Initial commit
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26
.claude-plugin/plugin.json
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26
.claude-plugin/plugin.json
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{
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||||
"name": "sales-calls",
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"description": "Sales call prep, live guidance, and post-call analysis workflows",
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"version": "1.0.0",
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"author": {
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"name": "GTM Agents",
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"email": "opensource@intentgpt.ai"
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},
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"skills": [
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"./skills/call-brief-framework/SKILL.md",
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"./skills/persona-intel/SKILL.md",
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"./skills/call-analysis-framework/SKILL.md",
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"./skills/call-review-kit/SKILL.md",
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"./skills/meddic-checklist/SKILL.md"
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],
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"agents": [
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"./agents/call-strategist.md",
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"./agents/conversation-engineer.md",
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"./agents/deal-analyst.md"
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],
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"commands": [
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"./commands/prepare-call.md",
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"./commands/analyze-call.md",
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"./commands/run-call-review.md"
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]
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}
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3
README.md
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3
README.md
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# sales-calls
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Sales call prep, live guidance, and post-call analysis workflows
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27
agents/call-strategist.md
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27
agents/call-strategist.md
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---
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name: call-strategist
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description: Designs meeting strategies with objectives, discovery flows, and multithreading plans.
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model: sonnet
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---
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# Call Strategist Agent
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## Responsibilities
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- Translate opportunity context into call objectives, agendas, and key messages.
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- Build stakeholder maps and question plans tailored to persona, stage, and industry.
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- Coordinate with product marketing and value engineering for proof assets.
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- Debrief calls to capture insights, risks, and follow-up actions.
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## Workflow
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1. **Context Intake** – pull CRM/opportunity data, personas, prior interactions, and enablement notes.
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2. **Strategy Design** – define objective, desired outcomes, storyline, and differentiation.
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3. **Agenda & Questions** – craft timed agenda, discovery prompts, proof points, and objection prep.
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4. **Internal Alignment** – brief team members, assign roles, and share resources.
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5. **Debrief Enablement** – capture notes, next steps, and update inspection trackers.
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## Outputs
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- Call brief including objectives, agenda, roles, and key questions.
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- Stakeholder mapping + messaging blocks.
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- Debrief summary with risks, actions, and assets required.
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---
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agents/conversation-engineer.md
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27
agents/conversation-engineer.md
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---
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name: conversation-engineer
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description: Optimizes call talk-tracks, live prompts, and in-call guidance for sellers.
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model: haiku
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---
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# Conversation Engineer Agent
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## Responsibilities
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- Convert messaging frameworks into concise talk tracks and live prompts.
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- Monitor call analytics (talk ratios, filler words, question balance) to drive improvements.
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- Configure in-product guidance (battlecards, objection scripts, signals) for call assistants.
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- Collaborate with enablement to keep scripts updated with latest proof points.
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## Workflow
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1. **Signal Review** – analyze call metrics, transcript tags, and win/loss notes.
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2. **Script Optimization** – refine intros, discovery flows, objection handles, and transitions.
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3. **Prompt Packaging** – build cards/prompts ready for live-call assistants or CRM widgets.
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4. **Testing** – pilot scripts with reps/managers, gather feedback, iterate quickly.
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5. **Measurement** – track usage, adoption, and impact on conversion metrics.
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## Outputs
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- Updated talk-track library with tagging and version history.
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- Live prompt packs for enablement or AI call assistants.
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- Performance reports showing metric improvements by script.
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---
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agents/deal-analyst.md
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agents/deal-analyst.md
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---
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name: deal-analyst
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description: Reviews call notes, recordings, and CRM data to surface next-step recommendations.
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model: haiku
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---
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# Deal Analyst Agent
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## Responsibilities
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- Analyze call recordings + opportunity data to flag risks/opportunities.
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- Track MEDDIC/BANT coverage, stakeholder gaps, and competitive signals.
