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When the user wants to build or improve a sales bot's ability to send brochures, videos, floorplans, or other media contextually during conversations. Also use when the user mentions "sending attachments," "media sharing," "document delivery," "sending brochures," or "content delivery."
npx skill4agent add louisblythe/salesskills attachment-media-handlingBrochures/One-pagers:
- Initial interest → Overview brochure
- Specific feature inquiry → Feature sheet
- Executive audience → Executive summary
Proposals/Quotes:
- Post-qualification → Custom proposal
- Pricing request → Formal quote
- Budget approval → Investment summary
Technical Docs:
- Integration questions → API documentation
- Security concerns → Security whitepaper
- Implementation → Setup guidesVideos:
- Product overview (2-3 min demo)
- Feature deep-dives
- Customer testimonials
- How-to tutorials
- CEO/founder message
Images:
- Product screenshots
- Comparison charts
- Infographics
- Before/after examples
Interactive:
- ROI calculators
- Product configurators
- Assessment toolsTrigger: Question about specific feature
Prospect: "Does it integrate with Salesforce?"
Bot: "Yes! We have a native Salesforce integration.
Here's a quick video showing how it works: [link]
Would you like me to send the technical documentation
for your team to review?"Intent: Comparing options
"I'm trying to figure out which solution is right for us"
Bot: "I have a comparison guide that might help. It shows
how we stack up on the features that matter most.
[Comparison PDF]
Any specific areas you want me to highlight?"Awareness stage:
- Overview video
- High-level brochure
- Blog posts/thought leadership
Consideration stage:
- Feature comparison
- Case studies
- ROI calculator
Decision stage:
- Detailed proposal
- Implementation guide
- Contract/terms
- Customer referencesBest for:
- PDFs and documents
- Long-form content
- Multiple attachments
- Formal proposals
"I've attached our proposal and implementation timeline.
Let me know if you'd like to walk through it together."Best for:
- Short videos (<2 min)
- Single links
- Quick references
- Mobile-friendly content
"Here's a 90-second video showing exactly how that works: [link]"
Avoid:
- Large file attachments
- Multiple links
- Complex documentsSend content when:
✓ They asked for it
✓ It directly answers their question
✓ Natural pause in conversation
✓ Moving to next stage
Don't send:
✗ Unsolicited dumps of materials
✗ In the middle of active exchange
✗ Before understanding their needs
✗ When they're clearly on mobileCustomize based on:
- Industry (industry-specific case study)
- Company size (SMB vs Enterprise pricing)
- Role (technical vs executive view)
- Use case (their specific application)
- Stage (awareness vs decision content)"Here's a proposal customized for [Company Name].
I've included:
- Pricing for your team of [number]
- The [Industry] case study you asked about
- Implementation timeline based on your Q2 goal"Based on similar prospects:
"Prospects in [industry] often find these helpful:
1. [Industry] Case Study
2. ROI Calculator
3. Integration Guide
Want me to send any of these?"content_library/
├── brochures/
│ ├── product-overview.pdf
│ ├── enterprise-overview.pdf
│ └── industry/
│ ├── healthcare.pdf
│ ├── fintech.pdf
│ └── retail.pdf
├── videos/
│ ├── demo-overview.mp4
│ ├── features/
│ │ ├── reporting.mp4
│ │ └── integrations.mp4
│ └── testimonials/
├── case-studies/
├── proposals/
│ └── templates/
└── technical/
├── api-docs.pdf
└── security-whitepaper.pdfdef select_content(context):
# Based on conversation context
if context.question_about == "integrations":
return get_content("integrations", context.specific_tool)
if context.stage == "decision" and context.role == "executive":
return get_content("executive-summary", context.industry)
if context.objection == "security":
return get_content("security-whitepaper")
# Based on similar successful conversations
return recommend_by_similarity(context)Track:
- Content sent (what, when, to whom)
- Delivery confirmation
- Open/view events
- Time spent viewing
- Downloads
- Shares/forwards
Use signals:
- Viewed proposal → Follow up on it
- Watched full video → Higher intent
- Didn't open → Resend or call attentionDon't just drop links. Frame the content:
"Before I send this over—this is a 3-minute video showing
[specific thing]. It'll give you a better picture of
[what they asked about]. Want me to send it?"
Why:
- Sets expectations
- Gets permission
- Increases likelihood they'll view itAfter sending:
Immediate:
"Just sent that over. Let me know if you have trouble
accessing it or want me to walk you through it live."
Follow-up (if no response):
"Did you get a chance to check out the [content]?
Happy to highlight the most relevant parts if helpful."
Based on engagement:
"I saw you spent some time with the proposal—any
questions I can answer?""I can't open the attachment"
Options:
1. Resend with different format
2. Share via different channel
3. Provide web-hosted link
4. Walk through live on call
"No problem! Here's a web link instead: [link]
Can you try that? If still an issue, I can walk you
through it on a quick call.""I have several resources that might help:
- Product demo video (3 min)
- Feature comparison guide
- Customer case study
Which would be most useful right now?"Early stage:
Send one thing, gauge interest
Late stage:
Bundle related materials
"Here's your proposal package:
- Pricing proposal
- Implementation timeline
- Security documentation
- Customer references"Email: Can include multiple attachments
SMS: One link at a time
Chat: Mix of inline and linksTrack content age:
- Last updated date
- Review schedule
- Deprecation flags
Alert when:
- Content over 6 months old
- Pricing outdated
- Statistics stale
- Screenshots don't match productBy content piece:
- Send frequency
- Open/view rate
- Time spent
- Correlation with advancement
- Correlation with close rate
Optimize:
- Promote high-performing content
- Update or retire underperforming
- A/B test variations