call-prep

电话会准备

几分钟内为任何销售电话做好充分准备。此技能适用于你提供的任何上下文；连接销售工具后，效果会显著提升。

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                  │
└─────────────────────────────────────────────────────────────────┘

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开始使用

运行此技能后，我会询问所需信息：

必需信息：

• 公司或联系人姓名
• 会议类型（需求探索、演示、谈判、跟进等）

如果有，提供以下信息会有帮助：

• 参会人员（姓名和职务）
• 你希望我了解的任何上下文（粘贴之前的笔记、邮件等）

如果你已连接 CRM、电子邮件或其他工具，我会自动提取上下文并跳过提问。

---

连接器（可选）

连接工具，增强此技能的效果：

连接器	提供的信息
CRM	客户详情、联系人历史记录、进行中的交易、近期活动
电子邮件	与该公司的近期邮件往来、未解决的问题、已分享的附件
聊天	关于该客户的内部聊天讨论（例如 Slack）、同事的见解
通话记录	之前的通话录音、讨论过的主题、提及的竞争对手
日历	自动查找会议，提取参会人员和说明

没有连接器？ 没问题。告诉我会议情况，并粘贴你掌握的任何上下文即可。其余信息我会自行调研。

---

输出格式

# Call Prep: [Company Name]

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

---

## Account Snapshot

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

---

## Who You're Meeting

### [Name] — [Title]
- **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]

---

## Context & History

**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]

---

## Suggested Agenda

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

---

## Discovery Questions

Ask these to fill gaps in your understanding:

1. [Question about their current situation]
2. [Question about pain points or priorities]
3. [Question about decision process and timeline]
4. [Question about success criteria]
5. [Question about other stakeholders]

---

## Potential Objections

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

---

## Internal Notes

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

---

## After the Call

Run **call-follow-up** to:
- Extract action items
- Update your CRM
- Draft follow-up email

---

执行流程

第 1 步：收集上下文

如果有可用的连接器：

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

如果没有连接器：

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

第 2 步：补充调研

始终执行（网络搜索）：

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

第 3 步：综合并生成

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

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不同会议类型的准备方式

需求探索电话会

• 重点：了解对方的情况、痛点和优先事项
• 议程侧重：提问 > 讲解
• 关键产出：资格判断信号、下一步建议

演示 / 介绍会

• 重点：对方的具体用例、量身定制的示例
• 议程侧重：展示相关功能、收集反馈
• 关键产出：技术需求、决策时间表

谈判 / 方案评审

• 重点：解决顾虑、说明价值
• 议程侧重：处理异议、弥合分歧
• 关键产出：达成协议的路径、明确的后续步骤

跟进 / 季度业务评审

• 重点：已交付的价值、拓展机会
• 议程侧重：回顾成果、发现新需求
• 关键产出：续约信心、增购机会管线

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更充分准备的技巧

1. 上下文越多，准备效果越好 — 粘贴邮件、笔记或任何你掌握的信息
2. 提供参会人员姓名 — 即使只提供职务，也有助于我开展调研
3. 说明你的目标 — “我希望让他们同意开展试点”
4. 指出顾虑 — “他们提到预算紧张”

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相关技能

• account-research — 首次联系前深入了解一家公司
• call-follow-up — 处理通话笔记并执行会后工作流
• draft-outreach — 调研后撰写个性化的外联内容