Skills for your AI
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
Turns deal context into a tactical closing playbook with company research, stakeholder mapping, risk assessment, objection and competitive positioning, and a mutual close plan. Use when a rep needs a deal strategy, a stalled deal diagnosed, a proposal outline,
Use when reviewing a specific inbound deal before close — when sales has asked for a discount that exceeds AE authority, when the customer has redlined the MSA, when per-deal economics (margin after discount, multi-year payment shape, indemnity exposure) need
Reviews proposed deals against a stored pricing policy, flags deviations, routes approvals, tracks deal history, and alerts on policy changes. Use when checking a quote, contract, or order form against pricing rules, routing a discount or term for approval, or
Scores deal momentum and predicts close probability from engagement data the user provides, then returns prioritized next actions. Use when a user shares email response times, meeting frequency, or stakeholder lists for a deal and wants a momentum score, close
Facilitates structured sales deal reviews using MEDDIC and BANT, scoring deal health and risk, flagging red flags, and producing coaching points. Use when the user asks for a deal review, risk assessment, red flag check, coaching advice on a deal, or a deal re
Turns sales data into research, segmentation, content, outreach, pricing, forecasting and funnel strategy. Use when the user needs market or competitor research, customer segments, sales copy, lead qualification, funnel or KPI analysis, personalized emails, pr
Turns market, competitor, customer, and sales data into pricing, promotion, bundling, and forecasting recommendations with supporting communication. Use when a sales manager needs competitor analysis, price optimization, elasticity, demand forecasts, real-time
Drafts professional emails for business, technical, and customer contexts, including subject lines, tone, structure, closings, and etiquette checks. Use when the user asks for an email draft, follow-up, apology, decline, meeting request, technical update, or c
Analyzes market, customer, funnel, pricing, CRM and sales performance data to produce segmentation, forecasts, outreach drafts and enablement content. Use when the user needs market research, lead scoring, funnel or pricing analysis, sales forecasting, CRM dat
Turns customer feedback into structured sentiment, topic, trend, segmentation and opportunity insights for sales and marketing. Use when the user shares reviews, survey responses or comments and wants sentiment analysis, categorization, trend or root cause ana
Builds, evaluates, and monitors sales forecasts from CRM, pipeline, and market data with scenario analysis and visualization. Use when the user asks for a sales forecast, trend or seasonality analysis, scenario simulation, forecast accuracy review, pipeline co
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
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
