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.
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.
Analyze competitors using deal outcomes, customer quotes, and public developments. Prepare tactics for a specific deal, battlecards—sales reference sheets for each competitor—and weekly updates that distinguish evidence from interpretation.
Find customers’ exact words about a feature, objection, or competitor across meeting transcripts and emails. Organize quotes with speaker details, dates, sources, and context, while showing which accounts lack source coverage.
Assess incoming leads or rank a lead backlog by customer fit and buying intent. Receive evidence-based priorities, routing recommendations, and suggested first responses, with existing account ownership checked when CRM records are available.
Compare assigned work from connected trackers with TASKS.md, review stale tasks, and fill gaps in stored context about people and projects. An optional comprehensive scan finds possible missed commitments in recent activity, with changes confirmed by the user.
Set brand styling from a website link or a plain-language description, preview it on a sample page, and save preferred delivery formats so future plugin pages and documents follow the chosen look and format.
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.
Turn call notes, meeting transcripts, or email exchanges into completed CRM activities linked to the relevant account, deal, and contacts. Review the entry with its sources, save it on request, and check past activity.
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.
Audit CRM deals for missing fields, outdated dates, inactive records, and mismatches between sales stages and supporting evidence. Receive a checklist of issues and suggested fixes, using connected CRM data or an uploaded pipeline export.
Coordinate month-end reconciliation, owner sign-off, and a 30/60/90-day cash forecast based on closed books. Combine the results into a reporting packet with financial explanations and open items, with approval required before external delivery.
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.
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.
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.
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 a one-page customer call brief with attendee profiles, account history, open deals, and context from earlier conversations. Use available connected sources or uploaded files to build a sourced call plan and relevant discovery questions.
Connect business software to Claude by checking existing connectors first, then Zapier or scheduled exports. The skill narrows the task, configures access, tests real data, and explains limits, with approval required for write actions.
Compare compensation with market benchmarks by role, level, and location. Analyze salary band placement, flag outliers and retention risks, and model equity grants, meaning share-based compensation, to support hiring offers and compensation reviews.
Creates workforce reports from uploaded, pasted, or connected HR data. Analyzes headcount, turnover, diversity, and organizational health, then presents key metrics, trends, methodology, caveats, and practical recommendations for leadership and HR teams.
Analyze business workflows to find delays, repeated work, unnecessary steps, and opportunities for automation. Get a before-and-after process comparison, specific recommendations, estimated effects, and an implementation plan based on how the work currently happens.
Set up a task list, working memory files, and a dashboard for a productivity system. Use existing todos to clarify nicknames, acronyms, and project codenames, then organize that context into reusable people, terminology, and project notes.
Plan and draft email sequences for onboarding, lead nurturing, launches, or customer return campaigns. Get complete email copy, send timing, behavior-based branches, exit rules, a flow diagram, and A/B testing suggestions with performance targets.
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