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Found 256 Skills
PE deal sourcing workflow — discover target companies, check CRM for existing relationships, and draft personalized founder outreach emails. Use when sourcing new deals, prospecting companies in a sector, or reaching out to founders. Triggers on "find companies", "source deals", "draft founder email", "check if we've seen this company", or "outreach to founder".
Builds a custom lead scoring model for a business. Takes ICP definition, historical win/loss data, CRM export. Analyzes which attributes correlate with closed-won deals. Generates lead-scoring-model.md with scoring dimensions, point values, thresholds, CRM implementation guide, and validation methodology. Can also score a batch of current leads against the model.
Fireflies.ai platform help — AI meeting note-taker with GraphQL API, webhooks (V1 + V2), AskFred AI, real-time events, and Fred bot that joins Zoom/Meet/Teams to transcribe. Use when Fireflies transcripts not syncing to CRM, webhooks not firing or signatures failing HMAC verification, hitting 50 req/day or 60 req/min rate limits on the GraphQL API, building a transcript pipeline from Fireflies to Snowflake/BigQuery/warehouse, migrating from Webhooks V1 to V2, the Fireflies bot not joining calls or users wanting to disable auto-join, deciding between Free, Pro ($10), Business ($19), or Enterprise ($39) tier, or wiring AskFred or Real-time API into an internal app. Do NOT use for comparing Fireflies vs Fathom/Avoma/Gong or selecting a note-taker (use /sales-note-taker) or reviewing a single sales call for coaching (use /sales-call-review).
Deal health scoring + next-best-action for every open deal. Pulls HubSpot deals, CRM activity history, and engagement data to flag stalled deals, predict close probability, and recommend specific recovery actions. Runs daily at 7am CST or on-demand. Use when: 'deal health', 'pipeline review', 'stalled deals', 'deal momentum', 'which deals need attention', 'morning brief', 'SOD'.
Fills in missing data for inbound leads — researches the company, identifies the person's role and seniority, finds other stakeholders at the company, checks for existing CRM relationships, and updates the lead record. Produces enriched lead data ready for qualification or outreach. Tool-agnostic.
People.ai (now Backstory) platform help — automatic activity capture, deal intelligence, pipeline health, revenue forecasting, MCP integration, Salesforce/Dynamics/Oracle CRM sync. Use when reps aren't logging activities and CRM data is stale, deals are slipping without warning and you need early risk signals, forecast accuracy is poor because it's based on gut not data, evaluating People.ai vs Gong vs Clari vs Revenue.io for revenue intelligence, activity data isn't tying back to pipeline or revenue outcomes, or you want to connect People.ai to AI agents via MCP. Do NOT use for conversation intelligence with call recording and transcription (use /sales-gong or /sales-note-taker), building outbound sequences (use /sales-cadence), or general CRM data cleanup strategy (use /sales-data-hygiene).
Keap integration. Manage crm and marketing automation and sales data, records, and workflows. Use when the user wants to interact with Keap data.
When the user wants to figure out which marketing actually drives conversions and revenue, choose or interpret an attribution model, or reconcile conflicting numbers across tools. Also use when the user mentions "attribution," "attribution model," "first-touch vs last-touch," "multi-touch," "which channel drives revenue," "what's my real CAC," "my dashboards disagree," "Google/Meta says X but GA says Y," "media mix model," "MMM," "incrementality," "geo lift," "holdout test," "how did you hear about us," "self-reported attribution," "dark social," or wants to instrument attribution themselves — "stitch my bookings to their source," "SavvyCal/Calendly attribution," "close the identify gap," "track conversions on a third-party domain," "first-party / self-hosted attribution." For event tracking setup and UTMs, see analytics. For ad-platform pixels/CAPI, see ads. For pipeline and CRM revenue reporting, see revops. For the AI-search attribution blind spot, see ai-seo.
Extract structured company lists from directories with Firecrawl. Use for scraping YC, Crunchbase, Product Hunt, G2, startup directories, category directories, or custom company databases into JSON, CSV, CRM-ready lists, or research tables.
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 asking 'how do I do X in Seismic', configuring Seismic content library, setting up Learning paths, building Digital Sales Rooms, using LiveSend tracking, generating LiveDocs, managing enablement programs, using Aura AI, or integrating Seismic with CRM. Do NOT use for general sales content strategy (use /sales-content), sales coaching frameworks (use /sales-coaching), cross-platform deal room strategy (use /sales-deal-room), or connecting tools via Zapier (use /sales-integration).
Laserfocus platform help — Salesforce overlay with Stacks, table views, bulk editing, precache technology, and task management. Use when reps find native Salesforce UI too complex for daily pipeline work, Salesforce data entry is slow and reps skip updates, evaluating Laserfocus vs Scratchpad vs Weflow vs Dooly for Salesforce overlay, need a lightweight Salesforce alternative without replacing the CRM, or Laserfocus Stacks or Field Groups not working as expected. Do NOT use for general CRM selection (use /sales-crm-selection) or conversation intelligence / call recording (use /sales-note-taker).
Comprehensive sales and revenue operations skill. Use when building a sales team, doing founder-led sales, hiring first sales reps, navigating enterprise deals, implementing product-led sales, designing sales compensation plans, defining ICP, mapping buyer personas, or optimizing the revenue engine (RevOps). Activates for: sales strategy, rev ops, revenue operations, sales enablement, sales compensation, ICP, ideal customer profile, buyer persona, sales process, deal execution, lead scoring, lead routing, lead lifecycle, MQL, SQL, pipeline management, CRM automation, sales qualification, BANT, MEDDIC, founder sales, enterprise sales, product-led sales, startup sales, SDR, AE, quota, ramp, commission plan.