비즈니스 스킬

Research a contact in Common Room using an email, social handle, or name. Bring together available background, activity, website visits, and company context, then suggest conversation starters supported by actual engagement signals.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Researching a contact before a sales conversation
• Reviewing recent activity and website visits
• Tracking changes in a contact's engagement

Build targeted company and contact lists with Common Room's Prospector. Refine criteria through conversation, distinguish new companies from existing accounts, and prioritize existing accounts using available activity signals and scores.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Build a new target company list by industry, size, and location
• Prioritize existing accounts using activity signals
• Find companies with attributes similar to a reference company

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.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Drafting a reply to an unanswered inquiry
• Sorting overnight inquiries for morning review
• Alerting the team to urgent prospects

Turns sales and stock data into a reorder plan with quantities, costs, and estimated stockout dates. Prepares supplier purchase orders, email drafts, and accounting memos for later invoice checks, while flagging slow stock and requiring approval before sending.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Estimate stockout dates and reorder quantities
• Prepare purchase orders and supplier email drafts
• Keep accounting memos for future invoice checks

Prepare accountant review materials from reconciled books, including US quarterly estimated payments and 1099-NEC contractor reporting candidates. The skill checks book closure first and documents assumptions, missing information, and deadlines without filing anything.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Preparing a quarterly estimated tax payment breakdown
• Listing 1099-NEC candidates and missing W-9 forms
• Assembling year-end materials for an accountant

Prepare payroll from timesheets, checking hours, pay, and unusual entries for each employee. Produce a run sheet for the owner to review and approve, with supported staging in Gusto and accounting entries after submission.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Checking missing punches and duplicate time entries
• Reviewing regular, overtime, and paid leave hours
• Explaining payroll changes from the previous period

Prepare for the next seven days of customer and prospect calls with one chronological briefing. Gather company and attendee research, highlight urgent account signals and notable news, and suggest meeting objectives using Common Room as the primary source.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Preparing for a week of customer calls
• Reviewing companies and attendees before meetings
• Spotting renewal risks and expansion opportunities

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.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Find prospects similar to existing paying customers
• Use market and competitor changes to refine sales targeting
• Draft personalized outreach for an approved prospect list

Turn meeting notes, voice memos, photos, drawings, or requests for proposals into priced proposals and estimates. Use existing templates and historical rates to produce DOCX and PDF files, with approval-based signature routing and deposit invoicing where supported.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Turn meeting notes or voice memos into a proposal
• Prepare an estimate from site photos and drawings
• Draft a response to a request for proposals

Find suitable grants and bidding opportunities, check eligibility before drafting, and prepare applications or responses to requests for proposals using past submissions and actual organizational data. It also tracks submission deadlines and reporting obligations after an award.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Finding grants your organization qualifies for
• Screening solicitations before deciding to bid
• Drafting applications from past submissions

Turn an open-ended business request into a recommendation for the right Small Business plugin skill or command. It considers stored business context, urgency, and connected tools, explains the next step, and requests confirmation before starting.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Finding where to start with a business concern
• Choosing a workflow for an urgent cash concern
• Exploring available business support features

Creates a hiring packet from a role brief: a job post, interview guide with scoring criteria, and offer letter template. Can also prepare a DocuSign draft for review before the user approves sending it.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Create a job post from hiring requirements
• Prepare interview questions and scoring criteria
• Draft an offer letter using an existing template

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.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Prepare a company briefing before a sales conversation
• Check buying signals and recent account activity
• Find account owners and key contacts

Reconcile accounting records with payment service payouts, identify discrepancies, possible duplicates, and missing receipts, then prepare a plain-English profit and loss summary with an Excel workbook and a one-page PDF for month-end review.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Reconcile monthly payment payouts with accounting records
• Find possible duplicates and missing receipts
• Prepare month-end documents for an accountant

Describe your ideal customer in plain language to find matching companies and decision makers. The skill adds company details and contact information, then presents a ranked lead table showing how closely each prospect matches your criteria.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Find sales prospects by industry and company size
• Identify decision makers with specific job titles
• Prioritize leads by fit with your ideal customer

Draft prospect emails and follow-up sequences using the sender’s established writing style and specific facts about each recipient. Present messages for approval, prepare approved sends when connected, and record contact history in HubSpot or a file.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Draft a cold email in the sender’s own style
• Prepare outreach to a referred prospect
• Write follow-ups after a customer meeting

Prepare for payroll by forecasting cash, drafting overdue invoice reminders to address shortfalls, and checking timesheets for anomalies. Produce a validated payroll worksheet or stage approved inputs in Gusto, leaving final payroll submission to the owner.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Checking whether cash will cover the next payroll
• Prioritizing overdue invoices to address a payroll shortfall
• Reviewing timesheet anomalies before payroll

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.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Checking business performance in a daily brief
• Reviewing weekly results and unresolved issues
• Identifying overdue invoices and stalled deals

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.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Preparing a weekly sales pipeline review
• Finding stalled deals and overdue closing dates
• Checking whether opportunities cover a sales target

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.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Prioritize leads from incoming inquiries
• Rank an uploaded lead backlog
• Check existing account ownership before routing a lead

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.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Researching a company before a sales approach
• Checking existing account records and ownership
• Assessing fit against your ideal customer profile

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.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Prioritize a portfolio of assigned accounts
• Find strong-fit accounts that need outreach
• Identify promising accounts with no recent activity

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.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Respond when a prospect says the price is too high
• Prepare for a deal involving a competitor
• Draft a reply to an objection received by email

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.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Reconcile monthly books against payment data
• Explain changes in revenue and margin
• Refresh cash forecasts using closed-month figures