Sales & CRM

Complete B2B sales system — from ICP to closed-won. Discovery frameworks, objection handling, pipeline management, forecasting, and deal acceleration. Works for any B2B company.

The entire EU public procurement corpus — €815B/year — searchable offline, with B2B lead generation for... Trigger phrases: `find EU procurement contracts`, `search TED tenders`, `who wins EU IT contracts in Germany`, `open tenders expiring soon`, `public procurement analysis`, `EU contract opportunities`, `use eu-tenders`, `run eu-tenders-pp-cli`.

Resolves GWAS associations to candidate causal variants and credible sets via SuSiE, susie_rss, FINEMAP, CAVIAR, DAP-G, PAINTOR, PolyFun, SuSiEx, MultiSuSiE, and FOCUS. Use when narrowing a GWAS lead SNP to a 95 percent credible set, choosing between in-sample and reference LD, calibrating non-sparse loci with SuSiE-inf or FINEMAP-inf, integrating functional priors via PolyFun, fine-mapping across ancestries with SuSiEx, diagnosing LD mismatch via estimate_s_rss and kriging_rss, handling HLA or long-range LD, or feeding credible sets into coloc.susie for colocalization.

Interact with Zoho CRM, Projects, and Meeting APIs. Use when managing deals, contacts, leads, tasks, projects, milestones, meeting recordings, or any Zoho workspace data. Triggers on mentions of Zoho, CRM, deals, pipeline, projects, tasks, milestones, meetings, recordings, standups.

Otter.ai transcription CLI - list, search, download, and sync meeting transcripts to CRM.

Freshsales integration. Manage crm and sales data, records, and workflows. Use when the user wants to interact with Freshsales data.

Integrate payments with SePay (VietQR), Polar, Stripe, Paddle (MoR subscriptions), Creem.io (licensing). Checkout, webhooks, subscriptions, QR codes, multi-provider orders.

Integrate Circle Gateway to hold a unified USDC balance across multiple blockchains and transfer USDC instantly (<500ms) via permissionless deposit, burn, and mint workflows. Available on 11 EVM chains + Solana (mainnet and testnet), plus Arc testnet. Use when: enabling chain-agnostic user experiences, low-latency or instant next-block finality is required, capital needs to be pooled across chains for greater capital efficiency, or building apps with consolidated crosschain balances. Triggers on: Gateway, unified balance, crosschain USDC, instant transfer, chain abstraction, Gateway Wallet, Gateway Minter, gatewayMint, burn intent, crosschain liquidity, payment routing, capital efficiency, permissionless transfer.

Creates and enhances Odoo 16.0 connector modules that integrate with external systems (e-commerce, logistics, accounting, CRM) using the `generic_connector` framework

Deep multi-platform intelligence analysis combining LinkedIn (profile, posts, activity), Twitter/X (tweets, engagement), Reddit (discussions, community), web presence (articles, GitHub, blogs), and company intelligence. Use when analyzing people for networking, sales, partnerships, or recruitment. Accepts LinkedIn URL or name+context. Produces comprehensive cross-platform reports with conversation strategies and strategic value assessment for AnySite.

Create, edit, and manage forms in the University of Illinois ATLAS FormBuilder Admin application (appserv7.admin.uillinois.edu/FormBuilderAdmin). Use when the user needs to work with FormBuilder forms including: creating or editing form questions and sections, configuring event session categories and event sessions, setting up payment line items and CFOAPAL codes, managing workflow phases and routing triggers with conditional statements, configuring authentication and self-registration for local users, editing form periods, managing waitlists and registration limits, setting up question triggers for conditional visibility, working with text merge fields, handling form responses and reports, or troubleshooting form behavior. Keywords: FormBuilder, ATLAS, UIUC, form builder, event registration, survey, form questions, payment configuration, workflow, routing triggers, phases, event sessions, iPay, CFOAPAL.

