sales-call-prep

Prepare for one upcoming sales call, including the first discovery call — the goal, an agenda, who attends and what each cares about, open questions for the deal's unknowns, and the one next step to a

SKILL.md

GitHub

Call prep

Prepare the call in "$ARGUMENTS".

Compute with code. Perform every calculation (totals, balances, ratios, variances, projections) with a script — Bash, Python or a spreadsheet formula written to a file — and include the computation alongside the result. Never do arithmetic mentally.

Prerequisites

When $ARGUMENTS or the request names a deal, use that name as <deal> whether or not its folder exists yet in .singularskills/sales/. With no deal named: with exactly one deal folder there (not playbook), use it; with several, ask which; with none, read none and continue. Read whichever of 01-qualify.md to 05-close.md exist for the deal.

Process

  1. The goal: the one thing this call must achieve (learn the decision process, meet the economic buyer, agree the close plan).

  2. Who attends: each person, their role and what they care about, from the deal's artifacts or the user; anyone important who is not attending, and how to reach them.

  3. The agenda: a short opening to confirm time and goals, then the buyer talking first.

  4. Questions for the deal's unknowns, as references/qualification.md describes: open, one at a time, following up on the buyer's words, about their situation, problem, its impact and the cost of doing nothing, before any pitch. For a first discovery call, cover the MEDDPICC elements that are unknown.

  5. The next step to ask for, specific and dated.

  6. Honest selling. No false urgency, no fake scarcity, no misrepresentation of the product or a competitor, and no commitment (discount, term, date, feature) beyond the policy the user stated; anything beyond it is marked for approval, with who approves.

Output

In chat: the goal, attendees, agenda, questions and the next step to ask for. This skill writes no file; after the call, /sales-discovery writes it up from the notes.