All-in-one AI plugin for account executives
The all-in-one AI plugin for Account Executives
17 skills, 28 prompts and 6 apps for prospecting, demos, objections, closing and CRM updates, all inside the AI you already use.

- 17skills
- 28prompts
- 12AI agents
- 12connections (MCP)
- 6apps
- 12Grok bots
What's inside
Your week is a stack of half-finished tasks. Research one account, log the call, chase a stalled deal, write the follow-up, update the CRM, then start again. The details live in six tabs and your notes. You spend more time piecing things together than actually selling.
17 skills for your week
Prospect research, call prep, objection handling, deal strategy, proposals, CRM updates and more. Each one turns a messy task into a draft or a plan you can use right away.
28 ready-made prompts
Eight topics, from prospect research to negotiation prep and pipeline updates. Open the library, pick one, paste your details, and get a finished first draft.
6 apps you can build
Build a follow-up workspace, a mutual action plan board, or a prospect research portal. They cut tool sprawl and keep your outreach personal and on track.
12 Grok Bot agents
Outbound Sales, Prospecting bot, Deal Desk, Contract Redliner and more. Hand a task to a ready-made agent when you want a second set of hands.
Works in eight AIs
ChatGPT, Claude, Microsoft 365 Copilot, Gemini, Grok, Grok Bot, Cursor and Kimi. Use the tool you already have open. No new login, no new tab.
Daily news and ideas
Members get a live connection to Complete AI Training: AI news for your job each morning, one new idea with the prompt to run it, and automatic skill updates.
A day with your plugin
The plugin drops into the AI you already use and hands it the sales playbook: prospect research, call prep, objection handling, deal strategy, proposals and CRM cleanup. You ask in plain words. It answers with drafts, plans and next steps you can send or use today.
- Morning
You open your AI and ask the prospect research and outreach skill to profile three accounts from your target list. It returns recent activity, fit notes and a first-touch opener for each.
- Late morning
Before a discovery call, you run the sales call optimizer skill. It gives you a question list, the likely objections and a short profile of who you are meeting.
- Afternoon
A deal has gone quiet. You open the deal closer playbook skill, paste the last emails, and get a stakeholder map, the risks and a mutual close plan with dates.
- End of day
You paste your call notes into the CRM sales assistant skill. It writes the summary, updates the stage, flags the next step and drafts the follow-up email for tomorrow.
Install it in your AI
Choose the AI you use. No technical knowledge needed: it's a few clicks and some copy and paste.
ChatGPT
Your own GPT on chatgpt.com, plus a plugin for Codex and ChatGPT workspaces. About 5 minutes.
- Download the ChatGPT version and unzip it (double-click the file).
- On a computer, open chatgpt.com/gpts/editor in your browser (or in ChatGPT: GPTs in the left menu, then + Create at the top right). You need a paid ChatGPT plan (Plus, Pro, Business or Enterprise) to make a GPT, and it can't be done in the phone app.
- You see two tabs at the top, Create and Configure: click Configure.
- Name it Account Executive Assistant. Open
custom-gpt/instructions.txt, copy everything and paste it into Instructions. - Under Knowledge, upload all the files from the
custom-gpt/knowledgefolder. - Paste the lines from
conversation-starters.txtas conversation starters and click Create. - For the daily news, ideas and skill updates: at chatgpt.com go to Settings → Plugins → Create, add the Complete AI Training server and sign in with your membership. Your Connect page shows each click.
Download for members
Members download the plugin for every job, with daily news, ideas and skill updates. Or buy this plugin alone for $49, once.
Claude
A Claude plugin for claude.ai, the desktop app, Cowork and Claude Code. About 2 minutes.
- Download the Claude version. Keep it zipped.
- Open Claude (claude.ai or the desktop app), click your name at the bottom left, then Settings → Capabilities.
- Click Upload plugin and choose the zip file. Turn the plugin on.
- Start a new chat and type /start. Your account executive assistant introduces itself.
- The first time it uses Complete AI Training, Claude asks you to connect: click Connect and sign in with your membership.
Download for members
Members download the plugin for every job, with daily news, ideas and skill updates. Or buy this plugin alone for $49, once.
Microsoft 365 Copilot
A Copilot agent: set it up yourself in Agent Builder, or give IT the ready app package. About 5 minutes.
- Download the Microsoft 365 Copilot version and unzip it.
- Open Microsoft 365 Copilot (m365.cloud.microsoft/chat) and click Create agent, then the Configure tab.
