Deal Review Framework Skill
Use to run structured opportunity inspections that align pipeline data
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Use to run structured opportunity inspections that align pipeline data
Design multi-touch outbound sequences with optimal timing, channel mix, and messaging progression for SDR campaigns
Track buying signals like funding announcements, job postings, tech changes, and company news to identify sales-ready prospects
追保提醒助手 - 管理两融客户追加担保物提醒。当用户需要向维保比例不足的客户发送追保通知、跟踪追保执行情况、管理追保期限或记录追保沟通时触发此技能。适用于券商两融业务、风控、营业部的客户管理场景。
Superpowered platform help — bot-free AI meeting note-taker with device-audio capture, AI Templates, and CRM sync. Use when evaluating Superpowered for your team, setting up AI Templates for sales calls or 1:1s, connecting Superpowered to Salesforce or HubSpot, troubleshooting auto-join not detec...
当用户需要在银行对公金融场景下,围绕客户识别进行持续监测、风险扫描、异常识别或预警提示时使用本技能。适合输出风险信号摘要、优先级判断、处置建议和升级路径。
Designs and implement lead routing and assignment rules — round-robin, territory-based, score-based, and account-based models. Use when leads going to the wrong reps, response time too slow, reps arguing over territory ownership, lead queue backing up, or routing rules breaking as the team grows....
Reviews sales calls, extract coaching insights, and score against MEDDPICC/SPIN/Challenger. Use when a rep lost a deal and you want to understand why, call went sideways and need to debrief, not sure if rep is qualifying properly, need to pull action items from a recorded call, rep talking too mu...
LeadMagic platform help — Email Finder (97% accuracy), Email Validation (catch-all detection), Mobile Finder, Profile Search, Personal Email Finder, Company Search (firmographics), Technographics, Company Funding, Employee Finder, Role Finder, Job Change Detector, Jobs Finder, Google/Meta/B2B Ads...
Designs a Qwilr deal room for complex multi-stakeholder B2B deals. Use when a deal has too many stakeholders to manage over email, buyers keep losing track of materials, there's no single source of truth for a complex deal, you need a mutual action plan to keep procurement on track, or an enterpr...
Clearbit (HubSpot) platform help — Person Enrichment, Company Enrichment, Reveal (IP-to-company), Prospector, Name to Domain, Form Shortening, Risk API, Breeze Intelligence, API & integrations. Use when lead enrichment returning incomplete data, Reveal not identifying website visitors, Prospector...
Meetily platform help — open-source, privacy-first AI meeting assistant with local Whisper/Parakeet transcription and Ollama summarization (MIT license). Use when setting up Meetily on macOS or Windows, transcription model not downloading or stuck on processing, microphone not being captured in m...
HubSpot platform help — Smart CRM with Marketing Hub, Sales Hub, Service Hub, Content Hub, Data Hub, Commerce Hub, and Breeze AI. Covers deal pipeline setup, email sequences, workflow automations, lead scoring, marketing email campaigns, landing pages, forms, live chat, chatbots, reporting dashbo...
Send crypto to multiple recipients in a single transaction across 15 chains. Use when the user asks to batch-send tokens, run payroll, airdrop, distribute bounties, or multi-send on Base, Ethereum, Arbitrum, Polygon, BNB Chain, Avalanche, Solana, Stellar, Bitcoin, XRP Ledger, Stacks, or Bittensor...
Add crypto payments to your SaaS — subscriptions, per-seat billing, usage-based pricing, invoicing. Use when: 'SaaS payments', 'subscription payments crypto', 'recurring payments', 'charge monthly', 'per-seat billing', 'usage-based pricing', 'B2B payments', 'invoice customers', 'billing integrati...
Use to plan rollout communications, trainings, and assets after pricing
Explain sales commission calculations, resolve discrepancies, and model compensation scenarios for quota planning
当用户需要识别保险销售误导行为时使用此 skill。适用于销售话术分析、误导行为识别、维权建议、投诉指导等场景。
用于银行零售金融场景的征信报告解读与风险要点梳理,当需要将征信指标翻译为业务可执行的关注点与追问方向时触发。
当用户需要在银行对公金融场景下,对小微企业授信做经营真实性判断、税票流水核验、普惠准入排查、补件清单整理和初步推进建议输出时使用本技能。适合服务客户经理、普惠审批支持和业务中台。
当用户需要在银行对公金融场景下,围绕客户画像进行成因拆解、指标解读、问题归因或专题诊断时使用本技能。适合输出结构化诊断结论、驱动项说明、后续追问方向和业务提示。
当用户需要在银行零售金融场景下,围绕客户经理日常经营进行客户分层、优先级排序、触达动作编排和跟进计划制定时使用本技能。适合输出可执行名单、动作清单、风险边界和复盘指标。
Manages outbound sequences in Apollo.io — create, configure, optimize deliverability, and analyze performance. Use when Apollo emails are going to spam, sequence open rates are low, A/B tests aren't producing clear winners, mailboxes keep getting throttled, sequence stats don't look right, or ema...
Mixmax platform help — sequences, email tracking, one-click meetings, rules engine, dialer, AI Compose, Salesforce/HubSpot integration, polls, reporting. Use when Mixmax sequences aren't sending, rules or automations aren't firing, Salesforce or HubSpot sync is broken, scheduling links aren't wor...
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