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Sales Call Prep

Sales Call Prep

v0.1.0

Prep reps for every call with account context, recent activity, likely pain points, discovery questions, and competitive notes — delivered before 7 AM for that day's calendar. Keep your CRM and Gong. Replace the 20-minute pre-call tab scramble.

salescall-prepdiscoverysdraeenterprisecabinet
2 agents2 jobs1 cabinets3 pages
App Preview
cabinet /call-prep
sales-call-prep app preview
Organization

Sales Call Prep

sales

agents

🎤

Customer Agent

.agents/customer-agent/

🔎

Research Agent

.agents/research-agent/

Daily Call Prep

0 7 * * 1-5

Weekly Competitor Watch

0 8 * * 1

2

Agents

2

Jobs

1

Depts

3

Pages

Cabinet Structure
Sales Call Prep
🎤 Customer Agent
🔎 Research Agent
Daily Call Prep
Weekly Competitor Watch
Agents
🎤Customer Agentspecialist

Validates research against CRM history and Gong call transcripts, then synthesises everything into the final call prep brief for the rep.

🔎Research Agentlead

Pulls company news, funding, product changes, and LinkedIn signals for each call attendee — then sequences the Customer Agent to validate against CRM and Gong history.

0 7 * * 1-5
Scheduled Jobs
Daily Call Prepactive

Weekly Competitor Watchactive

About

Sales Call Prep

Every morning at 7 AM, pull that day's calendar calls and produce a one-page call prep brief for each: account snapshot, recent activity, likely pain points, suggested discovery questions, competitive notes, and attendee profiles. The Research Agent enriches context; the Customer Agent validates it against CRM and Gong history.

Keep your CRM and calendar. Replace the 20-minute pre-call tab scramble — LinkedIn, Gong, Salesforce, and three browser tabs — with one brief that's already in your inbox.

The team

  • [[.agents/research-agent]] — Research Agent (lead). Pulls company news, funding, product changes, and LinkedIn signals for each call attendee. Feeds the Customer Agent with enriched context.
  • [[.agents/customer-agent]] — Customer Agent. Validates research against CRM history and Gong call transcripts. Synthesises everything into the final call prep brief and writes it to /briefs/<date>/<account>.md.

Recurring rhythm

Cadence Job Owner Output
Daily (Mon–Fri 07:00) [[.jobs/daily-call-prep]] Research Agent Call prep briefs for today's calendar in /briefs/<date>/
Weekly (Mon 08:00) [[.jobs/weekly-competitor-watch]] Research Agent Competitor signals relevant to this week's call accounts

How to run the demo

  1. Open the [[call-prep]] — the Call Prep Brief for today's first call: Meridian Foods discovery call. See attendees, company snapshot, recent activity, likely pains, discovery questions, and competitive notes.
  2. Browse /briefs/ — briefs organised by date, one file per account per call day.
  3. Skim /briefs/2026-05-23/atlas-logistics.md — a second example brief for the same morning.

Connectors

Required: CRM (account data, contact history, opportunity stage), Gmail or Outlook (recent email threads), Gong (recent call transcripts), Calendar (today's scheduled calls), Web (company news, LinkedIn). Recommended: Google Drive (past proposals, case studies relevant to the account), LinkedIn Sales Navigator (attendee profiles), ZoomInfo or Clearbit (company data enrichment).

Every artifact is a file. Call prep briefs live in /briefs/<date>/<account>.md — the rep can open them on their phone before dialling.

Install
Install
$ git clone --filter=blob:none --sparse https://github.com/cabinetai/cabinets.git && cd cabinets && git sparse-checkout set sales-call-prep