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- Recommend follow-up actions, assets, and inspection questions for managers.
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- Maintain inspection dashboards per stage/play.
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## Workflow
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1. **Data Aggregation** – pull transcript tags, notes, stage, stakeholders, and deal metadata.
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2. **Pattern Matching** – compare against win/loss signals, MEDDIC coverage, and playbooks.
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3. **Insight Generation** – highlight missing stakeholders, weak metrics, or risk triggers.
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4. **Action Planning** – recommend tasks, assets, or escalations; sync with CRM tasks.
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5. **Reporting** – update inspection dashboards and send summaries to managers.
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## Outputs
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- Deal insight brief with risks, opportunities, and next steps.
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- MEDDIC coverage map + stakeholder chart.
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- Manager-ready inspection notes with follow-up questions.
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---
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35
commands/analyze-call.md
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35
commands/analyze-call.md
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---
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name: analyze-call
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description: Breaks down a call recording/transcript into metrics, highlights, risks, and recommended actions.
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usage: /sales-calls:analyze-call --recording "s3://calls/demo-456" --focus "exec alignment" --compare "top-performer"
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---
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# Command: analyze-call
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## Inputs
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- **recording** – required link or ID for the call.
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- **focus** – optional emphasis (exec alignment, technical depth, negotiation, storytelling).
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- **compare** – optional benchmark (top-performer, previous call, certification rubric).
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- **clips** – true/false to generate highlight reels.
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- **include-meddic** – true/false toggle to evaluate MEDDIC/BANT coverage.
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## Workflow
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1. **Transcript Processing** – generate/ingest transcript, tag key moments, and pull call metrics (talk ratio, sentiment, filler words).
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2. **Section Scoring** – evaluate intro, discovery, value, objection handling, next steps using rubric.
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3. **Signal Detection** – identify risks (missing stakeholders, weak impact) and opportunities (champion quotes, expansion indicators).
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4. **Action Recommendations** – map insights to plays, coaching drills, or manager escalations.
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5. **Packaging** – produce summary, clip list (if requested), and CRM task suggestions.
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## Outputs
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- Call analysis brief with scores, notable quotes, and next steps.
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- Optional highlight reel references.
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- MEDDIC/BANT coverage grid when enabled.
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## Agent/Skill Invocations
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- `deal-analyst` – interprets signals + coverage.
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- `conversation-engineer` – critiques talk tracks and delivery.
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- `call-strategist` – recommends storyline adjustments.
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- `call-analysis-framework` skill – scoring rubric + output structure.
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- `meddic-checklist` skill – ensures qualification completeness.
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---
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35
commands/prepare-call.md
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commands/prepare-call.md
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---
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name: prepare-call
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description: Generates a call brief with objectives, agenda, stakeholders, talk tracks, and assets.
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usage: /sales-calls:prepare-call --deal "ACME RFP" --stage discovery --personas "CTO,Security" --duration 45m
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---
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# Command: prepare-call
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## Inputs
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- **deal** – opportunity/account identifier.
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- **stage** – lifecycle stage (prospect, discovery, eval, negotiation, exec).
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- **personas** – comma-separated personas expected on the call.
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- **duration** – meeting length to inform agenda blocks.
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- **focus** – optional emphasis (business case, technical validation, pricing, success story).
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## Workflow
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1. **Context Pull** – fetch CRM data, previous notes, competitive intel, and product usage.
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2. **Objective & Storyline** – define desired outcomes, key value messages, and proof.
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3. **Agenda & Roles** – craft timed agenda with presenter/owner per section.
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4. **Question & Objection Prep** – list persona-specific questions, talk tracks, and objection responses.
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5. **Asset Kit** – recommend decks, demos, references, and follow-up collateral.
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## Outputs
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- Call brief (objective, agenda, participants, key messages).
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- Persona-specific discovery/questions + objection handling.
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- Asset checklist with links and owners.
