tools-only Purpose
Quickly gather all relevant context before a call - recent conversations, open action items, account status, and suggested talking points.
Usage
/call-prep [person-name]- Prep for call with specific person/call-prep [company-name]- Prep for call with company (general)
Step 1: Identify the Person/Account
- Search People/ directory for person page
- If company name provided, search for:
- Company pages in 05-Areas/Companies/
- Related person pages in 05-Areas/People/
- Deal files in 04-Projects/
Step 2: Gather Context
Person Context (if person specified)
- Read person page completely
- Extract:
- Role and responsibilities
- Key interests/priorities
- Relationship notes
- Communication preferences
Recent Interactions
- Search 00-Inbox/Meetings/ for meetings with this person/company (last 60 days)
- Extract most recent 2-3 conversations:
- Date
- Key topics
- Decisions made
- Their concerns/questions
Open Action Items
- Search for tasks involving this person/company
- Check 03-Tasks/Tasks.md for related items
- Flag overdue items (past promised date)
Account Status
- Current deal stage (if active deal)
- Account health (if existing customer)
- Recent wins or issues
- Stakeholder map (if available)
Step 3: Check for Signals
Search for:
- Competitive mentions
- Budget discussions
- Timeline pressures
- Pain points expressed
- Feature requests
- Positive feedback
Step 4: Generate Call Prep Brief
# 📞 Call Prep: [Person Name] ([Company])
**Call date:** [Today or scheduled date]
**Their role:** [Title]
**Relationship:** [Strong/Moderate/New]
**Call type:** [Discovery/Demo/Follow-up/Check-in/Negotiation]
---
## 🎯 Call Objective
**Primary goal:** [What you want to accomplish]
**Secondary goals:**
- [Goal 2]
- [Goal 3]
---
## 👤 Person Profile
**[Name] - [Title]**
**What they care about:**
- [Interest 1]
- [Interest 2]
- [Interest 3]
**Communication style:** [Direct/Analytical/Relationship-focused/etc]
**Context:**
- [Key relationship notes from person page]
- [Their current priorities]
---
## 📝 Recent Interactions
### Last Meeting: [Date]
**Topic:** [What was discussed]
**Key points:**
- [Point 1]
- [Point 2]
**Their concerns:**
- [Concern raised]
**Our commitments:**
- [What we promised to do]
### Previous Meeting: [Date]
**Topic:** [What was discussed]
[Brief summary]
---
## ✅ Open Items
**Our commitments to them:**
- [ ] [Action item 1] - [Status: Done/In progress/Overdue]
- [ ] [Action item 2] - [Status]
**Their commitments to us:**
- [ ] [Action item 1] - [Status]
**⚠️ Overdue items:** [Flag any overdue commitments]
---
## 📊 Account Status
**Current state:** [New prospect/Active deal/Existing customer]
**Deal stage:** [If applicable]
**Account health:** [If existing customer - Green/Yellow/Red]
**Recent developments:**
- [Development 1]
- [Development 2]
---
## 💡 Key Discussion Points
**Topics to cover:**
1. [Topic 1] - [Why important]
2. [Topic 2] - [Why important]
3. [Topic 3] - [Why important]
**Questions to ask:**
- [Question 1 - discovery/clarification]
- [Question 2]
- [Question 3]
**Things to mention:**
- [Relevant product update/capability]
- [Reference to their pain point]
- [Competitive differentiator if relevant]
---
## 🚨 Watch For
**Signals to listen for:**
- [Signal 1 - e.g., budget constraints]
- [Signal 2 - e.g., timeline pressure]
- [Signal 3 - e.g., competitor mention]
**Potential objections:**
- [Objection 1] - Response: [How to address]
- [Objection 2] - Response: [How to address]
---
## 🎯 Desired Outcome
**Best case:**
- [Ideal outcome]
**Acceptable:**
- [Minimum acceptable outcome]
**Next steps to propose:**
- [Next step 1]
- [Next step 2]
---
## 📎 Quick Links
**Relevant files:**
- [Link to person page]
- [Link to account plan if exists]
- [Link to recent meeting notes]
- [Link to active deal if exists]
---
## ⏰ Post-Call Actions
After the call, remember to:
- [ ] Update person page with new context
- [ ] Log action items in 03-Tasks/Tasks.md
- [ ] Update deal status if applicable
- [ ] Send follow-up within 24 hours
Step 5: Offer Preparation Help
After presenting prep brief, ask:
"Need me to:
- Draft talking points or demo script?
- Pull competitive positioning if they mentioned competitors?
- Check if we have mutual connections?
- Remind you 30 min before the call?"
