discovery-prep

Discovery Prep Skill

Comprehensive preparation for discovery calls and initial demos.

Purpose

Ensure every discovery conversation is strategic, insightful, and moves the opportunity forward.

Required Integrations

Setup: Connect these data sources to enable full functionality. Claude will prompt you to connect any missing integrations when you use this skill.

Data Sources

# DISCOVERY PREP DATA SOURCES
# Configure the sources relevant to your discovery preparation

# Enterprise Search (searches across all internal sources)
- source: enterprise_search
  connector: "{{GLEAN | MOVEWORKS | ELASTIC}}"
  data:
    - internal_docs
    - wiki_content
    - shared_drives
    - slack_history

# Account & Contact Data
- source: crm
  connector: "{{SALESFORCE | HUBSPOT}}"
  data:
    - account_record
    - contact_records
    - previous_opportunities
    - activity_history
    - notes_and_attachments
    - related_contacts

# Calendar Integration
- source: calendar
  connector: "{{GOOGLE_CALENDAR | OUTLOOK_CALENDAR}}"
  data:
    - meeting_details
    - attendee_list
    - meeting_notes

# Company Research
- source: linkedin
  connector: "{{LINKEDIN_SALES_NAVIGATOR | LINKEDIN}}"
  data:
    - company_profile
    - attendee_profiles
    - recent_posts
    - job_changes
    - shared_connections
- source: company_website
  url: "{{ACCOUNT_WEBSITE}}"
  pages:
    - about
    - leadership
    - careers
    - newsroom
- source: news_search
  enabled: true
- source: crunchbase
  enabled: true

# Enrichment Data
- source: enrichment
  connector: "{{ZOOMINFO | CLEARBIT | APOLLO}}"
  data:
    - company_data
    - technographics
    - org_chart
    - intent_signals

# Previous Conversations
- source: call_recordings
  connector: "{{GONG | CHORUS | CLARI}}"
  data:
    - previous_calls_with_account
    - similar_persona_calls
    - successful_discovery_examples

# Email History
- source: email
  connector: "{{GMAIL | OUTLOOK}}"
  data:
    - thread_history
    - previous_correspondence

# Internal Resources
- source: internal_docs
  connector: "{{GOOGLE_DRIVE | SHAREPOINT | NOTION | CONFLUENCE}}"
  paths:
    - "/Sales/Discovery Guides/"
    - "/Sales/Persona Playbooks/"
    - "/Product/Demo Scripts/"
- source: sales_content
  connector: "{{SEISMIC | HIGHSPOT | SHOWPAD}}"
  data:
    - relevant_case_studies
    - persona_content
    - discovery_templates

# Competitive Intelligence
- source: competitive_intel
  connector: "{{KLUE | CRAYON | KOMPYTE}}"
  data:
    - competitor_battlecards
    - recent_competitive_intel