商务技能

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.

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

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.

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• Finding regular customers who have stopped ordering
• Prioritizing customers for renewed contact
• Drafting personalized messages to reconnect

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.

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

Prepare for customer meetings with a concise brief built from Common Room data. Combine company activity, attendee profiles, and previous conversations into specific talking points, likely discussion topics, and a recommended meeting outcome.

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• Preparing for a first sales conversation
• Reviewing usage and risks before a renewal meeting
• Checking attendee roles and previous conversations

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.

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

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.

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• 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

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.

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

Use sales history and current stock to estimate stockout dates, reorder timing, quantities, and costs. Identify cash tied up in slow-moving inventory, and prepare purchase order and supplier email drafts for approval.

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• Deciding what to reorder this month
• Checking whether stock will last until delivery
• Finding cash tied up in slow-moving stock

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.

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• 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

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.

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

Turn applications into a ranked shortlist using only the job’s stated criteria, with evidence for each score. Prepare candidate replies, coordinate interview times, and create an onboarding checklist while leaving hiring decisions to the owner.

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• Shortlisting applicants against the job’s stated criteria
• Drafting interview invitations and rejection replies
• Coordinating interview times

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.

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

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.

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

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.

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

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.

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

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.

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

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.

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

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.

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

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.

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

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.

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

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.

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• Writing a first sales email to a prospect
• Following up on an earlier email conversation
• Re-engaging a prospect after a gap

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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• Checking the impact of a deal moving to next quarter
• Recalculating target gaps after a deal shrinks or is lost
• Finding replacement deals that could close this quarter

Assess customer account health using evidence about relationships, engagement, commercial status, support, and delivered value. Prepare a quarterly business review with documented outcomes, open commitments, suggested attendees, and an agenda for the next phase.

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• Check customer relationship health and renewal risks
• Prepare outcomes and an agenda for a quarterly business review
• Compare meeting and email activity across periods

Maps people involved in a deal or account using CRM records, communications, or supplied files. Shows roles, engagement, and stance with evidence, identifies missing decision makers and dependence on one contact, and suggests paths to new relationships.

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• Identify decision makers and influencers in a deal
• Check whether a deal depends on a single contact
• Find introduction paths to people you have not reached