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How to prep for sales calls with prospect research with Knowledge Work Plugins

Install the sales plugin and run a call-prep command to research a prospect before a meeting.

Who it is forA sales rep with a discovery call tomorrow who wants account context pulled from connected CRM and notes tools without manual searching.

The problemPreparing for a call means searching CRM records, past notes, and company information across several tools.

The outcomeA call prep brief for the prospect, generated by Claude using the sales plugin's skills and connectors.

What you need first

  • Access to Claude Cowork or Claude Code
  • Accounts for the tools you want to connect, such as your CRM, warehouse, or ticketing system
  • Credentials for each connector you enable

Steps

  1. Run claude plugin marketplace add anthropics/knowledge-work-plugins
  2. Run claude plugin install sales@knowledge-work-plugins
  3. Connect the sales connectors you use, such as HubSpot or Slack, by editing .mcp.json or through Cowork
  4. Start a session and run /sales:call-prep with the prospect name

Prompt for your agent

Using the anthropics/knowledge-work-plugins repo, install the sales plugin and run /sales:call-prep for <prospect name>. Expected output: a prep brief covering the account and recent activity. Verify that each claim in the brief traces to a connected tool or the user's notes.

Caveat. The README lists HubSpot and other CRM connectors for the sales plugin but does not document their setup, so connector authentication steps must come from each vendor's own docs.

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