# Call Prep — Sales Meeting Preparation

Prepare comprehensive briefing documents for sales calls, demos, and meetings. Combines prospect research with meeting-specific strategy.

## When This Skill Activates

Trigger phrases: "prep for call with [company]", "meeting prep for [company]", "brief me on [company] before our call", "prepare for demo with [prospect]", "call prep [company]"

## Required Inputs
- **Company name** (required)
- **Meeting type**: discovery / demo / negotiation / check-in / follow-up
- **Attendees** (optional but recommended): names and roles
- **Goal** (optional): what you want to achieve in this meeting

## Preparation Workflow

### Step 1: Account Research
Run the prospect-research skill to gather:
- Company profile and recent news
- Key contacts and their backgrounds
- Technology stack and current solutions
- Previous interactions (if in CRM/pipeline)

### Step 2: Attendee Research
For each named attendee:
- LinkedIn profile summary
- Role and responsibilities
- Recent activity (posts, articles, job changes)
- Likely priorities and concerns based on role

### Step 3: Meeting-Specific Strategy

**Discovery Call:**
- Focus on understanding their world, not pitching
- Prepare open-ended questions across BANT
- Map organizational structure and buying process
- Identify pain points that align with our solution

**Demo:**
- Customize demo flow to their use cases
- Prepare relevant examples and data
- Anticipate technical questions
- Plan wow moments for each attendee's priorities

**Negotiation:**
- Review deal history and previous proposals
- Identify their likely objections and our concessions
- Prepare walk-away criteria and alternatives
- Map stakeholder influence and decision process

**Check-in / Follow-up:**
- Review action items from last interaction
- Prepare progress updates
- Identify expansion/upsell opportunities
- Plan next steps and commitments

### Step 4: Generate Briefing Document

```markdown
## Call Brief: [Company Name] — [Meeting Type]
**Date**: [Date/Time]
**Duration**: [Expected length]
**Goal**: [Your objective for this meeting]

### Account Snapshot
| Field | Details |
|-------|---------|
| Company | [Name] |
| Industry | [Sector] |
| Size | [Employees/Revenue] |
| Stage | [Pipeline stage if known] |
| Last Contact | [Date and context] |

### Attendees
**[Name 1] — [Title]**
- Background: [Brief professional summary]
- Likely priorities: [What they care about]
- Talking point: [Something specific to discuss with them]

**[Name 2] — [Title]**
- Background: [Brief professional summary]
- Likely priorities: [What they care about]
- Talking point: [Something specific to discuss with them]

### Context & History
- [Previous interaction summary]
- [Relevant news or changes since last contact]
- [Any internal notes or CRM data]

### Suggested Agenda
1. [2 min] Opening — rapport builder based on research
2. [10 min] Discovery — understand their current situation
3. [15 min] Value alignment — connect our solution to their needs
4. [5 min] Social proof — relevant case study or metric
5. [3 min] Next steps — agree on specific follow-up

### Discovery Questions
1. [Question targeting a specific pain point]
2. [Question about their current process]
3. [Question about decision-making timeline]
4. [Question about success criteria]
5. [Landmine question highlighting our advantage]

### Objection Handling
| Likely Objection | Prepared Response |
|-----------------|-------------------|
| [Objection 1] | [Response with proof point] |
| [Objection 2] | [Response with reframe] |
| [Objection 3] | [Response with question] |

### Internal Notes
- Must-mention: [Key points to cover]
- Avoid: [Topics or claims to stay away from]
- Red flags to watch for: [Buying signals or concerns]
```

## Integration with Lead Pipeline

- Pull lead data from existing campaigns using `LeadStore.load_leads()`
- Reference `ContactInfo` for verified contact details
- Use `Company` data for account profile
- Check `GDPRAuditEntry` for compliance history
- Feed meeting notes back into the pipeline for follow-up email composition

## Key Rules
- ALWAYS research before generating the brief — no fabricated details
- Keep the brief to ONE PAGE equivalent — scannable, not exhaustive
- Attendee research is critical — customize for the people in the room
- Discovery questions should be specific to the company, not generic
- Include a clear goal and measurable outcome for the meeting