- Name it Account Executive Assistant. Paste everything from
agent-builder/instructions.txtinto Instructions. - Under Knowledge, upload the files from
agent-builder/knowledge. Add the starter prompts and click Create. - Working in a company? The
appPackagefolder is a ready app for your IT team, with the Complete AI Training connection built in. The README has a message you can forward to them.
Download for members
Members download the plugin for every job, with daily news, ideas and skill updates. Or buy this plugin alone for $49, once.
Gemini
Skills you upload to Gemini, a ready Gem, and a Gemini CLI extension. About 2 minutes.
- Download the Gemini version and unzip it.
- Go to gemini.google.com and open Settings → Skills → Upload.
- Upload the
SKILL.mdfiles from theskillsfolder, starting with the folder whose name ends in-assistant. Gemini now uses them by itself. - Prefer a Gem? Open Gems → New Gem, paste
gem/instructions.txtand upload the files ingem/knowledge. - Using Gemini CLI?
gemini extensions installon the folder also connects Complete AI Training for the daily news, ideas and skill updates.
Download for members
Members download the plugin for every job, with daily news, ideas and skill updates. Or buy this plugin alone for $49, once.
Grok
A Grok Project with all the instructions and files. About 5 minutes.
- Download the Grok version and unzip it.
- Go to grok.com, open Projects in the left menu and click New project. Name it Account Executive Assistant.
- Paste everything from
grok-project/instructions.txtinto the project's instructions. - Upload the files from
grok-project/knowledgeto the project. - Start your work chats inside this project. Try one of the lines in
conversation-starters.txt.
Download for members
Members download the plugin for every job, with daily news, ideas and skill updates. Or buy this plugin alone for $49, once.
Grok Bot
One message that sets up a whole team of Grok Bot agents for your job. About 5 minutes.
- Download the Grok Bot version and unzip it.
- Open Grok Bot and create a new bot. Name it Account Executive Team Lead.
- Open
SETUP-MESSAGE.md, copy everything and paste it as your first message. - The team lead sets up its own role and walks you through adding each specialist bot, one at a time.
- Add the Complete AI Training connector in Grok Bot so your team lead gets the daily news and ideas for account executives.
Download for members
Members download the plugin for every job, with daily news, ideas and skill updates. Or buy this plugin alone for $49, once.
Cursor
A Cursor plugin with the skills, rules and connection, or project files. About 3 minutes.
- Download the Cursor version and unzip it.
- In Cursor, open Settings → Plugins and add the unzipped folder.
- No plugins in your Cursor? Copy
skillsto.cursor/skillsandrulesto.cursor/rulesin your project, andmcp.jsonto.cursor/mcp.json. - Open the Agent chat and ask what it can do for you as an account executive.
Download for members
Members download the plugin for every job, with daily news, ideas and skill updates. Or buy this plugin alone for $49, once.
Kimi
A Kimi Code plugin, and instructions with files for Kimi chat. About 3 minutes.
- Download the Kimi version and unzip it.
- Kimi chat (kimi.com or the app): start a new chat, paste
kimi-chat/instructions.txtand attach the files inkimi-chat/files. - Keep using that chat for your work: Kimi now acts as your account executive assistant.
- Kimi Code: type
/plugins installwith the folder, then/reload. It connects Complete AI Training too.
Download for members
Members download the plugin for every job, with daily news, ideas and skill updates. Or buy this plugin alone for $49, once.
Once it's installed, type this
- "What can you help me with as an account executive?"Your AI introduces the plugin and suggests where to start.
- "Run the Sales Proposal Assembly Agent"Starts one of your 12 AI agents. It asks you a few questions first, then runs the task step by step and checks with you before anything important.
- "Which apps can you connect to?"Your AI lists the 12 connections for account executives and walks you through adding the ones you use, one app at a time.
- "Find a prompt for …"Picks one of the 28 ready-made prompts and asks for your details.
Everything in the plugin
Your AI picks the right part by itself. You can also ask for one by name.
Skills for account executives 17
- sales process automation assistantAutomates your sales workflow from lead research to proposals, CRM updates, and forecasts, so a Monday pipeline review takes minutes.
- sales call optimizerPreps call scripts and objection handling, then reviews the recording for follow-up emails; example: turns a 30-minute discovery call into three next steps.
- deal closer playbookBuilds a deal strategy with stakeholder map, risks, competitive positioning, and a mutual close plan; example: rescues a stalled $80k deal.
- technical sales presentation assistantCreates demo outlines, proposals, case studies, and Q&A prep; example: a security review deck for a CTO meeting.
