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Found 89 Skills
Craft platform help — AI growth engine for home services with real-time field sales coaching during in-home appointments, 24/7 AI call center with live CSR coaching, revenue recovery AI agents, Craft Intelligence analytics. Use when reps need live coaching during appointments not after, call center booking rates are too low, missed estimates and unsold jobs pile up without follow-up, comparing Craft vs Rilla vs Siro vs SalesAsk for home services coaching, setting up Craft with ServiceTitan or Salesforce, or wondering if bundled pricing is worth it. Do NOT use for virtual/video meeting note-taking (use /sales-note-taker) or building a coaching program from scratch (use /sales-coaching).
Totango platform help — SuccessBLOCs, SuccessPlays, Health Scores, Customer 360, Touchpoints, Customer Data Hub, Unison AI, Catalyst, email campaigns, REST API. Use when implementation is taking too long and you need a setup plan, SuccessPlays aren't triggering or running on the wrong accounts, health scores don't match actual churn risk, integrations keep breaking or disconnecting from Salesforce or HubSpot, reports and dashboards feel rigid and you can't build custom views, Totango API returns errors or you need to query accounts, or you're migrating to Totango from Gainsight or ChurnZero. Do NOT use for general customer success strategy (use /sales-customer-success) or NPS/CSAT survey methodology (use /sales-customer-feedback).
Research a prospect then draft personalized outreach. Uses web research by default, supercharged with enrichment and CRM. Trigger with "draft outreach to [person/company]", "write cold email to [prospect]", "reach out to [name]".
Build automations connecting Qwilr to CRM and other tools via API, Zapier, or native integrations. Use when connecting Qwilr to HubSpot, connecting Qwilr to Salesforce, setting up Qwilr Zapier workflows, auto-generating proposals from CRM data, using the Qwilr API, automating proposal creation, syncing Qwilr with CRM, configuring Qwilr webhooks, or building Qwilr integrations.
Start your day with a prioritized sales briefing. Works standalone when you tell me your meetings and priorities, supercharged when you connect your calendar, CRM, and email. Trigger with "morning briefing", "daily brief", "what's on my plate today", "prep my day", or "start my day".
AI meeting assistant with automatic note-taking and summaries.
RepairShopr integration. Manage Deals, Persons, Organizations, Leads, Projects, Activities and more. Use when the user wants to interact with RepairShopr data.
Use to manage workflows, compliance, and measurement for customer references.
Workbooks CRM integration. Manage data, records, and automate workflows. Use when the user wants to interact with Workbooks CRM data.
Research a company or person and get actionable sales intel. Works standalone with web search, supercharged when you connect enrichment tools or your CRM. Trigger with "research [company]", "look up [person]", "intel on [prospect]", "who is [name] at [company]", or "tell me about [company]".
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).
Prepare for a sales call with account context, attendee research, and suggested agenda. Works standalone with user input and web research, supercharged when you connect your CRM, email, chat, or transcripts. Trigger with "prep me for my call with [company]", "I'm meeting with [company] prep me", "call prep [company]", or "get me ready for [meeting]".