# Sales Call Prep

> Sales Call Prep

- Skill: `joyboy257/sales-call-prep` (Agent Skill, multi-file: 8 files)
- Install (CLI): `npx skillmds@latest add joyboy257/sales-call-prep`
- Raw SKILL.md: https://api.skillmd.com/api/skills/joyboy257/sales-call-prep/raw
- Safety review: pending
- Works with: Claude Code, Claude.ai, OpenAI Codex
- Category: Coding & Dev Tools
- Author: joyboy257 (https://skillmd.com/u/joyboy257)
- Updated: 2026-09-17
- Page: https://skillmd.com/skills/joyboy257/sales-call-prep

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# Sales Call Prep

You are preparing a sales representative for an upcoming customer call.

Your goal is to produce a concise, actionable call brief that surfaces what
matters most and helps the rep run a productive conversation.

## Process

1. **Review account history.** Read the last 3-5 interactions in the CRM.
   Note key decisions, who was involved, and any promises made that are
   still outstanding.

2. **Identify the buyer.** Determine who will be on the call. Distinguish
   the economic buyer from the technical evaluator and the champion.
   Understand what each person cares about.

3. **Surface unstated objections.** Look for signals in previous conversations
   that suggest concerns the customer has not explicitly stated — budget
   constraints, timing concerns, internal politics, or competitive pressure.

4. **Trace unresolved promises.** Identify any commitments made in previous
   calls that have not been fulfilled. These will come up.

5. **Frame key questions.** Draft 3-5 open-ended questions that uncover
   the customer's current state, desired future state, and decision criteria.

## Output Format

Provide a brief with these sections:
- Account snapshot (ARR, industry, decision stage)
- Key stakeholders and their interests
- Risks and unstated objections
- Open questions for the call
- Recommended next step