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3. Client Intel From Your Phone

Action Step

Complete this before moving on.

From your phone in Slack, ask your agent to research a real prospect and build you a one-page call prep doc — company overview, likely pain points, and smart questions to ask.

Comment in Slack

Post your answer in your onboarding channel.

How does having instant research and prep capability on your phone change the way you think about "being prepared" for client calls?

Training Guide

You're on the subway. Your phone buzzes — you have a call with a prospect in 20 minutes. You haven't prepped. In Section 3, you'd need to open your laptop, fire up VS Code, find the files, copy paths, and start prompting. Now you just open Slack.

Exercise​

Step 1: Quick company research

Message your agent from Slack (ideally from your phone to feel the difference):

"I have a call in 20 minutes with [company name]. They're a Series B cybersecurity startup. What should I know? Check their website, any recent funding, key people, and competitors."

Watch your agent research and summarize — no browser tabs, no Google, no switching apps.

Step 2: Pull context from your repos

  • "Check the customer warehouse repo on GitHub — do we have anything on [company name]?"
  • "Read the sales pain points guide from the Skills and SOPs repo and tell me which pain points are most common for Series B cybersecurity companies"
  • "Pull the discovery call template from the playbooks repo"

Step 3: Build a mini prep doc

"Based on everything you just found, give me a one-page call prep: company overview, likely pain points, smart questions to ask, and things to listen for."

Step 4: Last-minute adjustments

  • "Actually, I just found out their CRO is new — started 3 weeks ago. Update the prep to account for a new CRO in their first 90 days"
  • "Add a note about the ICP & Pipeline Fit Report — they might be interested since they're Series B"

Step 5: Review

In Section 3, the kickoff prep took an entire training with three asset files and multiple iterations in VS Code. You just did a version of it from your phone in Slack. That's the value.

What to Submit​

  • Screenshot of the Slack thread showing: research request, repo pull, prep doc output
  • Bonus: do it from your phone and screenshot the mobile Slack interface