AI Skills

Account Contextanthropics

360-degree view of an account - CRM data, recent email threads, docs, transcripts, and internal chat chatter, synthesized into one brief. Use when the user asks "tel…

Cold Emailcoreyhaines31

Write and run B2B cold outbound that gets replies, from cold emails and follow-ups to sending setup, LinkedIn, multichannel cadences, and reply handling. Use when th…

Stripe Best Practicesstripe

Guides Stripe integration decisions across development and test environment planning (separate sandboxes vs the shared test mode sandbox), API selection (Checkout Se…

Account Plananthropics

Build or refresh a strategic account plan - current state, goals, stakeholder coverage, opportunity map, risks, and the action plan - written to a doc and key fields…

Lead Magnetscoreyhaines31

When the user wants to create, plan, or optimize a lead magnet for email capture or lead generation. Also use when the user mentions "lead magnet," "gated content,"…

Account Researchanthropics

Research a target company and optionally a specific contact - company overview, recent news, likely priorities, and fit against your ICP. Cross-references existing C…

Account Tieringanthropics

Score and tier a list of accounts (or your full book) against ICP fit and engagement signals to prioritize where to spend time. Use when the user asks to "tier my ac…

Prepares a quick brief before a sales call or meeting.

Call Summaryanthropics

Turn a call transcript or call notes into a customer follow-up email draft, an internal chat summary, and proposed CRM updates. Use when the user says "call summary"…

Close Plananthropics

Build the business case and mutual action plan for a deal - the why-buy/why-now story, the ROI framing, and the dated step-by-step path to signature shared with the…

Competitive Intelligenceanthropics

Competitive analysis two ways - the in-deal play against a named competitor, and win/loss patterns, competitor mentions, and battlecards across the book. Use when th…

Create An Assetanthropics

Build a customer deck, one-pager or leave-behind from your account data, call notes and approved materials, with no made-up numbers. Use when the user asks for a sal…

Crm Hygiene Checkanthropics

Read-only audit of your CRM opportunities for missing fields, stale dates, and stage mismatches - outputs a fix checklist to apply by hand or through update-opportun…

Customer Healthanthropics

Health check on a customer account and QBR-ready prep - relationship strength, engagement trend, risk signals, value delivered, and the agenda that makes the review…

Customer Voiceanthropics

Surface what customers are actually saying - direct attributed quotes on a topic across call transcripts and email, across your accounts. Use when the user asks "wha…

Daily Briefinganthropics

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 sa…

Deal Advance Gapanthropics

Forward-looking gap check on one opportunity - exactly what is missing to advance it to the next stage and to close, with who does what by when. Use when the user as…

Structures a deal review with status, risks, and next steps.

Deal Signalsanthropics

Proactive watch over your book - deals gone quiet, close dates slipping into view, champion changes, renewal windows opening, competitor mentions - surfaced as a sho…

Deal Slip Scenarioanthropics

Model what happens to your number if a deal slips, shrinks, or dies - quota impact, coverage ratio change, and the substitute pipeline needed to stay on plan. Use wh…

Draft Outreachanthropics

Draft a personalized outreach email or multi-touch sequence to a prospect, create it as an email draft for review, and add the contact to a sequence in your sales en…

End Of Dayanthropics

The closing beat of the day - every call processed or explicitly skipped, the CRM brought current, commitments captured, and tomorrow's top three teed up. Use when t…

Expansion Whitespaceanthropics

Find the expansion whitespace in an account or a book - what they own vs. what they could own, the evidence for each play, and the open opps to create. Use when the…

Forecastanthropics

Generate the commit / best-case / pipeline narrative for a forecast call or a 1:1 with your manager - what's closing, what's at risk, what changed since last time. U…