Sales & CRM

When the user wants to reduce churn, build cancellation flows, set up save offers, recover failed payments, or implement retention strategies. Also use when the user mentions 'churn,' 'cancel flow,' 'offboarding,' 'save…

When the user wants to create sales collateral, pitch decks, one-pagers, objection handling docs, or demo scripts. Also use when the user mentions 'sales deck,' 'pitch deck,' 'one-pager,' 'leave-behind,' 'objection hand…

When the user wants help with revenue operations, lead lifecycle management, or marketing-to-sales handoff processes. Also use when the user mentions 'RevOps,' 'revenue operations,' 'lead scoring,' 'outbound pipeline st…

Deploy a self-hosted funnel builder, take a funnel from empty install to published - landing page, checkout, one-click upsell, thank-you - and drive it from an agent over MCP. Covers deploying to Cloudflare Workers insi…

When the user wants to find, qualify, and build a list of prospects to reach out to, across B2B SaaS, general B2B, or local small businesses. Also use when the user mentions "prospecting," "build a prospect list," "find…

Find companies backed by a specific investor or accelerator, then find contacts and build personalized outbound.

GTM leads, enrichment, outreach, Plays, developer signals/Reo.dev. Providers: adyntel,affinity,ai_ark,akta,allegrow,amplemarket,apify,attention,attio,aviato,bettercontact,bigquery,bluesky,bounceban,brave,browserbase,bui…

Use when the user mentions wallet connect/sign in/sign out, check balance, send/transfer tokens, swap/buy/sell tokens, DEX trade, limit/market order, cancel order, get a quote, transaction history, wallet settings, dail…

Find and qualify new prospects with Firecrawl Alexandria people and company data: people by role, seniority, company, industry, size, location or technology, target accounts that match criteria, or the right contacts at…

Enrich and research the people and companies the user names or supplies with Firecrawl Alexandria data: background on a person, a professional profile URL to look up, whether someone still holds a role, missing columns…

Manage sales workflows — track deals, schedule calls, client comms.

Use when finding real role-holders at known company domains from an ICP, especially prompts like 'find all job titles at these companies', 'find qualified titles', 'find RevOps or marketing-ops buyers', or when exact ti…

Defines the company's ideal customer profile (ICP) at sales-leadership altitude - the firmographic, technographic, behavioral and intent criteria, a weighted scoring rubric with explicit disqualifiers, and the refresh c…

Models how much pipeline a team needs relative to quota - coverage ratios derived from win rates (raw multiplier, stage-weighted, conversion-inversion), segment-level coverage targets, in-quarter timing and the point of…

Designs the tier layer downstream of an existing account fit score - where the cutoffs sit, tier names, rep-to-account capacity caps, the coverage model per tier (touch cadence, channel mix, QBR frequency, executive inv…

Append a deal status update to a Google Sheets sales tracking spreadsheet.

Estimates TAM, SAM, and SOM for a market or sub-segment to ground sales capacity, territory, and quota planning - top-down, bottom-up on named accounts or population math, value theory, triangulation, a capacity-based S…

Employer-side hiring workflow for SDR/BDR and AE roles, producing an outcome-based scorecard, a structured interview loop with question bank, a scored mock-call work sample, and a 30-60-90 ramp plan with certification g…

Before starting any sales project, and before answering a sales request that spans more than one sales topic or names no skill at all, run this router first. It routes the task to exactly one skill in the sales-skills c…

Coach one person through landing and growing a sales career - SDR/BDR entry, SDR-to-AE promotion, and beyond - across B2B SaaS and commission-heavy B2C (real estate, insurance, solar, auto). Covers sales interview prep…

Builds and maintains a personalized watch list of sales information sources - podcasts, newsletters, communities, benchmark reports, and sales people to follow - matched to the user's role, market, and time budget, ship…

Diagnoses what a sales objection really means and writes rebuttal scripts a rep can say out loud, or calls the deal dead when the objection is a real constraint. Covers price/budget, timing, competitor/incumbent, author…

Builds a sequenced sales discovery question set - pain, root cause, impact, urgency - for a specific deal or persona, sized to the call length, with follow-up ladders, branch triggers, and a do-not-ask list. Covers B2B…

Plans a touch-by-touch outbound cadence - which channel on which day, touch count, spacing, channel mix, multi-threading, exit and stop rules, recycle and re-entry, and the capacity math behind it, with pre-committed me…

Turns prospect signals into 2-3 ranked personalization angles for outreach, each pairing a dated, sourced signal with the problem it implies, a one-line hook, the ask it justifies, and a confidence/recency label. Covers…