Set up and run Airtable-based sales operations and CRM workflows — pipeline management, account and renewal management, deal desk, RFP / tender pipelines, partner CRMs, sales forecasting, vertical CRMs (real estate, mortgage, brokerage, capital markets, public works, nonprofit), and AI-native lean stacks (Clay-equivalent enrichment, AI-assisted outbound, conversation-intel ingestion). Use when the user wants to track deals, manage accounts, build a pipeline, run a deal desk, coordinate partners, manage RFPs, or build an AI-forward GTM stack. Defaults to augmenting existing CRMs (Salesforce / HubSpot); also supports Airtable-as-CRM and AI-native stacks. Asks scope first. Commercial workflows only; post-sale support belongs to a future customer-success skill.

Applies Teresa Torres's continuous discovery habits to help product teams discover products that create customer and business value. Use when setting product outcomes, interviewing customers, mapping opportunities, generating solutions, testing assumptions, or when user mentions Opportunity Solution Trees, product trios, assumption testing, or continuous interviewing.

Deep research powered by Exa. Use for lead generation, literature reviews, deep dives, competitive analysis, or any query where one search falls short, including phrases like 'research this', 'find everything about', 'find me all', or 'deep dive on'.

Pharmaceutical research assistant for drug discovery workflows. Search bioactive compounds on ChEMBL, calculate drug-likeness (Lipinski Ro5, QED, TPSA, synthetic accessibility), look up drug-drug interactions via OpenFDA, interpret ADMET profiles, and assist with lead optimization. Use for medicinal chemistry questions, molecule property analysis, clinical pharmacology, and open-science drug research.

Comprehensive SQLAlchemy skill for customer support tech enablement, covering ORM patterns, session management, query optimization, async operations, and PostgreSQL integration

Comprehensive Alembic database migration management for customer support systems

Analyze Intercom conversations to identify support patterns, investigate customer issues, and look up contacts and companies. Use when the user asks to "analyze conversations", "find support patterns", "search Intercom", "look up a customer", "investigate a customer issue", "check contact info", or asks questions about their Intercom data.

When the user wants to create or update their product marketing context document. Also use when the user mentions 'product context,' 'marketing context,' 'set up context,' 'positioning,' 'who is my target audience,' 'describe my product,' 'ICP,' 'ideal customer profile,' or wants to avoid repeating foundational information across marketing tasks. Use this at the start of any new project before using other marketing skills — it creates `.agents/product-marketing-context.md` that all other skills reference for product, audience, and positioning context.

Guide for creating Opportunity Solution Trees (OST) for pre-PMF startups. Use when discussing product discovery, problem validation, customer research, or when helping startups identify problems worth solving. Use for queries about OST framework, problem-solution mapping, or validating product ideas.

Build a targeted list of contacts or companies from Lusha and return verified phone numbers alongside emails. Use when the user says "find me [title] at [company type]", "build a list of [ICP description]", "prospect [criteria]", "who should I be calling at [industry]", or any request to generate a lead list from an ICP or persona description.

# x402 Payment Reference

Manage contacts, companies, deals, and relationships. Use when adding contacts, logging interactions, or working with CRM data to prevent duplicates and maintain data quality.

Help founders and marketers nail their positioning. Use when someone mentions "positioning," "value proposition," "who is this for," "how do I describe my product," "messaging," "ICP," "ideal customer," or is struggling to articulate what makes their product different.

Full ICP-to-leads pipeline. Describe your ideal customer in plain English and get a ranked table of enriched decision-maker leads with emails and phone numbers.

Triage issues labeled 'untriaged' in a repository. Investigates each issue, correlates with recent activity, and categorizes into: customer issue, ready for work, needs investigation, or already addressed. Informational only — does not modify issues.

Turn client wins into formatted case studies for proposals, social proof, and sales conversations. Use when someone needs to document results, build credibility, or create reusable proof assets.

Manage customer support — track tickets, respond, escalate issues.

Manage sales workflows — track deals, schedule calls, client comms.

