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Found 78 Skills
Anti-bypass routing policy for CRM operations. When working with Salesforce (sf CLI), HubSpot API, or Dynamics 365 (pac CLI), prefer g-gremlin wrappers that provide receipts, previews, reviewed plan verification, and audit trails. Use when the user asks to query, update, deploy, or manage any CRM system.
Designs team culture and sets standards of excellence using David Singleton (Stripe) and Dharmesh Shah (HubSpot) frameworks. Use when building teams, setting cultural values, creating rituals, or establishing excellence standards.
Use this skill when setting up marketing automation in HubSpot, Marketo, email sequences, lead scoring, and workflows.
Expert sales operations and analytics guidance for revenue teams. Use when designing CRM workflows, building sales dashboards, optimizing pipeline analytics, creating lead routing rules, designing territories, calculating commissions, managing data quality, building forecasting models, or integrating sales tech stack. Covers Salesforce, HubSpot, Outreach, Gong, and RevOps best practices.
Connect to any external app and perform actions on it. Use when the user wants to interact with external services like Slack, Linear, HubSpot, Salesforce, Jira, GitHub, Google Sheets, or any other app — send messages, create tasks, sync data, manage contacts, or perform any API operation.
Reply.io platform help — multichannel sequences (email, LinkedIn, calls, SMS, WhatsApp), Jason AI SDR, B2B database, email warmup, deliverability tools, unified inbox, analytics, Salesforce/HubSpot integration, agency features. Use when asking 'how do I do X in Reply.io', setting up Reply.io sequences, configuring Jason AI, connecting Reply.io to Salesforce or HubSpot, using Reply.io warmup, or troubleshooting Reply.io deliverability. Do NOT use for general outbound cadence strategy (use /sales-cadence), cross-platform email deliverability (use /sales-deliverability), email tracking strategy (use /sales-email-tracking), building prospect lists (use /sales-prospect-list), or connecting Reply.io to other tools via Zapier (use /sales-integration).
Set up the Pica CLI and MCP server so AI agents can interact with Gmail, Slack, HubSpot, Stripe, and 200+ platforms. Handles installation, initialization, and first connection.
World-class content strategy expertise combining the frameworks of Andy Crestodina's data-driven approach, Ann Handley's "everybody writes" philosophy, and the content engines that power companies like HubSpot, Ahrefs, and Intercom. Content strategy isn't about creating content - it's about creating the right content for the right audience at the right time in the right format. The best content strategists think in systems, not pieces. They build content engines that compound over time and turn strangers into customers and customers into advocates. Use when "content strategy, content plan, editorial calendar, blog strategy, content marketing, topic clusters, pillar content, content audit, content calendar, SEO content, content distribution, content funnel, thought leadership, content engine, content topics, what to write, content, strategy, editorial, SEO, blog, planning, distribution, measurement" mentioned.
Pipeline analysis composite. Pulls deal/meeting data from any CRM or tracking system, analyzes the pipeline over a user-defined period (weekly, fortnightly, monthly, quarterly), and produces both an executive summary and a detailed diagnostic report. Covers volume, qualification rates, source effectiveness, stage velocity, stuck deals, and actionable recommendations. Tool-agnostic — works with any CRM (Salesforce, HubSpot, Pipedrive, Close, Supabase, CSV).
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.
Clay platform help — Waterfall Enrichment (150+ data providers), Claygent (AI Research Agents), Sculptor (workflow builder), Signals (job changes, intent), Audiences, Ad Sync (LinkedIn/Meta/Google), Email Sequencer, CRM Sync (Salesforce/HubSpot/Dynamics), HTTP API actions, webhooks. Use when asking 'how do I set up Clay', 'Clay waterfall enrichment', 'Clay Claygent', 'Clay Sculptor workflows', 'Clay signals', 'Clay audiences', 'Clay ad sync', 'Clay sequencer', 'Clay CRM sync', 'Clay webhooks', 'Clay vs Apollo'. Do NOT use for enrichment strategy across tools (use /sales-enrich), cadence/sequence strategy across tools (use /sales-cadence), intent signal strategy across tools (use /sales-intent), B2B advertising strategy across tools (use /sales-b2b-advertising), or CRM data hygiene strategy across tools (use /sales-data-hygiene).
ChurnZero platform help — Health Scores, Plays & Automation, Journeys, Renewal Forecasting, In-App WalkThroughs, Surveys (NPS/CSAT/CES), AI Agents, REST API (OData v4). Use when health scores aren't predicting churn accurately, plays automation isn't triggering, Salesforce or HubSpot sync is broken, reporting dashboards feel inflexible, in-app WalkThroughs aren't reaching users, renewal forecasting numbers don't match CRM, or the ChurnZero API returns unexpected errors. Do NOT use for general customer success strategy (use /sales-customer-success) or NPS/CSAT survey methodology (use /sales-customer-feedback).