Sales Call Prep Brief
Builds a complete briefing on a company and its people before your call.
by anthropics · ★ 32,564 on GitHub
What it does
You tell Claude who you're meeting with, and it pulls account details, attendee backgrounds, and recent activity from your connected sales data and calendar. Claude highlights risks, opportunities, and recent events worth knowing before the call. You get a single, scannable brief so you're not walking in cold.
Who it’s for
A good fit for salespeople, consultants and founders who sell and busy people who want to get organised.
Do you need to code?
No. You can use this without writing or editing any code.
How to install
Add it as a skill, or as part of its plugin. This skill also ships inside a plugin, so you can upload just this skill to Claude, or install the whole plugin it comes in. See the step-by-step guide.
Safety note
Needs a connected Common Room account and optionally calendar access; reads account, contact, and meeting data.
As with any add-on, only install skills from sources you trust, and read what it does first.
License
Apache-2.0