home / skills / onewave-ai / claude-skills / sales-call-prep-assistant

sales-call-prep-assistant skill

safe

This skill helps sales teams prepare for calls with tailored company intel, stakeholder background, and discovery questions to accelerate wins.

npx playbooks add skill onewave-ai/claude-skills --skill sales-call-prep-assistant

Review the files below or copy the command above to add this skill to your agents.

Files (1)

SKILL.md

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---
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!

Overview

This skill generates focused pre-call research briefs that combine fresh company news, stakeholder backgrounds, and tailored discovery question sets. It streamlines preparation so salespeople enter conversations informed, confident, and ready to uncover opportunity. The output is formatted for quick review and immediate use in outreach or meeting notes.

How this skill works

Provide the prospect name, company, meeting context, and any known stakeholders or objectives. The skill scans public signals and synthesizes company updates, role-based stakeholder profiles, and priority pain areas, then produces a compact brief with conversation tactics and copy-paste templates. It finishes with recommended next steps and a prioritized list of discovery questions organized by theme.

When to use it

Before a first meeting with a new prospect to map stakeholders and surface news hooks
When preparing for an executive-level update where customized talking points are needed
To create discovery question sets tailored to a specific role or industry
Before cold outreach to craft relevance-based opening lines and research-backed value props
During deal review to align messaging with recent company events or org changes

Best practices

Provide context: include deal stage, known challenges, and attendee list for focused output
Prioritize: ask for which stakeholder(s) matter most to tailor questions and tactics
Use the templates: copy-paste-ready outreach lines and meeting agendas reduce prep time
Validate sensitive insights: confirm any inferred motives or org dynamics before citing them
Iterate quickly: run the brief, update with new intel, and regenerate tailored questions

Example use cases

A rep needs a 10-minute brief for a discovery call with a VP of IT at a target account
AE prepping for an executive briefing after the prospect announced a funding round
SDR crafting a personalized cold email sequence using recent company news and stakeholder signals
Customer success manager anticipating QBR topics after a leadership change
Prepping role-specific discovery questions for procurement, engineering, and finance attendees

FAQ

Can it include recent news and social signals?

Yes — the brief highlights recent public company news, product launches, leadership moves, and shareable social signals to use as conversation hooks.

How custom are the discovery questions?

Questions are tailored by stakeholder role and deal context, prioritized by impact and designed to reveal budget, timeline, and decision criteria.