Pre-Call Research
Automates the 10-15 minutes of pre-call research and prep by gathering web and Notion context on each prospect and preloading talking points before every call.
Before & after
Same prompt, same agent — the only difference is the skill.
I can help you get ready for that call. To do this effectively, I'd need to know more about the prospect—their company, industry, your previous interactions, and what the call is about. If you can share their name or company, I could search for some general context about them. You might also want to check your email or notes for any recent correspondence. What information do you already have about this prospect that I can help you organize into talking points?
PRE-CALL RESEARCH COMPLETE Prospect: TechFlow Industries (Series A, May 2026) Found: 2 prior calls (Nov 2025, Mar 2026) Last interaction: Email thread about their product launch TALKING POINTS PREPARED (added to Notion call page) • Their Series A close positions them to scale integrations—opportunity to discuss custom solutions • Product launch in May (per your Mar notes) likely soft-launched; ask for metrics or adoption feedback • Prior call flagged compliance concerns; check if their compliance roadmap has moved CONTEXT LOADED • Company size: 45 employees • Industry: developer tools • Funding: 8M Series A • Follow-up from: product discussion about your enterprise features PREP STATUS: Notion page auto-populated; you're ready to dial in 5 minutes.
About this skill
name: pre-call-research description: Use when Automates the 10-15 minutes of pre-call research and prep by gathering web and Notion context on each prospect and preloading talking points before every call.
Pre-Call Research
Runs on a daily schedule to eliminate the research gap between back-to-back calls. Claude researches the web and the Notion workspace to gather context on who's on the calendar, their company, and any past interactions, then preloads the call's Notion page with key talking points. The result is less time spent researching and higher-quality conversations because the context is already loaded before the call starts.
What you get
- Daily scheduled pre-call research run, web and Notion context gathering per prospect, auto-populated Notion call pages with talking points, past interaction history surfaced automatically.
Customize your output
- Adjust research depth (quick company scan vs. deep dive) and which Notion databases to cross-reference for past interaction history.
Example output
Notion call page pre-filled: prospect's company just raised Series A, past call notes from 3 months ago referenced, 3 talking points suggested around their recent product launch.
Best for
Anyone doing back-to-back sales or client calls who wants to walk in prepared without spending 10-15 minutes per call manually researching.
SKILL.md preview
---
name: pre-call-research
description: Use this skill to automate pre-call research and prep by gathering web and Notion context on each prospect before every scheduled call.
version: 1.0.0
category: Sales / Meeting Prep
author: AgentVolt
license: proprietary
tags:
- sales
- meeting-prep
- standard
---
# Pre-Call Research
Runs on a schedule ahead of the day's calls, gathering web and Notion context on each prospect and preloading talking points so the rep walks in already prepared.
## When to use
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