The pre-call intelligence report that turns a 50/50 sales call into an 80/20 one. Researches the company (with a sales lens — not Wikipedia facts, but buying signals, pain indicators, competitive landscape, and budget context), researches the person (not just their bio, but their authority level, priorities, likely objections, and what they care about), then maps everything to your product to generate a specific call strategy.

What makes this different from meeting-brief:

Dimension	`meeting-brief`	`sales-call-prep`
Focus	Who is this person?	How do I sell to this person?
Company research	Basic overview	Sales-lens: pain signals, budget indicators, competitive stack, decision process
Person research	LinkedIn + GitHub + news	Authority mapping, buying style, priorities, likely objections
Product connection	None	Maps your product's value to their specific situation
Output	Background brief	Call strategy with talk track, questions, and objection prep
Audience	Anyone with a meeting	SDR, AE, founder walking into a sales call

When to Auto-Load

Load this composite when:

User says "prep me for my sales call", "call prep for [company]", "research [person] before our demo"
User says "I have a call with [person] at [company] tomorrow", "meeting prep for a prospect"
User has an upcoming meeting with a prospect (not an internal meeting, not a customer check-in)
An upstream workflow (meeting lifecycle, daily BDR rhythm) triggers call prep for sales meetings

Step 0: Configuration (One-Time Setup)

On first run, collect and store these preferences. Skip on subsequent runs.

Your Product Context

Question	Purpose	Stored As
What does your company do? (2-3 sentences)	Frame product-to-prospect mapping	`company_description`
What problem do you solve?	Identify if the prospect has this problem	`pain_point`
Who is your ideal buyer? (title, department)	Map to the person on the call	`ideal_buyer`
What are your top 3 proof points? (customer, metric, result)	Arm the seller with specific evidence	`proof_points`
What are the top 5 objections you hear? And how do you handle each?	Pre-load objection handling	`common_objections`
What competitors do you run into? And what's your positioning against each?	Competitive prep	`competitors`
What's your pricing model? (ballpark)	Budget qualification context	`pricing_model`
What does your typical sales process look like? (stages, timeline)	Calibrate call objectives by stage	`sales_process`
What discovery questions do you typically ask?	Augment with prospect-specific questions	`discovery_questions`

Data Source Config

Question	Options	Stored As
Where do you track deals?	Salesforce / HubSpot / Pipedrive / Close / Supabase / None	`crm_tool`
Where do you track outreach?	Smartlead / Instantly / Outreach / None	`outreach_tool`

Store config in: clients/<client-name>/config/sales-call-prep.json or equivalent.

Step 1: Gather Context

Purpose: Understand what this meeting is, who's attending, and what stage the deal is at. Pull any existing data from CRM/outreach history.

Input Contract

meeting_input: {
  # Option A: Calendar-driven (meeting already scheduled)
  calendar_event: {
    title: string
    date: string
    time: string
    attendees: [ { name: string, email: string } ]
    description: string | null
    meeting_link: string | null
  }

  # Option B: Manual input (user tells you who the call is with)
  manual: {
    person_name: string
    person_title: string | null
    person_email: string | null
    person_linkedin: string | null
    company_name: string
    company_domain: string | null
    meeting_type: string | null       # "discovery", "demo", "follow-up", "negotiation", etc.
    notes: string | null              # Any context the user provides
  }
}

Process

Identify the prospect(s) from calendar or manual input. Filter out internal team members.

Check ALL prior interaction sources (critical — do this before any web research):

The goal is to reconstruct a complete interaction timeline before the call. Walking into a meeting without knowing you've already emailed someone, had a deal in pipeline, or that a teammate talked to their colleague is a credibility killer. Check every available source.

A) CRM Records (Attio, Salesforce, HubSpot, Pipedrive, etc.)

