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Found 8 Skills
Prepare for a sales call with account context, attendee research, and suggested agenda. Works standalone with user input and web research, supercharged when you connect your CRM, email, chat, or transcripts. Trigger with "prep me for my call with [company]", "I'm meeting with [company] prep me", "call prep [company]", or "get me ready for [meeting]".
Pre-sales-call intelligence composite. Deep dives on the person AND their company before a sales call, then maps findings to your product to generate talking points, objection prep, and a call strategy. Goes beyond generic attendee research — this is sales-specific intelligence that helps SDRs, AEs, and founders walk into calls with a plan. Tool-agnostic — works with any CRM, research source, and calendar.
Prepare for investor calls by pulling upcoming meetings from Google Calendar, deeply researching each investor and their firm (website scraping, portfolio analysis, thesis extraction), checking for competitor conflicts, and outputting an honest prep sheet with compatibility assessments. Use when asked to prep for investor meetings, fundraising calls, VC meetings, or demo day.
Prep for a cold-call — predict the professor's likely questions and drill them Socratically, flagging where you're shaky so you know what to re-read before class. Use when the user says "prep for class tomorrow", "cold call [case]", "what might [professor] ask on", or points at assigned reading.
Auto-generate MEDDIC-structured call prep scripts from prospect context. Pulls HubSpot deal + contact data, Apollo enrichment, CRM activity history, and calendar context to build a complete demo/discovery brief in 60 seconds. Use when: 'call prep', 'prep me for', 'demo prep', 'discovery prep', 'meddic brief', 'prep [company]', 'get me ready for [company]'.
Generate pre-call research briefs with company news, stakeholder backgrounds, and custom discovery question sets.
Use before emailing a PostHog customer, replying to one, or joining a call, and for any request to research a PostHog account. Fires on "/posthog-customer-deep-dive" and on natural language like "deep dive on X", "look up this customer", "help me reply to Y", "prep me for my call with Z", from an email address, domain, account name, or Vitally account id. Researches the account across Vitally and project 2 usage queries, then drafts an email (first touch, follow-up, or reply) or a call-prep brief, every recommendation carrying a live docs link.
Builds a sequenced sales discovery question set - pain, root cause, impact, urgency - for a specific deal or persona, sized to the call length, with follow-up ladders, branch triggers, and a do-not-ask list. Covers B2B (SDR qualification through multi-stakeholder AE discovery) and high-ticket B2C consultations. Use whenever the user mentions discovery call prep, qualification questions, SPIN or pain-funnel questions, a first-meeting agenda, or "what should I ask this prospect", even without the word discovery. Do NOT use for rebuttals (mbfinotti/sales-skills@sales-objection-handling), the cold-call opening (mbfinotti/sales-skills@cold-call-opener), or grading a finished call (mbfinotti/sales-skills@sales-call-review).