Telecom Visit Prep (电信走访通)

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

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 5 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 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预案: 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 — enterprise overview, opportunity analysis, visit scripts, visit recommendations

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 (e.g., "Source: Qichacha", "Source: Enterprise WeChat Official Account")
• 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