know-before-you-go-perla-lobera
OfficialPrepare precise pre-call briefs from every data source.
Marketing & Sales#salesforce#outreach#stakeholders#granola#customer-brief#pre-call#sales-intelligence
Authoramplitude
Version1.0.0
Installs0
System Documentation
What problem does it solve?
Assemble role-specific pre-call briefs from multiple data sources so sales teams walk into calls with context, alignment, and a clear path to next steps.
Core Features & Use Cases
- Multi-source intelligence: Aggregates signals from Granola, Salesforce, Outreach, and the public web into a single briefing.
- Role-specific briefs: Generates a polished HTML document tailored for SEs (demo prep) or AEs (discovery and negotiation prep).
- Gap analysis & planning: Detects data gaps, missing transcripts, and stakeholder coverage to guide follow-ups.
- One-shot prep flow: Quickly collects inputs, runs the intelligence engine, and synthesizes a Customer 360-style profile.
Quick Start
Ask the user for the account name, select a mode (SE or AE), and optionally paste Granola URLs before running the intelligence engine.
Dependency Matrix
Required Modules
None requiredComponents
Standard package💻 Claude Code Installation
Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.
Please help me install this Skill: Name: know-before-you-go-perla-lobera Download link: https://github.com/amplitude/builder-skills/archive/main.zip#know-before-you-go-perla-lobera Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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