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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...
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...
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...
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...
Smartlead platform help — campaigns, SmartSenders, SmartInfra, SmartAgents, SmartDialer, SmartProspect, SmartDelivery, warmup, API, integrations, agency/white-label. Use when Smartlead emails are landing in spam, campaigns have low reply rates, SmartSenders mailboxes keep getting flagged, warmup ...
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 USMCA/NAFTA Certificates of Origin for preferential tariff treatment on US-Mexico-Canada goods. Verifies origin criteria, HS classifications, and regional value content. Use when preparing trade certificates, customs origin documentation, duty preference claims, or cross-border shipment ce...
Drafts U.S. regulatory client advisory summaries translating legal developments into actionable risk and compliance guidance. Use when a client needs a proactive memo, client alert, or legal-update brief for a new law, case, rulemaking, agency guidance, or pending reform. Trigger on requests for ...
Drafts a formal Bylaw Amendment Resolution for U.S. corporations, LLCs, or non-profits. Invoke when a board, shareholders, or members approve bylaw changes and need an auditable WHEREAS/RESOLVED record with amendment text, vote tallies, effective date, and secretary certification for minute books...
Prepares jurisdiction-specific charitable solicitation registration packages for U.S. nonprofits. Covers multi-state nexus analysis, exemption eligibility, URS filing strategy, financial disclosures, and professional fundraiser documentation. Use when a nonprofit plans fundraising campaigns, onli...
Drafts and reviews TRID-compliant U.S. residential Closing Disclosures, assembling all five pages of CFPB Form H-25, comparing to Loan Estimates, classifying tolerance buckets, flagging re-disclosure triggers, and producing a compliance review memo. Use when working with closing disclosures, CDs,...
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...
Produces structured U.S. transactional due diligence summaries with risk ratings, document citations, and follow-up actions. Triggers when the user requests a due diligence summary, diligence report, red-flag memo, or data room analysis for M&A, investment, or partnership transactions.
Drafts FINRA Rule 4512-compliant customer account records for broker-dealers. Use when onboarding customers, updating account information, or preparing for regulatory examinations. Triggers on requests involving customer account documentation, CIP/AML obligations, trusted contact designations, su...
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...
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...
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...
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...
Create professional client proposals with pricing, scope, timeline, and deliverables. TRIGGERS - Use this skill when: - User wants to create a client proposal or quote - User mentions proposal, scope of work, or client pitch - User needs to write a project proposal or service agreement - User as...
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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