Dave AI

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1,649 resources

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...

Sales

Map the Buying Committee

Agent skillClaude

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...

Sales

Apollo.io Platform Help

Agent skillClaude

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...

Marketing

Design a Multi-Channel Outbound Cadence

Agent skillClaude

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...

Sales

Inspect a Deal

Agent skillClaude

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...

Sales

Connect Sales Tools

Agent skillClaude

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...

Marketing

Build a Revenue Forecast

Agent skillClaude

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...

Data & Analytics

CRE Insurance Certificate Compliance Review

Agent skillClaude / Codex +2

Reviews CRE insurance certificates (ACORD 25) and endorsements against Access Agreement insurance requirements, producing a pass/fail compliance determination with broker-ready deficiency instructions. Verifies coverage limits, Additional Insured status, primary/non-contributory language, waiver ...

Apache-2.0View skill
Operations

COI Compliance Checker

Agent skillClaude

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.

Apache-2.0View skill

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...

Sales

Reply.io Platform Help

Agent skillClaude / Codex +2

Reply.io platform help — multichannel sequences (email, LinkedIn, calls, SMS, WhatsApp), Jason AI SDR, B2B database, email warmup, deliverability tools, unified inbox, analytics, Salesforce/HubSpot integration, agency features. Use when Reply.io emails are landing in spam, sequences aren't gettin...

Marketing

Lemlist Platform Help

Agent skillClaude

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...

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Using Dave AI

Prompts: open a resource, customize its optional fields and copy the instructions into your preferred AI conversation.

Skills: open a resource and choose a listed compatible agent. Its page offers an install command and a complete ZIP package with source and license notices.

Claude, Codex, OpenClaw, Cursor, ChatGPT and Gemini labels indicate intended use. Dave AI does not run a model on your behalf.

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