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call-prep

verified

Prepare for a sales call with account context, attendee research, and suggested agenda. Works standalone with user input and web research, supercharged when you connect your CRM, email, chat, or transcripts. Trigger with "prep me for my call with [company]", "I'm meeting with [company] prep me", "call prep [company]", or "get me ready for [meeting]".

View on GitHub

Marketplace

knowledge-work-plugins

anthropics/knowledge-work-plugins

Plugin

sales

Repository
Verified Org

anthropics/knowledge-work-plugins
2.8kstars

sales/skills/call-prep/SKILL.md

Last Verified

February 2, 2026

Install Skill

Select agents to install to:

Scope:
npx add-skill https://github.com/anthropics/knowledge-work-plugins/blob/main/sales/skills/call-prep/SKILL.md -a claude-code --skill call-prep

Installation paths:

Claude
.claude/skills/call-prep/
Powered by add-skill CLI

Instructions

# Call Prep

Get fully prepared for any sales call in minutes. This skill works with whatever context you provide, and gets significantly better when you connect your sales tools.

## How It Works

```
┌─────────────────────────────────────────────────────────────────┐
│                        CALL PREP                                 │
├─────────────────────────────────────────────────────────────────┤
│  ALWAYS (works standalone)                                       │
│  ✓ You tell me: company, meeting type, attendees                │
│  ✓ Web search: recent news, funding, leadership changes         │
│  ✓ Company research: what they do, size, industry               │
│  ✓ Output: prep brief with agenda and questions                 │
├─────────────────────────────────────────────────────────────────┤
│  SUPERCHARGED (when you connect your tools)                      │
│  + CRM: account history, contacts, opportunities, activities    │
│  + Email: recent threads, open questions, commitments           │
│  + Chat: internal discussions, colleague insights               │
│  + Transcripts: prior call recordings, key moments              │
│  + Calendar: auto-find meeting, pull attendees                  │
└─────────────────────────────────────────────────────────────────┘
```

---

## Getting Started

When you run this skill, I'll ask for what I need:

**Required:**
- Company or contact name
- Meeting type (discovery, demo, negotiation, check-in, etc.)

**Helpful if you have it:**
- Who's attending (names and titles)
- Any context you want me to know (paste prior notes, emails, etc.)

If you've connected your CRM, email, or other tools, I'll pull context automatically and skip the questions.

---

## Connectors (Optional)

Connect your tools to supercharge this skill:

| Connector | What It Adds |
|-----------|--------------|
| **CRM** | Account details, contact history, open deals, recent activities |
| **Email** | Recent threads with the company, open questions, a

Validation Details

Front Matter
Required Fields
Valid Name Format
Valid Description
Has Sections
Allowed Tools
Instruction Length:
7109 chars