150건 · 관련도순
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.
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Keep customer records and sales deals current using emails, meetings, and call transcripts. Prepare activity summaries, follow-up drafts for quiet deals, cleanup proposals, and a next-step queue with owners and dates.
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Track multiple M&A, financing, or restructuring deals in an Excel workbook. Organize stages, milestones, deadlines, and assigned tasks, flag delays and risks, and prepare a weekly review covering developments and upcoming work.
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Analyze won and lost HubSpot deals by customer segment, competitor, deal value, and the stage before a loss. Group recorded loss reasons into themes and post a weekly Slack summary with concrete recommendations, leaving deal records unchanged.
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Amazon deal planning and promotional strategy optimization. Lightning Deals, Best Deals, Coupons, Prime Exclusive Discounts analysis and ROI calculation. Deal eligibility assessment, timing optimization, and promotional campaign planning. Use when the user asks about Amazon deals, Lightning Deals, promotional planning, deal strategy, or Amazon promotions.
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Product marketing and go-to-market strategy for B2B SaaS launches and positioning. Use this skill when planning a product launch, developing positioning and messaging, analyzing competitive landscape, building customer advocacy programs, designing a customer referral program (who may accept the reward, how the introduction is made), designing a win/loss interview program, working out why we lose deals, designing GTM strategy, creating category positioning, planning analyst briefings, or deciding which country to expand into and how far to localize. Also use it for an early-stage startup where the founder is still doing the selling — running founder-led sales, setting up a design-partner program, judging whether you have product-market fit, deciding what not to do yet, deciding when to hire the first AE or first marketer, and moving upmarket to larger buyers. Also use it when your company has just acquired another (or is about to), to plan the marketing integration: what you may and may not do between signing and close, the first letter to the acquired customers, whether to keep, endorse, fold in or retire the acquired brand, merging the two marketing databases without mailing people who opted out, when to start cross-selling, and announcing a product sunset. Also use it to design a demand-generation campaign and the channel plan it runs on: one campaign with one job, the offer for buyers who are and are not in market, what each channel is for, the kill and scale rules set before launch, the follow-up sales agrees to, the yearly calendar of always-on programs and tentpole campaigns, and which channels to keep, test or stop. Also use it for brand marketing and demand creation — how much to spend on brand versus performance, what to measure when a brand campaign produces no conversion event, and how to answer "we cannot attribute it". Also triggers on: founder-led sales, founder-led GTM, design partners, design partner agreement, first customers, first 10 customers, do we have product-market fit, PMF, Sean Ellis test, very disappointed survey, pre-seed, seed stage, when to hire our first AE, first sales hire, first marketing hire, moving upmarket, going upmarket, enterprise readiness, first enterprise deal, what do enterprise buyers need before they sign, positioning, product launch, beta program, early access program, design partners, private preview, public preview, general availability, GA launch, when can we call it GA, can sales sell a beta feature, selling the roadmap, launch tier, competitive intelligence, messaging, customer advocacy, win/loss analysis, win/loss interviews, why we lose deals, closed-lost analysis, loss reason, close-reason field, competitive displacement, displace an incumbent, rip and replace, competitive takeout, switch from a competitor, win deals from a competitor, incumbent contract, renewal window, auto-renewal notice period, switching costs, EU Data Act, cloud switching rights, why do we lose to no decision, GTM, category design, ideal customer profile, ICP, what is our real ICP, who actually buys from us, refresh our ICP from closed-won deals, ICP refresh before planning, analyst briefing, G2 review, international expansion, market entry, expand into Europe, which country should we launch in next, localization, translate our site, in-country go-to-market, regional GTM, is cold email legal in Germany, brand marketing, brand awareness, brand vs performance, brand versus demand gen, demand creation, demand capture, 95-5 rule, out of market buyers, category entry points, distinctive brand assets, mental availability, brand tracking, brand health, brand lift, share of search, how do we measure brand, justify brand spend, brand budget. Also triggers on public-sector marketing: sell to government, government marketing, public sector go-to-market, federal marketing, state and local government, SLED, FedRAMP, FedRAMP marketing claims, can we say FedRAMP ready, GovRAMP, StateRAMP, VPAT, accessibility confor
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Create sales materials tailored to the buyer and deal stage, including pitch outlines, one-page summaries, objection responses, and demo scripts. Use evidence from won and lost deals to improve the materials sales teams rely on.