Check for BOTH the person AND their company. Pull:

What to Check	What to Pull	Why It Matters
Company record	Does the company exist in your CRM? What lists is it on?	Shows if they're already a prospect, customer, or cold
Contact record	Does THIS person exist? Are there other contacts at the company?	Tells you if a colleague already engaged with you
Active deals	Any open deal for this company? Stage, value, owner, age?	You might already be mid-cycle with them — don't restart the conversation
Closed deals	Any won or lost deals? If lost, what was the reason?	Lost deals = you know their objections. Won deals = upsell conversation.
Deal notes	Notes from previous calls, meetings, or interactions	Read every note — they contain gold for personalization
Deal history	Stage changes, timeline, velocity	Shows how fast (or slow) they move
Other contacts at company	Names, titles, roles of other people you've talked to	Reference them: "I was speaking with [colleague] about..."
Comments / activities	Any logged calls, emails, tasks, or comments on their record	May contain context that didn't make it into deal notes

B) Outreach / Sequencing Tool (SmartLead, Instantly, Outreach, Lemlist, etc.)

Search by email AND by name. Pull:

What to Check	What to Pull	Why It Matters
Campaign membership	Were they in a campaign? Which one? When?	You already reached out — don't pretend this is a cold intro
Emails sent	Exact subject lines and email bodies you sent them	Know what you said so you don't repeat yourself or contradict it
Their reply	Did they reply? What did they say? Full reply text.	Their exact words are the best conversation opener: "You mentioned X..."
Lead category	Interested / Not interested / Out of office / Bounced / etc.	If they were marked "interested," you know their temperature
Trigger signal	What signal sourced this outreach? (hiring, funding, leadership change)	Reference the original signal: "When we first reached out, it was because [signal]..."
Sequence position	Which email in the sequence did they respond to (or stop at)?	Tells you what messaging resonated vs. fell flat
Email account used	Which sender mailbox was used?	Know which "version of you" they interacted with

C) Other Interaction Sources

Check any additional places where prior contact may have occurred:

Source	What to Check
Client notes file	`clients/<client>/notes.md` — may reference past conversations, call summaries, or decisions
Previous content/outputs	`clients/<client>/content/` — past call preps, outreach drafts, or research that included this person or company
Calendar	Previous meetings with this person or company
LinkedIn messages	Direct messages or InMail exchanges (ask user if they recall any)
Referral context	How did this meeting come about? Warm intro from whom? Ask user.
Shared Slack/email threads	Any back-channel conversations about this prospect

D) Compile Interaction Timeline

After checking all sources, build a chronological timeline of every touchpoint:

interaction_timeline: [
  { date: "2026-01-15", type: "outreach_sent", detail: "Email 1 of hiring-signal campaign. Subject: 'The new CCO mandate'" },
  { date: "2026-01-18", type: "reply_received", detail: "Replied: 'Interesting, let's chat next month'" },
  { date: "2026-02-01", type: "deal_created", detail: "Deal created in Attio. Stage: Meeting booked. Value: $36K" },
  { date: "2026-02-10", type: "call_completed", detail: "Discovery call. Notes: 'Interested in outbound automation, evaluating Clay'" },
  { date: "2026-02-10", type: "deal_stage_change", detail: "Stage moved to Evaluation" },
]

This timeline goes directly into the 30-Second Brief and Call Strategy. If you have prior interactions, the call type, opening line, and discovery questions all change:

Prior Interaction	How It Changes the Call
No prior interaction	True cold discovery — qualify from scratch
Outreach sent, no reply	Warm-ish — they've seen your name. Reference the email: "I sent you a note about X a few weeks ago..."
Outreach sent, they replied positively	Warm — pick up where the conversation left off. Don't re-pitch.
Outreach sent, they replied negatively	Handle carefully — they already said no. Understand why before re-engaging.
Active deal in CRM	You're mid-cycle — this is a follow-up, not a discovery call. Read all notes.
Lost deal in CRM	Re-engagement — acknowledge the history: "I know we talked back in [month] and the timing wasn't right..."
Colleague already engaged	Multi-thread — reference the colleague: "I've been working with [name] on..."

Determine call type and objective:

Call Type	How to Detect	Default Objective
Cold discovery	No prior deal, first meeting	Qualify: Do they have the problem? Budget? Authority? Timeline?
Warm discovery	They replied to outreach positively	Qualify + build rapport. They already showed interest — figure out why.
Demo	Post-qualification, scheduled demo	Show value. Map product to their specific pain. Get next step.
Follow-up	Post-demo, they're evaluating	Handle objections. Introduce new proof. Advance to proposal.
Negotiation	Proposal sent, discussing terms	Close. Handle final objections. Align on timeline and terms.
Champion call	Internal champion, not decision maker	Arm the champion. Give them ammunition to sell internally.
Executive meeting	VP+ or C-suite involved	Be strategic, not tactical. ROI and vision, not features.

