Telecom Visit Prep

China Telecom account manager enterprise visit preparation assistant. Input company name to auto-search info, generate business opportunities and visit scripts.

One-stop enterprise visit preparation for China Telecom account managers: input a company name, automatically search enterprise information, intelligently recommend business opportunities, generate visit scripts, and output a complete visit preparation report.

Trigger Scenarios

Use this skill when the user mentions: "走访" (visit), "拜访" (call on), "准备报告" (prepare report), "了解一下这家公司" (learn about this company), "看看什么商机" (check business opportunities), "拜访准备" (visit preparation), "客户信息" (customer info), "市场开拓" (market development), or directly inputs an enterprise name requesting a visit preparation report.

Prerequisites

Search Tool

This skill requires a web search capability to collect enterprise information. Ensure one of the following is available:

• MCP search server (recommended): Install an MCP search tool such as @anthropic/mcp-web-search or @anthropic/mcp-brave-search
• Built-in web search: If your agent platform provides native web search (e.g., web_search, baidu_search), use it directly
• WebFetch + Shell: Fallback to fetching web pages via HTTP requests

If no search tool is available, the skill can operate in degraded mode: ask the user to provide enterprise information manually, then proceed with profile building, opportunity recommendation, and report generation.

Document Generation (Optional)

Word document export is optional. If available:

• python-docx: Run pip install python-docx to enable .docx export
• MCP document server: If an MCP docx server is configured, use it for document generation
• Fallback: Output the report in Markdown format within the conversation

Workflow

text

Prerequisites check -> Input enterprise name -> Search enterprise info -> Build customer profile -> Match business opportunities -> Create visit plan -> Generate communication scripts -> Output report

Execute the following 6 steps in order:

Step 1: Multi-dimensional Enterprise Information Search

Use your available web search tool to conduct multiple rounds of searches. Search dimensions and strategy:

Search Round	Search Keywords Template	Information Target
Round 1	"{Enterprise Full Name}" 工商信息 简介	Basic business registration, founding date, registered capital, business scope
Round 2	"{Enterprise Full Name}" 新闻 最新动态	Recent business developments, news events, development plans
Round 3	"{Enterprise Full Name}" 公众号 抖音 官网	Enterprise official channels, brand presence
Round 4	"{Enterprise Name}" {Industry} 数字化 转型	Industry trends, digital transformation needs

Search strategy:

• Use different keyword combinations for each round to ensure coverage
• "Enterprise Full Name" refers to the name input by the user; if results are limited, try abbreviations or industry+region combinations
• Focus on: employee scale, business expansion, IT investment, bidding activities, supply chain relationships
• Maximum 2 searches per round (parallel within the same round), 4 rounds total, no more than 8 searches
• Identify: negative sentiment (legal disputes, business anomalies) and positive highlights (honors, industry standing)

Step 2: Integrate Enterprise Information, Build Customer Profile

Consolidate search results into a structured profile:

Required fields (fill as much as possible, mark as "未获取到" if missing):

• Enterprise full name, abbreviation, industry, founding date, registered capital, employee scale
• Main business, business model (B2B/B2C/Mixed), industry position
• Registered address, office address (if different), branch offices

Key analysis dimensions:

• Scale assessment: Determine large/medium/small/micro based on registered capital, employee count, revenue
• IT maturity estimation: Infer from industry attributes and IT-related news found in search
• Business growth trend: Judge from recent news, hiring activity, expansion information
• Communication needs signals: Identify needs for remote work, multi-site collaboration, high internal communication volume

Step 3: Intelligent Business Opportunity Recommendation

Read references/telecom-products.md for the complete product knowledge base, then match opportunities based on customer profile:

Matching logic:

1. Match industry solutions based on "industry attributes"
2. Match product tier (basic/standard/advanced) based on "scale characteristics"
3. Match specific products based on "business characteristics" (e.g., multi-site -> SD-WAN, manufacturing -> 5G+Industrial Internet)
4. Recommend advanced products based on "IT maturity" (e.g., low IT maturity -> start with basic communications+cloud; high maturity -> recommend AI+security)

Output requirements:

