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Found 62 Skills
Simplicate integration. Manage data, records, and automate workflows. Use when the user wants to interact with Simplicate data.
When the user wants to build or improve a sales bot's ability to pull in firmographic or contact data mid-conversation. Also use when the user mentions "data enrichment," "lead enrichment," "pulling company data," "contact data lookup," or "real-time data."
Implement proven sales methodologies (MEDDIC, BANT, Sandler, Challenger, SPIN) across your team. Generate framework-specific questions, score deals, train reps, and enforce consistent qualification. Use when implementing or optimizing sales processes.
Cluely platform help — real-time AI meeting assistant with live coaching overlay, pre-call briefs, meeting notes, conversation analytics, and knowledge base RAG. Use when setting up Cluely for live AI prompts during sales calls, configuring the knowledge base with company docs for real-time RAG retrieval, connecting Cluely to HubSpot or Salesforce via Merge.dev, troubleshooting transcription accuracy or speaker attribution errors, comparing Cluely Pro vs Pro + Undetectability plans, or setting up team coaching scorecards and missed opportunity tracking. Do NOT use for choosing between AI note-takers across vendors (use /sales-note-taker) or reviewing a call for coaching (use /sales-call-review).
MaxIQ platform help — AI-native revenue intelligence with EchoIQ conversation intelligence, InspectIQ pipeline visibility, ForecastIQ AI-driven forecasting, 9 AI agents (NoteTaker, Radar, Summarizer, Coach, Taskmaster, Watchdog, Forecaster, Revenue Planner, Deal Mapper), usage-based pricing (no per-seat), Salesforce/HubSpot CRM sync. Use when EchoIQ not capturing all meeting types, AI Coach scoring criteria not matching your sales process, CRM fields not auto-populating from calls, InspectIQ deal signals seem inaccurate, ForecastIQ predictions not matching reality, comparing MaxIQ vs Gong vs Clari for revenue intelligence, setting up AI Radar keyword tracking, or evaluating usage-based CI pricing vs per-seat alternatives. Do NOT use for designing outbound cadences (use /sales-cadence) or cross-platform coaching programs (use /sales-coaching).
Fathom AI note-taker platform help — REST API for pulling meeting transcripts, summaries, action items, and CRM matches into CRMs, data warehouses, or Slack. Use when transcripts not syncing to HubSpot/Salesforce, Fathom webhook signatures failing HMAC verification, bot blocked by Google Meet as a security risk, OAuth app can't include transcript inline, building a Fathom→Snowflake/BigQuery pipeline, rate-limited at 60 calls/minute, or picking between Fathom free tier vs Premium vs Team vs Business. Do NOT use for selecting between Fathom and competitors like Fireflies/Gong/Avoma (use /sales-note-taker) or reviewing specific call recordings (use /sales-call-review).
SMS Magic integration. Manage SMSes, Contacts, Conversations, Templates, Campaigns, Lists. Use when the user wants to interact with SMS Magic data.
Match external CSV/JSONL records to CRM contacts (by email) or companies (by domain) and write enriched data back in one pass using `hubspot objects upsert`.
Prepare structured briefings for meetings with legal relevance and track resulting action items. Use when preparing for contract negotiations, board meetings, compliance reviews, or any meeting where legal context, background research, or action tracking is needed.
Periodic sales performance review composite. Aggregates ALL sales initiatives taken in a given period — outbound campaigns, inbound efforts, events, partnerships, content, referrals — and measures the impact of each on pipeline and revenue. Produces a team-presentable report covering initiative-level performance, cross-initiative comparisons, pipeline attribution, what's working, what's not, and where to invest next. Tool-agnostic — pulls data from any combination of CRM, outreach tools, and tracking systems.
Winn.ai platform help — real-time AI sales assistant with playbook adherence tracking, automated CRM updates, and live coaching. Use when setting up Winn.ai playbook templates for MEDDIC or BANT or SPICED, CRM fields not populating after sales calls in Salesforce or HubSpot, Winn.ai not tracking talking points during calls, choosing between Winn.ai and Gong or Sybill or Fathom for real-time guidance, understanding Winn.ai Pro vs Enterprise pricing and feature gating, configuring AI meeting prep briefs or follow-up emails, or Winn.ai Chrome extension not working during Zoom or Teams calls. Do NOT use for picking between note-takers generally (use /sales-note-taker) or reviewing a single call for coaching (use /sales-call-review).
Fireberry integration. Manage Organizations, Pipelines, Users, Goals, Filters. Use when the user wants to interact with Fireberry data.