Call Prep
Skill ActivePrepare for a sales call with account context, attendee research, and suggested agenda. Works standalone with user input and web research, supercharged when you connect your CRM, email, chat, or transcripts. 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]".
To streamline sales call preparation, ensuring users have all necessary context, research, and a structured agenda for effective meetings.
Features
- Account context gathering
- Attendee research
- Suggested agenda creation
- Web research integration
- Sales tool integration (CRM, email, chat, transcripts)
Use Cases
- Preparing for a discovery call with a new prospect.
- Getting ready for a negotiation or proposal review meeting.
- Researching attendees for a scheduled client check-in.
- Drafting an agenda for a product demo presentation.
Non-Goals
- Drafting follow-up emails after the call.
- Managing or updating CRM records directly.
- Conducting the sales call itself.
Trust
- warning:Issues Attention29 issues opened and 4 closed in the last 90 days, indicating a low closure rate and potentially slow maintainer response.
Compliance
- info:GDPRThe skill may process personal data (names, titles) submitted by the user or from web research, but it does not explicitly sanitize it before sending to the LLM.
Installation
First, add the marketplace
/plugin marketplace add anthropics/knowledge-work-plugins/plugin install sales@knowledge-work-pluginsQuality Score
Trust Signals
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