Setup alternatives
12 skills that do a similar job to Setup in Sales & CRM, ranked by rating and usage.
View Setup →skillclaude_appclaude_codeclaude_api
git clone https://github.com/anthropics/knowledge-work-plugins && cp -r knowledge-work-plugins/sales/skills/daily-briefing ~/.claude/skills/
Daily Briefing
Morning rundown - today's meetings with account context, opps closing soon with stale flags, waiting customer emails, and the day's top actions. Use w…★ 4.8 · 0+
skillclaude_appclaude_codeclaude_api
git clone https://github.com/anthropics/knowledge-work-plugins && cp -r knowledge-work-plugins/sales/skills/call-prep ~/.claude/skills/
Call Prep
Pre-call brief for an upcoming meeting - attendees, account history, prior call context from transcripts, open opportunity status, and suggested disco…★ 4.8 · 0+
skillclaude_appclaude_codeclaude_api
git clone https://github.com/anthropics/knowledge-work-plugins && cp -r knowledge-work-plugins/sales/skills/account-context ~/.claude/skills/
Account Context
360-degree view of an account - CRM data, recent email threads, docs, transcripts, and internal chat chatter, synthesized into one brief. Use when the…★ 4.8 · 0+
skillclaude_appclaude_codeclaude_api
git clone https://github.com/anthropics/knowledge-work-plugins && cp -r knowledge-work-plugins/sales/skills/stakeholder-map ~/.claude/skills/
Stakeholder Map
Map the people in a deal or account - roles, influence, sentiment, who's missing, and your best access path to the people you haven't reached. Use whe…★ 4.8 · 0+
skillclaude_appclaude_codeclaude_api
git clone https://github.com/anthropics/knowledge-work-plugins && cp -r knowledge-work-plugins/sales/skills/customer-voice ~/.claude/skills/
Customer Voice
Surface what customers are actually saying - direct attributed quotes on a topic across call transcripts and email, across your accounts. Use when the…★ 4.8 · 0+
skillclaude_appclaude_codeclaude_api
git clone https://github.com/anthropics/knowledge-work-plugins && cp -r knowledge-work-plugins/sales/skills/pipeline-review ~/.claude/skills/
Pipeline Review
Stage-by-stage pipeline health check - coverage, aging, conversion, and at-risk deals - from CRM opportunity data. Use when the user asks "review my p…★ 4.8 · 0+
skillclaude_appclaude_codeclaude_api
git clone https://github.com/anthropics/knowledge-work-plugins && cp -r knowledge-work-plugins/sales/skills/renewal-radar ~/.claude/skills/
Renewal Radar
Upcoming renewals with timing, risk, and uplift potential - and the renewal opportunity records to keep them honest. Use when the user asks "what rene…★ 4.8 · 0+
skillclaude_appclaude_codeclaude_api
git clone https://github.com/anthropics/knowledge-work-plugins && cp -r knowledge-work-plugins/sales/skills/customer-health ~/.claude/skills/
Customer Health
Health check on a customer account and QBR-ready prep - relationship strength, engagement trend, risk signals, value delivered, and the agenda that ma…★ 4.8 · 0+
skillclaude_appclaude_codeclaude_api
git clone https://github.com/anthropics/knowledge-work-plugins && cp -r knowledge-work-plugins/sales/skills/deal-signals ~/.claude/skills/
Deal Signals
Proactive watch over your book - deals gone quiet, close dates slipping into view, champion changes, renewal windows opening, competitor mentions - su…★ 4.8 · 0+
skillclaude_appclaude_codeclaude_api
git clone https://github.com/anthropics/knowledge-work-plugins && cp -r knowledge-work-plugins/sales/skills/weekly-wrap ~/.claude/skills/
Weekly Wrap
End-of-week summary for a rep or leader - what closed, what moved, what slipped, and what's on deck Monday. Optionally drafts a chat post to the team…★ 4.8 · 0+
skillclaude_appclaude_codeclaude_api
git clone https://github.com/anthropics/knowledge-work-plugins && cp -r knowledge-work-plugins/sales/skills/account-research ~/.claude/skills/
Account Research
Research a target company and optionally a specific contact - company overview, recent news, likely priorities, and fit against your ICP. Cross-refere…★ 4.8 · 0+
skillclaude_appclaude_codeclaude_api
git clone https://github.com/anthropics/knowledge-work-plugins && cp -r knowledge-work-plugins/sales/skills/account-plan ~/.claude/skills/
Account Plan
Build or refresh a strategic account plan - current state, goals, stakeholder coverage, opportunity map, risks, and the action plan - written to a doc…★ 4.8 · 0+
Frequently asked questions
What is the best alternative to Setup?
Ranked by rating and usage on AI Khazna, the top alternative is Daily Briefing. Morning rundown - today's meetings with account context, opps closing soon with stale flags, waiting customer emails, and the day's top actions. Use when the user says "daily briefing", "daily brief", "morning briefing", "what's my day", "what's on my plate today", "prep my day", "start my day", "morning rundown", or on a schedule.
How many alternatives to Setup are there?
AI Khazna lists 12 skills that are alternatives to Setup in Sales & CRM, each reviewed before publishing.