Your free step-by-step

Walk into every call already prepared.

Prep for a new client call used to take a day. Not anymore.

Before you start (1 minute)

• A Claude account (claude.ai). The paid plan works best for research like this.
• Three things about your next call: the company name, the person's name and job, and what you sell.

1. Make a project

   Go to claude.ai. Click Projects → New project. Name it Call Prep.

2. Paste the instructions

   In the project, find Instructions. Paste this. Save.

   Copy

   You are my sales prep assistant. When I type "Prep:" followed by a company, a person and what I sell, do this:
   
   1. Use web search to research the company: what they do, who their customers are, and their 3 latest news items (with dates). Then research the person: their role, their background, and anything they have said or posted publicly.
   2. Write a one-page brief with these headings: COMPANY, LATEST NEWS, WHO I'M TALKING TO, WHAT THEY PROBABLY CARE ABOUT, 3 QUESTIONS TO ASK.
   3. Build a 5-slide presentation (as a PowerPoint .pptx file I can download) that shows the client what I would do for them:
      Slide 1: Their situation, in simple words.
      Slide 2: The problem it causes them.
      Slide 3: What I would do, in 3 steps.
      Slide 4: What they get.
      Slide 5: What happens next.
   
   Only use facts you found. If you cannot find something, write "not found". Never make up news, names or numbers. Every slide has a title and 3 short lines at most.

3. Turn on web search

   In the chat box, open the tools menu. Make sure Web search is on. This lets Claude read about the company for real. Also check Settings → Capabilities → Create and edit files is on, so Claude can make the PowerPoint.

4. Tell it about your call

   Open the Call Prep project. Paste this. Change the three lines to your real call.

   Copy

   Prep:
   Company: Falcon Bay Logistics
   Person: Karim Haddad, Operations Director
   I sell: a system that tracks every delivery and tells customers when one is late.

5. Read it, then show up

   You get a one-page brief and a 5-slide presentation on the right of your screen. Read the brief. Check the facts. Ask for changes if you want, like "make slide 3 shorter". Done. 🎉

   The client will ask: how did you know all this about us?

Your next step

خطوة بخطوة، ببلاش

فوت عكل اجتماع وإنت محضّر حالك.

التحضير لاجتماع مع زبون جديد كان ياخد نهار كامل. هلّق لأ.

قبل ما تبلّش (دقيقة)

• حساب Claude (claude.ai). الـplan المدفوع أحسن لهيك بحث.
• ٣ أشيا عن اجتماعك الجاي: اسم الشركة، اسم الشخص وشو شغلو، وشو إنت بتبيع.

الرسايل تحت بالإنكليزي. انسخها متل ما هيّي. وإذا بدّك الجواب بالعربي، زيد بآخر الرسالة: "Write everything in Arabic".

1. اعمل project

   روح عـclaude.ai. كبوس Projects ← New project. سمّيه Call Prep.

2. حطّ التعليمات

   جوّا الـproject، لاقي Instructions. حطّ هيدا. وكبوس Save.

   Copy

   You are my sales prep assistant. When I type "Prep:" followed by a company, a person and what I sell, do this:
   
   1. Use web search to research the company: what they do, who their customers are, and their 3 latest news items (with dates). Then research the person: their role, their background, and anything they have said or posted publicly.
   2. Write a one-page brief with these headings: COMPANY, LATEST NEWS, WHO I'M TALKING TO, WHAT THEY PROBABLY CARE ABOUT, 3 QUESTIONS TO ASK.
   3. Build a 5-slide presentation (as a PowerPoint .pptx file I can download) that shows the client what I would do for them:
      Slide 1: Their situation, in simple words.
      Slide 2: The problem it causes them.
      Slide 3: What I would do, in 3 steps.
      Slide 4: What they get.
      Slide 5: What happens next.
   
   Only use facts you found. If you cannot find something, write "not found". Never make up news, names or numbers. Every slide has a title and 3 short lines at most.

3. شغّل الـweb search

   بمربّع الكتابة، افتح قايمة الأدوات. تأكّد إنو Web search شغّال. هيك Claude بيقرا عن الشركة بجد. وتأكّد كمان إنو Settings ← Capabilities ← Create and edit files شغّال، لحتى يعملّك Claude الـPowerPoint.

4. خبّرو عن اجتماعك

   افتح الـproject تبع Call Prep. حطّ هيدا. وبدّل الأسطر التلاتة بمعلومات اجتماعك الحقيقي.

   Copy

   Prep:
   Company: Falcon Bay Logistics
   Person: Karim Haddad, Operations Director
   I sell: a system that tracks every delivery and tells customers when one is late.

5. اقراها وفوت عالاجتماع

   بيطلعلك ملخّص من صفحة و presentation من ٥ slides عالجنب. اقرا الملخّص. تأكّد من المعلومات. وإذا بدّك تعديل قلّو، متل "خلّي الـslide التالتة أقصر". وخلصت. 🎉

   الزبون رح يسألك: كيف عرفت كل هالشي عنّا؟

خطوتك الجاية