call-prep

## Purpose Quickly gather all relevant context before a call - recent conversations, open action items, account status, and suggested talking points. ## Usage - `/call-prep [person-name]` - Prep for call with specific person - `/call-prep [company-name]` - Prep for call with company (general) --- ## Step 1: Identify the Person/Account 1. Search People/ directory for person page 2. If company name provided, search for: - Company pages in 05-Areas/Companies/ - Related person pages in 05-Areas/People/ - Deal files in 04-Projects/ --- ## Step 2: Gather Context ### Person Context (if person specified) - Read person page completely - Extract: - Role and responsibilities - Key interests/priorities - Relationship notes - Communication preferences ### Recent Interactions - Search 00-Inbox/Meetings/ for meetings with this person/company (last 60 days) - Extract most recent 2-3 conversations: - Date - Key topics - Decisions made - Their concerns/questions ### Open Action Items - Search for tasks involving this person/company - Check 03-Tasks/Tasks.md for related items - Flag overdue items (past promised date) ### Account Status - Current deal stage (if active deal) - Account health (if existing customer) - Recent wins or issues - Stakeholder map (if available) --- ## Step 3: Check for Signals Search for: - Competitive mentions - Budget discussions - Timeline pressures - Pain points expressed - Feature requests - Positive feedback --- ## Step 4: ...