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用 AI agent 赚钱 / agent 商业化 (创业 + 副业 + 咨询 + indie hacker) (Monetizing AI agents — building businesses (B2B SaaS / B2C tools / consulting / indie hacker / API arbitrage) around AI agent products and services) Master OS — automated mastery of Monetizing AI agents — building businesses (B2B SaaS / B2C tools / consulting / indie hacker / API arbitrage) around AI agent products and services: top builders' mental models, tool stack, current workflows, jargon, and where to keep up. Trigger this skill when the user works on Monetizing AI agents — building businesses (B2B SaaS / B2C tools / consulting / indie hacker / API arbitrage) around AI agent products and services problems and wants industry-grade thinking, tool selection, or workflow guidance. 触发词：「agent business」「monetize agents」「AI agent SaaS」「agent creator」「agent indie hacker」

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B2B 大客户销售 (B2B 大客户销售 / 企业级复杂销售 (Enterprise B2B Sales / Complex Selling) — 面向企业客户的高价值、长周期、多干系人复杂销售的职业认知操作系统，从业者(AE/客户经理/SE 售前/销售负责人 VP Sales/CRO)、想入行者、以及服务这行(销售咨询/enablement/RevOps)的视角。覆盖: (a) 第一性张力 — 三大方法论流派之争: **买方主导的诊断式提问 (consultative/discovery-led: SPIN 提问 → 痛点 → 方案, 「像医生先诊断再开方」) ⇄ 卖方主导的教学式挑战 (Challenger: Teach-Tailor-Take control, 用商业洞见 reframe 客户认知, 「像老师挑战客户的既有想法」) ⇄ 资格审查纪律 (MEDDIC/MEDDPICC: 先严格 qualify/disqualify, 「no deal 好过 bad deal」)**; 三派不是非此即彼, 资深人混用, 但底层世界观分歧真实(问 vs 教 vs 筛); 更深层张力 — 「过程/方法论纪律 (process rigor: 预测准确、deal inspection、qualify) ⇄ 关系/信任 (relationship: champion 培养、高管关系、人情)」, 「卖结果/业务价值 (business outcome/ROI、卖给经济决策人) ⇄ 卖产品/功能 (feature selling)」, 「多线程触达买方委员会 (multithreading buying committee) ⇄ 单一 champion 依赖」; (b) 方法论正典 (最标准化、最易蒸出高质量+CLI 化) — MEDDIC/MEDDPICC (Metrics 量化指标/Economic buyer 经济决策人/Decision Criteria 决策标准/Decision Process 决策流程/Identify Pain 痛点/Champion 内部拥护者 + Paper process 签约流程/Competition 竞争), SPIN (Situation/Problem/Implication/Need-payoff 提问序列), Challenger (商业洞见 commercial insight + reframe + 建设性张力 constructive tension + Mobilizer 调动者), Solution Selling (痛点链 pain chain/愿景创建/buying vision), Sandler (前置合约 up-front contract/痛苦漏斗 pain funnel/潜艇七步), Command of the Message (Force Management: 业务价值框架/before-after/decision criteria), Gap Selling (Keenan: 现状 current state → 期望 future state → 差距 the gap/问题中心), Miller Heiman Strategic Selling (蓝表 blue sheet/buying influences: 经济/用户/技术买家 + coach), Value Selling, BANT (老式资格框架, 多被 MEDDIC 取代); (c) 行业结构与角色 — SDR/BDR (开发/约见) → AE/客户经理 (成交) → SE/售前/Solutions Engineer (技术验证/POC/demo) → CSM (客户成功/续约扩张) → Sales Manager/VP Sales/CRO; RevOps (收入运营), Sales Enablement (赋能); land and expand (先落地再扩张)、量化指标 quota/OTE(目标总收入)/配额达成率/pipeline coverage(管道覆盖率 ~3x 业内经验法则)/win rate(赢率)/sales velocity(销售速度)/ramp time(爬坡期)/ACV·ARR·NRR(年合同额/年经常性收入/净收入留存); (d) 销售周期 (the deal/opportunity lifecycle) — prospecting 开发 → discovery 需求挖掘 → qualification 资格审查(MEDDIC) → demo/technical validation/POC 技术验证 → business case/value 业务价值与 ROI → proposal 提案 → negotiation 谈判(procurement 采购/法务/security review) → close 成交 → onboarding/expansion 交付与扩张; 干系人: champion 拥护者 vs coach 线人 vs economic buyer 经济决策人 vs blocker 阻碍者; mutual action plan/close plan(双向行动计划/成交计划); (e) 产出物与节奏 — discovery call(需求电话)、demo、business case、proposal/SOW、MAP(mutual action plan)、forecast(预测: commit/best case/pipeline 类别)、pipeline review/deal review/QBR(季度业务回顾)/account plan(客户计划); (f) 职业/招聘/薪酬 — quota/OTE/comp plan(底薪+提成)/accelerator(加速器)/SPIFF/clawback、ramp、President's Club(顶尖销售俱乐部)、SDR→AE→管理 晋升路径、rep turnover(销售流失率高); (g) 争议/批判 — Challenger 是否过誉(CEB 原始数据被质疑、insight selling 批评)、MEDDIC 沦为填表剧场(box-checking theater, 填字段不真 qualify)、活动指标 vs 质量(spray-and-pray 群发/冷电话存废之争)、AI SDR/自动化淹没收件箱(2024-2025 AI BDR 泡沫 + 邮件送达率崩溃 backlash)、SDR 军团模式是否将死(Winning by Design/signal-based GTM 取代)、配额虚高与销售 burnout、季末打折促单、销售方法论的「宗教化」与培训-认证产业链、最大竞争对手其实是「no decision/维持现状」而非对手; (h) 流派/思想谱系 — 提问诊断派(Rackham SPIN/Bosworth&Eades Solution Selling/Keenan Gap Selling) vs 挑战教学派(Dixon&Adamson Challenger/Force Management Command of the Message) vs 资格纪律派(MEDDIC: Napoli&Dunkel 起源/John McMahon/MEDDICC Andy Whyte) vs 关系战略派(Miller Heiman Strategic/Large Account) vs SaaS 现代收入架构派(Aaron Ross Predictable Revenue/Mark Roberge Sales Acceleration Formula/Jacco van der Kooij Winning by Design bowtie/David Skok 指标) vs 开发-心态派(Jeb Blount Fanatical Prospecting/Sales EQ、Anthony Iannarino、Josh Braun) vs 谈判(Chris Voss Never Split the Difference 战术同理心)。不含: B2C/零售/电商导购销售、纯电话客服/客户支持、纯渠道/分销管理(channel 虽相关但聚焦直销复杂销售)、纯 marketing/需求生成(demand gen 虽上游但本 skill 聚焦销售执行)、纯 CSM 客户成功(虽相关但聚焦 new logo + expansion 的销售动作)。) Master OS — automated mastery of B2B 大客户销售 / 企业级复杂销售 (Enterprise B2B Sales / Complex Selling) — 面向企业客户的高价值、长周期、多干系人复杂销售的职业认知操作系统，从业者(AE/客户经理/SE 售前/销售负责人 VP Sales/CRO)、想入行者、以及服务这行(销售咨询/enablement/RevOps)的视角。覆盖: (a) 第一性张力 — 三大方法论流派之争: **买方主导的诊断式提问 (consultative/discovery-led: SPIN 提问 → 痛点 → 方案, 「像医生先诊断再开方」) ⇄ 卖方主导的教学式挑战 (Challenger: Teach-Tailor-Take control, 用商业洞见 reframe 客户认知, 「像老师挑战客户的既有想法」) ⇄

