When should you use Discovery Call Prep & Post-Call Summary?

Before: "prep for my discovery call with [company]", "discovery questions for this prospect".. After: "summarize my discovery call", "update the deal from this call".

What can Discovery Call Prep & Post-Call Summary change in your CRM?

Nothing automatically — deal updates are proposed for you to apply. Prepares a change and shows it to you. Nothing lands in the CRM until you apply it.

What does Discovery Call Prep & Post-Call Summary need access to?

A connected HubSpot account and Web search.

Does Discovery Call Prep & Post-Call Summary send your data anywhere?

The company name, to the web search provider.

What do you have to give Discovery Call Prep & Post-Call Summary?

A company or contact beforehand. A transcript afterwards.

How do you use Discovery Call Prep & Post-Call Summary?

Point an MCP client at the skills.org library and it is available as a tool, so a fix reaches you without a re-copy. If your client does not speak MCP, the skill is a markdown file you can paste wherever you keep your prompts.

Discovery Call Prep & Post-Call Summary

Asks first

Two modes around one call: before, it researches the prospect and builds a question set; after, it summarises the call and proposes the deal update.

Try it

Scan

Instructions

Install

FAQ

Prepares a change and shows it to you. Nothing lands in the CRM until you apply it.

Needs

A connected HubSpot account
Web search

Reads

Contacts
Deals
The transcript you supply
Public web

Can change

Nothing automatically — deal updates are proposed for you to apply

Leaves your portal

The company name, to the web search provider

Inputs: A company or contact beforehand. A transcript afterwards.
Built for: Strategic Steve

Works in

HubSpot
Claude
ChatGPT
Gemini
Cursor