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为销售或客户会议快速整理公司背景、参会者信息与建议议程
复制安装指令，让 AI 自动完成配置 · 推荐新手
请帮我安装 askskill 上的 "call-prep" 技能： 1. 下载 https://raw.githubusercontent.com/anthropics/knowledge-work-plugins/main/sales/skills/call-prep/SKILL.md 2. 保存为 ~/.claude/skills/call-prep/SKILL.md 3. 装好后重载技能，告诉我可以用了
帮我准备和星海科技明天下午的销售电话，整理公司背景、近期动态、参会者可能关注点，并给我一个30分钟会议议程。
一份通话准备简报，包含账户背景、最新动态、参会者洞察、风险点和建议议程。
我第一次要见远航物流，先帮我做会前准备：这家公司是做什么的、近期新闻、行业挑战、我可以问的发现性问题，以及开场白建议。
一份适合首次拜访的研究摘要，帮助快速了解客户并准备提问与开场。
我30分钟后要和蓝桥资本高管开会，快速帮我准备重点：公司概况、相关高管背景、最可能讨论的话题、我该避免的坑，以及结尾的下一步建议。
一份精简的高管会前速查卡，突出关键背景、讨论重点、注意事项和行动建议。
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]
…
围绕客户问题进行多来源调研与溯源，快速整理背景并支持准确回复。
为候选人面试准备结构化提纲、胜任力问题与评分卡。