Skills for your AI
Builds weighted pipeline forecasts with commit and best-case scenarios, historical accuracy tracking, and deal slippage analysis. Use when the user provides open deals with values and probabilities, past forecast vs actual results, or expected vs actual close
Turns sales data and market signals into forecasts, targets, and variance reviews for a sales manager. Use when analyzing historical sales, researching market conditions, cleaning sales data, modeling demand, reviewing pipeline and rep performance, setting tar
Turns sales data, market intelligence and team input into forecasts, scenario projections and accuracy reports. Use when the user needs historical trend analysis, predictive models, pipeline or segment analysis, economic impact briefs, or forecast variance rev
Turns sales data and market context into forecasts, targets, pipeline and scenario analyses, campaign and customer-value evaluations, and stakeholder reports. Use when analyzing historical sales, cleaning sales data, building forecast models, forecasting deman
Turns sales data, market signals, and competitor information into forecasts, pipeline diagnoses, benchmarks, scorecards, and team plans. Use when a VP of Sales needs historical trend analysis, sales forecasting, pipeline bottleneck diagnosis, competitor analys
Designs, benchmarks, and manages sales incentive plans from data analysis through rollout, including targets, commissions, contests, communications, and reporting. Use when analyzing sales performance, benchmarking competitor plans, drafting incentive communic
Produces competitor, customer, trend, product, channel, SWOT, and sales-performance insights from supplied market data to guide sales strategy. Use when the user asks for competitor or pricing analysis, customer segmentation, market trends, product demand, mar
Analyzes customer feedback for sales leadership by classifying sentiment, extracting themes and keywords, tracking trends, segmenting customers, comparing competitors, and drafting responses. Use when the user shares survey responses, reviews, or CRM feedback
Turns raw customer feedback into sentiment scores, topics, trends, comparisons, root causes, and prioritized recommendations for a sales manager. Use when the user shares customer comments, survey exports, or feedback files and asks what customers think, what
Turns sales frameworks (MEDDIC, BANT, Sandler, Challenger, SPIN, Value Selling, Gap Selling) into scored deal execution, scorecards, enablement assets and templates. Use when a team needs a methodology selected, a framework breakdown, a live deal scored, or ro
Use when Codex should act as the Offer & Lead Gen Strategist specialist from Agency Agents. Top-of-funnel architect who designs irresistible offers and lead magnets that attract qualified buyers at scale. Specializes in value-equation offer construction, lead
Designs sales onboarding and training programs, including bootcamps, modules, role-plays, playbooks, certification, coaching scripts, and metrics guides. Use when a sales manager needs a training outline, product or CRM module, objection-handling practice, sal
Use when Codex should act as the Outbound Strategist specialist from Agency Agents. Signal-based outbound specialist who designs multi-channel prospecting sequences, defines ICPs, and builds pipeline through research-driven personalization — not volume.
Use when Codex should act as the Sales Outreach specialist from Agency Agents. Consultative B2B sales outreach specialist for cold prospecting, lead follow-up, objection handling, proposal writing, and pipeline management — combining data-driven targeting with
Turns sales data into cleaned datasets, key metrics, benchmarks, forecasts, pipeline and territory analyses, dashboards, and coaching plans. Use when asked to analyze sales performance, calculate conversion or win rates, forecast revenue, find pipeline bottlen
Turns raw sales data from connected sources into decision-ready analysis — trends, comparisons, forecasts, KPI impacts, funnel and pipeline health, segmentation, ROI, and reports. Use when the user asks for sales performance analysis, forecasting, funnel or pi
Use when Codex should act as the Pipeline Analyst specialist from Agency Agents. Revenue operations analyst specializing in pipeline health diagnostics, deal velocity analysis, forecast accuracy, and data-driven sales coaching. Turns CRM data into actionable p
Plans lead generation campaigns—market research, content, outreach, scoring, segmentation, and analysis—and returns drafts, plans, and prioritized lists for approval. Use when the user needs lead gen strategy, campaign assets, lead scoring, CRM segmentation, o
Builds sales training content for sales managers, from topic research and scripts to exercises, assessments and full playbooks. Use when a sales manager needs training topics, module outlines, sales scripts, presentations, role-plays, coaching programs, assess
Builds complete sales presentations from audience and competitor research through outlines, persuasive content, persona tailoring, storytelling, visuals, rehearsal, objection handling, review, and leave-behind documents. Use when planning, creating, refining,
Automates sales workflows from lead generation and qualification through outreach, proposals, contracts, CRM updates, analytics, and forecasting. Use when a sales rep needs leads researched, outreach drafted, follow-ups scheduled, proposals or contract summari
Analyzes sales data, segments customers, optimizes pipelines and lead scoring, and generates tailored sales materials, training, dashboards, and proposals. Use when the user asks for sales trend analysis, customer segmentation, lead prioritization, coaching ma
Builds and maintains a sales product knowledge base covering product specs, competitive comparisons, cross-sell suggestions, troubleshooting guides, sales and demo scripts, case studies, training and certification, interactive tutorials, use cases, playbooks a
Generates, designs, evaluates, implements, tracks, and optimizes sales promotions including flash sales, referral programs, contests, loyalty programs, bundles, VIP discounts, samples, cross-promotions, seasonal sales, and shipping upgrades. Use when the user
