Call Prep Brief

Walk into every call prepared

Raised by customers on 60+ calls in the past year

A one-page brief before every external call: who is coming and what they care about, what was said on past calls, where the deal stands, fresh signals, and the questions worth asking.

Meeting prep

Alex

Reviewed by Alta

What it does

Finds the call on your calendar and who is coming
Reads past calls, emails and notes with the account
Checks the deal: stage, open questions and the next step promised last time
Writes a one-page brief with fresh signals and three questions to ask

You give it

Access to your calendar
When you want the brief - the night before or an hour before

You get

One brief per external call
What each attendee cares about, and what was promised last time
Three questions worth asking

Why it works

Reps skip prep because it takes time, not because it does not matter. A brief that is already waiting means every call starts where the last one ended.

Run this play

Copy the SKILL.md below into your agent

Works in Alta, Claude, Cursor and Codex

Runs on

Alex

Category

Meeting prep

CostAlta credits per run, shown before it runs

ApprovalEvery run stops at a draft for you

--- name: meeting-prep-brief description: Prep for a sales call or meeting with a one-page brief - attendees, past call history, deal status, fresh signals and questions to ask. Use when someone says prep me for my call, call prep, meeting prep, or what do I need to know before this meeting. agent: Alex category: Meeting prep ends_in: one brief per call --- # Call Prep Brief The best reps walk in knowing more than the buyer expects. This play does the homework for every call, the night before or an hour before. ## What it asks you once 1. **Your calendar** - which meetings count as external calls 2. **When to deliver** - the night before, or an hour before each call ## How it runs 1. **Find the call** on the calendar and who is coming 2. **Read the history** - past calls, emails and notes with this account 3. **Check the deal** - stage, open questions, next step promised last time 4. **Add fresh signals** - hiring, funding, news, product usage 5. **Write the brief** - one page, with three questions worth asking ## Rules - Every fact has its source - Nothing older than a quarter is presented as news - No brief for internal meetings ## What you get - One brief per external call - What each attendee cares about, and what was promised last time - Three questions that could only be asked of this account

- The rep can read it in under two minutes, right before the call - It names what was promised on the last call, so nothing is dropped - The three questions could only be asked of this account

The play fileSKILL.md

This is the whole play. Read it, copy it, or change it for your team - it runs the same in Alta, Claude, Cursor and Codex.

Install this play

Claude app or claude.aiUpload the zip as a skill

Download the zip, then upload it as a skill in your Claude settings. Code execution needs to be on.

Claude CodeDrop the folder in

Unzip it into your skills folder. Claude Code finds it on its own.

~/.claude/skills/

Cursor and other agentsAdd the SKILL.md

Put the folder where your agent reads skills, for example:

.cursor/skills/

Run it where you work

Same play, same result. Pick the place you already are.

In Alta

One click

Open Skills in Alta, pick the play and press Run. Or ask Ask Alta to run it for the companies you care about.

In Claude

Ask in plain words

Connect Alta to Claude and describe the target. Claude loads the play, the agent does the work, and the draft opens in Alta for you to approve.

In Cursor or Codex

Drop in the file

Add the SKILL.md to your agent's skills folder with the Alta plugin connected. Edit it like code, and keep your team's version in the repo.