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## Agent/Skill Invocations
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- `call-strategist` – builds agenda + storyline.
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- `conversation-engineer` – supplies talk tracks + objections.
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- `deal-analyst` – injects risk signals and inspection notes.
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- `call-brief-framework` skill – structures the doc.
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- `persona-intel` skill – adds persona-specific insights.
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---
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35
commands/run-call-review.md
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35
commands/run-call-review.md
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---
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name: run-call-review
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description: Facilitates manager-led call reviews with scorecards, clips, and follow-up assignments.
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usage: /sales-calls:run-call-review --team "Enterprise AEs" --window week --focus negotiation --participants 5
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---
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# Command: run-call-review
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## Inputs
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- **team** – group or cohort to review (team, pod, region).
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- **window** – time horizon for call selection (week, 2w, month).
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- **focus** – competencies to evaluate (discovery, negotiation, exec, technical, storytelling).
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- **participants** – number of calls/reps to highlight.
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- **format** – live | async to choose facilitation style.
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## Workflow
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1. **Call Selection** – pull recent calls matching focus, stage, and signal thresholds.
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2. **Scorecard Prep** – auto-fill rubric sections, metrics, and suggested clips.
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3. **Session Agenda** – design flow (clip playback, discussion prompts, voting/polls).
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4. **Action Logging** – capture feedback, commitments, and assignments per rep.
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5. **Follow-up Package** – send recap with recordings, notes, and drills.
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## Outputs
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- Call review deck/agenda with clip timestamps.
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- Scorecard PDFs/links for each participant.
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- Recap + assignment tracker for managers and reps.
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## Agent/Skill Invocations
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- `conversation-engineer` – curates clips + prompts.
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- `deal-analyst` – surfaces insights + metrics.
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- `call-strategist` – aligns learnings to upcoming calls.
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- `call-review-kit` skill – provides agenda + worksheet templates.
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- `reinforcement-drills` skill – attaches follow-up assignments.
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---
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||||
85
plugin.lock.json
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85
plugin.lock.json
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{
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||||
"$schema": "internal://schemas/plugin.lock.v1.json",
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||||
"pluginId": "gh:gtmagents/gtm-agents:plugins/sales-calls",
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||||
"normalized": {
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||||
"repo": null,
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"ref": "refs/tags/v20251128.0",
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"commit": "dfe43c8629b4fd3c1c0da36a7e432cd562e5680e",
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"generatedAt": "2025-11-28T10:17:13.356948Z",
|
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"toolVersion": "publish_plugins.py@0.2.0"
|
||||
},
|
||||
"origin": {
|
||||
"remote": "git@github.com:zhongweili/42plugin-data.git",
|
||||
"branch": "master",
|
||||
"commit": "aa1497ed0949fd50e99e70d6324a29c5b34f9390",
|
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"repoRoot": "/Users/zhongweili/projects/openmind/42plugin-data"
|
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},
|
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"manifest": {
|
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"name": "sales-calls",
|
||||
"description": "Sales call prep, live guidance, and post-call analysis workflows",
|
||||
"version": "1.0.0"
|
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},
|
||||
"content": {
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"files": [
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{
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{
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|
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30
skills/call-analysis-framework/SKILL.md
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30
skills/call-analysis-framework/SKILL.md
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|
||||
---
|
||||
name: call-analysis-framework
|
||||
description: Use to score calls, capture highlights, and convert insights into actions.
|
||||
---
|
||||
|
||||
# Call Analysis Framework Skill
|
||||
|
||||
## When to Use
|
||||
- Reviewing discovery/diligence calls for coaching or inspection.
|
||||
- Automating scorecards for enablement or QA teams.
|
||||
- Prepping executive summaries of key customer conversations.
|
||||
|
||||
## Framework
|
||||
1. **Section Definition** – intro, discovery, value, objection handling, next steps (customizable).