Lead a team — run standups, coordinate tasks, and communicate.

Offers the user an informed choice about how much response depth to consume before answering. Use this skill when the user explicitly wants to control response length, depth, or token budget. TRIGGER when: "token budget", "token count", "token usage", "token limit", "response length", "answer depth", "short version", "brief answer", "detailed answer", "exhaustive answer", "respuesta corta vs larga", "cuántos tokens", "ahorrar tokens", "responde al 50%", "dame la versión corta", "quiero controlar cuánto usas", or clear variants where the user is explicitly asking to control answer size or depth. DO NOT TRIGGER when: user has already specified a level in the current session (maintain it), the request is clearly a one-word answer, or "token" refers to auth/session/payment tokens rather than response size.

NetSuite Automation: manage customers, sales orders, invoices, inventory, and records via Oracle NetSuite ERP with SuiteQL queries

Braintree Automation: manage payment processing via Stripe-compatible tools for customers, subscriptions, payment methods, and transactions

Automate e-commerce customer support workflows in Gorgias -- manage tickets, customers, tags, and teams through natural language commands.

QuickBooks Automation: manage invoices, customers, accounts, and payments in QuickBooks Online for streamlined bookkeeping

Create sales collateral such as decks, one-pagers, objection docs, demo scripts, playbooks, and proposal templates. Use when a sales team needs assets that help reps move deals forward and close.

Scrape leads from multiple platforms using Apify Actors.

Workflow automation is the infrastructure that makes AI agents reliable. Without durable execution, a network hiccup during a 10-step payment flow means lost money and angry customers. With it, workflows resume exactly where they left off.

Use when automating LinkedIn via CLI: fetch profiles, search people/companies, send messages, manage connections, create posts, and Sales Navigator.

Master automated billing systems including recurring billing, invoice generation, dunning management, proration, and tax calculation.

Identify and exploit authentication and session management vulnerabilities in web applications. Broken authentication consistently ranks in the OWASP Top 10 and can lead to account takeover, identity theft, and unauthorized access to sensitive systems.

Master PayPal payment integration including Express Checkout, IPN handling, recurring billing, and refund workflows.

Master Stripe payment processing integration for robust, PCI-compliant payment flows including checkout, subscriptions, webhooks, and refunds.

Estrategia e implementacao de monetizacao para produtos digitais - Stripe, subscriptions, pricing experiments, freemium, upgrade flows, churn prevention, revenue optimization e modelos de negocio SaaS.

Elite AI-powered customer support specialist mastering conversational AI, automated ticketing, sentiment analysis, and omnichannel support experiences.

One sentence - what this skill does and when to invoke it

Integrate Stripe, PayPal, and payment processors. Handles checkout flows, subscriptions, webhooks, and PCI compliance. Use PROACTIVELY when implementing payments, billing, or subscription features.

Expert guide for configuring Odoo Accounting: chart of accounts, journals, fiscal positions, taxes, payment terms, and bank reconciliation.

Expert guide for Odoo Sales and CRM: pipeline stages, quotation templates, pricelists, sales teams, lead scoring, and forecasting.

Draft cold emails, follow-ups, and proposal templates. Creates pricing pages, case studies, and sales scripts. Use PROACTIVELY for sales outreach or lead nurturing.

Comprehensive toolkit for product managers including RICE prioritization, customer interview analysis, PRD templates, discovery frameworks, and go-to-market strategies. Use for feature prioritization, user research synthesis, requirement documentation, and product strategy development.

Product marketing, positioning, GTM strategy, and competitive intelligence. Includes ICP definition, April Dunford positioning methodology, launch playbooks, competitive battlecards, and international market entry guides. Use when developing positioning, planning product launches, creating messaging, analyzing competitors, entering new markets, enabling sales, or when user mentions product marketing, positioning, GTM, go-to-market, competitive analysis, market entry, or sales enablement.

