Sales Call Prep

Rep enters the call with a clear opener, stakeholder context, call goal, likely friction points, and the next step to secure

Call starts in ten minutes. You're about to improvise the opener.

Inputs

    What BOB Does

    1. vault-preflight → verify that company, deal, and prior-note context are loaded enough to produce a useful prep brief
    2. research-company → gather or refresh company intelligence relevant to the scheduled conversation
    3. meeting-intelligence → use prep context from prior meetings, unresolved actions, and relationship history when available
    4. consultative-selling → generate the stage-appropriate question set, framing, or proof logic for this specific call type
    5. Build the prep brief with opener insight, stakeholder context, likely friction, and desired call outcome
    6. Review and trim the brief so the rep can realistically use it live without overload
    7. After the call, hand off to [[meeting-intelligence]] for debrief and update any resulting next action in [[crm-pipeline]]

    Outputs

      Time Savings ~20-45 minutes depending on deal complexity and available context manual → automated with agent assistance
      Try It "A discovery, demo, proposal-review, or negotiation call is scheduled and the rep needs a fast, high-signal briefing"
      Compounding Each run refines templates and context — 6 automated steps improve with accumulated data