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Sales & CRM 13

Sk 13 skillsJSON ↗
stable

account-research

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]".

invoke
/account-research
skill/account-researchv1.0.0anthropics/knowledge-work-plugins
stable

call-list

Ranks the top-5 leads most worth calling today, supplies talking points from email history, blocks time on the calendar, and drafts follow-up messages. Accepts optional count and date arguments.

invoke
/call-list
skill/call-listv1.0.0anthropics/knowledge-work-plugins
stable

call-prep

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]".

invoke
/call-prep
skill/call-prepv1.0.0anthropics/knowledge-work-plugins
stable

call-summary

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.

invoke
/call-summary
skill/call-summaryv1.0.0anthropics/knowledge-work-plugins
stable

competitive-intelligence

Research your competitors and build an interactive battlecard. Outputs an HTML artifact with clickable competitor cards and a comparison matrix. Trigger with "competitive intel", "research competitors", "how do we compare to [competitor]", "battlecard for [competitor]", or "what's new with [competitor]".

invoke
/competitive-intelligence
skill/competitive-intelligencev1.0.0anthropics/knowledge-work-plugins
stable

create-an-asset

Generate tailored sales assets (landing pages, decks, one-pagers, workflow demos) from your deal context. Describe your prospect, audience, and goal — get a polished, branded asset ready to share with customers.

invoke
/create-an-asset
skill/create-an-assetv1.0.0anthropics/knowledge-work-plugins
stable

crm-cleanup

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.

invoke
/crm-cleanup
skill/crm-cleanupv1.0.0anthropics/knowledge-work-plugins
stable

crm-maintenance

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.

invoke
/crm-maintenance
skill/crm-maintenancev1.0.1anthropics/knowledge-work-plugins
stable

daily-briefing

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".

invoke
/daily-briefing
skill/daily-briefingv1.0.0anthropics/knowledge-work-plugins
stable

draft-outreach

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]".

invoke
/draft-outreach
skill/draft-outreachv1.0.0anthropics/knowledge-work-plugins
stable

forecast

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.

invoke
/forecast
skill/forecastv1.0.0anthropics/knowledge-work-plugins
stable

lead-triage

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.

invoke
/lead-triage
skill/lead-triagev1.0.1anthropics/knowledge-work-plugins
stable

pipeline-review

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.

invoke
/pipeline-review
skill/pipeline-reviewv1.0.0anthropics/knowledge-work-plugins