Call Prep

┌─────────────────────────────────────────────────────────────────┐
│                        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                  │
└─────────────────────────────────────────────────────────────────┘

# Call Prep: [Company Name]

**Meeting:** [Type] — [Date/Time if known]
**Attendees:** [Names with titles]
**Your Goal:** [What you want to accomplish]

---

## Account Snapshot

| Field | Value |
|-------|-------|
| **Company** | [Name] |
| **Industry** | [Industry] |
| **Size** | [Employees / Revenue if known] |
| **Status** | [New prospect / Active opportunity / Customer] |
| **Last Touch** | [Date and summary] |

---

## Who You're Meeting

### [Name] — [Title]
- **Background:** [Career history, education if found]
- **LinkedIn:** [URL]
- **Role in Deal:** [Decision maker / Champion / Evaluator / etc.]
- **Last Interaction:** [Summary if known]
- **Talking Point:** [Something personal/professional to reference]

[Repeat for each attendee]

---

## Context & History

**What's happened so far:**
- [Key point from prior interactions]
- [Open commitments or action items]
- [Any concerns or objections raised]

**Recent news about [Company]:**
- [News item 1 — why it matters]
- [News item 2 — why it matters]

---

## Suggested Agenda

1. **Open** — [Reference last conversation or trigger event]
2. **[Topic 1]** — [Discovery question or value discussion]
3. **[Topic 2]** — [Address known concern or explore priority]
4. **[Topic 3]** — [Demo section / Proposal review / etc.]
5. **Next Steps** — [Propose clear follow-up with timeline]

---

## Discovery Questions

Ask these to fill gaps in your understanding:

1. [Question about their current situation]
2. [Question about pain points or priorities]
3. [Question about decision process and timeline]
4. [Question about success criteria]
5. [Question about other stakeholders]

---

## Potential Objections

| Objection | Suggested Response |
|-----------|-------------------|
| [Likely objection based on context] | [How to address it] |
| [Common objection for this stage] | [How to address it] |

---

## Internal Notes

[Any internal chat context (e.g. Slack), colleague insights, or competitive intel]

---

## After the Call

Run **call-follow-up** to:
- Extract action items
- Update your CRM
- Draft follow-up email

1. Calendar → Find upcoming meeting matching company name
   - Pull: title, time, attendees, description, attachments

2. CRM → Query account
   - Pull: account details, all contacts, open opportunities
   - Pull: last 10 activities, any account notes

3. Email → Search recent threads
   - Query: emails with company domain (last 30 days)
   - Extract: key topics, open questions, commitments

4. Chat → Search internal discussions
   - Query: company name mentions (last 30 days)
   - Extract: colleague insights, competitive intel

5. Transcripts → Find prior calls
   - Pull: call recordings with this account
   - Extract: key moments, objections raised, topics covered

1. Ask user:
   - "What company are you meeting with?"
   - "What type of meeting is this?"
   - "Who's attending? (names and titles if you know)"
   - "Any context you want me to know? (paste notes, emails, etc.)"

2. Accept whatever they provide and work with it

1. "[Company] news" — last 30 days
2. "[Company] funding" — recent announcements
3. "[Company] leadership" — executive changes
4. "[Company] + [industry] trends" — relevant context
5. Attendee LinkedIn profiles — background research

1. Combine all sources into unified context
2. Identify gaps in understanding → generate discovery questions
3. Anticipate objections based on stage and history
4. Create suggested agenda tailored to meeting type
5. Output formatted prep brief