Automatically organizes invoices and receipts for tax preparation by reading messy files, extracting key information, renaming them consistently, and sorting them into logical folders. Turns hours of manual bookkeeping into minutes of automated organization.

Workflow automation is the infrastructure that makes AI agents reliable. Without durable execution, a network hiccup during a 10-step payment flow means lost money and angry customers. With it, workflows resume exactly where they left off. This skill covers the platforms (n8n, Temporal, Inngest) and patterns (sequential, parallel, orchestrator-worker) that turn brittle scripts into production-grade automation. Key insight: The platforms make different tradeoffs. n8n optimizes for accessibility

Identifies high-quality leads for your product or service by analyzing your business, searching for target companies, and providing actionable contact strategies. Perfect for sales, business development, and marketing professionals.

Reference skill for Zoom Phone. Use after routing to a phone workflow when implementing OAuth, Phone APIs, webhooks, Smart Embed events, URI schemes, CRM or CTI dialers, or call handling automation.

Analyzes unit economics by product or service using PayPal merchant insights and QuickBooks cost data, benchmarks against inflation and cost changes, and shows pricing-scenario data (e.g. "a 5% increase historically correlates with ~3% volume drop"). Surfaces analysis only — does not recommend a price. Use when the user asks about raising prices, pricing, margin analysis, what to charge, whether costs are eating into profit, or how a price change might affect their business. Trigger even if the user doesn't say "margin" explicitly — phrases like "am I making enough?", "should I charge more?", or "my costs are going up" all call for this skill.

Drafts overdue-invoice reminder emails from QuickBooks and PayPal data, matched to each customer's payment history and tone (gentle for good customers, firm for repeat late payers). Sends via PayPal with owner approval; non-PayPal invoices queue as mail drafts. Use when the user asks "who owes me money," mentions overdue invoices, or wants to follow up on unpaid invoices.

Prepare for a customer or prospect call using Common Room signals. Triggers on 'prep me for my call with [company]', 'prepare for a meeting with [company]', 'what should I know before talking to [company]', or any call preparation request.

Package an escalation for engineering, product, or leadership with full context. Use when a bug needs engineering attention beyond normal support, multiple customers report the same issue, a customer is threatening to churn, or an issue has sat unresolved past its SLA.

Multi-source research on a customer question or topic with source attribution. Use when a customer asks something you need to look up, investigating whether a bug has been reported before, checking what was previously told to a specific account, or gathering background before drafting a response.

Triage and prioritize a support ticket or customer issue. Use when a new ticket comes in and needs categorization, assigning P1-P4 priority, deciding which team should handle it, or checking whether it's a duplicate or known issue before routing.

Closes the month — reconciles QB vs payment processors, flags gaps, writes P&L narrative, exports close packet. Accepts optional month and save-to arguments.

Full ICP-to-leads pipeline. Describe your ideal customer in plain English and get a ranked table of enriched decision-maker leads with emails and phone numbers.

Find leads matching criteria and bulk-add them to an Apollo outreach sequence. Handles enrichment, contact creation, deduplication, and enrollment in one flow.

Scans HubSpot for stale deals, duplicate contacts, and missing fields, then fixes what the owner approves. Accepts optional scope argument for deals, contacts, or all.

Generates a one-page Monday morning briefing — cash, sales, pipeline, week ahead, top three to-dos. Accepts optional post destination and save-to arguments.

Use when a BizOps lead, COO, or process-improvement owner needs to document an end-to-end business process (procurement, employee onboarding, incident handoff, customer-onboarding, claims adjudication) in BPMN-style notation, measure cycle times by stage, surface where work spends most of its time waiting vs. being worked, and quantify the gap between processing time and total elapsed time. Pairs Lean / Six Sigma / Theory-of-Constraints canon with deterministic stdlib-only Python tools to produce a process map, a ranked bottleneck list (with severity + root-cause hypothesis), and a cycle-time analysis (P50, P90, value-add ratio, Little's-Law throughput). Distinct from sales-pipeline, system-reliability (SLO), and strategic-OKR work — this is tactical process documentation for internal operations.

