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kesslernitykesslernity/awesome-copilot-agent-skills/skills/sales-bd/discovery-call-prep/SKILL.md

discovery-call-prep

Skill8 starsChanged 45 days agoCC-BY-SA-4.0View on GitHub

Prepares a discovery call brief from what the user has on a prospect (CRM record, inbound form, emails, notes, public material the user supplies): what is known with sources, gaps against the qualification dimensions, hypotheses to test, questions in priority order and what to listen for. Returns a DRAFT Markdown brief in the chat. Use when the user asks to "prep me for the discovery call with <prospect>", "what should I ask on this first call", "intro call brief", "questions for the qualification call" or "what do we know before we speak to them". Do not use for scoring leads against a rubric, use lead-qualification-scorer instead; for an existing customer's account review use account-plan-builder. Drafts for human review; never approves, authorises or signs off.

We split this skill into the rules it gives an agent

8 rules. 0 are common, 8 are distinctive, and 0 are very specific to this project.

  • 0

    Common

    Most of the 5 edited versions we read keep these.

  • 8

    Distinctive

    This author's own choices. Worth a look.

  • 0

    Very specific

    Tied to their project's names, files or tools. Probably skip.

Licensed with conditions — read it at the source. We count its rules but don't quote them. Read them on GitHub.

“Common” is measured: kept by at least 6 in 10 of the 5 edited versions of this file we could read. “Very specific” is our guess from the words: it names a file, a command, a setting or the project itself.

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