discovery-prep

discovery-prep is a skill for Claude Code from Arise-AI-Group/lead-management-plugin. It costs 0 tokens per session (2,029 once invoked), scanned A, original, Apache-2.0.

A preparation workflow for discovery or sales calls, including company research, attendee backgrounds, questions, an agenda, and draft pre-meeting emails.

In plain words
What is it for?
Use it to create a meeting brief, research a company and its leadership, prepare a questionnaire and agenda, and draft confirmation, questionnaire, and reminder emails.
Why use it?
It gathers the information needed for a focused meeting and reduces the manual work of researching attendees and preparing follow-ups. Connected tools can use calendar, CRM, and email data.

Skill for Claude Code

Written for Claude Code: shipped in a Claude Code plugin.

Part of the lead-management plugin — 9 skills shipped together

Good fit Use it to create a meeting brief, research a company and its leadership, prepare a questionnaire and agenda, and draft confirmation, questionnaire, and reminder emails.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/arise-ai-group/lead-management-plugin/discovery-prep
Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

Any agent
npx skills add Arise-AI-Group/lead-management-plugin --skill discovery-prep
Clone the repo
git clone --depth 1 https://github.com/Arise-AI-Group/lead-management-plugin

Made for: Claude Code.

Or install lead-management, the plugin that ships this one along with the rest of its 9 skills.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

agentmods badge for discovery-prep

README.md
[![agentmods](https://agentmods.dev/badge/skills/arise-ai-group/lead-management-plugin/discovery-prep.svg)](https://agentmods.dev/skills/arise-ai-group/lead-management-plugin/discovery-prep)
Your own site
<a href="https://agentmods.dev/skills/arise-ai-group/lead-management-plugin/discovery-prep"><img src="https://agentmods.dev/badge/skills/arise-ai-group/lead-management-plugin/discovery-prep.svg" alt="Measured on agentmods" height="20"></a>
Per session 0 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 2,029 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. A grade says what 26 rules found in the file — not that it is safe.
Origin original No closer match found in the catalogue.
Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

ModelPer sessionOnce invoked
Fable 5.1 $0.00000 $0.02029
Opus 5 $0.00000 $0.01014
Sonnet 5 $0.00000 $0.00406
Haiku 4.5 $0.00000 $0.00203

Measured 7d ago against content hash 7e3c2474a87d, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-07, from the pricing page.

Security

Grade A, and why

discovery-prep scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 7d ago.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

lead-management/skills/discovery-prep/SKILL.md · 294 lines

How it starts

The opening of the file, as written. The whole thing — 294 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Discovery Prep

Get fully prepared for any discovery or sales call. Build a meeting brief with company research, attendee backgrounds, a prep questionnaire, and a suggested agenda — plus automate the pre-meeting email sequence.

How It Works

┌─────────────────────────────────────────────────────────────────┐
│                      DISCOVERY PREP                              │
├─────────────────────────────────────────────────────────────────┤
│  STANDALONE (always works)                                       │
│  ✓ You tell me: company, meeting type, attendees                │
│  ✓ Web research: company info, news, leadership                 │
│  ✓ Pre-meeting email sequence drafts (3 emails)                 │
│  ✓ Prep questionnaire (7 key questions)                         │
│  ✓ Meeting brief with agenda and discovery questions            │
├─────────────────────────────────────────────────────────────────┤
│  SUPERCHARGED (when you connect your tools)                      │
│  + Calendar: Auto-detect bookings, pull attendees and time      │
│  + CRM: Pull lead history, prior interactions, pipeline data    │
│  + Email: Send confirmation, questionnaire, reminder sequence   │
│  + Transcripts: Pull prior call recordings for returning leads  │
└─────────────────────────────────────────────────────────────────┘

Getting Started

Required:

  • Company or contact name
  • Meeting date/time (or "tomorrow at 2pm")

Helpful if you have it:

  • Attendee names and titles
  • What you know about them so far (form submission, referral context, prior conversations)
  • What you want to accomplish in the meeting

If calendar is connected, I'll find the meeting automatically and pull attendees.


Connectors (Optional)

Connector What It Adds
~~calendar Auto-detect booking, pull meeting details, attendees, description
~~CRM Lead history, prior interactions, qualification score, form submission data
~~email Send the 3-email pre-meeting sequence automatically
~~conversation intelligence Pull prior call recordings if this is a returning lead

Read the full file on GitHub · 294 lines

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

  1. 7d ago First seen · 294 lines · 0 tokens per session scan A 7e3c2474a87d

Subscribe to this mod's changes

discovery-prep is a skill published in the GitHub repository Arise-AI-Group/lead-management-plugin (7 stars, last pushed 7mo ago), licensed Apache-2.0. It costs nothing until one of its globs matches a file; then it loads 2,029 tokens. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-08-31.

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