Build a sales prospecting package by researching the market, ranking potential customers, drafting messages in the sender's voice, and logging outreach. Separate approvals govern key stages, with customer files and spreadsheets supporting work when connectors are unavailable.
Fills the funnel end to end without the owner babysitting it — reads the market and the competition for context, builds a ranked list of named prospects with a reason attached to each, writes personalized outreach in the owner's own voice, and logs every touch to the CRM. Chains lead-finder, outreach-composer, and crm-autopilot behind a web-native market read, with an owner approval at every handoff. Use this whenever the owner wants more pipeline rather than one specific piece of it, including phrasings like "I need more leads," "fill my funnel," "who should I be calling and what do I say," "find me customers like my best ones and reach out," "build me a prospect list and write the emails," or "sales has gone quiet, get something moving." Reach for it when the owner describes wanting new business generally rather than asking for a list or a single email.
Review the instructions the agent will receive before you install.
Run the pipeline-building chain: a web-native market read for context, then lead-finder for the list, outreach-composer for the copy, and crm-autopilot for the record. Each skill keeps its own gates, and this command does not loosen any of them.
Connectors: Apollo (or Clay) plus HubSpot is the full path. Mail (Gmail or Microsoft 365) adds sending. Zoom adds recorded discovery and sales calls to Step 4's logging — read-only, only meetings the owner hosted or attended, and its recordings list covers a one-month window per call, so a sweep asks month by month rather than for a range it cannot return. With none of them, web research plus an uploaded customer CSV goes in, a ranked list and drafted outreach come out for the owner to send by hand, and the log lives in a spreadsheet. That is a real run.
Run this leg inline and keep it scoped to what informs targeting — not a full weekly brief. Scan public sources on the owner's competitors and their market: sites and pricing, ad and social activity, job postings, and press.
In: the competitor watchlist if one exists, plus public sources. Win-loss data from HubSpot when connected, which is the sharpest signal available and is not public.
Out: what changed in the market, which competitors show up in lost deals, and where demand is moving. Observed facts and inferences labeled separately, always.
Gate: show the owner the read and ask whether it changes who to target. One question. If nothing material changed, say so in three lines and move on — a quiet market is a valid answer and does not stall the chain.
Trigger the lead-finder skill workflow, carrying Step 1's context in as targeting input.
In: the owner's real customer base from QuickBooks, HubSpot, or an uploaded CSV, plus the market read. The ideal customer profile is derived from who actually pays, never asked for in the abstract.
Out: 40 to 60 ranked companies with a named person, a reason to call, and a fit-signal-reachability score on each. Inferred contacts marked as inferred.
Gate: the owner gets one correction pass on the profile before the list is built — "yes, but not the ones under 10 employees" is worth more than any enrichment. Then they approve the list before any copy is written.
Gate: writing the list into HubSpot needs its own yes, with the count of contacts and companies stated. Declining is fine; the XLSX is the deliverable.
Trigger the outreach-composer skill workflow against the approved list.
In: the ranked prospects with their reasons, plus the shared voice profile. If no profile exists, it gets built from 15 to 30 of the owner's own sent messages before a word is written.
Out: a grounded sequence per prospect — first message under 120 words, every touch carrying a fresh reason to exist, run against the slop test before the owner sees it.
Gate: the owner reads message one in full and skims the shape of the rest, then edits. Expect edits. Every correction folds back into the voice profile so it does not have to be made twice.
Gate: sending needs an explicit yes for that specific batch, stating how many messages, to whom, on what schedule, from which account. Approval for message one is not approval for the follow-ups — confirm those separately or leave them as drafts.
Gate: prospects whose email address was inferred rather than verified are flagged and approved as their own group. Bounces at volume damage the owner's sending domain for months, and that damage reaches their real customer mail.
Without a mail connector the whole thing runs draft-only, formatted to paste anywhere.
Trigger the crm-autopilot skill workflow in log mode.
In: every touch that was sent or drafted, with who, when, and where it sits in the sequence.
Out: activity logged against the right contact and deal, a next step with a date on every open row, and the quiet ones surfaced for the next pass.
Gate: CRM writes are approved. Contact creation is announced before it happens. Deal stage and amount are proposed, never written. Nothing is ever deleted.
Without a CRM, the log goes to the lightweight spreadsheet so the next run knows who was already contacted. Contacting someone twice with the same opener is a visible, avoidable mistake.
Deliver the pipeline package per the owner's stored output preference — never default to a markdown file. Check the ## Business context block's Output preference (shared style guide rule, ../../shared/artifact-style.md):
End with a one-paragraph recap: what the market read said, how many prospects made the list and how it was built, how many messages were drafted versus sent and to whom, what was written to the CRM, and what still needs the owner.
Then one short close: the funnel is filled and every touch is logged. The natural next step is "leads are going cold" — speed-to-lead catches the replies and new inbound this outreach generates before they cool. Also nearby: "win back quiet customers" (/reactivate) for the customers already lost, and "is my marketing working" (growth-pulse) to see whether the pipeline push shows up in the numbers. Offer at most three, and skip any offer the owner already declined this session.
The connectors named in this skill are the tested paths, not a wall. If the owner wants this flow to use a tool that isn't connected or listed, offer build-connector — it checks the connector directory first and connects through Zapier otherwise, never hand-building against a raw API. Once the connection exists, the tool joins this skill like any other optional connector, under the same approval gates.
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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.
Build or refresh a strategic customer account plan from sales records, emails, and meeting transcripts. Organize goals, stakeholders, growth opportunities, risks, and dated actions into a document, then sync approved highlights to the customer relationship management system.
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.
Research sales accounts using Common Room data to summarize company details, buying signals, ownership, and key contacts. Answer specific questions directly or prepare a broader briefing with evidence-based next steps, clearly identifying missing information.
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.