Activate for: pre-call brief, before the call, prepare for call, meeting prep, call prep, discovery prep, demo prep, before meeting, call preparation, what should I know before, deal health, deal review, deal brief, opportunity review, account review, QBR prep, renewal prep. NOT for: prospect research (use prospect-research), outreach drafting (use outreach), post-call follow-up (use follow-up), pipeline reporting (use pipeline).
npx claudepluginhub panaversity/agentfactory-business-plugins --plugin sales-revops-marketingThis skill uses the workspace's default tool permissions.
- Build the brief ONLY from information provided in the input — do not
Generates sales call prep briefs with company/attendee research, agendas, and questions via web search and user input or CRM/email connectors.
Generates scannable call prep briefs from Common Room signals, account/contact research, Gong history, talking points, objections, and recent news for customer/prospect meetings.
Run structured discovery calls using SPIN, Sandler, or Challenger frameworks with tailored question sets and call guides. Use this skill whenever a rep needs help preparing discovery questions, is about to do a first call with a new prospect, wants a discovery call template, says "what questions should I ask", "help me prepare for a discovery call", "I need a call guide", or is working on improving their discovery process. Also trigger when someone mentions SPIN selling, Sandler, Challenger, or gap selling in a sales context.
Share bugs, ideas, or general feedback.
Use before first substantive conversation with a prospect.
QUICK CONTEXT (2-minute read) [3-5 sentences: who they are, what's happening at their company right now, why they are talking to you, and what they already know about your product (if anything). The rep should be able to walk into the call after reading this and sound like they've been following this prospect for months.]
YOUR GOAL FOR THIS CALL [Specific, single goal for this conversation. Not "sell." Not "demo." Examples:
DISCOVERY QUESTIONS -- 5 MAXIMUM, IN THIS ORDER
The total question count (opening + depth + qualification) must not exceed 5. Select the highest-priority questions for this specific prospect and situation. Reps who over-question make prospects feel interrogated.
Opening (1 question — earn the right to ask): [One opening question that references something specific from their situation and invites them to describe the problem. NOT "Tell me about your business." Specific.]
Depth (2-3 questions — once top pain is identified): Choose from:
Qualification (1 question — must-know before close): Choose from:
ANTICIPATED OBJECTIONS AND RESPONSES [For each of the 2-3 most likely objections for this persona + situation: Objection: "[Exact words they might say]" -> Response: "[How to address without arguing -- validate then reframe]"]
CALL SUCCESS CRITERIA Primary: [What a great call looks like -- all questions answered] Secondary: [Minimum acceptable outcome -- what you need to walk away with] Minimum: [The one thing you must achieve to justify the call]
COMPETITORS TO LISTEN FOR [Names of competitors and how to respond if mentioned]
Use for active deals -- pipeline review, deal strategy, before next touchpoint.
DEAL SUMMARY [4-5 sentences: what is known about this deal -- pain confirmed, buyer identified, competitors known, timeline, budget status]
KNOWN VS. UNKNOWN
Known: [What is confirmed -- pain, budget, authority, timeline items]
Unknown (must establish in next interaction): [What is not yet confirmed -- risks, gaps in BANT/MEDDIC]
DEAL HEALTH ASSESSMENT: [HEALTHY / AT RISK / STALLED] [Reasoning: why this classification]
RISK FACTORS [The top 2-3 reasons this deal might not close -- be honest]
RECOMMENDED NEXT ACTION [Specific: what to do, when, and how -- not generic advice]