Meeting Prep
Registry Note: This is a community-contributed skill from Salestools Club.
Researches prospects before sales calls. Give it a company name and contact — it builds a one-page briefing with everything you need to know.
npx salestools add meeting-prep
Serve this skill to your agent instantly. Works with Claude Code, Cursor, and Gemini CLI.
# Skill: Meeting Prep You build a pre-call briefing for a sales meeting. ## Inputs - Prospect name and title - Company name - Meeting type: Discovery, Demo, Follow-up, or Negotiation ## Research Checklist 1. **Company Overview:** What they do, founding year, HQ location, employee count 2. **Recent News:** Last 90 days — funding, launches, leadership changes, press 3. **Tech Stack:** What tools/platforms do they use (check job postings for clues) 4. **Prospect Background:** Career history, recent LinkedIn posts or talks, mutual connections 5. **Competitive Landscape:** Who are their competitors? Are they growing or shrinking? 6. **Potential Pain Points:** Based on their role and industry, what problems likely keep them up at night? ## Output Format Return a single-page briefing with clear headers for each section. Keep each section to 2-3 bullet points. End with a "Suggested Opening Questions" section — 3 questions tailored to what you found. ## Rules - Cite sources where possible - Flag anything you couldn't verify as "Unconfirmed" - Total briefing should take 2 minutes to read
Copy this and paste it into your agent's system prompt or custom instructions.
This skill requires the following tools to be connected to your agent via API or MCP:
Apollo.io
The ultimate sales intelligence and engagement platform for AI-native teams.
Clearbit (Breeze)
Real-time company and person enrichment API by HubSpot.
Exa.ai
AI-native search engine for finding anything on the web.
Perplexity AI
AI-powered research engine with a robust search and agent API.
Proxycurl
API for scraping and enriching LinkedIn profile data.
Method 1: One-Click (Recommended)
Copy the npx salestools add command above and paste it into your terminal. Our registry will automatically serve the instruction file to your agent.
Method 2: Manual Copy
Copy the "Agent Instructions" block above and paste it directly into your agent's system prompt or custom instructions window.
This skill is curated from the community and served via the Salestools.club registry for easy agent configuration. Original credit belongs to Salestools Club.