Skills for your AI
Turns historical sales data, market research, and pipeline information into scenario-tested sales forecasts, performance insights, and visualizations. Use when the user asks for sales trend analysis, forecast models, scenario or sensitivity analysis, forecast
Build interactive document forms and questionnaires using docassemble
Analyzes customer, sales, and interaction data to produce cross-sell and upsell recommendations, scripts, bundles, campaigns, training material, and performance reports. Use when a sales leader needs segmentation, personalized product recommendations, sales sc
Analyzes customer feedback data to produce sentiment, trend, keyword, segmentation, competitor, visualization and translation insights for global sales leadership. Use when the user shares survey responses, reviews, support tickets or CRM exports and asks for
Turns raw sales data into forecasts, segment insights, and performance reports for global sales leadership. Use when the user asks to consolidate sales data, analyze trends, forecast sales, segment customers, benchmark competitors, evaluate reps or territories
Reads and, with explicit approval, changes contacts, conversations, opportunities, calendars, pipelines, tags, tasks, forms, invoices, and products in a connected GoHighLevel CRM. Use when the user asks about GoHighLevel data or wants a CRM record created, upd
Manages the full guest blogging workflow — finding opportunities, pitching, writing, tracking, and promoting posts — for bloggers growing their reach. Use when the user needs guest post targets, outreach emails, post drafts, SEO help, pitch tracking, or promot
Researches, drafts outreach for, schedules, briefs, and follows up with podcast guests for tech shows, tracking everything in a state file. Use when finding guest candidates, drafting outreach or thank-you emails, proposing interview times, preparing interview
Negotiates deals, renewals, and quotes with counterparties to secure the best realistic price and terms for the owner. Use when the user wants a price or terms negotiated, a renewal or quote pushed back on, or a counterparty message drafted and sent.
Convert HTML/Markdown to PowerPoint presentations using Marp
Builds an evidence-backed Ideal Customer Profile and persona library by deep-scanning connected CRM, email, support, review, analytics, and billing sources. Use when starting or refreshing an ICP, extracting buyer signals, synthesizing firmographic fit and ant
Scores inbound leads on ICP fit, intent and urgency, then produces a qualification report with questions, first-touch messaging, rep routing and competitive intel. Use when a new inbound lead or demo request arrives, when preparing for a call with a qualified
Segments insurance customers from provided data, building profiles, predictions, risk-value matrices, and stakeholder reports. Use when analyzing claims, demographics, or policy data for segmentation, cross-sell targeting, retention, fraud, or satisfaction ins
Verifies, updates, and tracks customer insurance documents and policies for service reps, from submission to confirmation. Use when a rep needs policy or claim verification, document authentication, data entry, document cross-checks, policy updates, upload gui
Monitors public web signals across listed accounts, scores buying intent, and drafts prioritized reports and outreach for approval. Use when scanning accounts for job postings, funding, leadership or tech changes, aggregating intent scores, tracking signal per
Routes agent-to-agent commerce requests to the correct Internet Court layer — identity, negotiation, contracts, payment and escrow, execution, or verification and disputes — and records checkable evidence. Use when a user gives a mandate or request about agent
Operates the user's own Chrome through the Jev Browser Control connector to look things up, fill forms, work through web apps and watch pages for changes, asking for approval before anything final. Use when the user wants a page checked, a form filled, a multi
Identifies the decision-maker at a target company and prepares an introduction between the user and that person. Use when the user names a target company, asks who to contact there, or wants help starting a conversation with a specific decision-maker.
This skill enables document layout analysis using surya - an advanced document understanding system. Detect text blocks, tables, figures, headings, and determine reading order in complex documents.
Score and qualify leads based on criteria and fit
Research company and contact information for sales outreach
Analyzes sales and market data to identify, qualify, score, and nurture leads and to optimize the sales funnel. Use when the CSO needs market or competitor research, customer segmentation, lead scoring, content or campaign strategy, lead enrichment, nurturing
Turns market, competitor, social, customer, and CRM data into scored, prioritized leads and approved outreach drafts. Use when researching markets or competitors, generating or profiling leads, scoring and predicting conversions, tracking lead sources, persona
Turns inbound Gmail leads into a structured sales pipeline by retrieving, extracting, scoring, drafting replies for, and logging leads to a Supabase CRM, plus research, nurturing, and process analysis. Use when the user asks to check for new lead emails, score
