call-prep

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English

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Chinese

Call Prep

销售电话准备

Get fully prepared for any sales call in minutes. This skill works with whatever context you provide, and gets significantly better when you connect your sales tools.

几分钟内即可为任何销售电话做好充分准备。该工具可基于您提供的任意背景信息工作，若连接销售工具，功能将大幅增强。

How It Works

工作原理

┌─────────────────────────────────────────────────────────────────┐
│                        CALL PREP                                 │
├─────────────────────────────────────────────────────────────────┤
│  ALWAYS (works standalone)                                       │
│  ✓ You tell me: company, meeting type, attendees                │
│  ✓ Web search: recent news, funding, leadership changes         │
│  ✓ Company research: what they do, size, industry               │
│  ✓ Output: prep brief with agenda and questions                 │
├─────────────────────────────────────────────────────────────────┤
│  SUPERCHARGED (when you connect your tools)                      │
│  + CRM: account history, contacts, opportunities, activities    │
│  + Email: recent threads, open questions, commitments           │
│  + Chat: internal discussions, colleague insights               │
│  + Transcripts: prior call recordings, key moments              │
│  + Calendar: auto-find meeting, pull attendees                  │
└─────────────────────────────────────────────────────────────────┘

┌─────────────────────────────────────────────────────────────────┐
│                        销售电话准备                                 │
├─────────────────────────────────────────────────────────────────┤
│  基础模式（可独立运行）                                       │
│  ✓ 您提供：公司名称、会议类型、参会人员                │
│  ✓ 网络调研：近期新闻、融资情况、领导层变动         │
│  ✓ 公司调研：业务范围、规模、行业领域               │
│  ✓ 输出内容：包含议程和问题的准备简报                 │
├─────────────────────────────────────────────────────────────────┤
│  增强模式（连接工具后）                      │
│  + CRM：客户账户历史、联系人信息、销售机会、活动记录    │
│  + 邮件：近期沟通线程、待解决问题、承诺事项           │
│  + 聊天：内部讨论内容、同事见解               │
│  + 通话转录：过往通话记录、关键时刻              │
│  + 日历：自动查找会议、提取参会人员                  │
└─────────────────────────────────────────────────────────────────┘

Getting Started

快速上手

When you run this skill, I'll ask for what I need:

Required:

Company or contact name
Meeting type (discovery, demo, negotiation, check-in, etc.)

Helpful if you have it:

Who's attending (names and titles)
Any context you want me to know (paste prior notes, emails, etc.)

If you've connected your CRM, email, or other tools, I'll pull context automatically and skip the questions.

运行该工具时，我会向您询问所需信息：

必填项：

公司或联系人名称
会议类型（发现式沟通、产品演示、谈判、跟进沟通等）

如有以下信息将更有帮助：

参会人员（姓名及职位，若知晓）
您希望我了解的任何背景信息（粘贴过往笔记、邮件等）

若您已连接CRM、邮件或其他工具，我将自动提取背景信息，无需询问上述问题。

Connectors (Optional)

可选连接器

Connect your tools to supercharge this skill:

Connector	What It Adds
CRM	Account details, contact history, open deals, recent activities
Email	Recent threads with the company, open questions, attachments shared
Chat	Internal chat discussions (e.g. Slack) about the account, colleague insights
Transcripts	Prior call recordings, topics covered, competitor mentions
Calendar	Auto-find the meeting, pull attendees and description

No connectors? No problem. Just tell me about the meeting and paste any context you have. I'll research the rest.

连接以下工具可增强该工具的功能：

连接器	新增功能
CRM	客户账户详情、联系人历史、待推进交易、近期活动记录
邮件	与该公司的近期沟通线程、待解决问题、共享的附件
聊天	关于该客户账户的内部聊天讨论（如Slack）、同事见解
通话转录	过往通话记录、讨论主题、竞品提及情况
日历	自动查找会议、提取参会人员及会议描述

没有连接器？ 没问题。只需告知我会议相关信息并粘贴您有的背景资料即可，剩余调研工作我来完成。

Output Format

输出格式

markdown

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markdown

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Call Prep: [Company Name]

销售电话准备：[公司名称]

