Planning, sales, accounting, legal, and project management (3.8K skills)
Identify what a sales opportunity needs to reach its next stage or close. Use deal records and conversations to map missing requirements, assign owners and deadlines, and sequence the next actions with supporting evidence.
Score and group accounts by customer fit and engagement, such as recent contact and open sales opportunities. Identify where to focus sales effort, choose next actions, and spot promising accounts with neglected outreach or missing information.
Assess customer account health using evidence about relationships, engagement, commercial status, support, and delivered value. Prepare a quarterly business review with documented outcomes, open commitments, suggested attendees, and an agenda for the next phase.
Prepare a sales forecast narrative from CRM records or an uploaded pipeline export. Organize deal amounts and counts by forecast category, explain changes since the previous review, and highlight closing risks and support needed.
Review a sales opportunity using deal records, emails, and meeting notes. Get an evidence-based assessment of closing likelihood, missing information, risks, and prioritized next steps, with a comparison against the stage recorded in your sales system.
Build responses to sales objections using your own deal history, customer quotes, and approved materials. Identify the underlying concern, prepare a short talk track, and gather relevant evidence and questions to move the conversation forward.
Review a sales team's pipeline by representative and deal stage. The skill summarizes progress against targets, highlights deals that could affect the quarter, and suggests concrete manager actions and coaching questions using CRM data or an uploaded export.
Builds a 30/60/90-day cash flow forecast from accounting records, payment services, or CSV data. Uses historical payment timing to estimate uncertainty, flags specific cash risks, and delivers a chat summary, forecast page, and downloadable Excel workbook.
Update CRM opportunity fields such as stage, close date, amount, and next steps. See the exact before-and-after values, apply only requested or accepted changes, and verify the saved record through a link.
Summarize the sales week with won and lost deals, stage changes, new opportunities, activity counts, and next week's priorities. Create an individual or team recap and a chat-ready draft using connected tools or uploaded exports.
Create prospect-specific sales decks, one-pagers, follow-up handouts, or FAQs from account data, call notes, and approved materials. Organize claims with their sources, tailor content to the audience, and flag unsupported claims or missing customer metrics.
Research prospective companies and contacts, check existing customer records, and assess fit against your ideal customer profile. Receive a sourced brief covering recent developments, likely priorities, outreach talking points, and a suggested next step.
Build a single brief on an existing customer using available sales records, emails, documents, call notes, and internal chat. Understand the current situation, key contacts, recent discussions, and gaps that may need attention.
Draft personalized sales emails or a series of follow-ups using prospect details and past conversations. Create reviewable email drafts, provide copy-ready text when tools are unavailable, and send or enroll contacts in outreach sequences when requested.
Review upcoming customer renewals, assess risk and potential contract increases, and identify next steps with supporting evidence. It also flags missing renewal opportunities and inconsistent records, and prepares a detailed renewal brief for an individual account.
Analyze closed sales opportunities to explain patterns behind wins and losses. Compare win rates, deal sizes, and sales stages, then use available transcripts and emails to recommend evidence-based process improvements and coaching priorities.
Process vendor bills from email, PDFs, or photos into proposed accounting entries and a payment plan. Checks duplicates, assigns accounts and jobs, matches purchase and receiving records, and requires separate approval for ledger entries and payments.
Prepare for a one-on-one with a sales representative by summarizing open deals, recent activity, and available calendar and chat context. Get evidence-backed support needs, specific discussion questions, and wins to acknowledge.
Review sales opportunities by stage to see deal totals, aging, and risks. Identify stalled deals, overdue closing dates, and missing next steps, then compare available opportunities with sales targets and recommend where to focus.
Maps people involved in a deal or account using CRM records, communications, or supplied files. Shows roles, engagement, and stance with evidence, identifies missing decision makers and dependence on one contact, and suggests paths to new relationships.
Prepare a daily sales call list ranked by lead priority, with talking points drawn from recent emails. Get proposed calendar slots, follow-up email drafts, and a printable call sheet with space to record outcomes.
Assign unowned leads and opportunities using company routing rules and existing account relationships. Prepare a recommendation with its reasoning, draft handoff notes, and apply ownership changes after a person accepts or overrides each recommendation.
Bring cash, sales, deals, upcoming commitments, and urgent messages into a one-page business brief for small business owners. Use connected tools or owner-supplied figures to show changes, specific risks, and today's most important action.
Prepare for the sales day with today's meetings, account context, deals closing soon, and waiting customer emails. Receive three priority actions, using connected services or uploaded calendars, spreadsheets, and emails when available.