Analyzes RFP/RFI responses for coverage gaps, builds competitive feature comparison matrices, and plans proof-of-concept (POC) engagements for pre-sales engineering. Use when responding to RFPs, bids, or proposal requests; comparing product features against competitors; planning or scoring a customer POC or sales demo; preparing a technical proposal; or performing win/loss competitor analysis. Handles tasks described as 'RFP response', 'bid response', 'proposal response', 'competitor comparison', 'feature matrix', 'POC planning', 'sales demo prep', or 'pre-sales engineering'.

SaaS financial health advisor. Use when a user shares revenue or customer numbers, or mentions ARR, MRR, churn, LTV, CAC, NRR, or asks how their SaaS business is doing.

Chief Data Officer advisory for startups: AI training data rights and consent provenance, data product strategy (warehouse vs lakehouse vs mesh, build-vs-buy), B2B customer-data-as-asset valuation and M&A readiness, data team org evolution. Use when deciding whether to train models on customer data, choosing data architecture, valuing data for fundraising or M&A, sequencing data hires, or when user mentions CDO, chief data officer, data strategy, data mesh, lakehouse, training data, data product, data monetization, or customer data asset. NOT a tactical data engineering skill — strategic decisions only.

Comprehensive toolkit for product managers including RICE prioritization, customer interview analysis, PRD templates, discovery frameworks, and go-to-market strategies. Use for feature prioritization, user research synthesis, requirement documentation, and product strategy development.

Product marketing skill for positioning, GTM strategy, competitive intelligence, and product launches. Use when the user asks about product positioning, go-to-market planning, competitive analysis, target audience definition, ICP definition, market research, launch plans, or sales enablement. Covers April Dunford positioning, ICP definition, competitive battlecards, launch playbooks, and international market entry. Produces deliverables including positioning statements, battlecard documents, launch plans, and go-to-market strategies.

Executes a structured ransomware incident response from initial detection through containment, forensic analysis, decryption assessment, recovery, and post-incident hardening. Addresses ransom negotiation considerations, backup integrity verification, and regulatory notification requirements. Activates for requests involving ransomware response, ransomware recovery, crypto-ransomware, data encryption attack, ransom payment decision, or ransomware containment.

Traces ransomware cryptocurrency payment flows using blockchain analysis tools such as Chainalysis Reactor, WalletExplorer, and blockchain.com APIs. Identifies wallet clusters, tracks fund movement through mixers and exchanges, and supports law enforcement attribution. Activates for requests involving ransomware payment tracing, bitcoin wallet analysis, cryptocurrency forensics, or blockchain intelligence gathering.

Manages the founder's market understanding — running initial market research, updating findings, and answering questions about market size, customer segments, buying behavior, pricing benchmarks, and industry trends. Use when the conversation touches market size (TAM/SAM/SOM), who the buyers are and how they make decisions, what people typically pay, industry tailwinds or headwinds, or when the founder wants to understand the broader landscape their idea sits in.

Create irresistible offers using the Value Equation, bonus stacking, risk-reversing guarantees, and ethical scarcity. Use when the user mentions "pricing strategy", "irresistible offer", "bonuses and guarantees", "value-to-price ratio", "offer naming", "grand slam offer", "guarantee strategy", or "premium pricing justification". Also trigger when packaging products for higher perceived value, designing money-back guarantees, or structuring pricing tiers to maximize conversions. Covers the MAGIC naming formula and starving-crowd targeting. For product positioning, see obviously-awesome. For outbound sales, see predictable-revenue.

Create uncontested market space using value innovation instead of competing head-to-head. Use when the user mentions "blue ocean", "red ocean", "strategy canvas", "ERRC framework", "value innovation", "non-customers", "buyer utility map", "eliminate-reduce-raise-create", or "uncontested market". Also trigger when comparing pricing strategies, exploring new market categories, finding underserved customer segments, or asking how to stop competing on price. Covers the Four Actions Framework, buyer utility map, and value-cost trade-offs. For tech adoption strategy, see crossing-the-chasm. For product positioning, see obviously-awesome.

