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sales-coach-weekly-prep

Official

Automate weekly sales prep & pre-session briefs

Marketing & Sales#automation#workflow#sales#coaching#data-gathering#pre-session
Authorsred-ca
Version1.0.0
Installs0

System Documentation

What problem does it solve?

This Skill automates the weekly data-gathering workflow for SRED.ca, pulling the prior week's activity across Fireflies, HubSpot, HeyReach, and Gmail to generate a concise Pre-Session Brief and inject it into the VAPI coaching agent's system prompt.

Core Features & Use Cases

  • Pulls data from Fireflies, HubSpot, HeyReach, and Gmail for the prior calendar week.
  • Synthesizes a Pre-Session Brief and injects it into the VAPI coaching agent's prompt.
  • Updates Evan's living knowledge base and supports scheduling and post-session follow-ups.

Quick Start

Trigger the automation by running the "weekly prep" command or rely on the scheduled Monday 6am task to generate the pre-session brief.

Dependency Matrix

Required Modules

None required

Components

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: sales-coach-weekly-prep
Download link: https://github.com/sred-ca/AISalesCoach/archive/main.zip#sales-coach-weekly-prep

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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