Call Prep

Prepare for a sales call with account context, attendee research, suggested agenda, and discovery questions. Walk into every call knowing the company's priorities, likely objections, and what a win looks like.

The Call Prep skill researches the company and attendees before a call, synthesizes relevant context from your CRM and past interactions, suggests a tight agenda, and prepares discovery questions tailored to their likely situation. You show up prepared, not winging it.

When to use

Trigger with 'prep me for my call with [company]', 'I'm meeting with [company] prep me', 'call prep [company]', or 'get me ready for [meeting]'.

Examples

Prep for a discovery call

Get full context before a first call

Prep me for my discovery call with Figma tomorrow. I'm selling a design ops platform. Call is with their Head of Design.

Demo preparation

Tailor a product demo to the prospect's context

I'm demoing our analytics platform to Shopify tomorrow. They're a 200-person e-commerce company growing 40% YoY. What should I focus on?

Renewal call prep

Prepare for a customer renewal conversation

Prep me for a renewal call with Acme Corp. They've been a customer for 2 years, usage is down 30% in Q4, and I need to re-sign them.