Skills for your AI
Identifies potential collaborators, drafts outreach, coordinates meetings, builds tailored proposals, researches trends and partners, analyzes competitor networks, and supports internal, supplier, customer, and research collaboration. Use when the user asks to
Designs, analyzes, and manages sales commission and incentive plans, from structure review and benchmarking to payout tracking and dispute resolution. Use when a sales manager needs commission plan analysis, new plan design, incentive programs, performance eva
Plans, drafts, and tracks community outreach for crisis communications work, covering sentiment monitoring, content, events, surveys, partnerships, strategy, metrics, training, and materials. Use when a crisis communications manager needs outreach plans, draft
Profiles competitors, compares products and pricing, analyzes market position and customer feedback, and turns findings into sales, pricing, and market entry strategies. Use when the user asks for competitor research, SWOT, market share, differentiation ideas,
This skill enables creation of smart contract templates using Accord Project - an open-source framework for legally enforceable, machine-readable contracts. Create templates with embedded logic that can automate contract execution.
CRM workflow automation for HubSpot, Salesforce, Pipedrive - lead management, deal tracking, and multi-CRM synchronization
Cleans CRM CSV exports by normalizing emails, phones, names, states, countries and domains, flagging stale, invalid, role and test records, finding duplicate contacts and companies, and producing a reviewable merge plan. Use when a user uploads a CRM export an
Cleans, segments, scores, forecasts, and automates CRM data for sales teams. Use when the user asks to deduplicate or categorize CRM records, build customer segments and personalized messages, score and rank leads, improve email campaigns, forecast sales or ch
Turns customer data into segmentation, personalized drafts, sentiment analysis, forecasts, retention plans, and CRM hygiene reports. Use when the user asks for lead lists, customer segments, outreach drafts, feedback analysis, sales forecasts, loyalty offers,
Manages CRM sales and marketing work — lead generation and qualification, customer segmentation, engagement replies, pipeline tracking, feedback and sentiment analysis, churn prediction, forecasting, lead nurturing, and social monitoring. Use when the user ask
Turns CRM data into scored leads, segments, forecasts, outreach drafts, retention and upsell plans, and performance reports. Use when the user asks for lead scoring, customer segmentation, sales forecasting, sentiment analysis, retention or loyalty strategy, c
Turns raw CRM data into sales intelligence by cleaning, segmenting, forecasting, scoring leads, predicting churn, tracking performance, and optimizing pipeline and territory. Use when the user asks to analyze CRM exports, segment customers, forecast sales, sco
Plans CRM segments for lifecycle campaigns, lead qualification, and personalization. Use when the user asks how to segment contacts or users.
Guides sales managers through CRM selection, implementation, and optimization, from market research and requirements gathering to vendor comparison, pricing analysis, rollout planning, customization, and reporting. Use when choosing a CRM, comparing vendors, p
/cs:cro-review <plan> — Pipeline-paranoid interrogation of revenue, win rate, NRR, and ramp time. Use when the forecast misses pipeline coverage, win rates drop, or before scaling the sales team.
Drafts personalized cross-sell and upsell recommendations, product explanations, comparisons, promotions, retention messages, testimonials, and demo scripts for customer support reps to review and send. Use when a rep needs a recommendation, comparison, add-on
Turns customer data, product details, and campaign goals into cross-sell and upsell materials—opportunity lists, recommendations, scripts, objection responses, bundles, surveys, and follow-ups. Use when a sales rep needs to find or pitch cross-sell/upsell oppo
Turns sales data into forecasts, pipeline analyses, scenarios, and performance reports for a CSO. Use when the user asks for sales forecasting, pipeline bottleneck analysis, demand projections, customer segmentation, trend analysis, scenario planning, or sales
Analyzes customer feedback, journeys, support interactions, and analytics to find pain points and recommend experience, loyalty, and support improvements. Use when the user asks for feedback analysis, competitor benchmarking, personalization or loyalty strateg
Analyzes customer, sales, and market data to produce segmentation, positioning, pricing, channel, forecasting, KPI, training, automation, and sales-marketing alignment deliverables. Use when an EVP of Sales needs market research, personas, pricing strategy, fu
Analyzes customer data into segments, sentiment, churn risk, personalization, lifetime value, and pricing insights. Use when the user provides customer, purchase, feedback, or market data and asks for segmentation, sentiment analysis, churn prediction, journey
Turns customer conversations, surveys, feedback, and market data into needs analyses, pain point summaries, segmentation, and sales strategy. Use when a technical sales rep needs customer research, competitor comparisons, solution ideas, needs reports, trend a
Customer success management - onboarding, health scoring, QBRs, expansion playbooks, and retention strategies
Assesses customer health, builds retention and renewal plans, identifies upsell and expansion opportunities, and reports on campaign performance using only confirmed data. Use when the user needs account health or churn risk analysis, retention or renewal plan