- crm sales and marketing assistantHandles lead gen, segmentation, pipeline tracking, sentiment, churn, and forecasting; example: ranks 400 inbound leads by fit.
- sales script builderDrafts and refines scripts across the cycle, from cold openings to closes and upsells; example: five cold call openings to test this week.
Show all 14 skills
- crm relationship managerTurns customer data into segments, outreach drafts, forecasts, and retention plans; example: a win-back email for accounts quiet 90 days.
- office lead qualificationScores and qualifies leads against your fit criteria; example: marks 60 of 200 leads as worth a rep's time today.
- cold outreachResearches a prospect's recent activity and drafts an opener plus two follow-ups; example: a first-touch email citing their new funding round.
- crm optimization assistantCleans, segments, scores, and forecasts CRM data and improves email campaigns; example: merging 300 duplicate contacts before a sequence.
- prospecting botResearches target accounts via podcasts, webinars, and social posts, then builds contact lists and outreach drafts; example: 50 fintech contacts with openers.
- product presentation enhancerImproves product decks through messaging, storytelling, visuals, and competitive analysis; example: rewriting a 20-slide deck for a CFO audience.
- real time sales assistantSupports live sales conversations with qualification, pricing, objections, closing, and rep coaching; example: live notes during a pricing negotiation.
- mktg saas demo script writerWrites demo talk tracks and narrative walkthroughs; example: a 15-minute SaaS demo script with three value moments.
Plus a start-here assistant, the prompt library and the app builder, and for members the daily brief.
Ready-made prompts 28
- Prospect Research And Outreach5 prompts, like Research A Target Account Before Outreach
- Qualify Sales Opportunities3 prompts, like Prepare Qualification Call Agenda
- Demo And Presentation Prep3 prompts, like Tailor Demo Talk Track To Buyer Priorities
- Objection Handling Practice5 prompts, like Sales Objection Response Builder
- Negotiation And Contract Prep3 prompts, like Plan Negotiation Trade-Offs
- Pipeline And CRM Updates3 prompts, like Summarize Sales Pipeline Health
- Client And Internal Comms3 prompts, like Write Post-Meeting Deal Recap Email
Show all 8 topics
- Advanced Account Strategy3 prompts
Apps you can build with AI 6
- Conversation evidence and follow-up workspaceCut manual call notes and follow-up drafting while keeping a link to the exact moment in the recording. Demo included.
- Mutual action plan evidence deskSeparate buyer-confirmed commitments from your own assumptions, so close plans rest on real yeses. Demo included.
- Sales prospect discovery and outreach coordination portalReduce tool sprawl and manual handoffs while keeping every outreach message personal. Demo included.
- Sales outreach sequence and follow-up workbenchRun sequence building, personalization, sending, CRM updates, and reply triage in one portal you own. Demo included.
- Prospect research and outreach coordination portalCut manual prospecting effort while keeping research accurate and coordinated across your team. Demo included.
- Verified prospect research and outreach coordination portalStop duplicated prospecting work and keep outreach accurate and compliant across your territory. Demo included.
AI agents 12
In the download. An agent runs a whole recurring task for you, step by step, and asks you before anything important. Ask your AI: "Run the Sales Proposal Assembly Agent". Each one also has a guided set-up with sample data on its page.
- Sales Proposal Assembly AgentProposals that match the buyer's needs using only approved offers and correct pricing.
- Sales Handoff Readiness AgentImplementation starts from exactly what was signed.
- Dormant Deal Evidence Refresh AgentA forecast that reflects real buyer evidence.
- Sales Account Research Gap AgentAccount briefs where every need is evidenced or a question.
- Sales Objection Evidence AgentHonest, evidence-backed objection responses.
- Sales Meeting Preparation AgentMeetings that focus on what's still open.
- Quote Follow-up and Comparison AgentMake sure each open quote gets a timely, clear follow-up until it is won or closed.
- Multi-Threading Stakeholder Map AgentEach key deal has at least three engaged contacts covering the main buying roles
- Renewal and Expansion Opportunity AgentA ranked list of accounts with a clear expansion or risk plan before each renewal
- Quote and Contract Approval Routing AgentQuotes get the right approvals in the shortest time, with a clear record
- Competitive Deal Rescue AgentA deal-specific plan that answers the competitor's strengths with proof
- Account Plan Refresh AgentActive account plans reflect current facts and priorities every quarter
Connections (MCP servers) 12
A guide in the download. A connection lets your AI work in an app you already use. You add only the ones you use: ask your AI "Which apps can you connect to?" and follow the steps on each connection's page.
