Every premium and members-only resource for $9.99/month, as a no-commitment subscription. See the plans

PalateKit

Sign in
Menu

Request a resource

Describe the resource you are missing in one sentence. We will email you when it is published.

0 / 280

A page, a video or an image online.

Unlock PalateKit

Unlock everything

Plan

Paying means accepting our terms of sale.

Secure payment by Stripe. Receipts and invoices sent by email.

Welcome back

Sign in to install, download or save this resource. A free account is enough for free resources.

One-page customer call prep v1.0.0

Use this resource to prepare for a call or meeting with a customer

New

  • 387 downloads
  • 242 likes
  • 107 saves

Free

Install with the CLI

In a terminal, from the folder you want:

npx --yes palatekit@latest install sales-call-prep

With no option, the skill goes to ~/.agents/skills/; add --agent claude-code (or codex, cursor…) to target an agent.

First time: connect the CLI with

npx --yes palatekit@latest login

The agent identifies the meeting, gathers the account history and past exchanges, profiles the attendees, then proposes a call plan: objective, discovery questions, likely objections and what to bring. Each line cites its source.

Mostly picked by

Updated November 2, 2026

One-page brief to prepare a customer call

Details

Works in
Install guides
Generates with
Your agent's model
Licence
Apache-2.0

Similar resources

View all

What you get

  • SKILL.md: working rules, six steps and how it adapts without connectors

Good fit for

  • Preparing a meeting with a prospect or customer
  • Reviewing an account history before a call
  • Preparing discovery questions suited to the sales stage

Not for

  • Summarizing a call that already happened
  • Cold prospecting with no history at all

Tags

  • sales
  • call prep
  • meeting
  • discovery
  • customer account

About

You say

"Prep me for my 3 pm call with Lemaire Bakery; here are my latest emails and notes."

One-page brief to prepare a customer call

Skill published by Anthropic under the Apache-2.0 license.

Show more

Prerequisites

You bring
The account name and meeting time and Previous notes, emails or transcripts

How to use it

  1. Give the account, the time, and paste your notes or exchanges
  2. Read the one-page brief
  3. Adjust the questions before the call

Content preview

Files

  • LICENSE11.5 KB
  • NOTICE-PALATEKIT.md0.4 KB
  • SKILL.md11 KB

Origin and licence

Modified by PalateKit

Author
Anthropic
Source
github.com/anthropics/knowledge-work-plugins/tree/2574e29377c7173d0cecffef29a6ecbd7f8ccb5d/sales/skills/call-prep
Licence
Apache-2.0

Notice

Version modifiée de « call-prep » (Anthropic, Apache-2.0) : traduction française et fiche par PalateKit.

User reviews

–

No ratings yet

Loading reviews…

Delete your review?

Your rating and comment will be removed from the page.

Frequently asked questions

Do I need to connect a calendar, CRM or Gong?

No. They enrich the brief, but the skill works with the account, the time and the notes or emails you paste.

The text mentions call-summary: is it needed?

No, it is just a follow-on suggestion when the meeting is already over.