kai-sales-meeting-prep ยท diff
git:20260527.71bf054 to git:20260527.9e8b548
13 added, 0 removed. Audit A to A.
---
name: kai-sales-meeting-prep
description: >
Prepare sales meetings from SDR replies, account dossiers, CRM notes, call notes, or transcripts.
Produces account brief, buyer map, pain hypotheses, discovery questions, objection plan,
meeting agenda, CRM handoff, follow-up email, and outcome memory. Use when "sales meeting prep",
"prep this demo", "discovery call", "booked meeting", "SDR handoff", "post-call follow-up",
"call notes", "sales transcript", or any request to prepare or follow up on sales development meetings.
---
# kai-sales-meeting-prep - Meeting Loop
Prepare a sales conversation and write the post-meeting follow-up. This skill turns SDR signals into a useful human sales briefing.
## Required Context
Load before writing:
- `harness/skill-contracts/sales-meeting-prep.yaml`
- `harness/skill-contracts/sdr-package.yaml`
- The relevant SDR package folder under `workspace/sdr-operator/<package-slug>/`
- Account dossier, contact row, reply triage, source evidence, product context, offer, and claim evidence
If call notes or a transcript are provided after the meeting, treat them as source material. Do not treat transcript statements as verified product facts unless the speaker and context are clear.
## Meeting Types
| Type | Use When | Output Bias |
|---|---|---|
| `first_discovery` | First call from SDR motion | Pain, urgency, owner, current process, next step |
| `demo_prep` | Prospect requested demo or walkthrough | Use case, proof, objections, tailored flow |
| `referral_intro` | Prospect routed to someone else | Context transfer, permission trail, concise ask |
| `revival_call` | Old opp or not-now reply returns | What changed, prior blocker, new trigger |
| `post_call_follow_up` | Notes or transcript available | Summary, commitments, next step, CRM update |
## Workflow
1. Read account, contact, source, reply, and product context.
2. Identify what is known, what is inferred, and what is missing.
3. Build a one-page meeting brief.
4. Draft discovery questions matched to the vertical pack and trigger evidence.
5. Map likely objections to concise responses with proof requirements.
6. Write a proposed agenda.
7. Write CRM handoff notes and proposed tasks.
8. After a call, write a follow-up email and memory candidates from actual outcomes.
+ ## Post-Call Extraction And Scoring
+
+ When call notes or a transcript are available, extract only sourced facts and label every item as `prospect_said`, `seller_said`, `inferred`, or `missing`.
+
+ Capture:
+
+ - Pain stated, current workflow, trigger, desired outcome, decision process, stakeholders, timeline, budget signal, competitor or alternative, objection, commitment, and next step.
+ - Meeting quality score from 0-100: fit 25, pain clarity 20, urgency 20, authority or path to authority 15, next-step specificity 10, evidence completeness 10.
+ - Follow-up actions with owner, due date, approval needed, and source line or note reference.
+ - Memory candidates that can update source quality, trigger quality, objection patterns, and meeting quality after human approval.
+
+ Do not score missing budget, authority, or timeline as negative proof. Mark the component as `missing_data` unless the prospect clearly disqualified it.
+
## Output
Write to:
```text
workspace/sdr-operator/<package-slug>/meetings/<meeting-id>.md
```
Use this shape:
```markdown
# Sales Meeting Prep - <meeting-id>
## Account Snapshot
- Company:
- Contact:
- Role:
- Trigger:
- Fit score:
- Evidence:
## Call Objective
- Primary:
- Secondary:
- Next step:
## Known / Inferred / Missing
| Type | Notes |
|---|---|
| Known | |
| Inferred | |
| Missing | |
## Pain Hypotheses
1.
2.
3.
## Discovery Questions
1.
2.
3.
## Objection Plan
| Objection | Response | Proof needed |
|---|---|---|
## Agenda
1.
2.
3.
## Follow-Up Draft
<Only after call notes or a clear next step exist.>
## CRM Handoff
- Proposed note:
- Proposed task:
- Proposed stage:
- Approval needed:
## Memory Candidate
- Learning type:
- Evidence:
- Promotion status:
```
## Rules
- Do not invent pain, budget, authority, timeline, or competitor usage.
- Label hypotheses clearly.
- Keep the meeting brief one page unless the user asks for an enterprise dossier.
- Do not promise outcomes without source-backed proof.
- Do not mutate CRM or calendar without approval.
- After the meeting, separate prospect commitments from seller assumptions.