Sales Call Prep
The pre-call intelligence report that turns a 50/50 sales call into an 80/20 one. Researches the company (with a sales lens — not Wikipedia facts, but buying signals, pain indicators, competitive landscape, and budget context), researches the person (not just their bio, but their authority level, priorities, likely objections, and what they care about), then maps everything to your product to generate a specific call strategy.
What makes this different from meeting-brief:
| Dimension | meeting-brief | sales-call-prep | |-----------|-----------------|-------------------| | Focus | Who is this person? | How do I sell to this person? | | Company research | Basic overview | Sales-lens: pain signals, budget indicators, competitive stack, decision process | | Person research | LinkedIn + GitHub + news | Authority mapping, buying style, priorities, likely objections | | Product connection | None | Maps your product's value to their specific situation | | Output | Background brief | Call strategy with talk track, questions, and objection prep | | Audience | Anyone with a meeting | SDR, AE, founder walking into a sales call |
When to Auto-Load
Load this composite when:
- User says "prep me for my sales call", "call prep for [company]", "research [person] before our demo"
- User says "I have a call with [person] at [company] tomorrow", "meeting prep for a prospect"
- User has an upcoming meeting with a prospect (not an internal meeting, not a customer check-in)
- An upstream workflow (meeting lifecycle, daily BDR rhythm) triggers call prep for sales meetings
Step 0: Configuration (One-Time Setup)
On first run, collect and store these preferences. Skip on subsequent runs.
Your Product Context
| Question | Purpose | Stored As | |----------|---------|-----------| | What does your company do? (2-3 sentences) | Frame product-to-prospect mapping | company_description | | What problem do you solve? | Identify if the prospect has this problem | pain_point | | Who is your ideal buyer? (title, department) | Map to the person on the call | ideal_buyer | | What are your top 3 proof points? (customer, metric, result) | Arm the seller with specific evidence | proof_points | | What are the top 5 objections you hear? And how do you handle each? | Pre-load objection handling | common_objections | | What competitors do you run into? And what's your positioning against each? | Competitive prep | competitors | | What's your pricing model? (ballpark) | Budget qualification context | pricing_model | | What does your typical sales process look like? (stages, timeline) | Calibrate call objectives by stage | sales_process | | What discovery questions do you typically ask? | Augment with prospect-specific questions | discovery_questions |
Data Source Config
| Question | Options | Stored As | |----------|---------|-----------| | Where do you track deals? | Salesforce / HubSpot / Pipedrive / Close / Supabase / None | crm_tool | | Where do you track outreach? | Smartlead / Instantly / Outreach / None | outreach_tool |
Store config in the current working directory or wherever the user prefers.
Step 1: Gather Context
Purpose: Understand what this meeting is, who's attending, and what stage the deal is at. Pull any existing data from CRM/outreach history.
Input Contract
meeting_input: {
# Option A: Calendar-driven (meeting already scheduled)
calendar_event: {
title: string
date: string
time: string
attendees: [ { name: string, email: string } ]
description: string | null
meeting_link: string | null
}
# Option B: Manual input (user tells you who the call is with)
manual: {
person_name: string
person_title: string | null
person_email: string | null
person_linkedin: string | null
company_name: string
company_domain: string | null
meeting_type: string | null # "discovery", "demo", "follow-up", "negotiation", etc.
notes: string | null # Any context the user provides
}
}Process
- Identify the prospect(s) from calendar or manual input. Filter out internal team members.
- Check ALL prior interaction sources (critical — do this before any web research):
The goal is to reconstruct a complete interaction timeline before the call. Walking into a meeting without knowing you've already emailed someone, had a deal in pipeline, or that a teammate talked to their colleague is a credibility killer. Check every available source.
#### A) CRM Records (Attio, Salesforce, HubSpot, Pipedrive, etc.)
Check for BOTH the person AND their company. Pull:
| What to Check | What to Pull | Why It Matters | |---------------|-------------|----------------| | Company record | Does the company exist in your CRM? What lists is it on? | Shows if they're already a prospect, customer, or cold | | Contact record | Does THIS person exist? Are there other contacts at the company? | Tells you if a colleague already engaged with you | | Active deals | Any open deal for this company? Stage, value, owner, age? | You might already be mid-cycle with them — don't restart the conversation | | Closed deals | Any won or lost deals? If lost, what was the reason? | Lost deals = you know their objections. Won deals = upsell conversation. | | Deal notes | Notes from previous calls, meetings, or interactions | Read every note — they contain gold for personalization | | Deal history | Stage changes, timeline, velocity | Shows how fast (or slow) they move | | Other contacts at company | Names, titles, roles of other people you've talked to | Reference them: "I was speaking with [colleague] about..." | | Comments / activities | Any logged calls, emails, tasks, or comments on their record | May contain context that didn't make it into deal notes |
#### B) Outreach / Sequencing Tool (SmartLead, Instantly, Outreach, Lemlist, etc.)
Search by email AND by name. Pull:
| What to Check | What to Pull | Why It Matters | |---------------|-------------|----------------| | Campaign membership | Were they in a campaign? Which one? When? | You already reached out — don't pretend this is a cold intro | | Emails sent | Exact subject lines and email bodies you sent them | Know what you said so you don't repeat yourself or contradict it | | Their reply | Did they reply? What did they say? Full reply text. | Their exact words are the best conversation opener: "You mentioned X..." | | Lead category | Interested / Not interested / Out of office / Bounced / etc. | If they were marked "interested," you know their temperature | | Trigger signal | What signal sourced this outreach? (hiring, funding, leadership change) | Reference the original signal: "When we first reached out, it was because [signal]..." | | Sequence position | Which email in the sequence did they respond to (or stop at)? | Tells you what messaging resonated vs. fell flat | | Email account used | Which sender mailbox was used? | Know which "version of you" they interacted with |
#### C) Other Interaction Sources
Check any additional places where prior contact may have occurred:
| Source | What to Check | |--------|---------------| | Client notes file | Any existing notes — may reference past conversations, call summaries, or decisions | | Previous content/outputs | Past call preps, outreach drafts, or research that included this person or company | | Calendar | Previous meetings with this person or company | | LinkedIn messages | Direct messages or InMail exchanges (ask user if they recall any) | | Referral context | How did this meeting come about? Warm intro from whom? Ask user. | | Shared Slack/email threads | Any back-channel conversations about this prospect |
#### D) Compile Interaction Tim