← ClaudeAtlas

account-noteslisted

Use when stage 19 of the prospecting system needs a pre-meeting account brief for a qualified lead — company, person, competitive context, recent signals, pain hypotheses, and questions — that a rep can scan in five minutes. Also use standalone before any sales call.
automatewithuday/gtm-prospecting-system · ★ 1 · AI & Automation · score 75
Install: claude install-skill automatewithuday/gtm-prospecting-system
# Discovery Prep ## Pipeline contract **Stage 19 of 20.** Reads `18-qualified.csv` plus that lead's rows in `09-signals.csv`, `13-personalized.csv`, and `17-replies.csv`. Writes `19-account-notes/<account_domain>.md`. - Start from what the run already knows: why they were targeted (`source_type`, signals), what was sent, what they replied. Research only the gaps. - Every claim carries its source URL or the run file it came from. Unknown stays "unknown". - One brief per booked or likely meeting — not for the whole list. Files live in `runs/<run>/`. Column definitions: [`/prospecting-system`](../prospecting-system/SKILL.md). Standalone use: ignore this block. <!-- WHAT THIS DOES: Generates a pre-call research briefing doc for any sales meeting. Covers company research, prospect research, competitive landscape, recent signals, pain hypotheses, talking points, and objection handling. Outputs a one-pager your rep can scan in 5 minutes before the call. HOW TO USE: Reference this file in your CLAUDE.md skills section. Tell Claude: "Use the sales call prep skill to build a briefing doc for my meeting with [prospect name] at [company]." Provide the prospect's name, title, company, and any context you already have (how they entered the pipeline, email thread, etc.). --> ## Customize This Skill This is a template, not a finished skill. Before using it for real work, customize it for your business. When this skill is loaded for the first time, Claude should: