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Found 3 Skills
Next-best-action frameworks for advisor workflows: event-driven triggers, prioritization scoring, action queuing, advisor nudges, automated workflows, personalized recommendations.
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'.
Analyzes a deal in progress and generates a comprehensive closing strategy. Researches the target company, maps the buying committee, builds objection responses, creates competitive positioning, and outputs a tactical deal-playbook.md with next-best-actions and a mutual close plan.