Output Contract

meeting_context: {
  call_type: string
  call_objective: string
  prospect: {
    name: string
    title: string | null
    email: string | null
    linkedin_url: string | null
    company: string
    company_domain: string | null
  }
  prior_interactions: {
    has_prior_contact: boolean           # Critical flag — changes the entire call approach
    interaction_timeline: [              # Chronological list of all touchpoints
      {
        date: string
        type: "outreach_sent" | "reply_received" | "deal_created" | "deal_stage_change" |
              "call_completed" | "note_added" | "linkedin_message" | "referral" | "other"
        source: "crm" | "outreach_tool" | "email" | "linkedin" | "notes" | "calendar" | "other"
        detail: string                   # What happened, in one sentence
      }
    ]
    crm_context: {
      company_record_exists: boolean
      contact_record_exists: boolean
      active_deal: {
        stage: string
        age_days: integer
        amount: number | null
        owner: string | null
        notes: string[]
      } | null
      closed_deals: [ { outcome: "won" | "lost", amount: number, reason: string | null } ]
      other_contacts: [ { name: string, title: string } ]
      comments_and_activities: string[]
    } | null
    outreach_context: {
      campaign_name: string | null
      campaign_status: string | null
      emails_sent: integer
      emails_sent_detail: [ { seq_number: integer, subject: string, date: string } ]
      their_reply: string | null         # Full reply text
      reply_date: string | null
      lead_category: string | null       # Interested, Not Interested, etc.
      trigger_signal: string | null      # What signal sourced the outreach
    } | null
    other_context: {
      client_notes_mentions: string[]    # Relevant mentions from notes.md
      previous_outputs: string[]         # Previous call preps, research, etc.
      referral_source: string | null     # How this meeting came about
    } | null
  }
  additional_attendees: [ { name: string, title: string } ] | null
}

Step 2: Company Deep Dive

Purpose: Research the prospect's company with a sales lens. Not a Wikipedia summary — focus on signals that indicate need, budget, urgency, and competitive landscape.

Input Contract

prospect: { company, company_domain, ... }  # From Step 1
your_company: { ... }                        # From config

Process

Research across seven dimensions. Use web search (always available) as the primary tool.

A) Company Overview (Quick Context)

What to Find	Where to Look	Why It Matters for the Call
What they do (1-2 sentences)	Website, Crunchbase, LinkedIn	Sets the context for everything else
Industry / vertical	Website	Determines which proof points to use
Company size (employees)	LinkedIn, Crunchbase	Maps to pricing tier and complexity
HQ location	Website	Timezone, regional context
Founded year	Crunchbase	Maturity indicator
Business model (B2B/B2C/marketplace)	Website	Affects how they think about tools

B) Financial & Growth Signals

What to Find	Where to Look	Why It Matters for the Call
Funding history	Crunchbase, web search	Indicates budget availability and growth stage
Last funding date + amount	Crunchbase, press releases	Recent raise = fresh budget, evaluating vendors
Revenue estimate (if public or disclosed)	Press, SEC filings, web search	Budget calibration
Growth trajectory (hiring velocity, office expansion)	LinkedIn, job boards	Growing = buying. Flat/contracting = harder sell.
Recent layoffs	Web search, news	Budget pressure — position as cost-saving, not cost-adding

C) Pain & Need Indicators

What to Find	Where to Look	Why It Matters for the Call
Job postings related to your product's domain	LinkedIn Jobs, Indeed	Hiring for the role = they have the problem you solve
Complaints/challenges on social media	LinkedIn posts, Twitter, Reddit	Direct evidence of pain you can reference
Industry-specific challenges	Industry reports, web search	Common pain points they're likely facing
Recent company news that implies need	Press, blog, LinkedIn	Expansion, new product, compliance change = new needs
Product reviews of their product (if applicable)	G2, Capterra, app stores	Their customers' complaints may point to needs your product addresses

