The All-in-One AI Plugin for Chief Sales Officers

Skills for chief sales officers 17

• product performance review assistantReviews product sales and feedback to show trends, forecasts, and lifecycle stage, like flagging a slowing SKU in EMEA.
• market research analyst for csosTurns raw market and customer data into competitor analysis, segmentation, pricing, churn, and SWOT, such as sizing a new segment.
• global sales insight draftsConsolidates regional sales data into trends, forecasts, and rep or territory benchmarks, like one global Q3 summary.
• sales strategy formulation assistantBuilds strategy pieces such as segmentation, value propositions, pricing, forecasts, and territory plans, like a two-tier pricing model.
• sales process optimizerCleans up pipeline stages, lead scoring, and segmentation, and drafts coaching materials, like a new lead priority rule.
• sales team performance analystAnalyzes rep and team performance against quota and drafts training and coaching plans, like a plan for three underperformers.

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

Ready-made prompts 179

• Market research analysis11 prompts, like Analyze Competitor Pricing Strategy
• Technology evaluation and adoption11 prompts, like Research Emerging Technologies for Industry Impact
• Risk assessment and mitigation12 prompts, like Vulnerability Scanning Setup and Best Practices
• Crisis management support22 prompts, like Real-Time Incident Monitoring
• Strategic planning facilitation11 prompts, like Strategic Goal Identification and Refinement
• Data analysis and visualization27 prompts, like Data Cleaning Optimization
• Cybersecurity consultation14 prompts, like Compliance Assessment and Gap Analysis

Apps you can build with AI 3

• Sales data and pipeline coordination portalKeeps one traceable record from question to outreach to pipeline, so reporting stops needing manual re-entry. Demo included.
• Sales practice and content analysis workbenchMakes coaching and sales content measurable, cutting the effort your managers spend on practice reviews and reporting. Demo included.
• Assumption-driven market strategy decision workspaceLinks every strategy assumption to its evidence, so you cut revision cycles and show why a call was made. 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 Strategic Decision Reversal Agent". Each one also has a guided set-up with sample data on its page.

• Strategic Decision Reversal AgentDecisions are revisited exactly when their stated reversal conditions are met.
• Strategic Partner Performance Review AgentGive leaders a data-based view of each partner and a record of what was agreed to fix.
• Sales Pipeline Coverage Gap AgentPipeline coverage gaps are found and addressed while there is still time to fix them
• Sales Compensation Plan Simulation AgentA compensation plan whose cost and incentives have been tested before it launches
• Sales Process Stage Audit AgentEvery open deal sits in a stage it has earned, so forecasts are honest
• Regional Performance Review Prep AgentA regional review pack with checked numbers and clear drivers for each miss
• Sales Cybersecurity and Data Handling Check AgentOnly the right people have access to sales tools and customer data
• Investor and Board Sales Update AgentA sales board section with numbers that match finance and every difference explained
• Sample and Event Budget Tracking AgentAll event and meal spend is within limits and recorded on time
• Business Incident Response Coordination AgentOne verified timeline, tracked actions and approved updates during an incident
• Competitor Change Monitor AgentA weekly verified digest of competitor changes with impact ratings
• Sales Rep Ramp Certification AgentReps certified and ramped on schedule

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.
• Outlook Assistant MCP serverLets your AI read, search, send, and organise your Outlook email, calendar, and contacts from the chat.
• LinkedIn MCP serverLets your AI read LinkedIn profiles, jobs, feed and messages, and with your OK, send connects and posts.
• Inbox Zero AI email assistantLet your AI tidy your Gmail, draft replies, track follow-ups, and give you meeting briefs.
• Microsoft 365 MCP serverLets your AI read and send Outlook mail, check your calendar, and work with OneDrive and Excel files.
• Outlook MCP serverLets your AI read, search, draft and send Outlook email and browse your OneDrive files for you.
• Fluxmail MCP serverLet your AI read, search, draft, send and organize email across your mailboxes. Official.
• Presentations.AI MCP serverLet your AI build and edit slide decks for you, then export them as PPTX, PDF, images or a share link. Official. No install needed.
• Temporal Cortex MCP serverLet your AI check calendars, find free slots, and book meetings without double-booking. 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.
• Google Workspace MCP serverLets your AI read and write your Gmail, Calendar, Drive, Docs, Sheets and more, all from one chat.

Your Grok Bot team 12

• RevopsDesign and optimize revenue operations, lead lifecycle, scoring, routing, and CRM automation.
• Salesforce AutomationAutomate Salesforce CRM tasks: leads, contacts, accounts, opportunities, and SOQL queries.
• Client Health DashboardGenerates a prioritized client health report with RAG status and recommended actions.
• Outbound SalesOwns the full outbound prospecting pipeline so AEs can focus on closing.
• Cash Flow ForecasterBuilds a 13-week cash flow forecast from your bank, AR, AP, and payroll data, flagging crunch weeks.
• Competitor TrackingSystematic competitor analysis for developer tools — track features, pricing, sentiment, and battlecards. No market entry strategy or product roadmap.
• Market ResearcherAnalyzes markets, consumer behavior, and competitors to inform business strategy and market entry decisions.
• Content MarketerDevelop content strategies and create SEO-optimized content to drive engagement and conversions.
• Marketing Strategy PmmDevelops product positioning, GTM strategy, and competitive intelligence for B2B SaaS.
• Growth EngineGrowth engine for digital products with growth hacking, SEO, and viral loops.
• CSO Segment ArchitectTurns customer data into segments, profiles, and sales strategies for CSOs.
• Sales Strategy OptimizerSales strategy optimizer: market analysis, forecasting, and personalized outreach for CSOs. Turn data into decisions.