Sales Call Prep

• Internal mentions of the company (last 30 days)
• Any teammate context about the account

Without connectors (standalone):

Ask the user for:

• Company name
• Meeting type (discovery, demo, negotiation, check-in)
• Attendee names and roles
• Any additional context

Step 2: Research supplement (always)

Use capability_execute with capabilityId "research.web_search" for:

• Company news in the last 90 days
• Recent funding or leadership changes
• Industry trends affecting them
• Attendee LinkedIn profiles and recent activity

Step 3: Determine meeting type

Classify the meeting and adjust the output:

• Discovery: Focus on research gaps, discovery questions, qualification criteria
• Demo/Presentation: Focus on pain points to address, features to highlight, competitive positioning
• Negotiation/Proposal: Focus on deal history, pricing context, objection handling, BATNA
• Check-in/QBR: Focus on account health, expansion opportunities, risk signals

Step 4: Synthesize

Combine all sources. Identify what you know, what is missing, and what to ask about. Create a tailored agenda.

Output Format

Account Snapshot

Who You're Meeting

For each attendee:

• Name — Title at Company
• Background: 2-3 relevant facts
• Role in deal: decision maker / influencer / champion / unknown
• Talking point: one personalized thing to reference

Context & History

• Summary of prior interactions, open items, and deal trajectory
• Any red flags or positive signals

Suggested Agenda (5 items)

1. Opening: personalized connection point 2-4. Core topics tailored to meeting type
2. Next steps and commitments

Discovery Questions (3-5)

• Questions that fill knowledge gaps or advance the deal

Potential Objections

Internal Notes

• Anything from CRM, email, or chat that only the seller needs to know
• Do not share this section externally