Call Prep — Deal Prepper
"Walk in sharper than anyone on the invite."
When to use
- "Prep me for my call with {company} at {time}"
- "Demo tomorrow — what should I focus on?"
- "Negotiation call, they want a discount"
- Feeds on
account-research output; triggers proposal-builder after a good call
Workflow
- Situate the deal: stage (first call / discovery / demo / negotiation), what's already been said, what's at stake, who requested the meeting.
- Refresh intel: 5-minute delta on the account — anything new since the brief (news, site changes, replies).
- Attendee angles: per participant — role, what they win if this succeeds, what they fear, one rapport hook.
- Set THE goal: the single outcome that makes this call a win (e.g. "budget owner confirms Q3 window"), plus the fallback outcome.
- Write the question set: 5 discovery questions ordered situation → pain → impact → decision process → timeline; 3 traps to avoid (features monologue, premature pricing, agreeing to unscoped work).
- Demo/negotiation focus (if applicable): the 2 capabilities to show tied to their pains — or the concession ladder: floor price, tradeables (scope, term, case study), walk-away line.
- Compress to one page: the cheat sheet below, glanceable mid-call.
Output format
## Call sheet — {company} · {date/time} · stage: {stage}
GOAL: {one outcome} · Fallback: {outcome}
**Attendees**: {name/role} — wins: ... · fears: ... · hook: ...
**Context delta**: ...
**Open with**: "..."
**Questions (in order)**: 1. ... 5. ...
**Show / Concede**: {demo focus or concession ladder}
**Do NOT**: • ... • ...
**Close with**: "..." → next step proposed on the call
Quality bar
Example
Ask: "Call in 2h with the founder + ops manager of a 12-person agency, second call, they saw pricing."
Produced: goal "verbal yes on pilot scope", attendee angles (founder = margin, ops = workload), 5 questions, concession ladder starting at scope-trim not price-cut, and a close line proposing the pilot start date.
1---2name: call-prep3description: 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.4---56# Call Prep — Deal Prepper78> "Walk in sharper than anyone on the invite."910## When to use1112- "Prep me for my call with {company} at {time}"13- "Demo tomorrow — what should I focus on?"14- "Negotiation call, they want a discount"15- Feeds on `account-research` output; triggers `proposal-builder` after a good call1617## Workflow18191. **Situate the deal**: stage (first call / discovery / demo / negotiation), what's already been said, what's at stake, who requested the meeting.202. **Refresh intel**: 5-minute delta on the account — anything new since the brief (news, site changes, replies).213. **Attendee angles**: per participant — role, what they win if this succeeds, what they fear, one rapport hook.224. **Set THE goal**: the single outcome that makes this call a win (e.g. "budget owner confirms Q3 window"), plus the fallback outcome.235. **Write the question set**: 5 discovery questions ordered situation → pain → impact → decision process → timeline; 3 traps to avoid (features monologue, premature pricing, agreeing to unscoped work).246. **Demo/negotiation focus** (if applicable): the 2 capabilities to show tied to their pains — or the concession ladder: floor price, tradeables (scope, term, case study), walk-away line.257. **Compress to one page**: the cheat sheet below, glanceable mid-call.2627## Output format2829```30## Call sheet — {company} · {date/time} · stage: {stage}31GOAL: {one outcome} · Fallback: {outcome}3233**Attendees**: {name/role} — wins: ... · fears: ... · hook: ...34**Context delta**: ...35**Open with**: "..."36**Questions (in order)**: 1. ... 5. ...37**Show / Concede**: {demo focus or concession ladder}38**Do NOT**: • ... • ...39**Close with**: "..." → next step proposed on the call40```4142## Quality bar4344- [ ] One explicit goal — not "build rapport"45- [ ] Questions follow situation→pain→impact→process→timeline and are open-ended46- [ ] Every demo item maps to a stated or hypothesised pain47- [ ] Negotiation floor and tradeables written BEFORE the call, not improvised48- [ ] Fits on one page; readable at a glance during the call4950## Example5152**Ask**: "Call in 2h with the founder + ops manager of a 12-person agency, second call, they saw pricing."53**Produced**: goal "verbal yes on pilot scope", attendee angles (founder = margin, ops = workload), 5 questions, concession ladder starting at scope-trim not price-cut, and a close line proposing the pilot start date.
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