All-in-one AI plugin for revenue operations managers
Revenue Operations Manager: the all-in-one AI plugin
One download gives your AI 17 skills, 28 prompts, 8 apps and 12 Grok Bot agents for pipeline, forecasting, CRM and reporting work.
- 17skills
- 28prompts
- 8apps
- 12Grok bots
What's inside
Your week runs on numbers that live in five places. A pipeline review in the morning, a forecast call at noon, CRM cleanup nobody owns, marketing and sales disagreeing about lead quality, and a KPI deck due Friday. Everyone asks you for the real number.
17 revenue operations skills
Pipeline health checks, forecast accuracy reviews, lead scoring, CRM cleanup, process mapping, KPI definitions and dashboards. Each one is a plain name you can ask for.
28 prompts, 8 topics
Ready-made prompts for aligning sales and marketing, analyzing revenue data, tracking KPIs, forecasting, improving lead conversion and cleaning up CRM usage. Paste, fill in your numbers, run.
8 apps you can build
Examples: an evidence-backed data analysis and reporting workspace, a sales pipeline coordination portal, a deal review briefing, and a no-code operations automation portal. Built on your own data.
12 Grok Bot agents
A team you can hand work to: a revenue ops agent, Salesforce and HubSpot automation agents, forecast accuracy review, KPI dashboard design, business analyst, lead research and prospecting.
Works in eight AIs
ChatGPT, Claude, Microsoft 365 Copilot, Gemini, Grok, Grok Bot, Cursor and Kimi. One download, the same skills wherever you already work. Nothing to migrate and no new login to learn.
Daily news, ideas, updates
Members get a live connection to Complete AI Training for daily AI news in revenue operations, one new idea every day with the prompt to run it, and automatic skill updates.
A day with your plugin
This plugin puts 17 revenue operations skills, 28 prompts, 8 apps and 12 agents inside the AI you already open every day. You ask in plain words, get pipeline, forecast, CRM and KPI work back with the evidence attached, and stop rebuilding the same report by hand.
- Morning
Monday pipeline review. You ask the pipeline health skill for coverage by stage and rep, and get a short list of deals that slipped or stalled, with the numbers to back it.
- Late morning
A sales leader asks if the quarter will land. You run the forecast accuracy review prompt, compare commit against history, and reply with a range and the assumptions written out.
- Afternoon
Marketing says leads are good, sales says they are not. The lead scoring skill rebuilds the MQL and SQL definitions and the handoff rules, so both teams argue about one shared number.
- End of day
You build or open the sales data and pipeline coordination portal app, drop in the day's updates, and the weekly KPI dashboard refreshes from one record instead of five spreadsheets.
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).
- Go to chatgpt.com, click GPTs in the left menu, then Create, then the Configure tab.
- Name it Revenue Operations Manager 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: in ChatGPT go to Settings → Apps & Connectors, add the Complete AI Training connector and sign in with your membership. The README 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 revenue operations manager 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 Revenue Operations Manager 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 Revenue Operations Manager 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 Revenue Operations Manager 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 revenue operations managers.
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 a revenue operations manager.
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 revenue operations manager 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.
Everything in the plugin
Your AI picks the right part by itself. You can also ask for one by name.
Skills for revenue operations managers 17
- agency revenue operationsReviews pipeline coverage, forecast accuracy, and go-to-market efficiency, for example checking whether next quarter has three times coverage.
- kpi performance analystDefines and tracks business development KPIs, for example setting a win rate benchmark and showing the trend across four quarters.
- agency revopsFixes lead lifecycle and handoff work, for example defining MQL and SQL rules and routing leads to the right rep.
- forecast builder with approvalsBuilds sales forecasts with scenarios and approvals, for example a best case, commit, and worst case view for the quarter.
- sales performance analystTurns sales data into win rates, territory and pipeline analysis, for example finding where deals stall by stage.
- crm optimization assistantCleans and automates CRM data, for example merging duplicate accounts and scoring leads before they reach sales.
Show all 14 skills
- crm data interpretation assistantReads CRM exports into funnel, churn, CLV, and territory insights, for example ranking accounts by expansion potential.
- operations workflow optimizerMaps operational processes and finds automation wins, for example cutting manual steps from the quote approval workflow.
- crm sales insights assistantTurns CRM data into segments, forecasts, and retention plans, for example a win back list of lapsed accounts.
- operations efficiency analystBenchmarks teams and runs cost and root cause analysis, for example explaining why order processing time doubled.
- kpi dashboard designDesigns KPI dashboards that drive decisions, for example one page showing pipeline, conversion, and forecast accuracy.
