Salesmate
Salesmate integration. Manage Organizations, Pipelines, Users, Filters, Projects. Use when the user wants to interact with Salesmate data.
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Salesmate integration. Manage Organizations, Pipelines, Users, Filters, Projects. Use when the user wants to interact with Salesmate data.
WhatsApp lead detection and CRM pipeline. Detect purchase-intent signals in groups, track lead status, bulk operations, CSV/JSON export. Use when: leads, lead detection, pipeline, qualify, convert, bulk status, export leads.
Contract & Proposal Writer
Complete B2B sales system — from ICP to closed-won. Discovery frameworks, objection handling, pipeline management, forecasting, and deal acceleration. Works for any B2B company.
Square API integration with managed OAuth. Process payments, manage customers, orders, catalog, inventory, invoices, loyalty programs, team members, and more. Use this skill when users want to accept payments, manage point-of-sale operations, track inventory, handle invoicing, manage loyalty prog...
Freshsales integration. Manage crm and sales data, records, and workflows. Use when the user wants to interact with Freshsales data.
Interact with FundraiseUp REST API to manage donations, recurring plans, supporters, campaigns, and donor portal access. Process online and offline donations, retrieve fundraising analytics, and integrate with nonprofit CRM systems.
Your landlord just sent a 12-page lease renewal and you have no idea what half the clauses mean. Or you need an NDA for a freelancer by tomorrow and LegalZoom wants $59 for a template that doesn't know your business. Legal Docs Pro handles both sides: generate NDAs, contracts, privacy policies, a...
Configure Juicebox enterprise role-based access control. Use when implementing team permissions, configuring access policies, or setting up enterprise security controls. Trigger with phrases like "juicebox RBAC", "juicebox permissions", "juicebox access control", "juicebox enterprise security".
Write a structured monthly or quarterly investor update. Use when asked to write an investor update, investor newsletter, board update, or startup progress report for investors. Produces a clear, credible update with highlights, metrics, challenges, and asks — in the format investors actually wan...
Write a structured escalation brief for an at-risk customer account. Use when an account has escalated, when a customer is threatening churn, when a P1 customer issue needs executive attention, or when preparing an internal save play. Produces a crisp escalation brief with account context, timeli...
Build a structured sales forecast framework for any business or team. Use when asked to build a sales forecast, create a revenue model, project pipeline, or build a bottom-up forecast. Produces a forecast methodology, pipeline model, scenario analysis, and assumption log.
Build a Quarterly Business Review (QBR) deck structure and narrative for a customer account. Use when asked to prepare a QBR, business review meeting, executive review, or quarterly check-in with a customer. Produces a slide-by-slide QBR structure with talking points, metrics review, value narrat...
Build a joint customer success plan for a specific account. Use when asked to create a success plan, joint success plan, mutual action plan, or customer onboarding plan. Produces a structured success plan with business goals, milestones, success metrics, ownership, and a 90-180 day roadmap.
Build a structured renewal playbook for a customer account. Use when asked to plan a renewal, structure a renewal negotiation, prepare for an expansion conversation, or build a renewal strategy for at-risk or healthy accounts. Produces a renewal brief with health assessment, negotiation strategy,...
Write a clear, structured pull request description from a git diff, branch summary, or commit list. Use when asked to write a PR description, draft a pull request, or document code changes. Produces a description with summary, motivation, changes made, testing steps, and reviewer guidance.
Build a structured account plan for any key customer or target account. Use when asked to create an account plan, key account strategy, strategic account review, or territory plan. Produces a complete account plan with relationship map, growth opportunities, risks, and 90-day action plan.
Prepare a structured discovery call plan for any prospect. Use when asked to prepare for a sales call, discovery call, prospect meeting, or first call with a potential customer. Produces a call brief with research, hypotheses, questions, and success criteria.
Write a B2B partnership proposal or business case. Use when asked to write a partnership proposal, draft a partnership brief, structure a co-marketing proposal, or create a business case for a strategic partnership. Produces a structured proposal with value proposition, partnership model, commerc...
Write a structured sales proposal or commercial proposal for any deal. Use when asked to write a proposal, sales proposal, commercial proposal, statement of work, or quote document. Produces a complete proposal with problem statement, solution, investment, and next steps.
Create a competitive sales battlecard for any competitor. Use when asked to build a battlecard, competitive comparison, sales cheat sheet, or objection handling guide for a specific competitor. Produces a one-page battlecard with positioning, differentiators, objection responses, and landmines.
Due Diligence Datenraum strukturieren und bestücken: Anwendungsfall Mandant bereitet Verkaufsprozess vor oder Buyer-Team benoetigt strukturierten Datenraum für Private M&A, Public M&A, Carve-out oder Distressed-Prozesse. §§ 433 ff. BGB, SPA DD-Pflichten, MAR Vertraulichkeit. Prüfraster Ordnerstru...
Prüft wirtschaftlich Berechtigte, Mittelherkunft, PEP, Sanktionen, Russland-/China-/Dual-Use-Risiken und Transaktionssperren im Private Equity Praxis.
Führt in 60 Sekunden durch Rolle, Deal-Phase, Ticketgröße, Fonds-/Direktinvestment, Fristen, Unterlagen und gewünschten Output.
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