Sales call prep, live guidance, and post-call analysis workflows
Installation
npx claude-plugins install @gtmagents/gtm-agents/sales-calls
Contents
Folders: agents, commands, skills
Included Skills
This plugin includes 5 skill definitions:
call-analysis-framework
Use to score calls, capture highlights, and convert insights into actions.
View skill definition
Call Analysis Framework Skill
When to Use
- Reviewing discovery/diligence calls for coaching or inspection.
- Automating scorecards for enablement or QA teams.
- Prepping executive summaries of key customer conversations.
Framework
- Section Definition – intro, discovery, value, objection handling, next steps (customizable).
- Scoring Rubric – 1-5 scale with observable behaviors for each section.
- Signal Tags – categorize quotes (pain, metrics, stakeholders, commitments, risks).
- Insight Summaries – auto-generate “what went well” vs “improve” lists with evidence.
- Action Routing – push tasks to CRM, assign coaching drills, or escalate to leadership.
Templates
- Call analysis worksheet (scores, notes, quotes, actions).
- Highlight reel brief with timestamp, quote, takeaway.
- Manager inspection summary ready for pipeline reviews.
Tips
- Keep rubric consistent across teams to enable benchmarking.
- Capture 2-3 verbatim quotes per section for credibility.
- Pair with
meddic-checklistwhen evaluating qualification coverage.
call-brief-framework
Use to structure concise call briefs with objectives, agendas, and role
View skill definition
Call Brief Framework Skill
When to Use
- Preparing customer meetings that need clear objectives and roles.
- Enabling managers to inspect upcoming calls before they happen.
- Sharing quick reference docs with supporting teams (SEs, exec sponsors).
Framework
- Objective & Outcome – state desired business outcome and success signals.
- Stakeholders & Roles – list attendees, personas, and internal owners.
- Agenda – map timeline with talk tracks, demos, and checkpoints.
- Key Messages & Proof – highlight value pillars, metrics, and references.
- Risks & Follow-ups – flag sensitivities, blockers, and immediate next steps.
Templates
- One-page call brief (objective, agenda, roles, messaging, assets).
- Manager inspection checklist.
- Follow-up log for commitments captured during the meeting.
Tips
- Keep the brief within a single page to encourage adoption.
- Include a “call scorecard” section so managers can annotate feedback post-call.
- Pair with
persona-intelfor tailored questions and talk tracks.
call-review-kit
Use to facilitate structured call review sessions with agendas, scorecards,
View skill definition
Call Review Kit Skill
When to Use
- Weekly manager call reviews or peer coaching circles.
- Prepping enablement-led film sessions with highlight clips.
- Running virtual/asynchronous call breakdowns with shared notes.
Framework
- Call Selection Criteria – define stage, persona, outcome, and signal thresholds.
- Agenda Blueprint – intro, clip playback, group discussion, scoring, commitments.
- Scorecard Template – sections for core competencies, comments, and ratings.
- Engagement Mechanics – polls, chat prompts, breakout instructions, facilitator notes.
- Action Tracker – capture commitments, due dates, and success metrics.
Templates
- Call review agenda + facilitation notes.
- Scorecard worksheet (per rep + group summary).
- Follow-up email template with recap + assignments.
Tips
- Rotate presenters and keep clips <3 minutes to maintain engagement.
- Invite cross-functional observers (SE, PMM) for broader perspective.
- Pair with
reinforcement-drillsfor post-session assignments.
meddic-checklist
Use to inspect qualification coverage across Metrics, Economic buyer,
View skill definition
MEDDIC Checklist Skill
When to Use
- Preparing for discovery or validation calls to ensure all MEDDIC elements are captured.
- Reviewing calls for deal inspection or forecast commits.
- Coaching reps on multi-threading and qualification rigor.
Framework
- Metrics – quantify current/target KPIs and business outcomes.
- Economic Buyer – identify budget owner, influence level, and access plan.
- Decision Criteria – capture technical, commercial, security requirements.
- Decision Process – map steps, stakeholders, procurement/legal milestones.
- Implications – articulate business pain, urgency, and impact of inaction.
- Champion – assess strength, influence, and next actions to reinforce support.
Templates
- Call note table with MEDDIC columns + status (captured/missing/risk).
- Deal inspection dashboard snippet showing coverage per opportunity.
- Coaching worksheet for reps/managers.
Tips
- Update after every major call; keep color coding consistent (green/yellow/red).
- Tie each MEDDIC gap to a specific next step.
- Pair with
call-analysis-frameworkoutputs to ensure evidence is captured.
persona-intel
Use to summarize persona goals, pains, proof points, and questions for
View skill definition
Persona Intelligence Cards Skill
When to Use
- Preparing discovery/interview style calls with multiple personas.
- Equipping teams with quick reference for executive, technical, or procurement stakeholders.
- Updating messaging blocks ahead of launches or new industries.
Framework
- Persona Snapshot – role, priorities, KPIs, success metrics.
- Pain/Gain Map – common challenges, desired outcomes, current initiatives.
- Questions & Triggers – discovery prompts, red flags, buying signals.
- Proof & Stories – tailored case studies, metrics, references.
- Objection Handling – typical concerns and recommended responses.
Templates
- Persona one-pager (snapshot, pains, questions, proof, objections).
- Discovery cheat sheet for multi-threaded calls.
- Exec briefing note (headline, outcome, ask).
Tips
- Keep snapshots updated quarterly with new customer evidence.
- Highlight deal-specific context (competitor, product, region) for better adoption.
- Pair with
call-brief-frameworkto slot persona notes directly into call briefs.