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call-prep

Compile account context, attendee research, and a suggested agenda into a structured prep brief.

Updated Jan 11, 2026
Search Tags:#research#sales#discovery#crm#meeting#agenda#prep
One-click install
npx skills add https://github.com/chelleboyer/reachy_mini_retail_assistant --skill call-prep-chelleboyer
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: call-prep
Source: https://github.com/chelleboyer/reachy_mini_retail_assistant/tree/main/skills/sales/skills/call-prep
Command: npx skills add https://github.com/chelleboyer/reachy_mini_retail_assistant --skill call-prep-chelleboyer

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Prepare for sales calls by compiling account context, attendee research, and a suggested agenda.

Core Features & Use Cases

  • Standalone: works with user input and web research to produce a prep brief.
  • Supercharged: when connected to CRM, Email, Chat, Transcripts, or Calendar, pulls context and personalizes the prep.
  • Output: a structured prep brief with agenda and discovery questions tailored to meeting type and attendees.

Quick Start

Provide the company name, meeting type, and attendees to generate a complete prep brief immediately.

Frequently Asked Questions about call-prep

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I prepare for a sales call with account context and discovery questions?▼

To prepare for a sales call, compile account context and attendee research to generate a structured prep brief that includes a suggested agenda and discovery questions.

Can I generate a meeting agenda and prep brief without connecting my CRM?▼

Yes, you can generate a complete prep brief standalone using user input and web research, but connecting your CRM, email, chat, transcripts, or calendar enhances the context and personalization.

What information do I need to provide to create a sales discovery meeting agenda?▼

Provide the company name, meeting type, and attendees to generate a complete prep brief immediately, which includes a tailored agenda and discovery questions.

Does connecting my calendar and chat logs improve sales meeting prep?▼

Connecting your calendar, chat, and transcripts pulls prior context to personalize the sales meeting prep, resulting in a more targeted agenda and relevant discovery questions.

What is the best way to research attendees before a sales call?▼

The best way to research attendees is using a prep tool that compiles attendee details alongside account context, outputting a structured brief with tailored discovery questions for the meeting.

Can I use this sales call prep tool for standalone web research?▼

Yes, this sales call prep tool works standalone with user input and web research to produce a structured prep brief without requiring any CRM or email integrations.

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