- process mapping and improvement assistantDocuments current and future state processes with templates, for example a lead handoff map with owners and timings.
- lead scoring strategistBuilds lead scoring models with weights and thresholds, for example separating ready-to-buy leads from early researchers.
- mktg crm segmentation plannerPlans CRM segments for lifecycle campaigns, for example grouping trials by usage to pick the right nurture track.
Plus a start-here assistant, the prompt library and the app builder, and for members the daily brief.
Ready-made prompts 28
- Align Sales and Marketing3 prompts, like Cross-Functional Meeting Agenda
- Analyze Revenue Data3 prompts, like Natural Language to SQL Query Translator
- Optimize CRM Usage3 prompts, like Draft CRM Data Hygiene Checklist
- Track KPIs3 prompts, like Define Revenue KPIs for Teams
- Streamline Sales Processes3 prompts, like Map Current Sales Process Steps
- Forecast Revenue3 prompts, like Build Revenue Forecast Scenario Narratives
- Improve Lead Conversion7 prompts, like Funnel Drop-off Analysis
Show all 8 topics
- Manage Tech Stack3 prompts
Apps you can build with AI 8
- Evidence-backed data analysis and reporting workspaceBuild it to cut the time from raw revenue data to a shared report where every number links to its source. Demo included.
- Sales data and pipeline coordination portalBuild it to stop manual re-entry and keep one traceable record from question to outreach to pipeline. Demo included.
- Evidence-backed prediction and insight workspaceBuild it when forecasts need a reviewed decision with the evidence attached, not just a number. Demo included.
- Plain-language data insight and dashboard workspaceBuild it to stop waiting on analyst queues and rented BI tools for routine revenue dashboards. Demo included.
- Evidence-backed sales call and pipeline workbenchBuild it to cut deal review effort and tie coaching to recorded buyer evidence. Demo included.
- Sales coordination and outreach operations portalBuild it to reduce manual coordination while keeping sales records accurate and current. Demo included.
- No-code operations automation and analysis portalBuild it to run routine operations workflows and reporting in one owned portal. Demo included.
- Deal review briefingBuild it so deal reviews separate verified buyer evidence from seller assumptions. Demo included.
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.
- Hubspot AutomationAutomate HubSpot CRM operations via Rube MCP and Composio integration.
- Forecast Accuracy ReviewEvaluate demand-forecast quality with WMAPE, bias, and Forecast Value Added vs. naive.
- Kpi Dashboard DesignDesign KPI dashboards that drive business decisions with proven patterns.
- Startup Metrics FrameworkTrack and optimize startup KPIs from seed through Series A.
- Customer Journey Mapping AssistantMaps customer journeys, finds pain points, and suggests improvements from your data.
- Business AnalystAnalyzes business processes, gathers requirements, and identifies improvement opportunities for operational efficiency.
- Lead Research AssistantFinds and prioritizes companies that match your ideal customer profile for sales outreach.
- Prospecting botResearches accounts and builds outreach lists using CRM data and public content.
- AnalyticsSet up, audit, and improve analytics tracking for actionable marketing and product insights.
- CroAnalyze marketing pages and forms to improve conversion rates with actionable recommendations.
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 revenue operations managers, and for 500 other jobs
- Daily AI news and a new idea every day, inside your AI
- Skills update by themselves
- 900+ video courses and certificates
- Download up to 2 plugins a day
This plugin only
Standalone plugin
$49 once
- The plugin for revenue operations managers, for all eight AIs
- All 17 skills, 28 prompts and 8 apps
- 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 do I need technical skills to install it?
A plugin is a set of instructions and files your AI reads. You download it once and add it to the AI you already use, following a short setup guide. No code, no IT ticket.
Which AI tools does it work with?
ChatGPT, Claude, Microsoft 365 Copilot, Gemini, Grok, Grok Bot, Cursor and Kimi. The skills, prompts and apps come as files you can use in any of them, so you are not locked to one tool.
What is the difference between the member download and the $49 one-time plugin?
The $49 one-time plugin is the standalone download. Members get the same plugin plus a live connection to Complete AI Training: daily AI news for their job, a new idea every day with its prompt, and automatic skill updates.
Is my data safe?
The plugin is instructions and files. Your chats stay with the AI provider you chose, under their privacy terms. Nothing from your pipeline or CRM is sent to us.
How many downloads do I get?
Two plugin downloads a day. That is enough for your own setup and a spare for a colleague on your team, or for a second AI tool you also use.
Learn to use AI as a revenue operations manager
The plugin does the work; the learning path shows you how to get the most out of it, step by step.
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