Skip to content
Claude for Operators

Sales Call Prep

Last verified: 13 February 2026 | Applies to: Pro, Max, Team, Enterprise

In 30 seconds

Section titled “In 30 seconds”

Walking into a sales call unprepared wastes everyone’s time. The Sales plugin produces structured briefings — prospect background, pain points, talking points, and objection responses — in minutes instead of the hour of research you’d normally need. This workflow covers call prep for cold meetings, follow-ups, and renewals.

Step by step

Section titled “Step by step”

Cold meeting prep

Section titled “Cold meeting prep”
/call-prep — I have a call with the VP of Operations at Acme Corp tomorrow. They're a mid-market manufacturing company, about 200 employees. We're selling our workflow automation platform. They currently use [competitor] for process management.

Claude produces a structured brief:

  • Company overview — what they do, size, recent news, key stakeholders
  • Likely pain points — based on their industry, size, and current tools
  • Talking points — tailored to their situation, tied to your product’s strengths
  • Potential objections — with suggested responses
  • Questions to ask — to qualify the opportunity and uncover needs
  • Competitive context — how you compare to their current solution

Follow-up meeting prep

Section titled “Follow-up meeting prep”
I had a first call with [prospect] last week. Here are my notes [paste]. We're meeting again Thursday to discuss pricing. Prep me — what should I lead with, what objections should I expect, and what's my best close strategy?

Renewal conversation prep

Section titled “Renewal conversation prep”
Acme Corp's contract is up for renewal next month. Pull their account history from our CRM [if connected] and prep me. What value have they seen? What issues have come up? What's my risk of churn?

Quick prep (Chat, no plugin)

Section titled “Quick prep (Chat, no plugin)”

You don’t always need Cowork. For quick prep in Chat:

I'm meeting the CEO of [company] in 30 minutes. They're in [industry], about [size]. Give me 5 things I should know and 3 good questions to ask.

After the call

Section titled “After the call”

Close the loop with post-call notes:

Here are my notes from the Acme call [paste]. Draft a follow-up email: summarise what we discussed, confirm the next steps, and include a link to the case study I mentioned. Keep it under 150 words.
Update my pipeline: Acme Corp moved to proposal stage. Expected close date: end of March. Deal size: $50,000 annually.

How operators actually use it

Section titled “How operators actually use it”
Section titled “Related”

Something wrong or outdated? Let us know →

Get weekly workflows — subscribe to the newsletter.