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Skill

Call prep brief

Ten minutes before the call, one page that makes you the most prepared person on it.

By
Caleb and Ryan, the founders
Updated
September 2, 2026
Version
0.1, in the library
  • Claude Code
  • Anthropic API

Assembles what you already know before a sales call: the relationship history from your records, what changed since the last touch, the open threads, and the three questions worth asking. It reads your own data first, so the brief is about them and you, not generic company trivia.

Built, documented, running.

Part of the working library we deploy from on every engagement.

Bring this into a project

Runs on

  • Claude Code
  • Anthropic API

2 requirements, below.

  • Complete and documented: the same files we run ourselves.
  • Deployed and tuned to your stack as part of an engagement.

The file

Draft excerpt
---name: call-prep-briefdescription: One page of what matters before the call.--- # Read our records first; the web second; never pad.

What is inside

3 items. Includes deployment guide.

  • SKILL.mdWhat the brief contains and what it never wastes space on
  • sample-brief.mdA finished brief, one page
  • guide.mdWiring your sources

Who it is for

  • Call prep is skimming an inbox thread in the elevator.
  • Good context exists in the CRM and nobody has time to assemble it.
  • Second calls repeat the first call's questions.

Requirements

  • CRM or inbox export access
  • An agent runtime that reads skills

Where this sits

  1. This system

    Call prep brief

    In the library, running.

  2. In your stack

    Deployed on an engagement

    The audit finds which system earns its place first; we install and tune it around how you work.

Changelog

  1. September 2, 2026In the library. Version 0.1 runs in our own operation.

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