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Prepare for sales calls with account context, attendee research, and agenda suggestions.
The material indicates this is an open-source, prompt-only skill with no required secrets and no declared remote endpoints, so the baseline risk is low. Caution is only warranted because the README mentions optional integrations with CRM, email, chat, transcripts, and calendar; if enabled in practice, data access and egress would depend on those connected tools.
The material and system checks indicate the skill itself requires no secrets or environment variables, and there is no direct request for sensitive credentials. Any credential risk would mainly come from future authorization of optional external connectors, not from the skill itself.
The README explicitly mentions web research and automatic context retrieval when CRM, email, chat, transcripts, and calendar are connected; this implies possible queries to or data retrieval from external services in the runtime environment. No specific remote endpoints are declared, and the skill itself is prompt-only, so this is a normal caution rather than a clear high-risk issue.
The system marks it as prompt-only, and the material does not show local process spawning, script execution, or use of privileged system capabilities. Based on the available facts, it does not present an independent code-execution surface.
In standalone use, it mainly relies on user-provided company details, attendees, and pasted notes or email excerpts, so the access scope is limited. However, the documentation also states it can connect to CRM, email, chat, transcripts, and calendar to auto-pull account history, threads, internal discussions, and call recordings; if enabled, this expands access into more sensitive business data, though still within its stated functionality.
The source is an open-source GitHub repository, anthropics/knowledge-work-plugins, which makes the code auditable and is a strong risk-reducing factor. Although the license is undeclared, stars are 0, and maintenance status is unknown, there are no high-risk red flags such as closed-source unknown exfiltration, untrusted origin, or obvious malicious injection.
Copy the install command and let the AI configure it · recommended for beginners
Please install the "call-prep" skill from askskill: 1. Download https://raw.githubusercontent.com/anthropics/knowledge-work-plugins/main/sales/skills/call-prep/SKILL.md 2. Save it as ~/.claude/skills/call-prep/SKILL.md 3. Reload skills and tell me it's ready
Prep me for tomorrow afternoon’s sales call with Xinghai Tech. Summarize company background, recent updates, likely attendee concerns, and give me a 30-minute agenda.
A call brief with account context, recent updates, attendee insights, risks, and a suggested agenda.
I’m meeting Yuanhang Logistics for the first time. Prepare me with what the company does, recent news, industry challenges, discovery questions to ask, and an opening statement.
A research summary for a first meeting, helping you understand the account and prepare questions and an opener.
I’m meeting executives from BlueBridge Capital in 30 minutes. Quickly prep me with company overview, executive background, likely discussion topics, pitfalls to avoid, and recommended next steps.
A concise executive meeting prep sheet highlighting key context, talking points, cautions, and action recommendations.
Get fully prepared for any sales call in minutes. This skill works with whatever context you provide, and gets significantly better when you connect your sales tools.
┌─────────────────────────────────────────────────────────────────┐
│ CALL PREP │
├─────────────────────────────────────────────────────────────────┤
│ ALWAYS (works standalone) │
│ ✓ You tell me: company, meeting type, attendees │
│ ✓ Web search: recent news, funding, leadership changes │
│ ✓ Company research: what they do, size, industry │
│ ✓ Output: prep brief with agenda and questions │
├─────────────────────────────────────────────────────────────────┤
│ SUPERCHARGED (when you connect your tools) │
│ + CRM: account history, contacts, opportunities, activities │
│ + Email: recent threads, open questions, commitments │
│ + Chat: internal discussions, colleague insights │
│ + Transcripts: prior call recordings, key moments │
│ + Calendar: auto-find meeting, pull attendees │
└─────────────────────────────────────────────────────────────────┘
When you run this skill, I'll ask for what I need:
Required:
Helpful if you have it:
If you've connected your CRM, email, or other tools, I'll pull context automatically and skip the questions.
Connect your tools to supercharge this skill:
| Connector | What It Adds |
|---|---|
| CRM | Account details, contact history, open deals, recent activities |
| Recent threads with the company, open questions, attachments shared | |
| Chat | Internal chat discussions (e.g. Slack) about the account, colleague insights |
| Transcripts | Prior call recordings, topics covered, competitor mentions |
| Calendar | Auto-find the meeting, pull attendees and description |
No connectors? No problem. Just tell me about the meeting and paste any context you have. I'll research the rest.
# Call Prep: [Company Name]
**Meeting:** [Type] — [Date/Time if known]
**Attendees:** [Names with titles]
**Your Goal:** [What you want to accomplish]
---
## Account Snapshot
| Field | Value |
|-------|-------|
| **Company** | [Name] |
| **Industry** | [Industry] |
| **Size** | [Employees / Revenue if known] |
| **Status** | [New prospect / Active opportunity / Customer] |
| **Last Touch** | [Date and summary] |
---
## Who You're Meeting
### [Name] — [Title]
- **Background:** [Career history, education if found]
- **LinkedIn:** [URL]
- **Role in Deal:** [Decision maker / Champion / Evaluator / etc.]
- **Last Interaction:** [Summary if known]
- **Talking Point:** [Something personal/professional to reference]
[Repeat for each attendee]
---
## Context & History
**What's happened so far:**
- [Key point from prior interactions]
- [Open commitments or action items]
- [Any concerns or objections raised]
**Recent news about [Company]:**
- [News item 1 — why it matters]
- [News item 2 — why it matters]
---
## Suggested Agenda
1. **Open** — [Reference last conversation or trigger event]
2. **[Topic 1]** — [Discovery question or value discussion]
3. **[Topic 2]** — [Address known concern or explore priority]
4. **[Topic 3]** — [Demo section / Proposal review / etc.]
5. **Next Steps** — [Propose clear follow-up with timeline]
---
## Discovery Questions
Ask these to fill gaps in your understanding:
1. [Question about their current situation]
2. [Question about pain points or priorities]
3. [Question about decision process and timeline]
…
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