- HeyLead LinkedIn outreach MCP serverLet your AI find LinkedIn leads, write messages in your voice, follow up, and handle replies for you. Official. No install needed.
- Linked API MCP serverLets your AI search LinkedIn, read profiles and conversations, and send messages for you. Official.
- Apollo.io MCP serverYour AI can search for sales prospects and look up contact and company details using Apollo.io.
- Pipedrive MCP serverLet your AI look up, create, and update your Pipedrive deals, contacts, and activities for you.
- B2B Enrichment MCP serverFind and verify work emails, and pull company details like size and funding, right inside your AI chat.
- DoubleTick email tracking serverSend emails from your AI and see whether they were opened, plus when and on what device.
- Vruum MCP serverLets your AI research prospects, draft outreach, track deals, and check revenue inside your Vruum account. Official. No install needed.
- ScraperCity MCP serverLets your AI pull business leads, find and check emails, and look up phone numbers for you.
- Capsule CRM MCP serverConnect your AI to Capsule CRM so it can look up contacts, deals, projects and tasks for you.
- Mamba Labs GTM Suite MCP serverLets your AI look up company details, hiring signals, tech stack and fit scores for sales research.
- Open Sales Stack MCP serversLets your AI research companies and people using public web data, from websites, job ads, LinkedIn and more.
- Domain to LinkedIn URL Resolver MCP serverFind the LinkedIn company page for a company name or website, with a confidence score and company details.
Your Grok Bot team 12
- Outbound SalesOwns the full outbound prospecting pipeline so AEs can focus on closing.
- Prospecting botResearches accounts and builds outreach lists using CRM data and public content.
- Lead Research AssistantFinds and prioritizes companies that match your ideal customer profile for sales outreach.
- Harvey SpecterNegotiates deals, renewals, and quotes to secure the best realistic price and terms for the owner.
- Deal DeskChecks a proposed deal against your pricing rules and flags what needs approval before it ships.
- Contract Risk ReviewerAnalyzes contracts for risky clauses, extracts key terms, and suggests negotiation points.
- Contract RedlinerReads contracts and produces redline suggestions with replacement language and negotiation points.
- Sales AutomatorDrafts compliant cold email sequences, proposals, and sales scripts with personalization.
- Sales Enablement PackBuilds one-pagers, battlecards, and objection handling docs from product information whenever sales collateral is needed.
- Salesforce AutomationAutomate Salesforce CRM tasks: leads, contacts, accounts, opportunities, and SOQL queries.
- Pipedrive AutomationAutomate Pipedrive CRM deals, contacts, activities, and notes via Rube MCP.
- Zoho Crm AutomationAutomate Zoho CRM record creation, search, update, and lead conversion via Rube MCP.
Get the plugin
Two ways to get it. Most people choose the membership: it includes every plugin and keeps them up to date.
Recommended
Membership
$9 a month, billed yearly
- The plugin for account executives, and for 500 other jobs
- Daily AI news and a new idea every day, inside your AI
- Skills update by themselves
- 700+ video courses and certificates
- Download up to 2 plugins a day
Pay on Stripe's secure page, no questions first. You're back here straight after, ready to download.
This plugin only
Standalone plugin
$49 once
- The plugin for account executives, for all eight AIs
- All 17 skills, 28 prompts, 12 AI agents and 6 apps
- The connections guide
- Yours to keep, no subscription
- No daily news, ideas or skill updates
Secure payment by Stripe. Bought it already? Use the link in your email.
Questions
What is a plugin, and how do I install it without technical knowledge?
A plugin is a set of instructions and files that teaches your AI how to do sales work. You download it, follow a short setup guide, and paste it into your AI. No coding and no IT ticket.
Which AI does it work with?
ChatGPT, Claude, Microsoft 365 Copilot, Gemini, Grok, Grok Bot, Cursor and Kimi. Use the one your team already pays for. The same skills, prompts and apps work across all eight.
What is the difference between the member download and the $49 plugin?
The $49 one-time plugin is standalone. It gives you the skills, prompts, apps and Grok Bot agents, but no daily news, no daily idea and no automatic skill updates. Members get those included.
Is my data safe?
The plugin is instructions and files, not a service that stores your chats. Your conversations stay with your AI provider and follow their privacy terms. Nothing runs in the background.
How many downloads do I get?
Members can download two plugins a day. That covers this one plus another for a different part of your work, on the same day, with no waiting.
Learn to use AI as an account executive
The plugin does the work; the learning path shows you how to get the most out of it, step by step.