Prospect Research, Deal Plans and Pipeline Review
Turn account research, call notes, and pipeline data into sourced sales briefs, buyer follow-ups, forecasts, and deal actions.
Before & after
Same prompt, same agent — the only difference is the skill.
I can help you prepare. To build a useful prep doc, I'd need some info: What company is this? What's your product and their pain point? Do you know who you're talking to—their role, background? Have they used your product before? What's your goal for the call? If you share those details, I can help you think through talking points.
PROSPECT PREP: Acme Corp Sales Call COMPANY CONTEXT Founded: 2015 | Revenue: 240M | Industry: Manufacturing Software Recent news: Acquired small CRM player (June), integrating now Key decision-maker: Sarah Chen, VP Operations (8 years tenure) THEIR PAIN → Current system (Salesforce + custom ETL) = 14-day reporting lag → Sales team manually reconciles data across 3 systems → CRO said "we bleed 3-5% ARR to lost deals no one tracked" OBJECTION PREP If: "We built this in-house before" → Remind: time cost vs product cost, plus you can't upgrade If: "We're locked into Salesforce" → Pivot: integration, not replacement If: "ROI unclear" → Use: 2-week trial, measure manual reconciliation hours TALKING POINTS 1. Lead with pain (reporting lag), not your product 2. Share: company in their space cut reporting from 14 days to 1 3. Ask: "If we cut your cycle by half, what happens?" 4. Close on next step: pilot (50 users, 2 weeks, you own success) ACTION ITEMS Send: Company org chart, integration requirements doc Ask: Stakeholder list, current tool stack, budget process
About this skill
Your prospect brief has plenty of facts but no useful opening. Your pipeline looks healthy until you ask which buyers have actually agreed to do something next. This skill turns scattered research, meeting notes, and deal records into evidence-backed sales actions.
What it does
- Researches account triggers and separates verified facts from hypotheses about buyer pain.
- Drafts outreach with a relevant business reason to contact the buyer and one clear next step.
- Prepares calls around unresolved decisions, evidence gaps, and questions suited to the deal stage.
- Converts call notes into buyer follow-ups, internal summaries, and action items with owners and dates.
- Reviews pipeline for stalled progress, weak stakeholder coverage, unsupported close dates, and forecast risk.
- Builds competitive battlecards around the buyer's decision criteria, including honest limitations and proof needed.
What you get
A deliverable sized to the request: a compact prospect brief, send-ready message draft, call plan, meeting recap, deal action list, forecast, or competitive battlecard. Forecasts show their inputs and arithmetic; recommendations identify what is known, what is assumed, and what evidence would change the decision.
Best for
Account executives, sales development representatives, and sales managers working from pasted notes, transcripts, pipeline exports, or available connected sales tools. No CRM connection is required.
SKILL.md preview
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name: prospect-research-deal-plans-and-pipeline-review
description: Turns account research, call notes, and pipeline records into sourced briefs, relevant outreach, decision-focused call plans, buyer follow-ups, competitive battlecards, and auditable forecasts. Use when the user says "research this prospect", "prep me for this call", "write outreach for this account", "summarize this sales call", "my deals keep slipping", "review my pipeline", "forecast this quarter", or "help me beat this competitor".
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# Prospect Research, Deal Plans and Pipeline Review
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