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Found 168 Skills
Design and optimize CRM systems and client lifecycle workflows for advisory firms, covering segmentation, household management, service tiers, and retention analytics. Use when the user asks about client segmentation models, building household structures, defining service tier SLAs, scheduling reviews, tracking lifecycle stages from prospect through estate, identifying at-risk clients, analyzing wallet share, consolidating held-away assets, or evaluating CRM platforms. Also trigger when users mention 'client segmentation', 'retention risk', 'at-risk clients', 'household linking', 'multi-generational', 'service tiers', 'Redtail', 'Wealthbox', 'Salesforce for advisors', 'referral tracking', or 'contact gap'.
MUST activate before editing ANY file under uiBundles/*/src/ for visual or UI changes to an EXISTING app — pages, components, sections, layout, styling, colors, fonts, navigation, animations, or any look-and-feel change. Use this skill when modifying pages, components, layout, styling, or navigation in an existing UI bundle app. Activate when the project contains appLayout.tsx, routes.tsx, src/pages/, src/components/, or global.css. This skill contains critical project-specific conventions (appLayout.tsx shell, shadcn/ui components, Tailwind CSS, Salesforce base-path routing, module restrictions) that override general knowledge. Without this skill, generated code will use wrong imports, break routing, or ignore project structure. Do NOT use when creating a new app from scratch (use building-ui-bundle-app instead).
Step-by-step guide for creating new internal MCP server integrations in Dust that connect to remote platforms (Jira, HubSpot, Salesforce, etc.). Use when adding a new MCP server, implementing a platform integration, or connecting Dust to a new external service.
Jiminny platform help — conversation intelligence, revenue intelligence, AI notetaker, sales coaching, and automatic CRM logging. Use when setting up Jiminny call recording or transcription, configuring Jiminny CRM sync to Salesforce or HubSpot, connecting Jiminny to a dialer like Aircall or Dialpad, troubleshooting calls not appearing in Jiminny or tagging delays, pulling activity data from the Jiminny API, comparing Jiminny vs Gong pricing or features, or evaluating Jiminny for pipeline visibility. Do NOT use for general coaching program design (use /sales-coaching) or comparing standalone AI note-takers (use /sales-note-taker).
Winn.ai platform help — real-time AI sales assistant with playbook adherence tracking, automated CRM updates, and live coaching. Use when setting up Winn.ai playbook templates for MEDDIC or BANT or SPICED, CRM fields not populating after sales calls in Salesforce or HubSpot, Winn.ai not tracking talking points during calls, choosing between Winn.ai and Gong or Sybill or Fathom for real-time guidance, understanding Winn.ai Pro vs Enterprise pricing and feature gating, configuring AI meeting prep briefs or follow-up emails, or Winn.ai Chrome extension not working during Zoom or Teams calls. Do NOT use for picking between note-takers generally (use /sales-note-taker) or reviewing a single call for coaching (use /sales-call-review).
Siro platform help — AI field sales coaching via mobile recording, real-time Halftime mid-call coaching, automated CRM data capture, conversation analytics, follow-up draft generation. Use when setting up Siro for a field sales team, configuring Siro CRM integration with Salesforce or HubSpot via Merge, Siro recording quality or battery drain issues on job sites, building a custom integration with Siro's REST API and webhooks, comparing Siro vs Rilla vs SalesAsk for field sales coaching, or Siro coaching prompts feel too generic for your vertical. Do NOT use for virtual/video meeting note-taking (use /sales-note-taker) or building a coaching program (use /sales-coaching).
Cluely platform help — real-time AI meeting assistant with live coaching overlay, pre-call briefs, meeting notes, conversation analytics, and knowledge base RAG. Use when setting up Cluely for live AI prompts during sales calls, configuring the knowledge base with company docs for real-time RAG retrieval, connecting Cluely to HubSpot or Salesforce via Merge.dev, troubleshooting transcription accuracy or speaker attribution errors, comparing Cluely Pro vs Pro + Undetectability plans, or setting up team coaching scorecards and missed opportunity tracking. Do NOT use for choosing between AI note-takers across vendors (use /sales-note-taker) or reviewing a call for coaching (use /sales-call-review).
MaxIQ platform help — AI-native revenue intelligence with EchoIQ conversation intelligence, InspectIQ pipeline visibility, ForecastIQ AI-driven forecasting, 9 AI agents (NoteTaker, Radar, Summarizer, Coach, Taskmaster, Watchdog, Forecaster, Revenue Planner, Deal Mapper), usage-based pricing (no per-seat), Salesforce/HubSpot CRM sync. Use when EchoIQ not capturing all meeting types, AI Coach scoring criteria not matching your sales process, CRM fields not auto-populating from calls, InspectIQ deal signals seem inaccurate, ForecastIQ predictions not matching reality, comparing MaxIQ vs Gong vs Clari for revenue intelligence, setting up AI Radar keyword tracking, or evaluating usage-based CI pricing vs per-seat alternatives. Do NOT use for designing outbound cadences (use /sales-cadence) or cross-platform coaching programs (use /sales-coaching).
Vitally platform help — Health Scores, Playbooks, Projects, Automation, AI copilot, NPS, Dashboards, REST API. Use when health scores aren't reflecting reality, playbook automations aren't triggering, Salesforce or HubSpot sync is broken, onboarding projects are stalling, NPS surveys aren't reaching users, Vitally AI summaries seem off, custom traits aren't updating via API, or dashboards show stale data. Do NOT use for general customer success strategy (use /sales-customer-success) or survey design methodology (use /sales-customer-feedback).
Tableau platform help — Tableau Desktop, Tableau Cloud, Tableau Server, Tableau Prep, Tableau Pulse, Embedding API, REST API (v3.28, PAT/JWT auth, 300+ endpoints), MCP server, and Tableau+. Use when dashboards are slow with large datasets, LOD expressions or calculated fields aren't working, licensing costs are confusing or spiraling, Tableau won't connect to Salesforce or your data warehouse, embedded analytics aren't rendering, Tableau Prep flows keep failing, or you need help choosing Creator vs Explorer vs Viewer licenses. Do NOT use for general CRM config (use /sales-salesforce) or sales forecasting methodology (use /sales-forecast).
Momentum platform help — AI revenue orchestration with automated CRM updates, Slack Deal Rooms, MEDDIC Autopilot, AI coaching, churn signals, and executive briefs. Use when Salesforce fields never get updated after calls, deal rooms in Slack are noisy or disorganized, MEDDIC tracking is inconsistent across reps, post-call action items aren't making it into the CRM, you need churn risk signals from customer conversations, or AI coaching scores don't match what you see on calls. Do NOT use for building outbound sequences (use /sales-cadence) or picking an AI note-taker (use /sales-note-taker).
Jamie platform help — bot-free AI meeting note-taker, REST API with personal and workspace keys, webhook automations, CRM sync to HubSpot/Salesforce/Attio, MCP server for Claude/ChatGPT/Cursor. Use when setting up Jamie for a sales team, connecting Jamie webhooks to Make.com or a custom endpoint, pulling meeting transcripts and summaries via Jamie API, syncing Jamie action items to Asana or CRM, troubleshooting Jamie not recording or missing speakers, comparing Jamie pricing tiers, or configuring Jamie speaker recognition. Do NOT use for choosing between note-takers (use /sales-note-taker) or reviewing a specific call for coaching (use /sales-call-review).