LISTENINGPOST

Sales

Reference Call Prep

Prepare a customer reference call. Uses account, opportunity, time window, owner.

Configure this skill

The page and the file follow your answers.

CRM
Email
Chat
Documents
Calendar
Project tools

6 of 6 systems connected

KeepDirectMissing
Your assistantSKILL.md

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Morning Brief

Build a prioritized brief for today from the caller's calendar, messages, documents and project records, using Keep MCP. Read only.

1. Read today's calendar events, open assigned tasks, direct requests since the last brief and unresolved commitments.
2. Separate active incidents, decisions waiting on the caller, external deadlines and routine work. Check for replies before calling an item outstanding. Rank by consequence and time remaining.
3. Fit proposed actions around fixed meetings and flag conflicting commitments.

Result: a dated brief with urgent changes, commitments, meeting preparation and a feasible next-action list, each tied to its source.

When to use it

Prepare a customer reference call.

What it covers

Inputs

Event/link or title+time, timezone, caller role.

Result

Meeting purpose, attendee context, open actions, decision questions and a timed agenda with sources.

What it uses

CRMSlackCalendarEmailDocumentsKeep memoryRead only
For developers

Retrieval instructions

Resolve people, accounts and projects by stable identifiers. Use only the sources this task needs. Cite the source and date for each finding. Keep source systems unchanged.

Data sources

Attio, Slack, Google Workspace, Keep memory.

Procedure

  1. Resolve inputs for Reference Call Prep: account, opportunity, time_window, owner. Default time window: current quarter / open opportunities (override if caller provides time_window). Ask only for missing critical inputs.
  2. keep_memory_read for open tasks, decisions, and handoffs relevant to Reference Call Prep (filter out unrelated day-plan noise).
  3. Run keep_search with these skill-specific intents (keep meaning; adjust wording to corpus):

Related skills

Sales →
Renewal Pipeline View→Review the renewal pipeline. Uses account, opportunity, time window, owner.RevOps Pipeline Review→Prepare a revops pipeline review. Uses time window, pipeline, territory, person.Security Review Deal Blockers→Security Review Deal Blockers. Uses account, opportunity, time window, owner.