Define product positioning by mapping competitive alternatives, unique attributes, and best-fit customers to the right market category. Use when the user mentions "positioning", "competitive alternatives", "how to position", "market category", "why customers dont get it", "positioning canvas", "repositioning", or "category creation". Also trigger when launching a new product, entering a crowded market, or diagnosing why prospects dont understand the products value. Covers positioning canvas and team workshops. For customer jobs analysis, see jobs-to-be-done. For go-to-market, see crossing-the-chasm.

Bulk-migrate CRM data into HubSpot from Salesforce, Pipedrive, or Copper — or export off HubSpot — with field mapping, ID continuity, association re-linking, dedup safety, rate-limit budgeting, and rollback mitigation across 100K+ record datasets. Use when migrating any source CRM to HubSpot, recovering from a failed import with duplicate or unlinked records, or exporting out of HubSpot before switching platforms. Trigger with "hubspot bulk migration", "salesforce to hubspot", "pipedrive to hubspot", "copper to hubspot", "migrate off hubspot", "hubspot import dedup", "hubspot association relink", "hubspot field mapping", "hubspot id continuity".

Automate the ClaimCenter FNOL→investigation→reserve→payment→settlement→close pipeline including the failure paths — duplicate FNOL from multi-source intake, reserve-must-precede-payment ordering, supervisor-authorization tiers, premature settlement, and reopen-vs-new-claim ambiguity. Use when building claim intake from caller portals, IVR, or partner systems; automating reserve-setting jobs; or integrating settlement events with finance. Trigger with "claimcenter automation", "FNOL", "claim reserve", "claim payment", "claim settlement", "claim reopen".

Authenticate production HubSpot integrations and survive the auth-side failures — 30-min token expiry storms, 500K daily rate-limit burnout, scope drift, token leakage in commits, multi-portal credential routing, OAuth refresh-token decay. Use when hardening token caching, rotating private app credentials, building a multi-portal credential router, or recovering from 429/403 auth cascades. Trigger with "hubspot auth", "hubspot token cache", "hubspot rate limit", "hubspot scope drift", "hubspot multi-portal", "hubspot OAuth refresh".

Comprehensive Apollo.io migration strategies. Use when migrating from other CRMs to Apollo, consolidating data sources, or executing large-scale data migrations. Trigger with phrases like "apollo migration", "migrate to apollo", "apollo data import", "crm to apollo", "apollo migration strategy".

Implement Customer.io reliability and fault-tolerance patterns. Use when building circuit breakers, fallback queues, idempotency, or graceful degradation for Customer.io integrations. Trigger: "customer.io reliability", "customer.io resilience", "customer.io circuit breaker", "customer.io fault tolerance".

Optimize Customer.io costs and usage efficiency. Use when reducing profile count, cleaning inactive users, deduplicating events, or right-sizing your plan. Trigger: "customer.io cost", "reduce customer.io spend", "customer.io billing", "customer.io pricing", "customer.io cleanup".

Implement GDPR/CCPA-compliant data handling for Clay enrichment pipelines. Use when handling PII from enrichments, implementing data retention policies, or ensuring regulatory compliance for Clay-enriched lead data. Trigger with phrases like "clay data", "clay PII", "clay GDPR", "clay data retention", "clay privacy", "clay CCPA", "clay compliance".

Build Shopify Functions for custom discount, payment, and delivery logic in a WASM sandbox. Use when creating custom discount rules, payment customizations, delivery options, or cart transformations that run server-side at checkout. Trigger with phrases like "shopify functions", "shopify discounts", "shopify wasm", "custom discount function", "shopify checkout customization".

