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Found 78 Skills
Synthesizes themes from PayPal disputes, HubSpot tickets, and review exports into a top-3 fixable issues list with drafted response templates. Accepts optional since-date argument.
Reads a forwarded customer email or ticket, pulls order/refund status from PayPal and account history from HubSpot, drafts a tone-matched reply in the owner's writing voice, and can issue a PayPal refund with explicit owner approval. Use when the user says "draft a response," "answer this customer," "where's my order," or "I want a refund."
Scans HubSpot for stale deals, duplicate contacts, and missing fields, then fixes what the owner approves. Accepts optional scope argument for deals, contacts, or all.
Keeps HubSpot current without the owner opening it: creates and updates contacts and deals from email and calendar context, logs notes and calls, and flags stale records. The "stop doing data entry" skill. Use when the user asks to update the CRM, log a call, clean up HubSpot, or add context to a deal.
Scores inbound HubSpot leads by engagement signals, company fit, and urgency markers to produce a "call these 5 today" list with talking points, drafts the follow-ups, and blocks Calendar time. Use when the user asks to prioritize leads, who to call first, or about their pipeline.
Runs an end-to-end marketing campaign — sales analysis, content brief, Canva assets, HubSpot send. Accepts optional lookback and channel arguments.
Clearbit (HubSpot) platform help — Person Enrichment, Company Enrichment, Reveal (IP-to-company), Prospector, Name to Domain, Form Shortening, Risk API, Breeze Intelligence, API & integrations. Use when asking 'how do I enrich leads with Clearbit', 'Clearbit API', 'Clearbit Reveal', 'Clearbit Prospector', 'Breeze Intelligence', 'Clearbit form shortening', 'Clearbit HubSpot'. Do NOT use for enrichment strategy across tools (use /sales-enrich), intent/visitor identification strategy (use /sales-intent), building prospect lists across tools (use /sales-prospect-list), or lead scoring strategy (use /sales-lead-score).
CRM integration patterns for Close CRM, HubSpot, and Salesforce. Use when: Close CRM, HubSpot, Salesforce, CRM API, lead sync, deal sync, activity logging, CRM webhook, pipeline automation, contact enrichment.
Auto-generate MEDDIC-structured call prep scripts from prospect context. Pulls HubSpot deal + contact data, Apollo enrichment, CRM activity history, and calendar context to build a complete demo/discovery brief in 60 seconds. Use when: 'call prep', 'prep me for', 'demo prep', 'discovery prep', 'meddic brief', 'prep [company]', 'get me ready for [company]'.
Deal health scoring + next-best-action for every open deal. Pulls HubSpot deals, CRM activity history, and engagement data to flag stalled deals, predict close probability, and recommend specific recovery actions. Runs daily at 7am CST or on-demand. Use when: 'deal health', 'pipeline review', 'stalled deals', 'deal momentum', 'which deals need attention', 'morning brief', 'SOD'.
Always-on callable lead pipeline for BDRs: HubSpot lead pull → Apollo phone lookup → Clay waterfall enrichment → HubSpot sync → callable queue. Ensures 50+ daily dials by maintaining verified phone inventory. Runs scheduled Mon & Wed 6:15 AM (between prospect-enrich 6:00 and prospect-refresh 6:30). Use when: 'verify phones', 'phone waterfall', 'callable leads', 'who can I call', 'dial list', 'always have someone to call', 'phone check', 'enrich phones'.
Auto-update GTME portfolio when HubSpot deals close. Links deal outcomes (won/lost, revenue, cycle time) to the skills, automations, and outreach that influenced them — building VP BD transition evidence automatically. Runs daily at 7am CST or on-demand. Use when: 'portfolio update', 'deal closed', 'link deal to portfolio', 'gtme evidence', 'what did I influence', 'career evidence', 'transition tracker'.