Skills for your AI
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
Use when Codex should act as the Proposal Strategist specialist from Agency Agents. Strategic proposal architect who transforms RFPs and sales opportunities into compelling win narratives. Specializes in win theme development, competitive positioning, executiv
Gathers, analyzes, and reports on competitors across landscape, products, pricing, marketing, customer feedback, brand perception, trends, and sales benchmarking. Use when a sales manager needs competitor identification, side-by-side product or pricing compari
Builds and refines sales scripts across the full sales cycle, from research and cold call openings to objection handling, closing, personalization, A/B variants and follow-up, upsell or cross-sell scripts. Use when a sales manager needs a new script drafted, a
Turns customer data into cleaned datasets, segments, personas, visualizations, forecasts, and channel recommendations for sales strategy. Use when the user asks to clean customer data, identify segments, build personas, analyze competitors, forecast CLV or chu
Turns market, customer, and sales data into strategy components like segmentations, value propositions, pricing, forecasts, territory plans, and training programs. Use when a VP of Business Development needs market research, sales forecasting, funnel optimizat
Analyzes market data, customer feedback, and sales performance to produce segmentation, pricing, forecasting, channel, lead scoring, outreach, and coaching recommendations. Use when a CSO needs market or competitor analysis, customer segments, pricing changes,
Turns market data into trend insights, forecasts, and sales strategy recommendations across competitor analysis, segmentation, pricing, SWOT, reporting, territory and campaign optimization, retention, and new market entry. Use when a sales manager needs market
Gathers, analyzes, and reports market trends, competitor intelligence, forecasts, and sales strategy recommendations from connected data sources. Use when a sales manager needs market research, competitive analysis, forecasting, reporting, pricing or expansion
Turns sales data and market information into reports, targets, training plans, and recommendations for a sales leader. Use when analyzing team or individual sales performance, setting quotas or forecasts, planning training, drafting recognition or coaching fee
Builds and refines sales training content, from market research through curriculum design, assessments, delivery plans, and performance analysis. Use when planning sales training programs, creating training modules or scripts, developing quizzes, coaching pitc
Builds and maintains a library of sales training materials — research, modules, decks, scripts, videos, quizzes, coaching guides — and keeps them current. Use when the user needs new sales training content, wants existing materials edited, customized, or updat
Builds complete sales training materials end to end — research, written content, visuals, presentations, interactive modules, role-plays, playbooks, comparison guides, case studies, feedback analysis, certification exams, and resource libraries — for technical
Builds, updates, and evaluates sales training modules, presentations, quizzes, and feedback reports for a sales organization. Use when researching training needs, drafting or revising training content, designing training decks, writing assessments, analyzing p
Builds and runs a complete sales training program covering content, role-plays, assessments, feedback analysis, workshops, coaching, and gamified learning. Use when the user needs training modules, practice scenarios, evaluation tools, resource recommendations
Builds and runs a complete sales training program with coaching, materials, and performance tracking. Use when the user needs sales training content, pitch development, objection handling, territory or CRM optimization, forecasting, workshop facilitation, role
Designs and manages sales organization training and development programs, including onboarding, compliance, skills, leadership, and career growth content. Use when the CSO needs training modules, simulations, coaching tools, assessments, knowledge bases, or tr
Analyzes competitor, customer, sales, industry, social, and product data to surface market trends and forecasts for sales strategy. Use when the user asks for competitor or pricing analysis, customer segmentation, survey findings, sales charts, industry resear
Gathers, analyzes, and reports on competitors' products, pricing, market position, and strategies to produce decision-ready sales intelligence. Use when a sales leader asks for competitor research, SWOT, product or pricing comparisons, sentiment analysis, benc
Provides Salesforce platform guidance, code review, and architecture decisions for Apex, LWC migration, Flow vs. Apex, integrations, and Agentforce actions. Use when reviewing Apex code, migrating Aura to LWC, choosing Flow or Apex, designing or reviewing inte
Guides developers through scalable system design and implementation across caching, horizontal scaling, sharding, queueing, distributed computing, CDNs, monitoring, statelessness, and search. Use when planning or implementing scalability improvements, choosing
Builds, tests, and communicates future scenarios for strategy directors, covering driver identification, scenario development, risk evaluation, prioritization, monitoring, decision support, workshops, sensitivity analysis, and resource allocation. Use when a d
Builds environmental scans, future scenarios, risk-opportunity matrices, and strategy options from market data. Use when an innovation strategist needs trend analysis, stakeholder mapping, scenario simulation, competitive or customer outlooks, regulatory and t
Cross-functional what-if modeling for cascading multi-variable scenarios. Unlike single-assumption stress testing, this models compound adversity across all business functions simultaneously. Use when facing complex risk scenarios, strategic decisions with maj
