Chief Revenue Officer: the all-in-one AI plugin

Skills for chief revenue officers 17

• agency cro advisorDesigns your revenue engine: sales model, quotas, NRR model, pricing review, board forecast, for example a full FY26 plan.
• forecast builder with approvalsBuilds a forecast from CRM and pipeline data with scenarios and an approval step, for example Q3 commit versus best case.
• pipeline forecast navigatorTurns pipeline and team metrics into coverage analysis, targets, and shareable reports, for example showing you need 3.2x coverage.
• revenue strategy navigatorRecommends on segmentation, funnel fixes, pricing, positioning, territories, and CRM setup, for example where to cut a leaking mid-funnel stage.
• agency revenue operationsReviews pipeline health, forecast accuracy, and go-to-market efficiency, for example flagging that your forecast misses by 18% every quarter end.
• sales forecast review copilotSets targets and runs variance reviews for a sales manager, for example comparing each rep's commit against their closed history.

Plus a start-here assistant, the prompt library and the app builder, and for members the daily brief.

Ready-made prompts 24

• Revenue Data Analysis3 prompts, like Summarize Revenue Dashboard Trends
• Forecast Revenue Targets3 prompts, like Build Forecast Scenario Assumptions
• Pricing Model Optimization3 prompts, like Generate Pricing Tier Options
• Sales Marketing Alignment3 prompts, like Draft Shared Revenue Definitions
• Customer Success Metrics3 prompts, like Interpret Churn and NRR Trends
• Growth Opportunity Mapping3 prompts, like Map Whitespace Revenue Segments
• Sales Operations Management3 prompts, like Draft a Sales Process Audit

Apps you can build with AI 6

• Evidence-backed prediction and insight workspaceBuild this when you need a reviewed forecast decision with the evidence still attached, not a slide with orphan numbers. Demo included.
• Evidence-backed pricing decision workspaceBuild this to cut manual price checking and keep every price change defensible in a board or customer conversation. Demo included.
• Assumption-driven market strategy decision workspaceBuild this when strategy keeps getting rewritten and you want every assumption tied back to its evidence. Demo included.
• Scenario planning platformBuild this to show the driver math behind each scenario in plain language for your leadership team. Demo included.
• Sales data and pipeline coordination portalBuild this to stop manual re-entry and keep one traceable record from first question to closed pipeline. Demo included.
• Business model switching-cost simulatorBuild this before changing your pricing or delivery model, so you see the cost to customers and to you. 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 Dormant Deal Evidence Refresh Agent". Each one also has a guided set-up with sample data on its page.

• Dormant Deal Evidence Refresh AgentA forecast that reflects real buyer evidence.
• Executive Dashboard Anomaly Check AgentOnly real changes in the numbers reach the leadership meeting.
• Market Sizing Cross-Check AgentA market size backed by two independent estimates, with the gap explained and every assumption sourced.
• Pricing and Packaging Review AgentA recommendation that shows the effect of each pricing option on revenue and current customers.
• Win-Loss Interview Program AgentA set of win-loss interviews that show why deals are really won or lost.
• Customer Churn Save AgentAt-risk customers are found early and contacted with a message that fits their cause.
• Weekly Business Metrics Review AgentA weekly review the team can trust, with disagreements explained.
• Lead Handoff Quality AgentPropose lead scoring rules that cut sales rejections without losing leads that turn into deals.
• Strategic Partner Performance Review AgentGive leaders a data-based view of each partner and a record of what was agreed to fix.
• Quarterly Planning Assumption Check AgentKeep the plan honest by testing its assumptions and updating the numbers when they break.
• Sales Pipeline Coverage Gap AgentPipeline coverage gaps are found and addressed while there is still time to fix them
• Sales Process Stage Audit AgentEvery open deal sits in a stage it has earned, so forecasts are honest

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.

• Odoo Pulse MCP serverAsk your AI for a plain-English business report from your Odoo data, with a verdict on how things are going.
• 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.
• Box MCP serverLet your AI search your Box files, answer questions about them, and pull out details for you. Official. No install needed.
• MCP Analytics serverAsk your AI to run real statistical analysis on your data and get back a chart-filled report you can cite. No install needed.
• Inbox Zero AI email assistantLet your AI tidy your Gmail, draft replies, track follow-ups, and give you meeting briefs.
• Open Sales Stack MCP serversLets your AI research companies and people using public web data, from websites, job ads, LinkedIn and more.
• Outlook Assistant MCP serverLets your AI read, search, send, and organise your Outlook email, calendar, and contacts from the chat.
• PipesHub MCP serverLets your AI search across your work apps like Google Workspace, Microsoft 365, Slack and Jira, and answer with the sources it found.
• LinkedIn MCP serverLets your AI read LinkedIn profiles, jobs, feed and messages, and with your OK, send connects and posts.
• Bounce Watch MCP serverAsk your AI what changed at a company, and when, using dated signals from Bounce Watch. Official. No install needed.
• Pearch.ai MCP serverLet your AI search for people and companies in plain words and pull up their profiles. Official. No install needed.
• Veezee MCP serverLets your AI look up LinkedIn, Reddit and X profiles, companies, posts and search results for you. Official. No install needed.

Your Grok Bot team 12

• Pricing StrategyDesigns pricing, packaging, and monetization strategy based on customer willingness to pay and growth objectives.
• RevopsDesign and optimize revenue operations, lead lifecycle, scoring, routing, and CRM automation.
• Customer Success ManagerAssesses customer health, prevents churn, and finds upsell opportunities using confirmed data.
• Competitor TrackingSystematic competitor analysis for developer tools — track features, pricing, sentiment, and battlecards. No market entry strategy or product roadmap.
• Referral ProgramDesigns and optimizes referral and affiliate programs to turn customers into growth engines.
• Customer Panel DebateRuns a structured debate among your buyer personas to test any decision before you commit.
• Startup Metrics FrameworkTrack and optimize startup KPIs from seed through Series A.
• Sentiment Insight CompilerAnalyzes customer feedback, social media, and reviews to reveal sentiment, churn risks, and growth opportunities.
• Salesforce AutomationAutomate Salesforce CRM tasks: leads, contacts, accounts, opportunities, and SOQL queries.
• Marketing IdeasScores and prioritizes 140 marketing ideas for SaaS products by feasibility.
• Paid AdsPlan, draft, and optimize paid ad campaigns across platforms to hit target CPA and ROAS.
• Business AnalystAnalyzes business processes, gathers requirements, and identifies improvement opportunities for operational efficiency.