|
||||
2. **Scoring Rubric** – 1-5 scale with observable behaviors for each section.
|
||||
3. **Signal Tags** – categorize quotes (pain, metrics, stakeholders, commitments, risks).
|
||||
4. **Insight Summaries** – auto-generate “what went well” vs “improve” lists with evidence.
|
||||
5. **Action Routing** – push tasks to CRM, assign coaching drills, or escalate to leadership.
|
||||
|
||||
## Templates
|
||||
- Call analysis worksheet (scores, notes, quotes, actions).
|
||||
- Highlight reel brief with timestamp, quote, takeaway.
|
||||
- Manager inspection summary ready for pipeline reviews.
|
||||
|
||||
## Tips
|
||||
- Keep rubric consistent across teams to enable benchmarking.
|
||||
- Capture 2-3 verbatim quotes per section for credibility.
|
||||
- Pair with `meddic-checklist` when evaluating qualification coverage.
|
||||
|
||||
---
|
||||
31
skills/call-brief-framework/SKILL.md
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31
skills/call-brief-framework/SKILL.md
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||||
---
|
||||
name: call-brief-framework
|
||||
description: Use to structure concise call briefs with objectives, agendas, and role
|
||||
assignments.
|
||||
---
|
||||
|
||||
# Call Brief Framework Skill
|
||||
|
||||
## When to Use
|
||||
- Preparing customer meetings that need clear objectives and roles.
|
||||
- Enabling managers to inspect upcoming calls before they happen.
|
||||
- Sharing quick reference docs with supporting teams (SEs, exec sponsors).
|
||||
|
||||
## Framework
|
||||
1. **Objective & Outcome** – state desired business outcome and success signals.
|
||||
2. **Stakeholders & Roles** – list attendees, personas, and internal owners.
|
||||
3. **Agenda** – map timeline with talk tracks, demos, and checkpoints.
|
||||
4. **Key Messages & Proof** – highlight value pillars, metrics, and references.
|
||||
5. **Risks & Follow-ups** – flag sensitivities, blockers, and immediate next steps.
|
||||
|
||||
## Templates
|
||||
- One-page call brief (objective, agenda, roles, messaging, assets).
|
||||
- Manager inspection checklist.
|
||||
- Follow-up log for commitments captured during the meeting.
|
||||
|
||||
## Tips
|
||||
- Keep the brief within a single page to encourage adoption.
|
||||
- Include a “call scorecard” section so managers can annotate feedback post-call.
|
||||
- Pair with `persona-intel` for tailored questions and talk tracks.
|
||||
|
||||
---
|
||||
31
skills/call-review-kit/SKILL.md
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31
skills/call-review-kit/SKILL.md
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|
||||
---
|
||||
name: call-review-kit
|
||||
description: Use to facilitate structured call review sessions with agendas, scorecards,
|
||||
and follow-ups.
|
||||
---
|
||||
|
||||
# Call Review Kit Skill
|
||||
|
||||
## When to Use
|
||||
- Weekly manager call reviews or peer coaching circles.
|
||||
- Prepping enablement-led film sessions with highlight clips.
|
||||
- Running virtual/asynchronous call breakdowns with shared notes.
|
||||
|
||||
## Framework
|
||||
1. **Call Selection Criteria** – define stage, persona, outcome, and signal thresholds.
|
||||
2. **Agenda Blueprint** – intro, clip playback, group discussion, scoring, commitments.
|
||||
3. **Scorecard Template** – sections for core competencies, comments, and ratings.
|
||||
4. **Engagement Mechanics** – polls, chat prompts, breakout instructions, facilitator notes.
|
||||
5. **Action Tracker** – capture commitments, due dates, and success metrics.
|
||||
|
||||
## Templates
|
||||
- Call review agenda + facilitation notes.
|
||||
- Scorecard worksheet (per rep + group summary).
|
||||
- Follow-up email template with recap + assignments.
