Outbound Sequencer
Design multi-touch outbound sequences with optimal timing, channel mix, and messaging progression for SDR campaigns
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Design multi-touch outbound sequences with optimal timing, channel mix, and messaging progression for SDR campaigns
Conduct deep account and contact research to personalize outreach and identify compelling angles for engagement
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。
Fast Instagram lead generation using Brave Search API. Scrapes 100+ insurance agent leads from Instagram via Google search results. Use when user wants quick lead volume via Brave search method, needs 100+ leads fast, or says 'brave instagram', 'brave search leads', 'get 100 leads', or wants high...
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...
Search and retrieve information from the Altitude wealth management platform. Query individuals, households, accounts, trusts, valuations, holdings, liabilities, insurance policies, tangible assets, and entity relationships via the Altitude REST API. Use this skill whenever the user asks about cl...
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...
Drafts a party-coded M&A closing checklist for U.S. stock purchases, asset deals, and mergers. Generates a status-tracked matrix covering corporate authorizations, transaction documents, consents, regulatory clearances, funds flow, and post-closing obligations. Use when coordinating closing for a...
Stripe banned your account? High-risk merchant? No KYC crypto payments via PayRam MCP — 36 tools, zero setup. Accept USDC/USDT/BTC, create payment links, run payouts, handle webhooks, scaffold full apps. One command: mcporter config add payram --url https://mcp.payram.com/mcp. Triggers: 'accept c...
Use to plan rollout communications, trainings, and assets after pricing
Explain sales commission calculations, resolve discrepancies, and model compensation scenarios for quota planning
银行经营分析会汇报摘要生成。当用户要求生成经营分析会材料、行长办公会简报、管理层汇报摘要、经营情况综合报告时使用。结论先行、数据支撑、风险提示的标准化输出。
当用户需要在银行交易银行与普惠场景下,围绕材料检查进行完整性、一致性、真实性或规则符合性检查时使用本技能。适合输出核验结论、异常项清单、补件要求和升级复核建议。
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。
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