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Plan complex enterprise sales by mapping stakeholders, checking qualification with MEDDICC, a framework for assessing deals, and building shared action plans. Review buyer alignment, purchasing steps, and customer participation to identify stalled opportunities and next actions.
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Review a sales team's pipeline by representative and deal stage. The skill summarizes progress against targets, highlights deals that could affect the quarter, and suggests concrete manager actions and coaching questions using CRM data or an uploaded export.
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Build a weekly sales forecast from HubSpot deals using the team’s configured stage probabilities. Compare expected revenue with the quarterly quota, break it down by stage, owner, and segment, and report deal risks in Slack.
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Maintain HubSpot customer records by merging duplicate contacts, filling missing information from Clearbit, and flagging inactive deals. Field-fill batches above a configured record threshold wait for human approval, and each run reports its changes and pending requests.
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Check open HubSpot deals for inactivity, missing next steps or close dates, stalled stages, and overdue tasks. Update an internal flag, send grouped Slack reminders to each representative, and report the highest priority deals to the sales manager.
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Read and write Pipedrive: list deals and contacts, create deals. Trigger phrases: pipedrive, my pipeline, deals.
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TikTok Shop deals — Flash Deals, vouchers, free shipping, bundle deals, promotion planning
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Deal desk: reviews, approves, and structures non-standard sales deals. Use when standing up a deal desk, building approval-threshold matrices, designing deal-review packets, routing deals, or auditing deals for compliance.
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Analyze pipeline health, identify stalled deals, predict close probability, and suggest actions to move deals forward. Improves forecast accuracy and prevents revenue leakage. Use when deals get stuck or forecast accuracy is poor.
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Product marketing and go-to-market strategy for B2B SaaS launches and positioning. Use this skill when planning a product launch, developing positioning and messaging, analyzing competitive landscape, building customer advocacy programs, designing a win/loss interview program, working out why we lose deals, designing GTM strategy, creating category positioning, planning analyst briefings, or deciding which country to expand into and how far to localize. Also use it for brand marketing and demand creation — how much to spend on brand versus performance, what to measure when a brand campaign produces no conversion event, and how to answer "we cannot attribute it". Also triggers on: positioning, product launch, competitive intelligence, messaging, customer advocacy, win/loss analysis, win/loss interviews, why we lose deals, closed-lost analysis, loss reason, close-reason field, competitive displacement, displace an incumbent, rip and replace, competitive takeout, switch from a competitor, win deals from a competitor, incumbent contract, renewal window, auto-renewal notice period, switching costs, EU Data Act, cloud switching rights, why do we lose to no decision, GTM, category design, analyst briefing, G2 review, international expansion, market entry, expand into Europe, which country should we launch in next, localization, translate our site, in-country go-to-market, regional GTM, is cold email legal in Germany, brand marketing, brand awareness, brand vs performance, brand versus demand gen, demand creation, demand capture, 95-5 rule, out of market buyers, category entry points, distinctive brand assets, mental availability, brand tracking, brand health, brand lift, share of search, how do we measure brand, justify brand spend, brand budget.
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Find potential companies for private equity investment, check past correspondence and internal discussions for existing relationships, and draft personalized introductory emails to founders. Produce a researched shortlist and concise outreach drafts for review.
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Create a single PowerPoint slide summarizing recent funding activity in selected sectors or companies. Using S&P Global Capital IQ data, it highlights funding totals, company valuations, major investors, key trends, and links to individual deals.
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Prepare a daily briefing from information stored in gbrain, covering meeting participants, active deals, deadlines, and recent changes. Each fact includes its source and update date, while missing context and outdated information are explicitly flagged.
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Compare saved knowledge with current web sources using Perplexity. This skill produces a cited research page that separates new developments, supporting evidence, and contradictions, with suggested updates to stored information about people, companies, or deals.
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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.
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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.
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Model how a delayed, reduced, or lost deal changes progress toward a sales target. Compare forecast totals, the remaining gap, and pipeline coverage—the open deal value relative to that gap—and identify realistic replacement deals and actions.
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