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MBB-level management consultant with mastery over structured thinking, frameworks, guesstimation, industry analysis, and executive-grade deliverables. Use this skill for: solving business problems, structuring cases, market sizing, profitability analysis, market entry, M&A, pricing, operations, digital transformation, org design, and any consulting deliverable (deck, memo, one-pager). Trigger on: "consulting framework", "MECE", "issue tree", "hypothesis-driven", "80/20", "McKinsey", "Bain", "BCG", "strategy consulting", "management consulting", "problem statement", "root cause", "executive summary", "due diligence", "case study", Porter's Five Forces, 3C's, Ansoff, value chain, or any structured business problem-solving and strategic analysis task.

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When the user wants help with revenue operations, lead lifecycle management, or marketing-to-sales handoff processes. Also use when the user mentions 'RevOps,' 'revenue operations,' 'lead scoring,' 'lead routing,' 'MQL,' 'SQL,' 'pipeline stages,' 'deal desk,' 'CRM automation,' 'marketing-to-sales handoff,' 'data hygiene,' 'leads aren't getting to sales,' 'pipeline management,' 'lead qualification,' or 'when should marketing hand off to sales.' Use this for anything involving the systems and processes that connect marketing to revenue. For cold outreach emails, see cold-email. For email drip campaigns, see emails. For pricing decisions, see pricing.

