call-prep
SolidPrepare a sourced, read-only brief for a person or account call
Install
Quality Score: 83/100
Skill Content
Details
- Author
- davekilleen
- Repository
- davekilleen/Dex
- Created
- 7 months ago
- Last Updated
- yesterday
- Language
- Python
- License
- NOASSERTION
Integrates with
Bundled in these plugins
Similar Skills
Semantically similar based on skill content — not just same category
call-prep
Prepares a sales call end-to-end — account context, attendee angles, discovery questions, demo focus, pricing guardrails and a one-page cheat sheet. Use when the user says "prep me for my call with X", "I have a demo tomorrow", "meeting with a prospect", or any time a discovery, demo or negotiation conversation is scheduled.
pre-call-brief
When the user has a customer conversation coming up and needs to walk in prepared. Also use when the user mentions 'prep me for', 'brief me on', 'I have a call with', 'meeting with', 'call tomorrow', 'what do I need to know', 'account brief', 'call prep', 'one-pager on', 'catch me up', 'who am I talking to', 'who has to say yes on their side', 'I know nothing about them', or 'I'm covering for'. Use this whenever a customer conversation is imminent, even if they don't ask for a brief and only mention the meeting in passing. For the QBR deck itself, see qbr-builder. For what to send afterwards, see post-call-followup. For risk depth, see churn-risk. For who is in the room, see stakeholder-map.
call-prep
Prepares a customer call around the one thing it has to produce, rather than around what you plan to say. Trigger whenever the user says "call prep", "prep me for", "I have a call with", "meeting in an hour", "what should I ask", "what do I need to know before", "help me prepare for this call", "agenda for", "talking points for", or names a customer and an upcoming meeting in the same breath. Also trigger when they are walking into an account they have just inherited, or a call they are dreading. It names the outcome, works out who is really in the room, surfaces what changed on the customer's side, finds the landmine, writes the questions including the one they are avoiding, and sets the ask and the fallback ask. Use business-review when the meeting is a QBR or EBR, exec-conversation when the senior person is the point of the meeting, and hard-conversation when the job is delivering bad news. Runs on what the user knows and names what it could not check.