discovery-prep
CommunityPrepare for client calls.
Marketing & Sales#lead qualification#client engagement#crm integration#roi calculation#discovery call#sales preparation
Authoraydamdonelly
Version1.0.0
Installs0
System Documentation
What problem does it solve?
This Skill streamlines the preparation process for client discovery calls, ensuring all necessary information is gathered and organized for effective client engagement.
Core Features & Use Cases
- CRM Integration: Pulls existing lead data from
crm/leads.md. - Research Aggregation: Consolidates information from research files and pricing documents.
- Call Strategy: Helps formulate key questions and anticipate objections.
- Use Case: Before a sales call with a new prospect, use this Skill to quickly gather background information, understand their potential needs, and prepare a tailored set of questions and talking points.
Quick Start
Use the discovery-prep skill to prepare for a call with "Acme Corp".
Dependency Matrix
Required Modules
None requiredComponents
scriptsreferences
💻 Claude Code Installation
Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.
Please help me install this Skill: Name: discovery-prep Download link: https://github.com/aydamdonelly/ak-automation/archive/main.zip#discovery-prep Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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