Designs how sales quotas are derived for a team or company - top-down vs bottom-up reconciliation, ramp-adjusted capacity modeling (Ramped Rep Equivalents), over-assignment cushion, territory-weighted fair-share allocat…

Scores one sales call transcript against an anchored rubric - opener, discovery, objection handling, close - quoting the transcript for every judgement and naming one focus behaviour. Handles messy ASR transcripts, miss…

Chooses and designs the company-level sales motion at VP Sales / CRO altitude - product-led growth (PLG), sales-led, hybrid product-led sales, developer-led/open-source, or channel/partner-led - plus the transitions bet…

Turns raw sales call notes into a structured recap email with agreed next steps - every action item carrying an owner, a date, and a deliverable - plus mutual close plan (mutual action plan) items when the deal warrants…

Designs a sales organization's structure for its current stage - role mix (SDR, AE, AM/CS), topology (island, assembly line, pod, hybrid), SDR-to-AE ratio, hunter/farmer split, span of control, and specialization by seg…

Designs the sales compensation plan structure - pay mix (base/variable split) set by role influence, performance measures under the rule of three, accelerator and decelerator curves, SPIF overlays, draws, and role plans…

Designs the account segmentation model between ICP and tier structure - which firmographic, technographic, intent and jobs-to-be-done signal layers define account fit, the weighted fit score calibrated from 12 months of…

Builds an evidence-graded stakeholder map for one active deal from titles, call notes, email and meeting activity, and CRM contact roles, naming the likely champion, economic buyer, and blockers, each with a confidence…

Writes the opening 5-30 seconds of a live outbound cold call - a tailored opener for a named persona and pain point, with 2-3 testable variants, delivery notes, and a measurement plan. Covers B2B and B2C phone outreach,…

Reviews one deal's free-text notes - call notes, opportunity fields, CRM activity log, email threads - for qualification red flags such as single-threaded deal, no champion, no compelling event, unverified budget, no ag…

Builds a pre-negotiation concession plan for a pricing or contract conversation - every tradeable lever priced by cost-to-us vs value-to-them, tiered, each give paired with a required reciprocal get and its approval lev…

Scores one deal against the eight MEDDPICC elements on an evidence ladder - unknown, assumed, stated, validated - with a scorecard, a verdict band, and the single next action that closes the biggest gap. Full MEDDPICC f…

Run a periodic, checklist-based hygiene audit over an active pipeline snapshot - stale deals (no stage, close date, or amount change, not logged touches) flagged against segment-specific stage medians, close-date push-c…

Design a company's revenue funnel model from scratch, at the macro level - the stage set, the unit of analysis (lead, buying group, account), the model purpose (process vs planning vs forecast), the cohort-based convers…

Audit existing sales pipeline stage definitions against buyer-verifiable milestones and flag the ones built on rep activity instead. Core test - does each stage exit criterion name something the buyer did, said, or agre…

Trace where deals and revenue silently exit one specific funnel and size the loss in recoverable (never gross) dollars - untracked steps, unworked leads, manual handoffs, mid-funnel stalls, paper-process drops, billing…

Build a personalised, time-budgeted watch list of RevOps / Sales Ops information sources - revops podcasts, revops newsletters, revops communities, industry events, and revops people to follow - every source verified st…

Build and advance a RevOps or Sales Ops career from the candidate's side - place the candidate on the ladder by scope rather than title, close competency gaps, build defensible evidence of structurally invisible work, a…

Diagnose why an existing sales forecast is unreliable and recommend fixes - stage inflation and happy ears, sandbagging, deals without verifiable buyer evidence, stale or mass-pushed close dates, wrong forecast-category…

Design and operate CRM field-level governance - who owns each CRM field, which system is authoritative for it, how often it must be refreshed, and how the rules are enforced. Produces a field dictionary, per-field owner…

Design, validate, and recalibrate a lead scoring model - fit and engagement signals, weighting, negative scoring and exclusions, decay, MQL/PQL threshold and tier setting, backtesting against closed-won/closed-lost outc…

Design the assignment logic that routes inbound leads to sales reps - rule precedence and waterfall ordering, lead-to-account matching, territory assignment rules (geography, segment, industry, named accounts), round-ro…

Design the deal desk approval chain and exception-handling process for non-standard B2B SaaS deals - a tiered discount approval matrix and delegation of authority across five concession levers (price, payment terms, ser…

Use this skill when the user asks about Stripe Connect configuration, charge patterns, Dashboard access, or how to get started with Connect, is building a marketplace, platform, multi-vendor store, gig platform, or subs…

Employer-side partnerships hiring across the field's four sub-disciplines - channel/alliance, affiliate, influencer/creator, referral. Calibrates the scorecard to company type (startup generalist, scale-up specialist, e…