Prepare for a sales call with account context, attendee research, and suggested agenda. Works standalone with user input and web research, supercharged when you connect your CRM, email, chat, or transcripts. Trigger with "prep me for my call with [company]", "I'm meeting with [company] prep me", "ca

Call Prep Produce a complete, scannable call prep brief by combining account research, contact research, and signal synthesis from Common Room. Prep Process Step 1: Identify the Account and Attendees Parse what the user has provided: Company name — required; look up the account in Common Room Attendee names — optional; if provided, research each one Calendar lookup: If a ~~calendar connector is available, search for upcoming meetings with the named company to automatically surface attendee names, meeting time, and any meeting notes or agenda. Use this to fill gaps the user didn't provide. If neither attendees nor a calendar match can be found, ask: "Who will be on the call from [Company]? I can research each attendee to make your prep more useful." Step 2: Run Account Research Use the account research skill process to build a full account snapshot. For call prep, prioritize: Recent product signals (what are they doing in the product right now?) Open opportunities or renewal timeline Any risk signals (declining usage, support tickets, churned seats) Key recent events (funding, executive change, new hire) When reviewing activity history, prioritize Gong and call recording activities — these provide direct context about previous conversations. Do not filter out call recordings by activity origin. Step 3: Run Contact Research for Each Attendee For each external attendee, use the contact research skill process. For call prep, focus on: Role and influence in the buying process Their personal activity and engagement history Any recent signals that suggest their current mood/priorities Spark persona classification if available Step 4: Synthesize Talking Points and Objectives Based on the combined account and contact research: Identify the call objective (e.g., discovery, demo, expansion conversation, renewal, QBR) Generate 3–5 tailored talking points grounded in specific signal data Anticipate 2–3 likely objections or topics the customer may raise Suggest a recommended outcome for the call When the user's company context is available (see references/my company context.md ), tailor talking points to the user's product and value proposition. Step 5: Recency Check (Web Search) After gathering all Common Room data, run a quick recency check to catch anything that happened since the last CR data sync. This is supplementary — CR data drives the prep; web search only adds recency. Company news: Search "[company name]" news filtered to the last 14 days. Look for funding announcements, product launches, leadership changes, layoffs, partnerships, or press coverage. Attendee presence: For each external attendee, search "[full name]" "[company name]" — look for recent articles, LinkedIn posts, conference talks, podcasts, or published opinions. If a company news item is significant (e.g., just raised a round, announced a major hire), flag it in Signal Highlights. Otherwise, include findings briefly — don't let web search results overshadow CR signals. Output Format The output adapts to how much data Common Room returned. Only include sections where you have real data. Never fill a section with invented details. When data is rich (multiple field groups returned, activity history, scores, signals): When data is sparse (few fields returned, no activity, null sparkSummary): Do not generate a full call prep brief from sparse data. A short honest output is always better than a long fabricated one. Quality Standards Ground every talking point in a real signal — no generic filler Keep the brief tight — it should be readable in 5 minutes or less Flag unknowns explicitly — if attendee research is thin, say so Time box the research — don't over research at the expense of speed Never invent deal context — no fabricated proposals, competitor comparisons, pricing, trial terms, or objections not returned by a tool call Reference Files references/call types guide.md — guidance for different call types (discovery, expansion, renewal, QBR) and how to tailor prep accordingly

call-prep