• Recommend 3-5 products/service solutions, sorted by priority
• Each recommendation must cite specific information about the enterprise as the reasoning basis. No generic statements.
• For enterprises with special industry characteristics or business models, prioritize strongly correlated solutions

Step 4: Create Visit Plan

Based on customer profile and opportunity analysis, create a structured visit plan (6 modules):

1. Visit objective setting: Define outcome level (establish relationship / explore needs / advance proposal / close deal), based on information maturity
2. Visit rhythm scheduling: Plan phased visit rhythm (first visit -> follow-up -> proposal presentation), each phase's goals and specific actions
3. Conversation topics and scripts sequence: Design complete script chain from ice-breaking to advancement (ice-break -> need exploration -> product introduction -> deep recommendation -> next step)
4. Pre-visit preparation checklist: Materials to bring, industry info to review in advance, who to bring along, appointment tips
5. Risk assessment and contingency: Possible challenges (decision-maker unavailable / competitor present / no budget), competitor analysis, response strategies
6. Follow-up plan: What to do X days after visit, next visit timing and goals, customer tier classification

Step 5: Generate Customized Communication Scripts

Read references/speech-scripts.md for the script template library, then generate communication scripts based on the enterprise's actual situation and visit plan:

Generate content:

• Ice-breaker script: Must mention specific information about the enterprise (e.g., recent news, industry achievements), demonstrating "homework done"
• Needs exploration scripts: Design 3-5 targeted questions based on recommended product directions
• Product pitch scripts: Select top 2-3 priority products and generate customized pitch scripts
• Transition and advancement scripts: Transitional phrases between each stage
• Objection response plans: Anticipate likely objections based on industry characteristics and prepare responses
• Each script type provides both a Business Formal version and a Friendly Natural version

Step 6: Output Complete Report in Conversation

Read references/report-template.md for the output template, and organize the report according to the template structure.

Output sequentially in conversation (no file generation):

1. Summary: Enterprise positioning (industry + scale + main business), core opportunities list (3-5 items), recommended entry point
2. Full report: Output all sections in template order

Closing question: After outputting the report, ask the user: "Do you need to export this report as a Word document? If so, reply 'yes' and I will generate a .docx file."

• If the user confirms, generate a Word file named {Enterprise Name}走访准备报告.docx using python-docx, saving to the current working directory
• If not needed, end the process

Report content standards:

• Report is presented from the account manager's first-person perspective
• Enterprise information includes source attribution
• Opportunity recommendations cite specific enterprise information; reasons are concrete, not generic
• Scripts demonstrate thoroughness with a "homework done" quality
• Insufficient information honestly marked as "Recommended to verify during visit"

Important Notes

• This skill is designed for China Telecom enterprise account managers' daily visit preparation work
• Search results may be outdated or incomplete; remind the account manager to verify with latest information
• Opportunity recommendations are for reference only; actual solutions should be determined based on in-depth communication between the account manager and the customer
• In external materials, do NOT mention "selling overseas models" or "Claude/Gemini sales" -- use "premium model expansion capability" or "high-quality international link" instead
• Product recommendations focus on domestic products (Tianyi Cloud, Dedicated Line, V-Network, etc.); for the Xingchen AI Platform, overseas models are described as "premium model expansion capability" only

Cross-Platform Adaptation

This skill was originally developed for the Xingchen Super Agent. To migrate to other agent platforms (Claude Code, Codex CLI, etc.), note the following core dependency replacements:

Dependency	Level	Xingchen Super Agent Native	Cross-Platform Alternative
Web Search	Core	baidu_search (built-in)	MCP search server / Shell + Search API / Manual info provision
Word Generation	Non-core	docx skill	python-docx script / MCP document server / Markdown output
File Read	Core	Built-in	Built-in on all platforms, note path convention differences
Knowledge Base Ref	Core	[references/xxx.md](references/xxx.md)	Platforms not supporting file refs need to inline references/ content

Compatibility Quick Reference

Platform	Adaptation Difficulty	Notes
Claude Code	Low	Skill format compatible, only need to replace search and document generation tools
Codex CLI	Medium	No Skill system, need to inline knowledge base, inject via AGENTS.md
Cursor / Windsurf	Medium	Inject via .cursorrules, need MCP to supplement search capability