D) Technology & Competitive Stack

What to Find	Where to Look	Why It Matters for the Call
Current tools in your category	Job postings (mentioning tools), website source, BuiltWith	Know what you're displacing or complementing
Competitor's product in use?	Web search, job postings, LinkedIn mentions	Prepare competitive positioning
Tech stack (relevant parts)	Job postings, website	Integration opportunities or blockers
Vendor evaluation signals	G2 comparisons, LinkedIn research posts	Actively shopping = high intent

E) Decision-Making Landscape

What to Find	Where to Look	Why It Matters for the Call
Organizational structure	LinkedIn, website team page	Who else is involved in the decision?
Other stakeholders (above/below the prospect)	LinkedIn	Who do they report to? Who reports to them?
Recent leadership changes	LinkedIn, web search	New leader = re-evaluating stack
Company culture signals	Glassdoor, careers page, LinkedIn	Fast-moving vs. bureaucratic affects sales cycle
Procurement style	Company size indicator	SMB = founder decides. Enterprise = procurement process.

F) Relationship Mapping

What to Find	Where to Look	Why It Matters for the Call
Mutual connections	LinkedIn	Warm intro potential, reference-ability
Past interactions with your company	CRM, outreach history	Don't repeat what they already know
Customer of a partner?	Partner records	Potential warm angle
In your existing customer's network?	LinkedIn, web search	"Your peer [company] uses us"

G) Recent Company News (Last 90 Days)

What to Find	Where to Look	Why It Matters for the Call
Product launches	Blog, press	New products = new ops challenges
Partnerships announced	Press, LinkedIn	New partnerships = integration needs
Awards / recognition	Web search	Compliment material, shows what they're proud of
Controversies / issues	Web search	Landmines to avoid
Earnings / performance	Press, SEC	Business health indicator

Output Contract

company_research: {
  overview: {
    name: string
    description: string
    industry: string
    employee_count: string
    location: string
    founded: string
    business_model: string
  }
  financial: {
    funding_total: string | null
    last_round: { amount: string, stage: string, date: string } | null
    revenue_estimate: string | null
    growth_signal: "growing" | "stable" | "contracting" | "unknown"
  }
  pain_indicators: [
    { signal: string, source: string, relevance_to_product: string }
  ]
  tech_stack: {
    known_tools: string[]
    competitor_in_use: string | null
    integration_opportunities: string[]
  }
  decision_landscape: {
    decision_maker_likely: string     # Title of likely decision maker
    other_stakeholders: string[]
    procurement_style: "founder_led" | "committee" | "procurement" | "unknown"
    estimated_sales_cycle: string
  }
  recent_news: [
    { headline: string, date: string, relevance: string }
  ]
  relationship_map: {
    mutual_connections: string[]
    peer_customers: string[]          # Your customers in their network
    past_interactions: string | null
  }
}

Step 3: Person Deep Dive

Purpose: Research the specific person on the call. Not just their bio — understand their authority, priorities, communication style, and likely concerns.

Input Contract

prospect: { name, title, email, linkedin_url, company }  # From Step 1
company_research: { ... }                                  # From Step 2
your_company: { ... }                                      # From config

Process

A) Professional Profile

What to Find	Where to Look	Why It Matters
Current title + department	LinkedIn	Authority level, budget ownership
Time in current role	LinkedIn	<6 months = new, evaluating stack. 2+ years = established, harder to displace incumbent
Career trajectory	LinkedIn experience	Moving up fast = ambitious, wants tools to accelerate. Lateral = stable, risk-averse.
Previous companies	LinkedIn	Industry experience, tools they've used before
Education	LinkedIn	Conversation starter, common ground
Skills / endorsements	LinkedIn	Technical vs. business orientation

B) Authority & Buying Power Assessment

Factor	How to Assess	Implication
Title level	VP+ = likely has budget. Director = may have budget. Manager = influencer, not buyer. IC = user/champion.	Determines whether to talk ROI (buyer) or workflow (user)
Department	Does their department buy your product?	If they're in engineering and you sell to sales, they might be evaluating for someone else
Reports to whom	LinkedIn org structure	The person above them is likely the decision maker if they're not
Team size	LinkedIn, company page	Larger team = more at stake, bigger deal potential
Budget indicators	Title + company size + funding	"Does this person plausibly control the budget for our product?"

