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Credit Repair Cloud integration. Manage Users, Clients, Affiliates, Providers, Disputes, Products and more. Use when the user wants to interact with Credit Repair Cloud data.
Automate QBR preparation with account summaries, success metrics, challenges, and strategic recommendations
Apply Sandler Selling System principles for consultative sales with pain discovery, budget qualification, and mutual decision frameworks
Qualify leads using the BANT framework (Budget, Authority, Need, Timeline) with discovery questions and scoring criteria
Wudpecker platform help — AI meeting note-taker with custom instructions, Ask Wudpecker AI Q&A, 39+ language transcription, Zoom/Meet/Teams bot, desktop + phone app for in-person recording, HubSpot/Salesforce CRM sync, Notion/Slack export. Use when setting up Wudpecker custom note templates or in...
当用户需要在银行零售金融场景下，围绕高净值客户识别进行候选筛选、潜力评估、服务分层和资源分配时使用本技能。适合输出高净值候选名单、服务优先级、跟进建议和风险提示。
梳理控股股东、实际控制人控制的其他企业，识别并解决同业竞争问题
当用户需要在银行交易银行与普惠场景下，围绕保函辅助形成结构化分析、判断和标准化输出时使用本技能。适合输出清晰的输入要求、处理步骤、结果结构和风险边界。
Interact with Zoho CRM, Projects, and Meeting APIs. Use when managing deals, contacts, leads, tasks, projects, milestones, meeting recordings, or any Zoho workspace data.
Guide founders through operational fundamentals — entity setup, co-founder agreements, IP assignment, banking, bookkeeping, taxes, insurance, and contractor agreements. Phase-based interactive guided process.
Guide annuity and life-insurance sales workflows—discovery, suitability, product selection, objections, closing, and servicing—when supporting licensed insurance sales conversations or deliverables.
Coterie Insurance integration. Manage data, records, and automate workflows. Use when the user wants to interact with Coterie Insurance data.
Yesware platform help — email tracking, campaigns, templates, Prospector, Meeting Scheduler, Salesforce integration, reporting. Use when Yesware tracking isn't showing opens, campaigns aren't sending to recipients, templates aren't personalizing correctly, Prospector search returns irrelevant lea...
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...
Mailshake platform help — campaigns, Lead Catcher, recipients, senders, webhooks, API, analytics, integrations, deliverability settings. Use when Mailshake campaigns aren't getting replies, Lead Catcher is missing leads, recipients aren't importing correctly, sender accounts keep disconnecting, i...
Seismic platform help — Enablement Cloud, content management, Learning & Coaching, Aura AI, Digital Sales Rooms, Meeting Intelligence, LiveSend, LiveDocs, Programs, Seismic Exchange, API & integrations. Use when reps can't find the right content in Seismic, Learning paths have low completion rate...
Remove non-employee users from HubSpot and reassign their orphaned contacts, companies, and deals. Pairs with the assign-unowned-contacts skill for comprehensive ownership cleanup.
Classify companies into Ideal Customer Profile (ICP) tiers based on firmographic data (industry + employee count). Creates a custom property via API and 4 classification workflows in HubSpot UI.
Reassign contacts and companies from deactivated team members to active owners. Fully automated via the HubSpot Owners API and Batch Update API. Includes territory analysis for informed reassignment decisions.
Prepare responses to common sales objections with scripts and strategies. TRIGGERS - Use when user wants to handle objections, prepare for sales pushback, or create objection-handling scripts.
AI-powered B2B sales workflow. Research prospects, generate outreach, create content, handle objections, prep discovery calls. Use when asked to "research a company", "write a cold email", "handle an objection", or "prep for a call".
Analyze commercial leases (office, retail, industrial, warehouse)
Automated client onboarding and project lifecycle management. From a single message, creates Google Drive/Dropbox project folder structure, generates project brief, sends templated welcome email, schedules kickoff meeting on Google Calendar, sets up task board in Todoist/ClickUp/Linear/Asana/Noti...
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