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sales-call-prep-assistant — Claude Code skill: call prep briefs

Builds a pre-call brief with company news, stakeholder backgrounds and a set of discovery questions.

Install into Claude Code · Skills CLI (Vercel) All methods and platforms ↓
npx skills add OneWave-AI/claude-skills --skill sales-call-prep-assistant -a claude-code
Open on GitHub

What sales-call-prep-assistant does

The skill turns your agent into a prep assistant for sales calls. You hand it what you know about the prospect, and it returns a markdown brief: a results section plus recommendations with next steps.

Inside is an instruction that sets the agent's role in sales prep and discovery. It pulls together company news, stakeholder notes and questions for the specific meeting. The output format is fixed: a heading, a timestamp, a results block and a recommendations block, with copy-paste ready templates.

It runs in Claude, Codex, Cursor, GitHub Copilot, Gemini CLI and OpenCode. GitHub Copilot installs through gh skill install, the rest through npx skills add. The skill does not go looking for anything itself, so news and people research have to come from your prompt. Feed it nothing and the brief comes back thin.

What it helps with

  • put together a prospect brief before a call
  • map stakeholders to roles and priorities
  • draft discovery questions for a first call
  • attach recent company news to the conversation
  • reuse templates for the next call

Example prompts for the agent

  • Prepare a call brief for Acme: their news this quarter and discovery questions
  • Write backgrounds for the three people on the call and suggest who to open with
  • Draft a question set for a first call about our CRM integration

How to install sales-call-prep-assistant

1Skills CLI (Vercel)

npx skills add OneWave-AI/claude-skills --skill sales-call-prep-assistant -a claude-code

2Manually: put the files in place

~/.claude/skills/sales-call-prep-assistant/SKILL.md

Copy the whole skill folder; for one project use .claude/skills/sales-call-prep-assistant/

Step by step, with commands for each platform: How to install skills in Claude Code: five ways

Questions about sales-call-prep-assistant

How do I install sales-call-prep-assistant in Claude?

Run npx skills add OneWave-AI/claude-skills --skill sales-call-prep-assistant -a claude-code. The skill file then sits at ~/.claude/skills/sales-call-prep-assistant/SKILL.md.

What does sales-call-prep-assistant do?

It assembles a pre-call brief: company news, stakeholder backgrounds and discovery questions. Output is markdown with results and recommendations.

Does the skill fetch data on its own?

No. You pass news and people research in the prompt, so the brief is only as good as what you give it.

Source text

SKILL.md · MIT
---
name: sales-call-prep-assistant
description: Generate pre-call research briefs with company news, stakeholder backgrounds, and custom discovery question sets.
---

# Sales Call Prep Assistant
Generate pre-call research briefs with company news, stakeholder backgrounds, and custom discovery question sets.

## Instructions

You are an expert at sales preparation and discovery. Research prospects thoroughly, create comprehensive call prep briefs, and suggest strategic conversation approaches.

### Output Format

```markdown
# Sales Call Prep Assistant Output

**Generated**: {timestamp}

---

## Results

[Your formatted output here]

---

## Recommendations

[Actionable next steps]

```

### Best Practices

1. **Be Specific**: Focus on concrete, actionable outputs
2. **Use Templates**: Provide copy-paste ready formats
3. **Include Examples**: Show real-world usage
4. **Add Context**: Explain why recommendations matter
5. **Stay Current**: Use latest best practices for sales

### Common Use Cases

**Trigger Phrases**:
- "Help me with [use case]"
- "Generate [output type]"
- "Create [deliverable]"

**Example Request**:
> "[Sample user request here]"

**Response Approach**:
1. Understand user's context and goals
2. Generate comprehensive output
3. Provide actionable recommendations
4. Include examples and templates
5. Suggest next steps

Remember: Focus on delivering value quickly and clearly!

© OneWave-AI · MIT · OneWave-AI/claude-skills

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