|
||||
|
||||
## Tips
|
||||
- Rotate presenters and keep clips <3 minutes to maintain engagement.
|
||||
- Invite cross-functional observers (SE, PMM) for broader perspective.
|
||||
- Pair with `reinforcement-drills` for post-session assignments.
|
||||
|
||||
---
|
||||
32
skills/meddic-checklist/SKILL.md
Normal file
32
skills/meddic-checklist/SKILL.md
Normal file
@@ -0,0 +1,32 @@
|
||||
---
|
||||
name: meddic-checklist
|
||||
description: Use to inspect qualification coverage across Metrics, Economic buyer,
|
||||
Decision criteria, Decision process, Implications, Champion.
|
||||
---
|
||||
|
||||
# MEDDIC Checklist Skill
|
||||
|
||||
## When to Use
|
||||
- Preparing for discovery or validation calls to ensure all MEDDIC elements are captured.
|
||||
- Reviewing calls for deal inspection or forecast commits.
|
||||
- Coaching reps on multi-threading and qualification rigor.
|
||||
|
||||
## Framework
|
||||
1. **Metrics** – quantify current/target KPIs and business outcomes.
|
||||
2. **Economic Buyer** – identify budget owner, influence level, and access plan.
|
||||
3. **Decision Criteria** – capture technical, commercial, security requirements.
|
||||
4. **Decision Process** – map steps, stakeholders, procurement/legal milestones.
|
||||
5. **Implications** – articulate business pain, urgency, and impact of inaction.
|
||||
6. **Champion** – assess strength, influence, and next actions to reinforce support.
|
||||
|
||||
## Templates
|
||||
- Call note table with MEDDIC columns + status (captured/missing/risk).
|
||||
- Deal inspection dashboard snippet showing coverage per opportunity.
|
||||
- Coaching worksheet for reps/managers.
|
||||
|
||||
## Tips
|
||||
- Update after every major call; keep color coding consistent (green/yellow/red).
|
||||
- Tie each MEDDIC gap to a specific next step.
|
||||
- Pair with `call-analysis-framework` outputs to ensure evidence is captured.
|
||||
|
||||
---
|
||||
31
skills/persona-intel/SKILL.md
Normal file
31
skills/persona-intel/SKILL.md
Normal file
@@ -0,0 +1,31 @@
|
||||
---
|
||||
name: persona-intel
|
||||
description: Use to summarize persona goals, pains, proof points, and questions for
|
||||
call prep.
|
||||
---
|
||||
|
||||
# Persona Intelligence Cards Skill
|
||||
|
||||
## When to Use
|
||||
- Preparing discovery/interview style calls with multiple personas.
|
||||
- Equipping teams with quick reference for executive, technical, or procurement stakeholders.
|
||||
- Updating messaging blocks ahead of launches or new industries.
|
||||
|
||||
## Framework
|
||||
1. **Persona Snapshot** – role, priorities, KPIs, success metrics.
|
||||
2. **Pain/Gain Map** – common challenges, desired outcomes, current initiatives.
|
||||
3. **Questions & Triggers** – discovery prompts, red flags, buying signals.
|
||||
4. **Proof & Stories** – tailored case studies, metrics, references.
|
||||
5. **Objection Handling** – typical concerns and recommended responses.
|
||||
|
||||
## Templates
|
||||
- Persona one-pager (snapshot, pains, questions, proof, objections).
|
||||
- Discovery cheat sheet for multi-threaded calls.
|
||||
- Exec briefing note (headline, outcome, ask).
|
||||
|
||||
## Tips
|
||||
- Keep snapshots updated quarterly with new customer evidence.
|
||||
- Highlight deal-specific context (competitor, product, region) for better adoption.
|
||||
- Pair with `call-brief-framework` to slot persona notes directly into call briefs.
|
||||
|
||||
---
|
||||
Reference in New Issue
Block a user