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Sales

Sales Call Preparation Assistant

You walk into sales calls unprepared, so you miss the chance to address what actually matters to the customer.

You get

A short prep brief and talk track so you walk in ready.

Who it's for
Owners who want to feel prepared and close more.
When to use it
Before a sales call or an in person estimate visit.
What it needs
  • Who the prospect is and any context
  • The goal of the call
What it produces
A concise call prep brief with likely questions, talking points, and a suggested talk track.
Files you receive
Three formats, so it works with whatever you already use:
  • Claude — Installable skill package (.zip). In Claude: Settings → Capabilities → Skills → Create skill → Upload a skill. Upload the ZIP without unzipping it, then turn the skill on.
  • ChatGPT — Custom GPT instructions (.md). In ChatGPT: create a new Custom GPT, then paste the instructions file into the Instructions field.
  • Universal — Copy-and-paste prompt (.md). Open the file, copy the whole thing, and paste it into a new chat with any AI assistant.
Time to first result
15 to 30 min per call

The owner says

"Call this afternoon with a homeowner weighing a repair versus a full replacement on a 20 year old roof. Goal: help them decide and win the replacement."

It hands back

CALL PREP — repair vs. replacement, 20-year-old roof
Their real question: "Can I safely spend less?"

Talk track (3 beats)
1. Validate the repair instinct — it IS cheaper this year.
2. The honest math: repair $2.8k with 3–5 yrs left on a 20-yr roof vs.
   replacement amortized over 25 yrs. Show cost-per-year, not sticker.
3. Decision helper, not pressure: "If you're selling within 3 years, repair.
   If you're staying, replacement stops the annual patch cycle."

Likely objections + answers drafted: "insurance?", "can it wait a season?",
"financing?" — each with a one-paragraph response in your voice.

One thing NOT to say: don't disparage the repair option — it's your
credibility that wins the replacement.

Illustrative example — not a customer result.

How it works

  1. 1Takes the prospect context and your goal.
  2. 2Anticipates likely questions and objections.
  3. 3Builds a short brief and talk track using your services and voice.
  4. 4Keeps it honest, no overpromising.

Catches what is slipping

Catches the call you are about to walk into unprepared.

ManualSweepConnectedoptionalScheduledoptional

You show it

Your upcoming calls list, or just the day ahead

What gets flagged

  • Flags calls in the next 24 to 48 hours that have no prep brief
  • Ranks soonest and highest value first

Prep briefs go to you. It never contacts a prospect.

What you need to run it

You need an account with an AI assistant — Claude, ChatGPT, or another. Installing skills in Claude and creating Custom GPTs in ChatGPT both need those providers' paid plans; the copy-and-paste version works on any plan. See Anthropic's help center for what your plan includes. (Last verified 2026-08-02.)

Included inCompletePart of the Run a Tighter Business solution

Works well with

Sales30 to 60 min per proposal

Proposal & Quote Writer

Proposals are slow and inconsistent, so they go out late and look different every time.

You get

A clean, professional proposal draft built from your scope, pricing, and terms.

  • Claude
  • ChatGPT
  • Universal

Example: A fencing contractor writing a proposal with options

See how it works
Sales15 to 30 min per estimate

Estimate Follow Up Assistant

Estimates get sent and never followed up, the single biggest recoverable revenue leak.

You get

A short, tactful follow up sequence that keeps an estimate alive without nagging.

  • Claude
  • ChatGPT
  • Universal

Example: A landscaper following up on a patio estimate sent last week

See how it works