, CRM notes, and call transcripts into structured sales meeting briefs.

40|5|Updated Mar 16, 2026

Search Tags:#sales #memory #meeting-prep #discovery-questions #follow-up-email #crm-notes #objection-plan

Ready to run

npx skills add https://github.com/cgallic/kai-cmo-harness --skill kai-sales-meeting-prep

💬 Prompt for ChatGPT / Claude Chat▼

Please help me install this Agent Skill.
Skill: kai-sales-meeting-prep
Source: https://github.com/cgallic/kai-cmo-harness/tree/main/harness/skills/kai-sales-meeting-prep
Command: npx skills add https://github.com/cgallic/kai-cmo-harness --skill kai-sales-meeting-prep

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Prepare sales meetings from SDR replies, account dossiers, CRM notes, call notes, or transcripts. Produces account brief, buyer map, pain hypotheses, discovery questions, objection plan, meeting agenda, CRM handoff, follow-up email, and outcome memory. Use when "sales meeting prep", "prep this demo", "discovery call", "booked meeting", "SDR handoff", "post-call follow-up", "call notes", "sales transcript", or any request to prepare or follow up on sales development meetings.

Core Features & Use Cases

Account brief, buyer map, pain hypotheses, discovery questions, objection plan, meeting agenda, CRM handoff, follow-up email, and memory production.
Supports SDR-to-revenue workflows: discovery calls, demos, post-call follow-ups, and handoffs to account teams.
Use case: transform a reply and CRM context into a ready-to-send meeting brief for a scheduled call.

Quick Start

Provide a ready-to-use one-page meeting brief from SDR replies and account context for the upcoming call.

Frequently Asked Questions about kai-sales-meeting-prep

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

FAQPage Schema

What is the best way to prepare a sales discovery call from SDR replies and CRM notes?▼

You can prepare a sales demo by loading call transcripts and account dossiers to produce a structured meeting brief. The output includes an account snapshot, pain hypotheses, an objection plan, and a tailored meeting agenda to guide the conversation.

How do I write a post-call follow-up email and update CRM notes after a sales meeting?▼

To write a post-call follow-up email and update CRM notes, process the call transcript through a sales meeting brief workflow. This generates a ready-to-send follow-up email, structured CRM handoff details, and outcome memory for future reference.

Can I generate discovery questions and an objection plan from call transcripts?▼

Yes, you can generate discovery questions and an objection plan from call transcripts. By analyzing SDR handoff details and account context, the system produces targeted discovery questions and a structured objection plan for upcoming meetings.

Do I need account dossiers and source materials to create an SDR handoff brief?▼

Yes, you need account dossiers, CRM notes, and source materials to create an SDR handoff brief. Access to these source materials and relevant skill-contracts is required to load context and produce accurate evidence for the account snapshot.

What limitations exist when generating a buyer map from sales transcripts?▼

A limitation when generating a buyer map from sales transcripts is that the output quality depends on the provided source materials. If the SDR replies, CRM notes, or workspace data lack sufficient detail, the pain hypotheses and account snapshot will be incomplete.