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Branchen-Fachmodul für Verkaufsbedingungen B2B: prüft typische AGB-Risiken des Vertragstyps und erzeugt Klauselarchitektur, Red Flags und bessere Bedingungen.
Yachtkauf: Gesamtrisikobewertung für Privater Kaeufer; Haendler; Flaggenregistrierung und Zollstatus bei Segel- oder Motorjacht: Kreditausfall; Hypothekenrang; Schiffsglaeubigerrechte; Wrackpflicht; Insolvenzrisiko; Handlungsoptionen. BGB §§ 433-479 Kaufrecht; SchRG §§ 8-74 wenn eingetragen; WRC...
Strategische: Erstprüfung, Rollenklärung und Mandatsziel.
Eignung vertieft prüfen: Referenzen, Mindestumsatz, technische Leistungsfaehigkeit, EEE, Nachunternehmer, Eignungsleihe, Konsortien und Nachforderung: Eignung vertieft prüfen: Referenzen, Mindestumsatz, technische Leistungsfaehigkeit, EEE, Nachunternehme...
Use this skill when managing key accounts, planning expansions, running QBRs, or mapping stakeholders. Triggers on account management, expansion playbooks, QBR preparation, stakeholder mapping, renewal strategy, upsell, cross-sell, and any task requiring strategic account planning or relationship...
Use this skill when writing proposals, responding to RFPs, drafting SOWs, or developing pricing strategies. Triggers on proposal writing, RFP response, statement of work, pricing strategy, win themes, executive summary, and any task requiring business proposal creation or optimization.
When a founder needs to qualify inbound leads, define their ICP, build a lead scoring model, set MQL criteria, or route prospects through pipeline stages. Activate when the user mentions lead scoring, ICP, MQL, SQL, lead qualification, inbound leads, or pipeline design.
Use this skill when building health scores, predicting churn, identifying expansion signals, or running QBRs. Triggers on customer success, health scores, churn prediction, expansion signals, customer QBRs, onboarding playbooks, NRR optimization, and any task requiring customer success strategy o...
Signal-based outbound specialist who designs multi-channel prospecting sequences, defines ICPs, and builds pipeline through research-driven personalization — not volume.
Identify upsell and cross-sell opportunities through usage patterns, growth signals, and account behavior analysis
Qualify enterprise opportunities using MEDDIC/MEDDPICC framework for complex B2B sales cycles
异常交易识别助手（异常成交版），适用于券商风控、合规监控、交易行为分析、监管报送等场景。 以下情况请主动触发此技能： - 用户提供了成交数据、交易流水，问"成交是否异常""有没有对倒/对敲""帮我看看" - 用户问"异常成交怎么识别""什么是对倒交易""如何判断利益输送" - 用户需要：异常成交监控规则、阈值设定、可疑交易筛查、监管标准解读 - 用户提到：对倒、对敲
开户转化助手，专用于潜在客户开户转化和入金引导。 以下情况请主动触发此技能： - 用户提供潜在客户信息，问"怎么促成开户" - 用户需要开户转化话术、入金引导方案 - 用户问"客户犹豫不开户怎么办""怎么催入金" - 用户准备开户转化 SOP、转化漏斗分析 - 用户需要开户障碍分析、转化策略优化 输出含转化话术、障碍分析、入金引导的开户转化方案。 不要等用户明确说"开户
沉默客户唤醒助手，专用于长期未互动客户的唤醒激活。 以下情况请主动触发此技能： - 用户需要唤醒长期未互动的沉默客户 - 用户问"这个客户很久没联系了怎么重新联系" - 用户准备沉默客户唤醒话术、激活方案 - 用户需要沉默客户分析、唤醒策略设计 - 用户问"客户不回消息怎么办""怎么重新建立联系" 输出含沉默分析、唤醒话术、激活方案的沉默客户唤醒方案。 不要等用
保证金变化解释助手，适用于券商两融业务、客户风控、投顾服务、业务培训等场景。 以下情况请主动触发此技能： - 用户提供了保证金/维保比例变化数据，问"为什么变了""帮我解释一下" - 用户问"保证金怎么算的""维保比例为什么下降""追加保证金怎么算" - 用户需要：保证金变化原因分析、客户沟通话术、追保通知模板 - 用户提到：保证金、维保比例、追保、平仓线、担保
用于零售金融场景下的个贷预审任务。适用于当用户需要对个人贷款申请进行准入初筛、资料完整性检查、关键风险识别、预审结论分级、补件建议和面谈核验要点整理时使用。 尤其适合住房按揭、消费贷、经营贷、信用贷等场景的贷前预审。 当输入材料不完整、字段前后不一致、存在明显高风险信号或结论需要降级时，应明确标注“待核验”“待补充”“不可直接下正式审
When a founder needs to create a sales proposal, statement of work, contract, NDA, or master service agreement. Activate when the user mentions proposal, SOW, quote, contract, NDA, MSA, or needs to formalize a deal.
When a founder needs demo scripts, discovery call frameworks, objection handling, RFP/RFI responses, competitive feature matrices, POC planning, or closing playbooks. Activate for sales calls, demo prep, talk tracks, bid responses, competitor comparisons, or pre-sales engineering.
Use this skill when configuring CRM workflows, managing sales pipelines, building forecasting models, or optimizing CRM data hygiene. Triggers on Salesforce, HubSpot, CRM workflows, pipeline management, deal stages, forecasting, CRM automation, and any task requiring CRM architecture or process o...
Automate document workflows with PandaDoc -- create documents from files, manage contacts, organize folders, set up webhooks, create templates, and track document status through the Composio PandaDoc integration.
Automate Kommo CRM operations -- manage leads, pipelines, pipeline stages, tasks, and custom fields -- using natural language through the Composio MCP integration.
NetSuite Automation: manage customers, sales orders, invoices, inventory, and records via Oracle NetSuite ERP with SuiteQL queries
Use to package upsell, cross-sell, and advocacy motions tied to customer
Use to structure collaborative success plans with milestones, KPIs, and
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