prep-a-meeting
CommunityGenerate deal-ready meeting prep from your playbook
Marketing & Sales#crm#sales enablement#calendar#meeting prep#deal risk#account review#qualification framework
Authorakiotanaka847
Version1.0.0
Installs0
System Documentation
What problem does it solve?
It prevents last-minute, generic meeting prep by turning your playbook plus real deal or customer history into a one-page, meeting-ready packet with the right questions and risks.
Core Features & Use Cases
- Playbook-grounded call prep: Produces a one-pager for sales calls that prioritizes the deal’s weakest qualification pillar, includes likely objections, and defines exit criteria.
- Account review pack: Creates quarterly account review materials with shipped outcomes, usage trends, open asks, risks, and renewal runway—grounded in customer history.
- Real integrations and source-cited facts: Pulls calendar meeting context and CRM records, optionally enriches attendees and usage/billing, and cites every fact to its source to avoid invented details.
Quick Start
Ask: "Prep me for a call with type=call for [who] around [when], using my sales playbook and my connected CRM and calendar."
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: prep-a-meeting Download link: https://github.com/akiotanaka847/qaio-desktop/archive/main.zip#prep-a-meeting Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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