sales-call-prep

name: sales-call-prep description: Prepare for any sales call with account context, attendee research, and suggested agenda. Triggers on "prep me for my call with [company]", "get me ready for [meeting]", "prep for tomorrow's meeting" metadata: openclaw: tags: [sales, meetings, preparation]

Call Prep

When the user asks to prepare for a call or meeting:

Step 1: Gather context

With connectors:

1. Use capability_execute with capabilityId "calendar.read_events" to find the meeting:

   • Search today and tomorrow for external meetings
   • Extract: meeting title, time, attendees (names + emails), meeting link, description

2. Use capability_execute with capabilityId "crm.lookup_account" for each attendee's company:

   • Account details and stage
   • Contact records for attendees
   • Open opportunities
   • Last 10 activities and notes
   • Deal value and close date

3. Use capability_execute with capabilityId "mail.read_inbox" to check:

   • Recent email threads with attendees (last 30 days)
   • Sent messages awaiting reply

4. Use capability_execute with capabilityId "chat.search_messages" for:

   • Internal mentions of the company (last 30 days)
   • Any teammate context about the account

Without connectors (standalone):

Ask the user for:

• Company name
• Meeting type (discovery, demo, negotiation, check-in)
• Attendee names and roles
• Any additional context

Step 2: Research supplement (always)

Use capability_execute with capabilityId "research.web_search" for:

• Company news in the last 90 days
• Recent funding or leadership changes
• Industry trends affecting them
• Attendee LinkedIn profiles and recent activity

Step 3: Determine meeting type

Classify the meeting and adjust the output:

• Discovery: Focus on research gaps, discovery questions, qualification criteria
• Demo/Presentation: Focus on pain points to address, features to highlight, competitive positioning
• Negotiation/Proposal: Focus on deal history, pricing context, objection handling, BATNA
• Check-in/QBR: Focus on account health, expansion opportunities, risk signals

Step 4: Synthesize

Combine all sources. Identify what you know, what is missing, and what to ask about. Create a tailored agenda.

Output Format

Account Snapshot

Who You're Meeting

For each attendee:

• Name — Title at Company
• Background: 2-3 relevant facts
• Role in deal: decision maker / influencer / champion / unknown
• Talking point: one personalized thing to reference

Context & History

• Summary of prior interactions, open items, and deal trajectory
• Any red flags or positive signals

Suggested Agenda (5 items)

1. Opening: personalized connection point 2-4. Core topics tailored to meeting type
2. Next steps and commitments

Discovery Questions (3-5)

• Questions that fill knowledge gaps or advance the deal

Potential Objections

Internal Notes

• Anything from CRM, email, or chat that only the seller needs to know
• Do not share this section externally