Systems Lab

Agent skill

discovery-playbook

Produce a single field-ready call plan document for a Sparq seller's upcoming call.

slowingSelf-containedActs undeclared7,475 words

Filed under Calls, demos and discovery and Team and enablement.

From jamieerickson-sparq/sparq-sales-agent-skills · 4 skills · 1 · pushed 2026-05-28

What it does when it runs

Produce a single field-ready call plan document for a Sparq seller's upcoming call. Reads upstream account-research and account-strategy artifacts plus any seller notes in the workspace folder, detects prior call plans for the account, and produces a call plan designed to advance MEDDPICC and BANT from where the last call left off. Output is a single Word doc with briefing, A+ openers, hypothesis-confirming questions, a "tell me more" mental model, succinct outcome-led pitch, hero customer stories, a 3-column listen-for-and-respond playbook, and a MEDDPICC scorecard. Use when the user says "call plan for [account]," "discovery plan," "build me a call plan," "prep me for [meeting / call]," "earn the right to pitch," or "advance MEDDPICC on [account].

Read from the skill and the 0 files bundled beside it. A skill’s own description is written to be selected by an agent, so it describes the job and not the dependencies.

Keys and connectors you must supply
None found.
Hosts it reaches
No third-party host appears in the skill or its bundled files.
Tool permissions it declares
No allowed-tools in the frontmatter. It does act, so it runs under whatever permissions your session already grants.
Actions present in the files
shellwrites files

Ask about discovery-playbook

Opens your assistant with this page's verified links already in the prompt.

Is this safe to install?ClaudeChatGPT
Adapt it to my stackClaudeChatGPT
What else do I need for it to workClaudeChatGPT
Rather ask a human? Talk to Cheetah
git clone --depth 1 --filter=blob:none --sparse https://github.com/jamieerickson-sparq/sparq-sales-agent-skills.git /tmp/sparq-sales-agent-skills
git -C /tmp/sparq-sales-agent-skills sparse-checkout set "skills/discovery-playbook"
mkdir -p ~/.claude/skills/discovery-playbook
cp -R "/tmp/sparq-sales-agent-skills/skills/discovery-playbook/." ~/.claude/skills/discovery-playbook/

Picked up without a restart. A project skill of the same name is shadowed by your personal one. For one repository only, swap ~/.claude/skills for .claude/skills. Claude Code docs ↗

The folder is the same in every client that implements the format — 46 of them — so if yours is not above, only the destination changes.

The source carries no licence at all, so no permission to redistribute it exists. Everything else on this page is our own reading of the file and is published here; the text of the skill is not, and stays where its author put it.

Other skills for the same job

Different authors, same problem. Matched on the words in the skill name, across every library in the catalogue except this one.

Need help setting it up?

This page tells you what discovery-playbook does and what it needs. Cheetah builds the agent setup it runs inside: data, CRM, sequencing and the guardrails.

Book a call →

The directory stays free. There is nothing gated behind this.