Claude-skill-registry call-prep

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

1. Search People/ directory for person page
2. 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:

1. Draft talking points or demo script?
2. Pull competitive positioning if they mentioned competitors?
3. Check if we have mutual connections?
4. Remind you 30 min before the call?"

---

Company-Level Prep

When company name provided (not specific person):

1. Pull account plan if exists
2. List all stakeholders at company
3. Suggest who should be on the call
4. 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-plan

  for deeper context
• For at-risk deals: Reference

  /deal-review

  insights

---

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