Authority classification:

Level	Who	How to Sell
Economic buyer	VP+, C-suite, founder	Talk ROI, strategic value, competitive advantage. Don't demo features.
Technical buyer	Director, senior manager, tech lead	Talk capabilities, integrations, implementation. Demo the product.
Champion	Manager, senior IC	Talk workflow improvement, daily life impact. Help them build the internal case.
User	IC, operator	Talk ease of use, time savings, learning curve. Get them excited to use it.
Evaluator	Analyst, consultant	Talk data, comparisons, proof points. Be thorough and transparent.

C) What They Care About

What to Find	Where to Look	Why It Matters
Recent LinkedIn posts	LinkedIn activity	What are they thinking about? What problems are they voicing?
Articles they've shared	LinkedIn shares	What topics interest them?
Comments they've made	LinkedIn engagement	What opinions do they hold?
Conference talks / webinars	Web search, YouTube	What are they publicly expert in?
Published content (blog, podcast)	Web search	Deep insight into their thinking

D) Communication Style Signals

Signal	How to Detect	How to Adapt
Data-driven	Posts include numbers, references studies, shares reports	Lead with metrics and ROI. Bring a business case.
Visionary	Posts about trends, future of industry, big ideas	Lead with vision and strategic impact. Don't get stuck in details.
Operational	Posts about process, efficiency, team management	Lead with workflow improvement and implementation ease.
Skeptical	Posts questioning tools/trends, contrarian takes	Anticipate tough questions. Lead with proof, not claims.
Relationship-oriented	Posts about people, culture, team wins	Spend time on rapport. Don't rush to the pitch.

E) Likely Objections (Predicted)

Based on their profile, company situation, and your common objections:

Their Situation	Likely Objection	Pre-Load
Using a competitor	"We already have [tool]"	Prepare competitive positioning, switching cost analysis
Recently hired	"I'm still getting up to speed"	Position as "quick win for your first 90 days"
Small team / early stage	"We can't afford this right now"	Prepare ROI framing, start small options
Large enterprise	"Our procurement process takes 6 months"	Prepare for a longer cycle, ask about process early
Technical role	"Does it integrate with [our stack]?"	Prepare integration story
Recently burned by a vendor	"We tried something like this before"	Prepare "what's different" narrative

Output Contract

person_research: {
  profile: {
    name: string
    title: string
    department: string
    time_in_role: string
    previous_roles: [ { title: string, company: string, duration: string } ]
    education: string | null
  }
  authority: {
    level: "economic_buyer" | "technical_buyer" | "champion" | "user" | "evaluator"
    budget_authority: "confirmed" | "likely" | "unlikely" | "unknown"
    reports_to: string | null
    team_size: string | null
    assessment: string                # One-sentence assessment of their buying power
  }
  interests_and_priorities: {
    recent_posts_summary: string      # What they've been posting/sharing about
    key_topics: string[]              # Themes they care about
    public_opinions: string[]         # Positions they've taken publicly
    conversation_hooks: string[]      # Specific things to reference in the call
  }
  communication_style: {
    primary_style: string             # "data-driven", "visionary", "operational", "skeptical", "relationship-oriented"
    how_to_adapt: string              # Specific guidance
  }
  predicted_objections: [
    {
      objection: string
      likelihood: "high" | "medium" | "low"
      reasoning: string               # Why we predict this
      prepared_handle: string          # How to address it
    }
  ]
}

Step 4: Product-to-Prospect Mapping

Purpose: This is the core value-add. Map your product's capabilities to this specific prospect's situation. Not generic value props — specific connections based on the research. Pure LLM reasoning.

Input Contract

company_research: { ... }            # From Step 2
person_research: { ... }             # From Step 3
meeting_context: { ... }             # From Step 1
your_company: {
  description: string
  pain_point: string
  proof_points: string[]
  competitors: [ { name: string, positioning: string } ]
  pricing_model: string
  sales_process: string
  discovery_questions: string[]
}

Process

A) Value Mapping

For each pain indicator found in Step 2, map to a specific product capability:

Their Pain/Need	Your Product's Answer	Proof Point	How to Say It
[pain from research]	[specific capability]	[customer/metric]	[one sentence pitch]
[another pain]	[another capability]	[proof]	[pitch]

Only include pains where there's a genuine connection. Don't force-fit.