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Optimize resumes for Applicant Tracking Systems, check ATS compatibility, and analyze keyword match

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Suede-owned revenue-operations discipline. Use when defining lead scoring and routing, MQL or SQL criteria, pipeline stages, CRM hygiene, automation, deal-desk rules, or marketing-to-sales handoffs. NOT FOR: writing outreach (use suede-cold-email), lifecycle campaigns (use suede-emails), pricing strategy (use suede-pricing), or mutating production CRM records without approval.

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Build, modify, audit, repair, optimize, debug, and deploy agents with Agentforce Agent Script. TRIGGER when: user creates, reviews, or changes .agent files or aiAuthoringBundle metadata; asks to fix AgentScript, audit an existing agent, run an AgentScript health check, common-pitfall review, or baseline-versus-candidate repair loop; changes a response, action, subagent, route, state flow, or Agent Spec; previews, debugs, deploys, publishes, or tests agents; uses sf agent generate/preview/publish/test; or manages Agentforce MCP servers, tools, assets, or authentication. DO NOT TRIGGER when: Apex, Flow, Prompt Template, Experience Cloud, or general Salesforce CLI work is unrelated to Agent Script; or the primary input is a production session or trace ID rather than an agent artifact.

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Write, run, and analyze structured test suites for Agentforce agents — functional AND security. TRIGGER when: user writes or modifies test spec YAML (AiEvaluationDefinition); runs sf agent test create, run, run-eval, or results commands; asks about test coverage strategy, metric selection, or custom evaluations; interprets test results or diagnoses test failures; asks about batch testing, regression suites, or CI/CD test integration; requests security testing, OWASP LLM Top 10, red-teaming, penetration testing, prompt-injection tests, a security grade, or a vulnerability assessment of an agent. DO NOT TRIGGER when: user creates, modifies, previews, or debugs .agent files (use agentforce-generate); deploys or publishes agents; writes Agent Script code; uses sf agent preview for development iteration; analyzes production session traces (use agentforce-observe); performs a static safety review of .agent file content (use agentforce-generate Section 15).

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Analyze production Agentforce agent behavior using session traces and Data Cloud, and manage Agent Health Monitoring (AHM) alerts. TRIGGER when: user queries STDM session data or Data Cloud trace records; investigates production agent failures, regressions, or performance issues; asks about session traces, conversation logs, or agent metrics; wants to reproduce a reported production issue in preview; runs findSessions or trace analysis queries; creates, lists, updates, or deletes an AHM data alert on an agent metric (escalation rate, deflection, etc.); asks why an alert is not firing or wants to check whether alerts have fired (notification counts, or the per-alert Incidents view). DO NOT TRIGGER when: user creates, modifies, or debugs .agent files during development (use agentforce-generate); writes or runs test specs (use agentforce-test); uses sf agent preview for local development iteration; deploys or publishes agents.

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CRM integration patterns for Close CRM, HubSpot, and Salesforce. Use when: Close CRM, HubSpot, Salesforce, CRM API, lead sync, deal sync, activity logging, CRM webhook, pipeline automation, contact enrichment.

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Prepare a complete client review meeting prep document for a financial advisor, for whatever timeframe the review covers (quarterly, annual, ad hoc). Given a household name or email and a timeframe, pulls CRM context (Salesforce/Redtail/Wealthbox), portfolio data (Orion/Addepar/Envestnet-Tamarac), estate & tax status (Wealth.com), meeting notes (Zocks or CRM), recent correspondence (Gmail/Outlook), and the household's plan snapshot (MoneyGuide), then assembles a meeting-ready prep doc with agenda, talking points, and action items. Triggers on "pre meeting", "/pre-meeting", "prep for [client]", "quarterly review prep", "get me ready for my meeting with [client]", or "client meeting tomorrow".

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Prepare a meeting-ready estate and tax brief for a household — opens with what was discussed and actioned since the last meeting (Wealthbox/Redtail/Salesforce), pulls the estate plan from Wealth.com (structure, key documents and whether each is signed, balance sheet) plus the prior-year tax look-back and that year's tax constants, and cross-checks it against how accounts are titled and beneficiaried at the custodian and portfolio platforms (Schwab, Orion/Addepar, iCapital) — surfacing unfunded trusts, titling mismatches, and beneficiary gaps as a prioritized flags list. The only write is creating advisor-approved follow-up tasks in the CRM (optional, approved first). Never drafts trust language, gives legal advice, retitles an account, or changes a beneficiary. Triggers on "estate brief", "estate meeting brief", "estate and tax brief", "estate plan review for [client]", "check [client]'s trust funding", "are [client]'s beneficiaries up to date", or "does [client]'s estate plan match their accounts".

