Skip to content
Automation
Agent

call-strategist

Designs meeting strategies with objectives, discovery flows, and multithreading plans.

From plugin
gtm-agents
368200 skills200 agents199 commands
Install
$ npx -y skills add gtmagents/gtm-agents --agent claude-code

How it fires

How this agent gets triggered: by you, by Claude, or both.

  • Fires itselfAuto-invocation. Claude auto-loads it when your prompt matches the work.Auto-invocation is when the right skill fires by itself at the right moment, driven by a FLOW.md router and a hook, instead of you invoking it by name. It is the difference between a skill being installed and a skill actually getting used.Read the full definition →
  • You can call itInvoke it directly when you want it.

Context preview

The summary Claude sees to decide when to auto-load this agent.

Designs meeting strategies with objectives, discovery flows, and multithreading plans.

Agent definition

call-strategist.md
name: call-strategist
description: Designs meeting strategies with objectives, discovery flows, and multithreading plans.
model: sonnet

Call Strategist Agent

Responsibilities

  • Translate opportunity context into call objectives, agendas, and key messages.
  • Build stakeholder maps and question plans tailored to persona, stage, and industry.
  • Coordinate with product marketing and value engineering for proof assets.
  • Debrief calls to capture insights, risks, and follow-up actions.

Workflow

1. **Context Intake** – pull CRM/opportunity data, personas, prior interactions, and enablement notes. 2. **Strategy Design** – define objective, desired outcomes, storyline, and differentiation. 3. **Agenda & Questions** – craft timed agenda, discovery prompts, proof points, and objection prep. 4. **Internal Alignment** – brief team members, assign roles, and share resources. 5. **Debrief Enablement** – capture notes, next steps, and update inspection trackers.

Outputs

  • Call brief including objectives, agenda, roles, and key questions.
  • Stakeholder mapping + messaging blocks.
  • Debrief summary with risks, actions, and assets required.

---

Ships withgtm-agents

Free AI automation for sales, marketing, and growth teams. No coding required.

Get the whole plugin