Implement Apollo.io lead search and enrichment workflow. Use when building lead generation features, searching for contacts, or enriching prospect data from Apollo. Trigger with phrases like "apollo lead search", "search apollo contacts", "find leads in apollo", "apollo people search", "enrich contacts apollo".

Migrate e-commerce data to Shopify using bulk operations, product imports, and the strangler fig pattern for gradual platform migration. Use when replatforming to Shopify, importing product catalogs, or migrating customer and order data from another e-commerce system. Trigger with phrases like "migrate to shopify", "shopify data migration", "import products shopify", "shopify replatform", "move to shopify".

Execute Clay incident response procedures for enrichment failures, credit exhaustion, and data flow outages. Use when Clay enrichments stop working, webhook delivery fails, or CRM sync breaks in production. Trigger with phrases like "clay incident", "clay outage", "clay down", "clay emergency", "clay broken", "clay enrichment stopped".

Produce a complete positioning document using the Dunford framework — competitive alternatives, unique attributes, value, best-fit customer, market category, positioning statement, and tagline. Use when asked to "write our positioning", "define our value prop", "positioning statement", "what market are we in", "how do we position against X", "what's our tagline", or "write our messaging foundation".

Generates comprehensive privacy policies by scanning websites for data collection signals including cookies, forms, payment processors, and third-party scripts. Use when launching a website or app that collects user data and needs GDPR/CCPA compliance. Trigger with "/privacy-generator" or "create a privacy policy for my website".

Media and podcast outreach personalizer — takes a story angle and target journalist or host list and produces personalized pitch emails per target. Use when asked to "write media pitches", "pitch this story to journalists", "get us on podcasts", "write press outreach", or "personalize pitches for these contacts".

Build a complete lead enrichment pipeline using Clay tables, webhooks, and waterfall enrichment. Use when building lead generation features, enriching prospect lists, or creating automated data enrichment workflows. Trigger with phrases like "clay lead enrichment", "clay main workflow", "enrich contacts in clay", "clay prospect list", "clay enrichment pipeline".

Manage Intercom contacts: create, search, update, merge leads into users. Use when building contact management features, syncing user data, or implementing contact search and segmentation. Trigger with phrases like "intercom contacts", "intercom users", "intercom leads", "create intercom contact", "search intercom contacts", "merge intercom lead".

Customer segmentation model builder — tiers customers by ARR, health, and expansion potential; defines CS motion per tier; maps resource allocation. Use when asked to "segment our customers", "define our CS tiers", "how should we allocate CS resources", "build a customer segmentation model", or "who gets high-touch vs. digital".

Build a Clari forecast export pipeline to your data warehouse. Use when exporting forecast calls, quota data, and CRM totals from Clari to Snowflake, BigQuery, or a local database. Trigger with phrases like "clari forecast export", "clari data pipeline", "clari to snowflake", "clari to bigquery", "export clari data".

B2B proposal generator — takes deal context (ICP, pain, pricing tier, timeline) and produces a complete proposal document with executive summary, problem statement, solution, pricing table, implementation timeline, ROI case, and next steps. Use when asked to "write a proposal", "draft our deck for this deal", "build a proposal for this customer", or "generate a proposal".

Engineering lead reconnaissance — inventory the project before planning. Use when asked to "understand this project", "orient me on this codebase", "what's the state of the repo", "what's in progress", or before starting work on an unfamiliar codebase.

Reference architecture for fundraising operations with Finta CRM. Trigger with phrases like "finta architecture", "finta fundraising stack".

Configure local development workflows that integrate with Fondo for financial data, using Fondo exports with QuickBooks or accounting tools. Trigger: "fondo dev setup", "fondo export", "fondo QuickBooks", "fondo local data".

Fundraise launch checklist using Finta CRM. Trigger with phrases like "finta checklist", "finta launch", "finta go-live".

Set up Fondo account and configure integrations with Gusto, QuickBooks, and bank accounts for automated startup bookkeeping and R&D tax credits. Trigger: "setup fondo", "fondo account", "fondo integrations", "connect fondo".