B) Competitive Positioning (If Relevant)

If they're using or evaluating a competitor:

Dimension	Competitor	Your Product	How to Frame
[key differentiator 1]	[their approach]	[your approach]	[framing]
[key differentiator 2]	[their approach]	[your approach]	[framing]

Rules:

Never trash the competitor. Acknowledge what they do well. Differentiate on where you're stronger.
If you don't know the competitor, ask the prospect: "What do you like about [tool]? What's missing?"
Frame as "different approach" not "we're better"

C) Relevant Proof Points

Select 2-3 proof points most relevant to THIS prospect:

Proof Point	Why It's Relevant to Them
"[Customer] saw X% improvement"	Same industry / same size / same problem
"[Metric] in [timeframe]"	Matches their pain indicator
"[Company] switched from [competitor]"	They're using the same competitor

Selection criteria: Same industry > same size > same problem > same competitor > general. Always choose the most specific proof point available.

D) Risk Factors & Landmines

Things that could derail the call:

Risk	Source	Mitigation
[risk — e.g., "just signed 2-year contract with competitor"]	[where you found this]	[how to handle]
[risk — e.g., "company culture is anti-vendor"]	[source]	[how to handle]
[risk — e.g., "recent bad press — sensitive topic"]	[source]	[avoid this topic]

Output Contract

product_mapping: {
  value_connections: [
    {
      their_pain: string
      your_answer: string
      proof_point: string
      how_to_say_it: string
      confidence: "strong" | "moderate" | "speculative"
    }
  ]
  competitive_positioning: {
    competitor_in_play: string | null
    differentiators: [ { dimension: string, their_approach: string, your_approach: string, framing: string } ]
    competitive_advice: string        # One paragraph on how to handle the competitive dynamic
  } | null
  relevant_proof_points: [
    { proof: string, why_relevant: string }
  ]
  risk_factors: [
    { risk: string, source: string, mitigation: string }
  ]
}

Step 5: Generate Call Strategy & Brief

Purpose: Synthesize everything into a single pre-call document with: executive brief, call strategy, talk track, discovery questions, and objection prep.

Input Contract

meeting_context: { ... }              # From Step 1
company_research: { ... }            # From Step 2
person_research: { ... }             # From Step 3
product_mapping: { ... }             # From Step 4
your_company: { ... }                # From config

Report Structure

# Sales Call Prep: [Person Name] @ [Company]
**Date:** [meeting date/time] | **Call type:** [discovery/demo/follow-up/etc.]
**Prepared for:** [user's name/role]

---

## 30-Second Brief

[4-5 bullet points. Everything you need if you have 30 seconds before the call.]

- **Who:** [Name], [Title] at [Company] — [authority level]. [Time in role].
- **What they do:** [Company] is a [1-sentence description]. [Size, industry, stage].
- **Prior interaction:** [CRITICAL — "No prior contact" OR "We emailed them on [date] about [topic], they replied [summary]" OR "Active deal in [stage] since [date]" OR "Lost deal [date] — reason: [reason]". This single line changes the entire call approach.]
- **Why this call:** [How this meeting came about — outreach reply, inbound, referral, etc.]
- **Key signal:** [The one thing that makes this call timely — funding, hiring, pain post, etc.]
- **Your angle:** [One sentence on why your product matters to them right now]

---

## Company Intelligence

### Overview
[2-3 sentences on what the company does, their market position, and current trajectory]

### Business Context
| Factor | Detail | Sales Relevance |
|--------|--------|----------------|
| Size | [employees] | [pricing tier / complexity indicator] |
| Funding | [last round] | [budget indicator] |
| Growth | [signal] | [expanding = buying, contracting = cost-cutting] |
| Industry | [vertical] | [which proof points to use] |

### Pain Signals Found
| Signal | Source | Connection to Your Product |
|--------|--------|--------------------------|
| [pain] | [where you found it] | [how your product addresses this] |
| [pain] | [source] | [connection] |

### Their Current Stack
| Category | Tool | Implication |
|----------|------|------------|
| [your category] | [competitor or unknown] | [displacement or greenfield opportunity] |
| [adjacent] | [tool] | [integration opportunity] |

### Recent News
| Date | Headline | Relevance |
|------|----------|-----------|
| [date] | [news] | [why it matters for this call] |

---

## Prior Interactions

[If no prior interactions exist, state "No prior contact found across CRM, outreach tools, or other sources. This is a true cold meeting." and move on.]

