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Steps Plan und Transaktions-PMO für M&A-Mandate erstellen: Deal-Team benoetigt Gesamtprojektplan mit Workstream-Koordination, CP-Tracking und Status-Reporting. Normen: SPA Closing Conditions, § 158 BGB. Prüfraster: Workstream-Matrix (Legal, Tax, Financial, Regulatory, Commercial), Zeitplan, CP-Tr...
Teaser, IM und Prozessdokumente: Unterstuetzt Seller-side bei Investment Teaser, Information Memorandum, NDA, Process Letter und Bieterkommunikation im Mittelstand Corporate Ma.
Schnelle Triage von eingehenden NDA-/Geheimhaltungsvereinbarungen in GRÜN / GELB / ROT, damit nur die Vereinbarungen anwaltliche Zeit beanspruchen, die sie wirklich brauchen. Geeignet für Vertrieb und BD zur eigenständigen Erstprüfung. Wird von /vertragsrecht:vertragsprüfung geladen, wenn ein NDA...
Set up Attio REST API authentication with access tokens or OAuth 2.0. Use when configuring API keys, setting token scopes, initializing the Attio client, or connecting an app via OAuth. Trigger: "install attio", "setup attio", "attio auth", "attio API key", "attio OAuth", "attio access token".
Multi-client outbound for lead gen agencies — infrastructure architecture, client isolation, domain strategy, warmup at scale, white-labeling, unified reporting, client onboarding playbooks, and cross-client operations. Use when one client's domain reputation is dragging down others, new client o...
Maps the buying committee at a target account — identify decision-makers, influencers, champions, and blockers, then recommend a multi-threading strategy. Use when stuck single-threaded in a deal, don't know who the real decision-maker is, can't figure out the right entry point at a target accoun...
Apollo.io platform help — config, integrations, CRM sync, API, analytics, dialer, Chrome extension, credit management, admin. Use when Apollo settings aren't configured right, CRM sync is breaking or duplicating records, running out of credits too fast, API calls returning errors, or something in...
Designs multi-channel outbound cadences with timing, A/B testing, and content. Use when outbound sequences getting low reply rates, unsure how many touchpoints or what spacing to use, cadence emails sound generic, prospects ignoring calls, A/B tests not moving the needle, sequence performance pla...
Inspects deal health, map stakeholders, identify risks, and recommend next actions. Use when a deal feels stuck or at risk, you're not sure who the real decision-maker is, champion seems weak or disengaged, MEDDPICC gaps are unclear, a deal review is coming up and you need to prep, or you can't t...
Connects sales tools with webhooks, Zapier/Make, native integrations, and custom API pipelines — CRM sync, event triggers, data mapping, and error handling. Use when CRM data isn't syncing from Mailshake/Apollo/Salesloft, webhook events aren't firing or arriving malformed, Zapier/Make automations...
Builds and validate revenue forecasts with pipeline coverage and gap analysis. Use when you're not confident in your commit number, pipeline coverage looks thin, a forecast call is coming and you need to tighten the number, weighted pipeline doesn't match gut feel, or there's a gap between target...
Validates certificates of insurance against lease and contract requirements. Compares coverage types, limits, endorsements, and expiration dates field-by-field, flags deficiencies, and generates cure notices.
Interprets buying signals and prioritize accounts for outreach. Use when drowning in intent data and not sure what matters, can't tell which accounts to prioritize, buying signals aren't translating to pipeline, job change alerts are noisy, intent topics feel too broad, lead scores don't match ac...
Lemlist platform help — multichannel sequences, lead database, enrichment, Lemwarm, unified inbox, AI personalization, LinkedIn automation, calls, WhatsApp, API, integrations. Use when Lemlist sequences not sending, emails landing in spam despite Lemwarm, leads not importing correctly, integratio...
Builds targeted B2B prospect lists for outbound campaigns from database providers (Apollo, ZoomInfo, Clay, Cognism). Use when you don't know who to target, your outbound list is too broad and response rates are low, you can't find the right decision-makers at target accounts, your ICP is vague, o...
Drafts U.S. commission plan agreements establishing compensation terms for agents, salespeople, or affiliates. Covers flat/tiered/hybrid structures, payment mechanics, clawbacks, territory definitions, termination effects, independent contractor classification, and restrictive covenants. Use when...
Drafts U.S. grant agreements for philanthropic fund transfers between grantors and nonprofit grantees. Enforces IRC § 4945 expenditure responsibility, 501(c)(3) compliance, permitted-use restrictions, milestone disbursements, reporting obligations, and clawback rights. Use when drafting grant awa...
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...
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...
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...
Designs reusable Qwilr proposal templates for your whole sales team. Use when every rep's proposals look different, reps waste hours building proposals from scratch, your templates are outdated and no one uses them, proposals lack consistent branding, or you need vertical-specific templates your ...
Schedules sales meetings efficiently — booking pages, round-robin routing, calendar integration, reminders, no-show recovery, and meeting page conversion. Use when prospects aren't booking meetings, no-show rates are too high, round-robin isn't distributing evenly, booking page conversion is low,...
Requests or contribute a new sales/marketing/GTM skill that doesn't exist yet, or share learnings discovered during skill usage back to the community. Use when no existing skill covers the user's need — helps them build the skill and submit a PR, or file an issue requesting it. Also use when the ...
Salesloft platform help — config, Rhythm, Conversations, Deals, Forecast, Analytics, Drift, integrations, admin, API. Use when Salesloft settings aren't configured right, Rhythm signals feel noisy or unhelpful, Analytics dashboards don't show what you need, Drift chatbots aren't converting, or Sa...
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