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ShawhinT
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pre-call-research

Compile CRM, Gmail, and web research into a pre-call brief.

40|5|Updated Mar 9, 2026
Search Tags:#web research#question bank#discovery calls#call preparation#crm research#notion briefing#gmail thread analysis
One-click install
npx skills add https://github.com/ShawhinT/non-coding-skills --skill pre-call-research-shawhint
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: pre-call-research
Source: https://github.com/ShawhinT/non-coding-skills/tree/main/pre-call-research
Command: npx skills add https://github.com/ShawhinT/non-coding-skills --skill pre-call-research-shawhint

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes references (resource) components.

What problem does it solve?

It eliminates the scramble to learn a prospect’s or client’s context before a call by compiling relevant background into a concise pre-call brief.

Core Features & Use Cases

  • Call-type aware prep: Determines whether the upcoming conversation is a Discovery Call, 1:1 Claude Workshop, Check-in Call, or Wrap-up Call so the brief matches the right call mechanics.
  • Context retrieval from your systems: Pulls CRM records, finds prior call/training pages, reads the latest Gmail thread, and does targeted web research on the company and person.
  • Briefs written for human review: Produces a glanceable “Pre-Call Research” section plus 3–4 prioritized questions drawn from the event-type SOP’s question bank, leaving the call-specific capture to a blank “Call Notes” area.
  • Notion call-page creation (when triggered): When invoked by CRM Workflow 7 (Discovery Call Intake), it creates and populates the ABA Calls page and links it to the CRM record without duplicating pages.

Quick Start

Ask to do pre-call research for your upcoming call with [Name], and include the person’s name (and any schedule mention) so the skill can determine the call type, gather CRM/Gmail/web context, and write the Notion brief ready for your review.

Frequently Asked Questions about pre-call-research

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

FAQPage Schema
How do I prepare a discovery call brief using CRM context and email threads?▼

Pre-call research briefs are generated by identifying the person in your CRM, reading the full Gmail thread, and performing targeted web research to compile relevant background into a concise summary. The brief includes a glanceable research section and 3-4 prioritized questions drawn from the event-type SOP.

Can I automatically create a Notion call page linked to my CRM record before a meeting?▼

Yes, when triggered by CRM Workflow 7 (Discovery Call Intake), the skill creates and populates the ABA Calls/Trainings page in Notion and links it to the CRM record without duplicating pages. This ensures your call documentation is ready before the conversation starts.

What types of calls does the pre-call research preparation support?▼

Pre-call research supports Discovery Calls, 1:1 Claude Workshops, client or lead Check-in Calls, and group engagement Wrap-up Calls. The system routes preparation to the appropriate event-type SOP to match the specific call mechanics.

How do I generate prioritized questions for an upcoming client check-in?▼

Prioritized questions are generated by matching the upcoming conversation to an event-type SOP and drawing 3-4 targeted questions from its question bank. The system combines prior CRM notes, Gmail thread analysis, and web research to inform these specific questions.

Does pre-call research work without existing CRM records for a new prospect?▼

The skill requires identifying the person in CRM databases to pull prior context and route the brief correctly. If no record exists, the system can find or create the correct ABA Calls/Trainings page, but core context retrieval relies on existing CRM data.

What information do I need to provide to start generating a call brief?▼

You need to provide the person's name and any schedule mention so the skill can determine the call type. The system then automatically gathers CRM context, Gmail thread details, and web research to write the Notion brief ready for your review.

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