Meeting: [Type] — [Date/Time if known] Attendees: [Names with titles] Your Goal: [What you want to accomplish]

会议信息：[类型] — [已知的日期/时间] 参会人员：[带职位的姓名] 您的目标：[您希望达成的成果]

Account Snapshot

客户账户快照

Field	Value
Company	[Name]
Industry	[Industry]
Size	[Employees / Revenue if known]
Status	[New prospect / Active opportunity / Customer]
Last Touch	[Date and summary]

字段	内容
公司	[名称]
行业	[行业领域]
规模	[员工数量/已知的营收情况]
状态	[新潜在客户/待推进机会/现有客户]
上次互动	[日期及摘要]

Who You're Meeting

参会人员信息

[Name] — [Title]

[姓名] — [职位]

Background: [Career history, education if found]
LinkedIn: [URL]
Role in Deal: [Decision maker / Champion / Evaluator / etc.]
Last Interaction: [Summary if known]
Talking Point: [Something personal/professional to reference]

[Repeat for each attendee]

背景：[职业经历、教育背景（若找到）]
LinkedIn：[链接]
在交易中的角色：[决策者/支持者/评估者等]
上次互动：[已知的摘要]
沟通切入点：[可提及的个人/职业相关内容]

[为每位参会人员重复上述内容]

Context & History

背景与历史

What's happened so far:

[Key point from prior interactions]
[Open commitments or action items]
[Any concerns or objections raised]

Recent news about [Company]:

[News item 1 — why it matters]
[News item 2 — why it matters]

过往进展：

[过往互动的关键点]
[未完成的承诺或行动项]
[提出过的任何顾虑或异议]

[公司]近期新闻：

[新闻条目1 — 重要性说明]
[新闻条目2 — 重要性说明]

Suggested Agenda

建议议程

Open — [Reference last conversation or trigger event]
[Topic 1] — [Discovery question or value discussion]
[Topic 2] — [Address known concern or explore priority]
[Topic 3] — [Demo section / Proposal review / etc.]
Next Steps — [Propose clear follow-up with timeline]

开场 — [提及上次对话或触发事件]
[主题1] — [发现式问题或价值讨论]
[主题2] — [解决已知顾虑或探索优先级]
[主题3] — [产品演示环节/方案评审等]
后续步骤 — [提出明确的跟进计划及时间线]

Discovery Questions

发现式问题

Ask these to fill gaps in your understanding:

[Question about their current situation]
[Question about pain points or priorities]
[Question about decision process and timeline]
[Question about success criteria]
[Question about other stakeholders]

以下问题可帮助您填补信息空白：

[关于他们当前情况的问题]
[关于痛点或优先级的问题]
[关于决策流程和时间线的问题]
[关于成功标准的问题]
[关于其他利益相关者的问题]

Potential Objections

潜在异议

Objection	Suggested Response
[Likely objection based on context]	[How to address it]
[Common objection for this stage]	[How to address it]

异议	建议回应
[基于背景的可能异议]	[应对方式]
[该阶段常见的异议]	[应对方式]

Internal Notes

内部笔记

[Any internal chat context (e.g. Slack), colleague insights, or competitive intel]

[任何内部聊天背景（如Slack）、同事见解或竞品情报]

After the Call

会后操作

Run call-follow-up to:

Extract action items
Update your CRM
Draft follow-up email

---

运行call-follow-up工具可：

提取行动项
更新您的CRM
起草跟进邮件

---

Execution Flow

执行流程

Step 1: Gather Context

步骤1：收集背景信息

If connectors available:

1. Calendar → Find upcoming meeting matching company name
   - Pull: title, time, attendees, description, attachments

2. CRM → Query account
   - Pull: account details, all contacts, open opportunities
   - Pull: last 10 activities, any account notes

3. Email → Search recent threads
   - Query: emails with company domain (last 30 days)
   - Extract: key topics, open questions, commitments

4. Chat → Search internal discussions
   - Query: company name mentions (last 30 days)
   - Extract: colleague insights, competitive intel

5. Transcripts → Find prior calls
   - Pull: call recordings with this account
   - Extract: key moments, objections raised, topics covered

If no connectors:

1. Ask user:
   - "What company are you meeting with?"
   - "What type of meeting is this?"
   - "Who's attending? (names and titles if you know)"
   - "Any context you want me to know? (paste notes, emails, etc.)"

