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Zhongwei Li
2025-11-29 18:31:36 +08:00
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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.
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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.
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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.
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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.
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---
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.
---