All skills
Sales
Meeting prep brief
Before every external meeting: who the person is, what the company does, what was said last time, and where AI fits.
CalendarGmailFathomCRMDrive
When to run it
"Prep me for the meeting with", or automatically for every external meeting on the calendar.
The steps
- 01Pulls CRM history, emails and transcripts with the person and company
- 02Reads their last two LinkedIn posts and the company news
- 03Maps competitors and where AI could help them
- 04Summarizes to one page with cited sources
What comes out
A brief in Drive, linked to the account card in the CRM.
SKILL.mdClaude Code · Skills
--- name: meeting-prep description: Before every external meeting: who the person is, what the company does, what was said last time, and where AI fits. category: Sales --- ## When to run it "Prep me for the meeting with", or automatically for every external meeting on the calendar. ## The steps 1. Pulls CRM history, emails and transcripts with the person and company 2. Reads their last two LinkedIn posts and the company news 3. Maps competitors and where AI could help them 4. Summarizes to one page with cited sources ## What comes out A brief in Drive, linked to the account card in the CRM.
Got a process that's blocking the organization? Let's open it.
30 minutes. No selling, no slides. We map the first step together and check whether there is ROI here.
This is what a Tuesday morning looks like, three months after we start:
- The procurement manager doesn't type orders. She approves them.
- The shift manager gets a brief at 6:50, before he walks onto the floor.
- The IT person answers questions. He is no longer the bottleneck.