2. Accept whatever they provide and work with it

若连接器可用：

1. 日历 → 查找与公司名称匹配的即将到来的会议
   - 提取：标题、时间、参会人员、描述、附件

2. CRM → 查询客户账户
   - 提取：账户详情、所有联系人、待推进机会
   - 提取：最近10项活动、所有账户笔记

3. 邮件 → 搜索近期沟通线程
   - 查询：该公司域名的邮件（近30天）
   - 提取：关键主题、待解决问题、承诺事项

4. 聊天 → 搜索内部讨论
   - 查询：提及该公司名称的内容（近30天）
   - 提取：同事见解、竞品情报

5. 通话转录 → 查找过往通话
   - 提取：与该客户账户相关的通话记录
   - 提取：关键时刻、提出的异议、讨论主题

若无连接器：

1. 询问用户：
   - “您要和哪家公司会面？”
   - “这是什么类型的会议？”
   - “参会人员有哪些？（若知晓请提供姓名及职位）”
   - “您希望我了解哪些背景信息？（粘贴笔记、邮件等）”

2. 接收您提供的所有信息并基于此开展工作

Step 2: Research Supplement

步骤2：补充调研

Always run (web search):

1. "[Company] news" — last 30 days
2. "[Company] funding" — recent announcements
3. "[Company] leadership" — executive changes
4. "[Company] + [industry] trends" — relevant context
5. Attendee LinkedIn profiles — background research

始终执行（网络搜索）：

1. “[公司] 新闻” — 近30天
2. “[公司] 融资” — 近期公告
3. “[公司] 领导层” — 管理层变动
4. “[公司] + [行业] 趋势” — 相关背景
5. 参会人员LinkedIn主页 — 背景调研

Step 3: Synthesize & Generate

步骤3：整合与生成

1. Combine all sources into unified context
2. Identify gaps in understanding → generate discovery questions
3. Anticipate objections based on stage and history
4. Create suggested agenda tailored to meeting type
5. Output formatted prep brief

1. 将所有来源的信息整合成统一背景
2. 识别信息空白 → 生成发现式问题
3. 根据会议阶段和历史记录预判异议
4. 针对会议类型定制建议议程
5. 输出格式化的准备简报

Meeting Type Variations

不同会议类型的适配

Discovery Call

发现式沟通

Focus on: Understanding their world, pain points, priorities
Agenda emphasis: Questions > Talking
Key output: Qualification signals, next step proposal

重点：了解他们的业务场景、痛点、优先级
议程侧重：提问 > 讲解
核心产出：资格判定信号、后续步骤建议

Demo / Presentation

产品演示/方案介绍

Focus on: Their specific use case, tailored examples
Agenda emphasis: Show relevant features, get feedback
Key output: Technical requirements, decision timeline

重点：他们的具体使用场景、定制化案例
议程侧重：展示相关功能、收集反馈
核心产出：技术需求、决策时间线

Negotiation / Proposal Review

谈判/方案评审

Focus on: Addressing concerns, justifying value
Agenda emphasis: Handle objections, close gaps
Key output: Path to agreement, clear next steps

重点：解决顾虑、证明价值
议程侧重：处理异议、缩小分歧
核心产出：达成共识的路径、明确的后续步骤

Check-in / QBR

跟进沟通/季度业务回顾

Focus on: Value delivered, expansion opportunities
Agenda emphasis: Review wins, surface new needs
Key output: Renewal confidence, upsell pipeline

重点：已交付的价值、拓展机会
议程侧重：回顾成果、挖掘新需求
核心产出：续约信心、交叉销售线索

Tips for Better Prep

提升准备质量的小贴士

More context = better prep — Paste emails, notes, anything you have
Name the attendees — Even just titles help me research
State your goal — "I want to get them to agree to a pilot"
Flag concerns — "They mentioned budget is tight"

背景信息越详细，准备越充分 — 粘贴邮件、笔记等所有相关内容
提供参会人员姓名 — 即使只有职位也有助于我开展调研
明确您的目标 — 比如“我希望他们同意开展试点”
标注顾虑点 — 比如“他们提到预算紧张”