Prepare sales professionals for meetings with structured briefings and discovery questions
The call-prep skill prepares sales professionals for meetings by combining user-provided context with web research and optional CRM/email/chat/calendar integrations.
Standalone mode requires only the company name and meeting type. The skill then:
Enhanced mode activates when users connect tools like CRM systems or email platforms, automatically pulling account history, contact details, and prior interactions.
The skill produces a formatted brief including:
The skill adapts to different meeting scenarios -- discovery calls emphasize information gathering, demos focus on tailored feature presentation, and negotiations center on objection handling. More context equals better prep, so sharing prior emails, notes, and attendee details enhances accuracy.