[If prior interactions exist, this section becomes one of the most important in the brief.]

### Interaction Timeline
| Date | Type | Source | Detail |
|------|------|--------|--------|
| [date] | [outreach_sent / reply / deal / call / etc.] | [CRM / SmartLead / email / etc.] | [What happened] |

### What They Already Know About You
[Based on the outreach and interactions above, summarize what this person already knows about your product/company. This prevents you from re-explaining things they've already heard.]

### What You Already Know About Them
[Based on replies, call notes, CRM notes — summarize what you've learned from prior interactions. These are conversation gold: "Last time we spoke, you mentioned X..."]

### How Prior Interactions Should Shape This Call
[Specific guidance on how to adjust the call approach based on history. Examples:]
- "They replied positively to your hiring-signal outreach — open by referencing that: 'You mentioned you were interested when we first reached out about [topic]...'"
- "Deal has been in Evaluation for 18 days with no movement — this is a re-engagement call, not a discovery call. Ask what's changed since the last conversation."
- "Your colleague [name] already talked to their VP Sales — reference that: 'I know [colleague] has been working with [their VP]...'"
- "They were marked 'Not Interested' in a previous campaign 3 months ago — acknowledge it: 'I know we reached out before and the timing wasn't right. What's different now?'"

---

## Person Intelligence

### Profile
[1-2 paragraphs on who this person is — not their resume, but what makes them tick.
What they care about, what they've been vocal about, what their priorities likely are.]

### Authority Assessment
| Factor | Assessment |
|--------|-----------|
| Authority level | [economic buyer / technical buyer / champion / user] |
| Budget authority | [likely/unlikely] |
| Reports to | [name/title] |
| Decision process | [solo / committee / procurement] |

### Communication Style: [Type]
[2-3 sentences on how to adapt your communication to this person.
E.g., "Lead with data — they post frequently about metrics and ROI.
Don't spend too long on rapport. Get to the numbers quickly."]

### Conversation Hooks
[3-5 specific things you can reference to show you've done your homework]
1. [Their recent post about X — use as an opener or bridge]
2. [A project they led at their previous company]
3. [Something from company news they're likely proud of]
4. [Mutual connection or shared experience]
5. [A comment they made about a problem you solve]

---

## Call Strategy

### Objective
**Primary:** [What you want to achieve in this call — e.g., "Qualify: confirm pain, budget, timeline, authority"]
**Secondary:** [Backup objective — e.g., "If not qualified, get referral to right person"]

### Agenda Suggestion
[A proposed call structure. Adapt to call type.]

| Phase | Time | What to Do |
|-------|------|-----------|
| **Open** | 2 min | [How to open — rapport hook, agenda set] |
| **Discovery / Context** | 10-15 min | [Key questions to ask — see below] |
| **Value / Demo** | 10-15 min | [What to show or discuss — see value connections] |
| **Next Steps** | 3-5 min | [What to propose — see below] |

### Opening Line
> "[Suggested opening — references a conversation hook and sets the agenda naturally.
  E.g., 'Thanks for making time, [Name]. I saw your post about [topic] — that's actually
  a big part of why I wanted to connect. I'd love to learn about how [Company] is
  handling [pain area] and see if what we're building is relevant. Sound good?']"

### Discovery Questions (Prioritized)

**Must-ask** (qualify the deal):
1. [Question that confirms they have the pain your product solves]
2. [Question about how they're handling it today — incumbent tool or manual process?]
3. [Question about timeline — are they actively evaluating or just learning?]
4. [Question about decision process — who else is involved?]
5. [Question about budget — how do they typically buy tools in this category?]

