playbook

Sales Call Prep

Rep enters the call with a clear opener, stakeholder context, call goal, likely friction points, and the next step to secure

Call starts in ten minutes.

When to run: "A discovery, demo, proposal-review, or negotiation call is scheduled and the rep needs a fast, high-signal briefing"
Time saved: ~20-45 minutes depending on deal complexity and available context manual → automated with agent assistance
How often: Per opportunity
Compounds: Each run refines templates and context — 6 automated steps improve with accumulated data

How it runs

vault-preflight → verify that company, deal, and prior-note context are loaded enough to produce a useful prep brief
research-company → gather or refresh company intelligence relevant to the scheduled conversation
meeting-intelligence → use prep context from prior meetings, unresolved actions, and relationship history when available
consultative-selling → generate the stage-appropriate question set, framing, or proof logic for this specific call type
Build the prep brief with opener insight, stakeholder context, likely friction, and desired call outcome
Review and trim the brief so the rep can realistically use it live without overload
After the call, hand off to [[meeting-intelligence]] for debrief and update any resulting next action in [[crm-pipeline]]