348 skills · sorted by relevance
Create a new app that extends a running Twenty instance. Guide project naming and instance selection, then use the scaffolder to install dependencies, authenticate, initialize Git, and complete the initial sync and installation.
Assess how marketing channels contribute to conversions and revenue. Compare attribution models, which assign credit to customer interactions, reconcile conflicting reports, and design first-party tracking that connects browsing history to bookings or purchases.
Review incoming sales inquiries, classify their fit and urgency, and draft replies in the owner's voice using available meeting times. Notify the team about urgent prospects, record activity, and hold every customer reply for approval.
Set up a sales workspace by checking connected tools and displaying deals, pending replies, meetings, and suggested actions. Analyze sent emails to match your writing style, with a starter dashboard and connection guidance when tools are missing.
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.
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.
Develop Salesforce workflows, interface components, and integrations using Apex and Lightning Web Components. The skill guides database queries, bulk processing, platform resource limits, testing, and deployment through Salesforce DX.
Use when auditing CRM data quality, finding duplicate records, identifying stale leads, cleaning pipeline data, or improving data hygiene. Triggers: 'clean my CRM', 'audit CRM data', 'find duplicates', 'CRM hygiene', 'data quality check', 'stale leads', 'pipeline cleanup'.
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Use when creating or configuring a CRM Analytics (Einstein Analytics) app — including app containers, lenses, datasets, data source connections, app sharing, and the row-level security that gates whether users see any data. NOT for choosing Reports vs CRM Analytics vs Tableau — use admin/einstein-analytics-basics. NOT for security predicate syntax, sharing inheritance or Analytics license assignment — use admin/analytics-permission-and-sharing.
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CRM Specialist IA — Expert en CRM (HubSpot, Salesforce, Supabase CRM, pipelines, automation).
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Busabase-backed App-in-Skill CRM operator for contacts, companies, deals, and agent-drafted follow-ups in a reviewable follow-up queue. Use when the user invokes $kelly-crm or /kelly-crm, mentions CRM, pipeline, contacts, companies, deals, follow-ups, relationship management, meeting-note capture, outreach drafts, next steps, or wants to review/approve agent-drafted follow-up messages before they are sent through other channels.
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Connect an agent to an existing Twenty workspace through MCP, a tool connection protocol, to inspect CRM records and field definitions. Present results as readable Markdown with formatted dates, values, and links to the original records.
Retrieve customer and opportunity records from Twenty CRM and turn them into concise summaries or comparison tables. Format field labels, dates, and amounts for easy reading, and link records back to their original workspace when possible.
Identify customers whose purchases have fallen behind their usual rhythm, prioritize them by past value and warning signs, and draft personalized follow-ups. Send approved messages and log activity, stopping the sequence when a reply arrives.
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.
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 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.
Research companies and people before outreach or meetings. Combines business profiles, recent news, hiring signals, and key contacts into a sourced brief with talking points and suggested questions, adding relationship history when CRM data is connected.
Split independent research or data-entry tasks among parallel workers. Provides a workflow for tracking completion in a table, testing one task first, and using a Python playbook to retry unfinished work and resume interrupted runs.
Manage prospects and clients for GEO services, which help sites prepare for AI search visibility. Keep contact details, audit history, notes, and monthly deal values in a local JSON file, and summarize sales stages and potential revenue.
Manage HubSpot CRM contacts, companies, deals, and CMS content via API. Use when the user says "add contact to HubSpot", "create deal", "search CRM", "HubSpot contacts", "update deal stage", "CRM report", "HubSpot pages", or asks about managing their sales pipeline, CRM data, or HubSpot content.
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Expert patterns for HubSpot CRM integration including OAuth authentication, CRM objects, associations, batch operations, webhooks, and custom objects. Covers Node.js and Python SDKs. Use when "hubspot, hubspot api, hubspot crm, hubspot integration, contacts api, hubspot, crm, marketing, sales, api" mentioned.
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Manage contacts, companies, deals, and pipeline with crm.cli — a headless CLI-first CRM backed by SQLite with a virtual filesystem interface
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"Customer relationship management strategy — integrated framework with six pillars: customer segmentation (RFM/CLV), journey orchestration (cross-channel), CDP technology stack, loyalty-program design, B2B key-account management (KAM), and CRM organization/governance. Use for VIP program design, membership-system decision, retail/ecommerce/B2B customer strategy, CDP buy-vs-build, marketing-automation adoption, or key-customer churn. Triggers: 『CRM 系統』『會員經營』『客戶分級』『大客戶策略』『CDP』『行銷自動化』『客戶生命週期』『VIP 方案』『顧客忠誠』『RFM』『CLV』『KAM』『Journey Orchestration』. For 師大 EMBA CRM, 政大 ecommerce, 中山 marketing cases. Complements Asgard `biz-cac-ltv` (tactics) and `biz-customer-journey` (single method) with the strategic integration layer.".
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