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Designing ETL/ELT pipelines, visualizing data flows, selecting batch/streaming approaches, and architecting Kafka/Airflow/dbt systems. Use when building data pipelines or managing data quality.

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When the user wants help with revenue operations, lead lifecycle management, or marketing-to-sales handoff processes. Also use when the user mentions 'RevOps,' 'revenue operations,' 'lead scoring,' 'lead routing,' 'MQL,' 'SQL,' 'pipeline stages,' 'deal desk,' 'CRM automation,' 'marketing-to-sales handoff,' 'data hygiene,' 'leads aren't getting to sales,' 'pipeline management,' 'lead qualification,' or 'when should marketing hand off to sales.' Use this for anything involving the systems and processes that connect marketing to revenue. For cold outreach emails, see cold-email. For email drip campaigns, see emails. For pricing decisions, see pricing.

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Detects when a stated outcome names a specific instance — a mechanism-as-means or a single named product — where a category was meant, and returns a neutral fork for the lead to show the user, or nothing. Invoked by launch commands at outcome capture, in place of the verbatim echo.

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Power Apps Code Apps（コードファースト）の初期化・Dataverse 接続・UI 設計・開発・デプロイ。TypeScript + React + Tailwind CSS で開発する。Copilot Studio v2 Web app iframe、Agent flows 非同期連携、CSP 構成・メール送信パターンも含む。

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Use for CRM audits, duplicate detection, missing or stale fields, job changes, domain checks, acquisitions, parent-child relationships, repair plans, prevention, monitoring, and evaluation. Supports HubSpot, Salesforce, Attio, and mapped exports. Start with read-only analysis. Skip outreach writing, CRM interface design, and unrelated analysis.

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GTM prospecting, enrichment, outreach, and Deepline Play work/audits. Providers: adyntel,affinity,ai_ark,akta,allegrow,amplemarket,apify,attention,attio,aviato,bettercontact,bigquery,bluesky,bounceban,brave,browserbase,builtwith,cbinsights,clay,clickhouse,cloudflare,contactout,contextdev,crunchbase,crustdata-v3,customer_db,databricks,dataforseo,datagma,dealroom,deepline_ip_to_company,deepline_native,deeplineagent,discolike,dropleads,edges,emailbison,emailguard,enformion,enigma,exa,findymail,firecrawl,fireflies,firmable,forager,fullenrich,fundable,generic_http,getleads,gong,google_ads_audiences,google_workspace,govfiles,grain,hackernews,harvestapi,heyreach,hubspot,hunter,icypeas,instantly,intercom,ipqs,kaspr,kernel,leadmagic,lemlist,limadata,linkedin_ads_audiences,luma,lusha,meta_audiences,millionverifier,nooks,notion,openmart,opensosdata,openwebninja,outreach,parallel,peopledatalabs,pitchbook,podscan,polymarket,postgres,predictleads,prospeo,quickenrich,rapidapi,redshift,rocketreach,salesforce,salesforge,….

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Salesforce Agentforce AI agents and autonomous automation (2025)

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Query, read, create, update, and describe Salesforce records — Accounts, Contacts, Opportunities, Leads, Cases, and custom objects. Use this whenever the user wants to look up a Salesforce record, run a SOQL query, update an Opportunity, check an object's fields, or asks "what's in Salesforce" — even if they don't say "API". Also use it for any URL under *.salesforce.com / *.lightning.force.com or a mention of a Salesforce record ID or SOQL. Always start from this skill when interacting with this service — its bundled scripts and recipes are the fastest path.

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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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Streams audio from Twilio Media Streams over WebSocket to AssemblyAI real-time transcription, extracting speaker-diarized transcripts with word-level timestamps. Triggers entity detection and sentiment analysis via AssemblyAI LeMUR on completed call segments. Results are pushed to HubSpot or Salesforce contact records via their REST APIs.

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Use Cloudsplaining when an agent needs to flag privilege-escalation paths and overbroad IAM permissions before an AWS policy change reaches production.

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Expert sales operations and analytics guidance for revenue teams. Use when designing CRM workflows, building sales dashboards, optimizing pipeline analytics, creating lead routing rules, designing territories, calculating commissions, managing data quality, building forecasting models, or integrating sales tech stack. Covers Salesforce, HubSpot, Outreach, Gong, and RevOps best practices.

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