Sales Call Prep Agent
A Claude plugin that generates a complete 7-output call prep package for any sales prospect — in under 2 minutes. Brief, questions, objections, story, close plan, follow-up email, and CRM summary — all at once. Works standalone (no CRM required) or connects to HubSpot, Pipedrive, Salesforce, or FluentCRM. One command runs the full pipeline.
What This Is
The Sales Call Prep Agent is a plugin for Claude Cowork that runs a complete call prep pipeline for any prospect. Give it a name and a few quick details — it produces 7 structured outputs, saved to a folder, ready before you dial.
It is not a CRM. It is not a note-taking tool. It is a pre-call preparation engine that replaces the 20–30 minutes of manual prep most sellers either rush or skip entirely.
Who This Is For (And Who It Isn’t)
Good fit if you:
- Sell services, programs, or high-ticket offers over Zoom or phone
- Handle 3–15 calls per week and currently prep manually or not at all
- Sell deals in the $500–$50K range where preparation directly affects close rate
- Already use Claude Cowork or are ready to start
Not a fit if you:
- Run high-volume outbound (100+ dials/day) — this is built for relationship-based selling, not spray-and-pray
- Don’t do live sales conversations — e-commerce and low-ticket checkout flows don’t need this
- Need a full CRM replacement — this is a prep tool, not a pipeline manager
How It Works
Run /salescallprep [prospect name] and answer a few quick questions about the prospect, deal size, and call type. The plugin generates all 7 outputs and saves them to your outputs folder.
Supported call types:
- Discovery calls
- Demo or proposal calls
- Follow-up and nurture calls
- Closing calls
Deal size is detected automatically from your config file and adjusts prep depth — high-ticket calls get stakeholder mapping, power questions, and business case framing built in. You set the dollar thresholds once.
What You Get
8 skills and 5 slash commands installed in your Claude environment:
- /salescallprep — Full 7-output call prep pipeline
- /brief — Pre-Call Brief only
- /questions — Question Sheet only
- /objections — Objection Table only
- /salesprep — Alias for the full pipeline
Each full run produces: Pre-Call Brief, Question Sheet, Objection Table, Story Cue Card, Close Plan, Follow-Up Email, and CRM Summary.
Standalone vs. CRM-Connected
Out of the box, the plugin runs in standalone mode — no CRM integration needed. Fill in the config file once (your name, product, deal size thresholds, and your signature client story) and it’s ready to run.
To connect your CRM, add it to your .mcp.json file. Once connected, the plugin auto-pulls prospect data and can push CRM summaries back when you confirm. Supported: HubSpot, Pipedrive, Salesforce, FluentCRM, and any CRM with an MCP endpoint.
How This Fits Into Your Setup
The Sales Call Prep Agent installs as a plugin inside Claude Cowork. Once installed, your slash commands are available in any conversation. The outputs folder builds up over time — so your prep history is always accessible and searchable.
If you connect a CRM via MCP, the plugin becomes a two-way tool — pulling in deal context before the call, and pushing a clean summary back after. No manual data entry between your conversations and your pipeline.
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