---
id: sm-call-prep
name: "call-prep"
url: https://skills.yangsir.net/skill/sm-call-prep
author: anthropics
domain: sales
tags: ["sales-strategy", "call-planning", "customer-research", "crm", "sales-enablement"]
install_count: 1300
rating: 4.30 (21 reviews)
github: https://github.com/anthropics/knowledge-work-plugins
---

# call-prep

> 帮助用户在几分钟内为销售电话做好充分准备，通过连接销售工具可显著提升效果。

**Stats**: 1,300 installs · 4.3/5 (21 reviews)

## Before / After 对比

### 销售电话准备效率与效果

**Before**:

销售人员需手动搜集客户资料，信息散落在CRM、邮件、笔记等各处。耗时费力，常因信息不全或过时，导致电话准备不足，开场白和提问缺乏个性化，难以快速切入客户痛点。

**After**:

通过call-prep，系统自动整合CRM、邮件等销售工具数据，几分钟内生成客户洞察报告。销售人员能迅速掌握客户背景、痛点与潜在需求，定制化沟通策略，自信地进行个性化对话，显著提升电话转化率。

## Readme

# call-prep

Call Prep Get fully prepared for any sales call in minutes. This skill works with whatever context you provide, and gets significantly better when you connect your sales tools. How It Works ┌─────────────────────────────────────────────────────────────────┐ │ CALL PREP │ ├─────────────────────────────────────────────────────────────────┤ │ ALWAYS (works standalone) │ │ ✓ You tell me: company, meeting type, attendees │ │ ✓ Web search: recent news, funding, leadership changes │ │ ✓ Company research: what they do, size, industry │ │ ✓ Output: prep brief with agenda and questions │ ├─────────────────────────────────────────────────────────────────┤ │ SUPERCHARGED (when you connect your tools) │ │ + CRM: account history, contacts, opportunities, activities │ │ + Email: recent threads, open questions, commitments │ │ + Chat: internal discussions, colleague insights │ │ + Transcripts: prior call recordings, key moments │ │ + Calendar: auto-find meeting, pull attendees │ └─────────────────────────────────────────────────────────────────┘ Getting Started When you run this skill, I'll ask for what I need: Required: Company or contact name Meeting type (discovery, demo, negotiation, check-in, etc.) Helpful if you have it: Who's attending (names and titles) Any context you want me to know (paste prior notes, emails, etc.) If you've connected your CRM, email, or other tools, I'll pull context automatically and skip the questions. Connectors (Optional) Connect your tools to supercharge this skill: Connector What It Adds CRM Account details, contact history, open deals, recent activities Email Recent threads with the company, open questions, attachments shared Chat Internal chat discussions (e.g. Slack) about the account, colleague insights Transcripts Prior call recordings, topics covered, competitor mentions Calendar Auto-find the meeting, pull attendees and description No connectors? No problem. Just tell me about the meeting and paste any context you have. I'll research the rest. Output Format # Call Prep: [Company Name] **Meeting:** [Type] — [Date/Time if known] **Attendees:** [Names with titles] **Your Goal:** [What you want to accomplish] --- ## Account Snapshot | Field | Value | |-------|-------| | **Company** | [Name] | | **Industry** | [Industry] | | **Size** | [Employees / Revenue if known] | | **Status** | [New prospect / Active opportunity / Customer] | | **Last Touch** | [Date and summary] | --- ## Who You're Meeting ### [Name] — [Title] - **Background:** [Career history, education if found] - **LinkedIn:** [URL] - **Role in Deal:** [Decision maker / Champion / Evaluator / etc.] - **Last Interaction:** [Summary if known] - **Talking Point:** [Something personal/professional to reference] [Repeat for each attendee] --- ## Context & History **What's happened so far:** - [Key point from prior interactions] - [Open commitments or action items] - [Any concerns or objections raised] **Recent news about [Company]:** - [News item 1 — why it matters] - [News item 2 — why it matters] --- ## Suggested Agenda 1. **Open** — [Reference last conversation or trigger event] 2. **[Topic 1]** — [Discovery question or value discussion] 3. **[Topic 2]** — [Address known concern or explore priority] 4. **[Topic 3]** — [Demo section / Proposal review / etc.] 5. **Next Steps** — [Propose clear follow-up with timeline] --- ## Discovery Questions Ask these to fill gaps in your understanding: 1. [Question about their current situation] 2. [Question about pain points or priorities] 3. [Question about decision process and timeline] 4. [Question about success criteria] 5. [Question about other stakeholders] --- ## Potential Objections | Objection | Suggested Response | |-----------|-------------------| | [Likely objection based on context] | [How to address it] | | [Common objection for this stage] | [How to address it] | --- ## Internal Notes [Any internal chat context (e.g. Slack), colleague insights, or competitive intel] --- ## After the Call Run **call-follow-up** to: - Extract action items - Update your CRM - Draft follow-up email Execution Flow Step 1: Gather Context If connectors available: 1. Calendar → Find upcoming meeting matching company name - Pull: title, time, attendees, description, attachments 2. CRM → Query account - Pull: account details, all contacts, open opportunities - Pull: last 10 activities, any account notes 3. Email → Search recent threads - Query: emails with company domain (last 30 days) - Extract: key topics, open questions, commitments 4. Chat → Search internal discussions - Query: company name mentions (last 30 days) - Extract: colleague insights, competitive intel 5. Transcripts → Find prior calls - Pull: call recordings with this account - Extract: key moments, objections raised, topics covered If no connectors: 1. Ask user: - "What company are you meeting with?" - "What type of meeting is this?" - "Who's attending? (names and titles if you know)" - "Any context you want me to know? (paste notes, emails, etc.)" 2. Accept whatever they provide and work with it Step 2: Research Supplement Always run (web search): 1. "[Company] news" — last 30 days 2. "[Company] funding" — recent announcements 3. "[Company] leadership" — executive changes 4. "[Company] + [industry] trends" — relevant context 5. Attendee LinkedIn profiles — background research Step 3: Synthesize & Generate 1. Combine all sources into unified context 2. Identify gaps in understanding → generate discovery questions 3. Anticipate objections based on stage and history 4. Create suggested agenda tailored to meeting type 5. Output formatted prep brief Meeting Type Variations Discovery Call Focus on: Understanding their world, pain points, priorities Agenda emphasis: Questions > Talking Key output: Qualification signals, next step proposal Demo / Presentation Focus on: Their specific use case, tailored examples Agenda emphasis: Show relevant features, get feedback Key output: Technical requirements, decision timeline Negotiation / Proposal Review Focus on: Addressing concerns, justifying value Agenda emphasis: Handle objections, close gaps Key output: Path to agreement, clear next steps Check-in / QBR Focus on: Value delivered, expansion opportunities Agenda emphasis: Review wins, surface new needs Key output: Renewal confidence, upsell pipeline Tips for Better Prep More context = better prep — Paste emails, notes, anything you have Name the attendees — Even just titles help me research State your goal — "I want to get them to agree to a pilot" Flag concerns — "They mentioned budget is tight" Related Skills account-research — Deep dive on a company before first contact call-follow-up — Process call notes and execute post-call workflow draft-outreach — Write personalized outreach after research Weekly Installs215Repositoryanthropics/know…-pluginsGitHub Stars9.7KFirst SeenJan 31, 2026Security AuditsGen Agent Trust HubPassSocketPassSnykWarnInstalled onopencode191codex188gemini-cli182github-copilot174claude-code172cursor169

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*Source: https://skills.yangsir.net/skill/sm-call-prep*
*Markdown mirror: https://skills.yangsir.net/api/skill/sm-call-prep/markdown*