Implement event-driven financial workflows using webhooks from Fondo-connected services: Stripe payment events, Gusto payroll events, and Plaid transactions. Trigger: "fondo webhooks", "fondo events", "stripe payroll webhooks", "financial events".

Generate invoice generator operations. Auto-activating skill for Business Automation. Triggers on: invoice generator, invoice generator Part of the Business Automation skill category. Use when working with invoice generator functionality. Trigger with phrases like "invoice generator", "invoice generator", "invoice".

Execute Juicebox enrichment and outreach workflow. Trigger: "juicebox enrich", "candidate enrichment", "talent pool".

Revenue & Sales engineer — B2B pipeline, deal strategy, pricing proposals, sales playbooks, and enterprise closing.

User researcher — interviews, personas, Jobs-to-Be-Done, and customer feedback synthesis.

Analyzes RFP/RFI responses for coverage gaps, builds competitive feature comparison matrices, and plans proof-of-concept (POC) engagements for pre-sales engineering. Use when responding to RFPs, bids, or proposal requests; comparing product features against competitors; planning or scoring a customer POC or sales demo; preparing a technical proposal; or performing win/loss competitor analysis. Handles tasks described as 'RFP response', 'bid response', 'proposal response', 'competitor comparison', 'feature matrix', 'POC planning', 'sales demo prep', or 'pre-sales engineering'.

SaaS financial health advisor. Use when a user shares revenue or customer numbers, or mentions ARR, MRR, churn, LTV, CAC, NRR, or asks how their SaaS business is doing.

Order food from TGO Yemek (Trendyol GO), Turkey's leading food delivery service. Use when user wants to order food delivery in Turkey, browse restaurants, search for foods, manage delivery addresses, check order history, or checkout with 3D Secure payment.

Comprehensive toolkit for product managers including RICE prioritization, customer interview analysis, PRD templates, discovery frameworks, and go-to-market strategies. Use for feature prioritization, user research synthesis, requirement documentation, and product strategy development.

Full-featured Odoo 19 ERP connector for OpenClaw - Sales, CRM, Purchase, Inventory, Projects, HR, Fleet, Manufacturing (80+ operations, complete Python code included, XML-RPC integration).

Product marketing skill for positioning, GTM strategy, competitive intelligence, and product launches. Use when the user asks about product positioning, go-to-market planning, competitive analysis, target audience definition, ICP definition, market research, launch plans, or sales enablement. Covers April Dunford positioning, ICP definition, competitive battlecards, launch playbooks, and international market entry. Produces deliverables including positioning statements, battlecard documents, launch plans, and go-to-market strategies.

Tryout shopping on Shopify with CreditClaw and backed by Stripe. You can shop anywhere.

Order groceries from Zepto in seconds. Just say what you need, get a payment link on WhatsApp, pay on your phone, done. Remembers your usual items. Works across India where Zepto delivers.

When the user wants to create or update their product marketing context document. Also use when the user mentions 'product context,' 'service context,' 'marketing context,' 'set up context,' 'positioning,' 'who is my target audience,' 'describe my product,' 'describe my service,' 'ICP,' 'ideal customer profile,' or wants to avoid repeating foundational information across marketing tasks. Works for products, services, or hybrid offerings — B2B and B2C. Use this at the start of any new project before using other marketing skills — it creates `.agents/product-marketing-context.md` that all other skills reference for offering, audience, and positioning context.

Personal CRM and relationship intelligence. Extracts contacts from conversations, tracks commitments, detects cooling relationships, delivers morning briefs, preps you before meetings, and gets smarter about your relationships the more you use it.

Complete startup operating system — from idea validation to Series A. Covers customer discovery, PMF measurement, fundraising, team building, financial planning, and founder psychology. Use when building, launching, pivoting, or scaling a startup.

Freshsales integration. Manage crm and sales data, records, and workflows. Use when the user wants to interact with Freshsales data.