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Sales Blueprint

Prepare for Calls & Generate Proposals

0June 2026

Creates meeting briefs with talking points, discovery questions, and objection responses plus full client proposals.

What problem does this solve?

Generates meeting preparation briefs and client proposals automatically from prior prospect analysis, so you walk into calls prepared and can send professional proposals without manual formatting.

How does it work?

Run /sales prep <url> for meeting briefs or /sales proposal <client> for proposals. Prep briefs pull all prior analysis (company research, contacts, opportunity assessment, competitive positioning) and generate talking points, discovery questions, objections with responses, and a one-page cheat sheet. Proposals use a structured 11-section template (problem, solution, ROI, pricing, timeline, next steps, etc.) filled with company-specific context. Output: Meeting-prep.md (7-10 talking points, 10 discovery questions, 5 objection responses) or Client-Proposal.md (11 sections, formatted for PDF export).

What's required to run this?

Prep briefs reference outputs from /sales prospect (analysis.md), /sales contacts, and /sales qualify. Proposals use proposal-template.md and can be exported to PDF with generate_pdf_report.py.

Key Features

/sales-prep

Meeting brief with 7+ talking points, 10 discovery questions, 5 objection responses, and one-page cheat sheet

/sales-proposal

11-section client proposal template (problem, solution, ROI, pricing, timeline, guarantees, team, testimonials, next steps) auto-filled with company context

Pre-call Cheat Sheet

One-page summary with company brief, key contacts, pain points, and objection responses for quick reference before calls

Proposal Templates

Professional 11-section proposal structure with pricing, timeline, guarantees, and call-to-action

About This Blueprint

Industry
Sales & Revenue Operations
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Ishani D.

Account Manager at G2