Sales & CRM

Draft an offer letter with comp details and terms. Use when a candidate is ready for an offer, assembling a total comp package (base, equity, signing bonus), writing the offer letter text itself, or prepping negotiation…

Create a strategy for selling to your first 100 customers using the minimalist entrepreneur playbook. Use when someone has a product and needs to find customers, or is struggling with early sales.

Help users master the transition from product development to active selling by leveraging their unique status as founders to bridge the trust gap and define a scalable sales motion.

When the user wants to optimize their subscription business end-to-end — from trial start through renewal, cancellation, and win-back. Use when the user mentions "subscription lifecycle", "trial conversion", "churn", "c…

Router/index for the 4 business & growth skills bundled in this plugin: customer-success-manager (health scoring, churn risk, expansion), sales-engineer (RFP analysis, competitive matrices, PoC planning), revenue-operat…

Event prospecting skill. Takes a conference / event speakers URL, extracts the people, filters their companies against the user's ICP, then deep-researches only the speakers at ICP-fit companies. Outputs a person-first…

Use when adding, changing, or auditing Roblox purchases: GamePasses, Developer Products, subscriptions, private servers, policy checks.

Drafts overdue-invoice reminder emails from the ledger (MYOB, NetSuite, QuickBooks, Xero, or Zoho Books) plus PayPal, Stripe, and Airwallex data, matched to each customer's payment history and tone (gentle for good cust…

Help users qualify sales leads effectively. Use when someone is wasting time on bad leads, struggling with low conversion rates, needs to build a qualification framework, or wants to improve their discovery process.

Find a specific CRM record by ID, email, domain, or name fragment, and traverse associations for the full account picture.

Find incomplete records, normalize field values in bulk, dedupe with `hubspot objects merge`, and audit custom properties. Builds on `bulk-operations` for JSONL piping and dry-run/digest/confirm.

Run the full deal lifecycle from CLI — discover pipelines/stages, qualify MQLs into deals with associations, advance/reassign in bulk, hunt stalled deals, and close.

Help users navigate enterprise sales. Use when someone is closing large deals, managing complex buying committees, handling procurement, or converting PLG users to enterprise contracts.

Daily briefings, pipeline snapshots, and win/loss analysis from the terminal — closing-this-week, open pipeline by stage/owner, and closed-won vs closed-lost over a period.

Retrieve activity history (calls, emails, notes, meetings, tasks) for a CRM record and assemble pre-call briefs.

Discover, create, update, and delete custom CRM object schemas. Use when defining a new object type, inspecting existing schemas, or removing one. Record CRUD on custom objects is identical to standard objects — see `bu…

Log sales activities — calls, notes, meetings, tasks — against contacts and deals, with the mandatory create-then-associate step that makes them visible in the CRM.

Assign and reassign CRM record ownership, audit who-owns-what across object types, and handle rep transitions. Built on `bulk-operations`.

Identify inactive/at-risk customers via CRM filters and create follow-up tasks at scale. Builds on `bulk-operations`; defers activity-creation specifics to `sales-execution`.

Build the product catalog, assemble quotes (line items + associations to deals), and track invoices and subscriptions through to revenue.

Help users implement product-led sales motions. Use when someone is transitioning from pure PLG to sales-assisted, defining PQLs, building sales handoff processes, or trying to expand self-serve users into enterprise co…

Score and route an inbound lead, or rank a backlog of leads, against your ICP and qualification framework, then recommend a priority and next action. Use when the user asks "triage this lead", "triage my leads", "rank m…

Builds today's call list. Runs lead-triage to rank the top-5 leads most worth calling, supplies talking points from email history, blocks time on the calendar, and drafts follow-up messages. Trigger on "call list," "who…

Reads a forwarded customer email or ticket, pulls order and refund status from a payments connector (PayPal, Square, or Stripe) or Shopify, account history from the CRM, and open tickets from a support desk (Zoho Desk),…

Help users build and scale their sales organization. Use when someone is hiring their first salespeople, deciding when to bring on sales leadership, structuring sales compensation, or transitioning from founder-led sale…

Strategic account planning and execution for enterprise deals. Use when planning complex sales cycles, managing multiple stakeholders, applying MEDDICC qualification, tracking deal health, or building mutual action plan…

Help users build strategic partnerships and business development deals. Use when someone is pursuing a partnership, negotiating a BD deal, working with platforms like Google or Facebook, or trying to build distribution…

Help users negotiate job offers and compensation. Use when someone is negotiating salary, equity, or other terms of a job offer, preparing for a compensation conversation, or asking how to ask for more money.

