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Found 62 Skills
Generate structured lead lists from prospect databases and web directories with Firecrawl browser. Use for finding prospects by role, company type, industry, stage, location, technologies, or other criteria and exporting CRM-ready JSON or CSV.
Workbooks CRM integration. Manage data, records, and automate workflows. Use when the user wants to interact with Workbooks CRM data.
Research a prospect then draft personalized outreach. Uses web research by default, supercharged with enrichment and CRM. Trigger with "draft outreach to [person/company]", "write cold email to [prospect]", "reach out to [name]".
Mixmax platform help — sequences, email tracking, one-click meetings, rules engine, dialer, AI Compose, Salesforce/HubSpot integration, polls, reporting. Use when asking 'how do I do X in Mixmax', setting up Mixmax sequences, configuring Mixmax rules or automations, connecting Mixmax to Salesforce or HubSpot, using Mixmax scheduling, or troubleshooting Mixmax tracking. Do NOT use for general outbound cadence strategy (use /sales-cadence), cross-platform email deliverability (use /sales-deliverability), meeting scheduling strategy (use /sales-meeting-scheduler), email tracking strategy (use /sales-email-tracking), or connecting Mixmax to other tools via Zapier (use /sales-integration).
Build automations connecting Qwilr to CRM and other tools via API, Zapier, or native integrations. Use when connecting Qwilr to HubSpot, connecting Qwilr to Salesforce, setting up Qwilr Zapier workflows, auto-generating proposals from CRM data, using the Qwilr API, automating proposal creation, syncing Qwilr with CRM, configuring Qwilr webhooks, or building Qwilr integrations.
ChurnZero platform help — Health Scores, Plays & Automation, Journeys, Renewal Forecasting, In-App WalkThroughs, Surveys (NPS/CSAT/CES), AI Agents, REST API (OData v4). Use when health scores aren't predicting churn accurately, plays automation isn't triggering, Salesforce or HubSpot sync is broken, reporting dashboards feel inflexible, in-app WalkThroughs aren't reaching users, renewal forecasting numbers don't match CRM, or the ChurnZero API returns unexpected errors. Do NOT use for general customer success strategy (use /sales-customer-success) or NPS/CSAT survey methodology (use /sales-customer-feedback).
Clari Copilot (formerly Wingman) platform help — conversation intelligence with real-time battlecards, live coaching during calls, AI call summaries, coaching scorecards, gametapes, deal intelligence, and CRM auto-update within Clari's revenue orchestration platform. Use when setting up Clari Copilot for a sales team, battlecards popping up too often during calls, meeting bot not joining or joining late, Clari Copilot vs Gong pricing or features, Clari API integration for forecast export or data ingestion, CRM field mapping not syncing correctly, coaching scorecards not scoring accurately, or evaluating Clari Copilot for enterprise conversation intelligence. Do NOT use for picking a note-taker across vendors (use /sales-note-taker) or building a coaching program (use /sales-coaching).
Research a company or person and get actionable sales intel. Works standalone with web search, supercharged when you connect enrichment tools or your CRM. Trigger with "research [company]", "look up [person]", "intel on [prospect]", "who is [name] at [company]", or "tell me about [company]".
First obtain customer information and follow-up records, determine the product matching path, and output targeted sales strategies. Supports two product lines: Pre-sales Digital Employee and Langtum Platform.
Craft platform help — AI growth engine for home services with real-time field sales coaching during in-home appointments, 24/7 AI call center with live CSR coaching, revenue recovery AI agents, Craft Intelligence analytics. Use when reps need live coaching during appointments not after, call center booking rates are too low, missed estimates and unsold jobs pile up without follow-up, comparing Craft vs Rilla vs Siro vs SalesAsk for home services coaching, setting up Craft with ServiceTitan or Salesforce, or wondering if bundled pricing is worth it. Do NOT use for virtual/video meeting note-taking (use /sales-note-taker) or building a coaching program from scratch (use /sales-coaching).
Totango platform help — SuccessBLOCs, SuccessPlays, