Identify what a sales opportunity needs to reach its next stage or close. Use deal records and conversations to map missing requirements, assign owners and deadlines, and sequence the next actions with supporting evidence.
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Set brand styling from a website link or a plain-language description, preview it on a sample page, and save preferred delivery formats so future plugin pages and documents follow the chosen look and format.
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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.
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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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Turn call notes, meeting transcripts, or email exchanges into completed CRM activities linked to the relevant account, deal, and contacts. Review the entry with its sources, save it on request, and check past activity.
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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.
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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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Connect business software to Claude by checking existing connectors first, then Zapier or scheduled exports. The skill narrows the task, configures access, tests real data, and explains limits, with approval required for write actions.
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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.
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Review business contracts, including NDAs and vendor agreements, for payment, liability, ownership, and other risks. Get plain-English findings ranked by severity, negotiation suggestions, and an optional DOCX showing proposed deletions and additions.
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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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Turn an approved campaign brief into a posting calendar, Canva social designs, captions, and plain-text emails. With owner approval at each stage, schedule social posts in HubSpot and hand over email drafts for sending through the owner's chosen tool.
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Prepare a one-page customer call brief with attendee profiles, account history, open deals, and context from earlier conversations. Use available connected sources or uploaded files to build a sourced call plan and relevant discovery questions.
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Analyze closed sales opportunities to explain patterns behind wins and losses. Compare win rates, deal sizes, and sales stages, then use available transcripts and emails to recommend evidence-based process improvements and coaching priorities.
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Use sales history and seasonal patterns to decide what to promote over the next 30 days. Get prioritized product recommendations, content angles, and offer ideas based on best sellers, slow movers, and recent trends.
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Find customers’ exact words about a feature, objection, or competitor across meeting transcripts and emails. Organize quotes with speaker details, dates, sources, and context, while showing which accounts lack source coverage.
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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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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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Prepare a daily sales call list ranked by lead priority, with talking points drawn from recent emails. Get proposed calendar slots, follow-up email drafts, and a printable call sheet with space to record outcomes.
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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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Identify evidence-backed opportunities to sell more to existing customers. Compare purchases with unmet needs across products, teams, regions, and contract levels, then rank potential deals and outline whom to approach and how.
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Close out a sales day by reconciling meetings with call records, identifying CRM updates, and collecting commitments from both sides. Receive a day-end wrap with call statuses and the three highest-priority actions for tomorrow.
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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.
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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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