--- name: sales-call-prep-generator description: > Generates a rich, interactive HTML sales call preparation briefing for any prospect or client meeting. Use this skill whenever the user mentions an upcoming sales call, discovery call, or client meeting and wants to be prepared. Triggers for phrases like: "I have a call with [company]", "help me prepare for a sales call with [company]", "prep me for [company]", "what do I need to know about [company] before my call", "make me a briefing for [company]", "sales call prep for [company]", "call prep for [company]", or any request combining company research with sales or call preparation. Always researches the company via web search before building the report. Produces a fully branded, interactive single-file HTML prep page with tabbed navigation tailored to a consultative sales motion. --- # Sales Call Prep Generator Turns a prospect or client name (and optionally some context) into a comprehensive, interactive HTML call preparation briefing that the user can open before any call. ## Inputs **Required:** - Company name **Optional (extract from conversation if mentioned):** - Type of call (discovery, sales, partnership, investor, etc.) - Contact name and/or title (e.g. "Head of L&D", "CEO") - Industry or context clues - What the user is selling or proposing If none of the optional info is provided, infer sensible defaults from the research. --- ## Research Phase Before writing any HTML, use **web_search** to gather: 1. `[company name] overview about` — founding, size, revenue, AUM, employees, HQ 2. `[company name] team leadership CEO founder` — key people 3. `[company name] AI digital transformation strategy` — AI readiness signals 4. `[company name] [industry] news recent` — latest developments, context 5. If a specific contact title is known: `[company name] [title] [name if known] LinkedIn` — background on the specific person Synthesise findings into the 6 tabs below. If search results are thin, note that and work with what's available. --- ## Output: 6-Tab Interactive HTML Briefing ### Tab 1 — Who They Are - Fact grid: Founded, HQ, Size/Employees, Revenue/AUM, Industry, Latest news item - Plain-English paragraph: what the company actually does and why it matters - What makes them distinctive (3–5 bullet points) - Relevant tag pills (industry tags, size, notable traits) ### Tab 2 — Key People - Profile cards for: CEO/founder, the specific contact (if known), any other relevant decision-makers found - For each: name, title, brief background, what they likely care about, any strategic role relevant to the call - Alert box: pre-call action (e.g. "Find the L&D head's LinkedIn before dialling") - Flag any internal champions or potential blockers ### Tab 3 — Angles & Positioning - 2–3 distinct strategic angles for the conversation, each with: - A clear label and emoji - Why this angle fits this company specifically - What language/framing will resonate - A key framing principle callout box (based on something found in research) - Tailored content hooks: specific examples, analogies, or industry references that will land with this audience ### Tab 4 — Discovery Questions - 8 expandable questions (click to reveal reasoning behind each) - Questions cover: trigger/urgency, audience profile, success definition, prior experience, budget/decision process, scope, expansion opportunity - Tailor questions to the specific context (e.g. for a PE firm, ask about portfolio; for a bank, ask about compliance context) ### Tab 5 — Watch Outs & Risk Flags - 3–4 risk cards: potential objections, audience sophistication traps, stakeholder dynamics, things NOT to lead with - A "Good Signs to Listen For" card with 4–5 positive signals to note during the call ### Tab 6 — Your Pitch - Opening hook: a specific, tailored 1–2 sentence opener for this company - Strongest proof points for this audience (select from your track record, testimonials, case studies, credentials) - The offer to propose: format, audience size, core agenda, upsell path, pricing signal - Closing move: a specific suggested line to propose the next step - Expansion opportunity: how this engagement could grow --- ## Brand Configuration Default palette (replace with your own brand colours): ``` --yellow: #f3af00 (badges, alerts) --blue: #207796 (info tones) --light-blue: #dff3fa (card backgrounds) --charcoal: #201600 (headings, text) --white: #ffffff Font: Muli (body) via Google Fonts CDN ``` The header uses a dark background with accent border. Tabs are dark with accent active underline. Cards are white on the light background. --- ## HTML Structure Requirements The file must be a **single self-contained HTML file** that: - Has a branded header showing company name and call type - Has 6 tab buttons in a sticky dark tab bar - Animates tab transitions with a CSS `fadeUp` keyframe - Has expandable question cards (Tab 4) toggled by inline JavaScript - Shows alert/callout boxes for pre-call actions, key principles, opening hooks - Displays fact grids with responsive CSS grid - Shows person profile cards with initial-based avatar circles - Has angle blocks with left accent border - Is fully mobile-responsive - Uses **no external JS dependencies** (only Google Fonts CDN) --- ## Tone and Framing Guidance - Always frame the offering as solving a **strategic need**, not just a transactional purchase - The first-line contact (e.g. L&D manager) is often a champion, not the final decision-maker — help the user understand who else matters - Tailor the "proof points" to what will resonate with *this* audience (a PE firm cares about investment credibility; a manufacturer cares about operational ROI; a bank cares about compliance-safe AI) - The "Watch Outs" tab should be honest, not just optimistic — flag real risks - Discovery questions should have genuine strategic depth, not be generic sales-training filler --- ## Delivering the Output Save to `/mnt/user-data/outputs/[company-slug]_call_prep.html` Use `present_files` to share it. Follow with a 2–3 sentence plain-language summary: the single most important thing to know about this company, the strongest angle, and the one pre-call action to take.