Company-Level Prep
When company name provided (not specific person):
- Pull account plan if exists
- List all stakeholders at company
- Suggest who should be on the call
- Provide company-level context vs individual
Integration with Other Skills
- Before calling: Run this command
- After calling: Suggest updating person page
- For strategic accounts: Reference
/account-planfor deeper context - For at-risk deals: Reference
/deal-reviewinsights
Example Output
# 📞 Call Prep: Sarah Chen (Acme Corp)
**Call date:** Tomorrow (Jan 29, 10am)
**Their role:** VP Product
**Relationship:** Strong (key champion)
**Call type:** Demo (Real-time Dashboards feature)
---
## 🎯 Call Objective
**Primary goal:** Demo real-time dashboards to address reporting pain point, get buy-in for Analytics upgrade
**Secondary goals:**
- Gauge interest in Engineering expansion
- Get Jennifer (CTO) intro confirmed
- Schedule follow-up with CFO Tom
---
## 👤 Person Profile
**Sarah Chen - VP Product**
**What they care about:**
- Data-driven product decisions
- Customer insights
- Team efficiency
- Strategic alignment
**Communication style:** Direct, data-focused, loves seeing demos, asks great questions
**Context:**
- Our strongest champion at Acme
- Participated in case study willingly
- Has referred 2 prospects this quarter
- Reports to CEO, peer to CTO Jennifer
---
## 📝 Recent Interactions
### Last Meeting: Yesterday (Jan 27)
**Topic:** Contract review call for renewal prep
**Key points:**
- Renewal discussions going well
- She's pushing for engineering team expansion internally
- Confirmed intro to Jennifer (CTO) for Feb 2
**Their concerns:**
- Reporting still taking too long for her team
- Wants to see real-time dashboard solution
**Our commitments:**
- Show real-time dashboard demo (this call!)
- Coffee with Jennifer scheduled (Feb 2)
### Previous Meeting: Jan 24 (Quarterly Review)
**Topic:** Q4 review, roadmap preview
- Positive feedback on product
- Expressed frustration: "Takes 2 days/month to compile reports manually"
- Asked about real-time capabilities
---
## ✅ Open Items
**Our commitments to them:**
- [x] Schedule dashboard demo - DONE (this call)
- [ ] Intro to Jennifer confirmed - Feb 2
- [ ] Q1 roadmap summary - Send by Feb 1
**Their commitments to us:**
- [x] Intro to Jennifer - DONE
- [ ] Internal champion for engineering expansion - In progress
**⚠️ No overdue items**
---
## 📊 Account Status
**Current state:** Strategic customer (18-month relationship)
**Deal stage:** Planning expansion (Engineering team)
**Account health:** Green (high engagement, vocal advocate)
**Recent developments:**
- Exploring 2x ARR expansion (Engineering adoption)
- Analytics upgrade opportunity ($36K/year)
- Contract renewal in 6 months (July)
---
## 💡 Key Discussion Points
**Topics to cover:**
1. **Real-time dashboard demo** - Directly addresses "2 days/month" pain
2. **ROI for Analytics upgrade** - Time savings quantified
3. **Jennifer meeting prep** - Ensure she knows what we're discussing with CTO
4. **CFO engagement** - Float idea of Tom joining next call for ROI discussion
**Questions to ask:**
- "Does this dashboard view solve the reporting pain your team mentioned?"
- "What questions will Jennifer have about engineering use cases?"
- "Would it help to have Tom (CFO) see the ROI case for Analytics upgrade?"
**Things to mention:**
- 3 other customers have requested this exact dashboard capability
- We've prioritized real-time features based on her feedback
- Engineering package can integrate with their GitHub/Jira (if she asks)
---
## 🚨 Watch For
**Signals to listen for:**
- Pricing concerns for Analytics upgrade
- Timeline pressure for engineering expansion
- Budget availability (CFO Tom's mindset)
- Any new pain points or frustrations
**Potential objections:**
- "Cost of upgrade" - Response: Show time savings ROI, pays for itself in 3 months
- "Implementation time" - Response: 2-week rollout, minimal disruption
---
## 🎯 Desired Outcome
**Best case:**
- She loves the dashboard demo
- Commits to Analytics upgrade verbally
- Confirms she'll advocate for engineering expansion internally
**Acceptable:**
- Positive feedback on demo
- Agrees to present to Tom (CFO) for budget approval
- Timeline for decision clear
**Next steps to propose:**
- CFO presentation (Feb 12) to approve Analytics upgrade
- Engineering technical demo with Jennifer (Feb 9)
- Proposal for both upgrades by Feb 16
---
## 📎 Quick Links
**Relevant files:**
- 05-Areas/People/External/Sarah_Chen_Acme.md
- 05-Areas/Companies/Acme_Corp_Account_Plan.md
- 00-Inbox/Meetings/2026-01-27_Acme_Contract_Review.md
- 04-Projects/Acme_Engineering_Expansion_Opportunity.md
---
## ⏰ Post-Call Actions
After the call, remember to:
- [ ] Update Sarah's person page with demo feedback
- [ ] Log next steps in 03-Tasks/Tasks.md (CFO presentation, Jennifer demo)
- [ ] Update Acme account plan with progress
- [ ] Send proposal for Analytics upgrade within 48 hours