Use for CRM audits, duplicate detection, missing or stale fields, job changes, domain checks, acquisitions, parent-child relationships, repair plans, prevention, monitoring, and evaluation. Supports HubSpot, Salesforce,…

Help users design sales compensation plans. Use when someone is hiring their first sales rep, restructuring sales comp, trying to align sales incentives with business goals, or dealing with comp plan issues like sandbag…

Find company & contact data. Turn your agent into a prospecting platform. Get contact information, roles, tech stack, business events, website changes, intent data. Build lead lists, research prospects, identify talent.…

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.

Surfaces top and bottom sellers, identifies seasonality patterns, and produces a 2-week content brief to push winners and clear slow movers. Accepts optional lookback window of 30, 60, or 90 days.

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…

Use this skill when the user asks what information a Stripe Connect connected account must provide for verification, onboarding, KYC, or account requirements; when they need to compare requirements between connected-acc…

Customer Relationship Management (CRM) vertical skill for the Customware SPA. Defines the section layout, entity views, and mapping rules for transforming a DOMAIN.md into a CRM tool. Use this skill when the Builder Age…

Use this skill to create a Salesforce trial, developer, or Trialforce org against an already-authenticated host org, the same way a developer/Trialforce web signup form provisions one. INVOKE when the user asks to: crea…

Salesforce integration. Manage crm and marketing automation data, records, and workflows. Use when the user wants to interact with Salesforce data.

Amazon sales volume estimator for sellers and product researchers. Estimate monthly sales and revenue from BSR (Best Seller Rank), ASIN, or keyword. Three modes: (A) BSR Calculator — input BSR + marketplace + price + ca…

Configure-Price-Quote (CPQ) vertical skill for the Customware SPA. Defines patterns, minimum standards, layout patterns, lifecycle indicators, product configurator patterns, business rule templates, and mapping rules fo…

This skill should be used when the user asks to "swap tokens", "trade ETH for USDC", "exchange tokens on Uniswap", "buy tokens", "sell tokens", "convert ETH to stablecoins", "find memecoins", "discover tokens", "researc…

Evaluate and plan Amazon marketplace expansion across countries and regions. Use when a seller asks which Amazon marketplace to enter, how to compare international demand and economics, what tax, product-compliance, log…

Wholesale product sourcing — supplier discovery, negotiation, MOQ optimization, margin analysis

Use when the user asks to "build our pitch deck narrative", "write a fundraising story", or "structure the sales pitch narrative"; derives from the narrative canon a company pitch/deck narrative — problem → the undeniab…

Track and analyze e-commerce sales performance across platforms. Set up KPI dashboards, trend analysis, and performance alerts to catch issues and opportunities early.

Use when the user asks to "build audience segments from my customer list", "make value-based / lookalike seed lists", "set up exclusion / suppression segments", or "map audiences to funnel stages across platforms"; turn…

Fulfillment setup — Fulfilled by TikTok, self-fulfillment, shipping templates, return policies

Use when the user asks to "build email segments from my list", "make engaged / lapsed / RFM segments", "set up cart-abandoner or lifecycle-stage audiences", or "build a suppression list of unsubscribes and bounces"; tur…

Use when the user asks to "set up my founder social-selling routine", "build a daily engagement block for target accounts", or "turn funding / hiring signals into selling plays"; produces the founder/seller daily operat…

Use when the user asks to "build battle cards", "prep the sales team for launch", or "write the internal launch FAQ"; produces the internal enablement kit for a sales-led launch — battle cards vs each named alternative…