Routing Logic Blueprint Skill
Use when defining or adjusting marketing-to-sales assignment rules.
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Use when defining or adjusting marketing-to-sales assignment rules.
Use to craft channel-specific outreach sequences that tie directly to
Use to enforce stage definitions, next-step requirements, and data completeness
Use when preparing responses to prospect objections during outbound, discovery, or follow-up conversations.
Use when planning, running, or summarizing discovery calls to uncover pain, timeline, and authority.
研报初稿助手 - 销售支持版。专为销售团队设计,输出通俗易懂、结论清晰、便于转述的研报摘要,支持客户沟通、路演材料、朋友圈转发。 **触发场景**: - 用户是销售/客户经理,需要研报支持材料 - 用户说"销售版"、"客户沟通"、"路演材料"、"朋友圈" - 需要通俗易懂、结论清晰 - 需要便于转述、适合口头表达 **关键词**:"销售"、"客户经理"、"路演"、"客户沟通"、"朋友圈"
尽调访谈纪要助手 - 整理和生成尽调访谈纪要。当用户需要将尽调访谈录音/笔记整理成规范纪要、提取访谈关键信息、梳理访谈问题与回答或归档访谈记录时触发此技能。适用于投行、律所、会所等中介机构的尽调场景。
Strategic account planning and execution for enterprise deals. Use when planning complex sales cycles, managing multiple stakeholders, applying MEDDICC qualification, tracking deal health, or building mutual action plans. Includes the "stale MAP equals dead deal" pattern.
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...
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...
ZoomInfo platform help — SalesOS, MarketingOS, OperationsOS, Copilot, API, integrations. Use when ZoomInfo searches aren't returning the right prospects, enrichment data is incomplete or stale, intent signals aren't surfacing target accounts, Engage sequences have low reply rates, advertising aud...
Weflow platform help — Salesforce-native Revenue AI with activity capture, conversation intelligence, and deal forecasting. Use when Salesforce data is stale because reps don't update it, emails and meetings aren't logging to Salesforce automatically, need AI call recording and transcription insi...
Who Sponsors Stuff platform help — newsletter sponsor intelligence database tracking 500+ newsletters and 8,000+ sponsors with decision-maker contacts, ad creative screenshots, CSV exports, and email alerts. Use when you need to find brands actively sponsoring newsletters in your niche, want to s...
Revenue.io platform help — Salesforce-native revenue orchestration with RingDNA dialer, Guided Selling cadences, Moments real-time coaching, conversation intelligence, and Revenue Intelligence dashboards. Use when calls not logging to Salesforce from Revenue.io, setting up Guided Selling cadences...
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 ...
Salesroom platform help — AI-powered video conferencing built for sales with real-time coaching, buyer engagement scoring, battle cards, and CRM auto-update. Use when setting up Salesroom for your sales team, real-time coaching prompts not appearing during calls, buyer engagement scores not match...
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