**Should-ask** (deepen the conversation):
6. [Question specific to their company situation from research]
7. [Question about their priorities for the next 6-12 months]
8. [Question that surfaces a pain they might not have articulated]

**Nice-to-ask** (if time allows):
9. [Question about their experience with competitors]
10. [Question about what a successful outcome looks like for them]

### Value Points to Make
[Ordered by relevance to THIS prospect — not your generic pitch deck]

1. **[Value point]** — [How to frame it for this prospect, using their specific situation]
   - Proof: [Relevant proof point]
   - Transition: [How to move from discovery to this point naturally]

2. **[Value point]** — [Framing]
   - Proof: [Proof]

3. **[Value point]** — [Framing]
   - Proof: [Proof]

### Proposed Next Step
[What to suggest at the end of the call, based on call type]

| Call Type | Suggest |
|-----------|---------|
| Discovery (qualified) | "Would it be helpful to see a demo tailored to [their specific use case]? I can have that ready by [date]." |
| Discovery (not sure yet) | "Let me put together a one-pager on how [peer company] handled this. Can I send it over and follow up [date]?" |
| Demo | "Based on what we covered, it sounds like [stakeholder] should probably see this too. Can we set up a follow-up with them?" |
| Follow-up | "I can have a proposal over by [date]. Would it be useful to include [specific thing they asked about]?" |
| Negotiation | "If we can align on [terms], we could have you live by [date]. What does your approval process look like from here?" |

---

## Objection Prep

[Pre-loaded responses for likely objections, ordered by predicted likelihood]

### [Objection 1 — Highest Likelihood]
**They'll say:** "[Exact wording of the objection]"
**Why:** [Why we predict this based on research]
**Handle:**
> "[Suggested response — acknowledge, reframe, proof point]"

### [Objection 2]
**They'll say:** "[Objection]"
**Why:** [Reasoning]
**Handle:**
> "[Response]"

### [Objection 3]
**They'll say:** "[Objection]"
**Why:** [Reasoning]
**Handle:**
> "[Response]"

---

## Landmines & Things to Avoid

- [Thing NOT to bring up and why — e.g., "Don't mention their recent layoffs. Still sensitive."]
- [Topic to avoid — e.g., "Don't reference competitor by name unless they bring it up first."]
- [Assumption NOT to make — e.g., "Don't assume they have budget authority — verify first."]

---

## After the Call

### Notes Template
After the call, capture:
- [ ] **Outcome:** Qualified / Not qualified / Needs follow-up
- [ ] **Key pains confirmed:** [What they actually said they struggle with]
- [ ] **Decision process:** [Who's involved, timeline, budget]
- [ ] **Next step agreed:** [What happens next]
- [ ] **Objections raised:** [What came up, how you handled it]
- [ ] **Competitive mentions:** [Any competitors discussed]
- [ ] **Follow-up items:** [What you promised to send/do]

Sales Call Prep — walk into calls with a plan

Who this is for

What it does

How it works

Metrics this improves

Works with

Similar skills

Get Qualified Leads from Luma Events

Newsletter Monitor

Sales Engineer Skill

Skill instructions

Sales Call Prep

When to Auto-Load

Step 0: Configuration (One-Time Setup)

Your Product Context

Data Source Config

Step 1: Gather Context

Input Contract

Process

A) CRM Records (Attio, Salesforce, HubSpot, Pipedrive, etc.)

B) Outreach / Sequencing Tool (SmartLead, Instantly, Outreach, Lemlist, etc.)

C) Other Interaction Sources

D) Compile Interaction Timeline

Output Contract

Step 2: Company Deep Dive

Input Contract

Process

A) Company Overview (Quick Context)

B) Financial & Growth Signals

C) Pain & Need Indicators

D) Technology & Competitive Stack

E) Decision-Making Landscape

F) Relationship Mapping

G) Recent Company News (Last 90 Days)

Output Contract

Step 3: Person Deep Dive

Input Contract

Process

A) Professional Profile

B) Authority & Buying Power Assessment

C) What They Care About

D) Communication Style Signals

E) Likely Objections (Predicted)

Output Contract

Step 4: Product-to-Prospect Mapping

Input Contract

Process

A) Value Mapping

B) Competitive Positioning (If Relevant)

C) Relevant Proof Points

D) Risk Factors & Landmines

Output Contract

Step 5: Generate Call Strategy & Brief

Input Contract

Report Structure