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Found 54 Skills
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".
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]".
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]".
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]".
Prepare structured briefings for meetings with legal relevance and track resulting action items. Use when preparing for contract negotiations, board meetings, compliance reviews, or any meeting where legal context, background research, or action tracking is needed.
Process call notes or a transcript — extract action items, draft follow-up email, generate internal summary. Use when pasting rough notes or a transcript after a discovery, demo, or negotiation call, drafting a customer follow-up, logging the activity for your CRM, or capturing objections and next steps for your team.
Generate a weighted sales forecast with best/likely/worst scenarios, commit vs. upside breakdown, and gap analysis. Use when preparing a quarterly forecast call, assessing gap-to-quota from a pipeline CSV, deciding which deals to commit vs. call upside, or checking pipeline coverage against your number.
Analyze pipeline health — prioritize deals, flag risks, get a weekly action plan. Use when running a weekly pipeline review, deciding which deals to focus on this week, spotting stale or stuck opportunities, auditing for hygiene issues like bad close dates, or identifying single-threaded deals.
Implement proven sales methodologies (MEDDIC, BANT, Sandler, Challenger, SPIN) across your team. Generate framework-specific questions, score deals, train reps, and enforce consistent qualification. Use when implementing or optimizing sales processes.
Closum platform help — omnichannel marketing automation: email, SMS, WhatsApp, Telegram, Web Push from one dashboard, drag-and-drop editors, no-code automations, AI assistant, landing pages, contact management. Use when asking 'how do I do X in Closum', setting up Closum campaigns, configuring Closum automations or landing pages, connecting Closum to CRMs, or troubleshooting Closum deliverability. Do NOT use for general email marketing strategy (use /sales-email-marketing), outbound cadence strategy (use /sales-cadence), funnel strategy (use /sales-funnel), or connecting Closum to other tools via Zapier (use /sales-integration).
Workbooks CRM integration. Manage data, records, and automate workflows. Use when the user wants to interact with Workbooks CRM data.
AI meeting assistant with automatic note-taking and summaries.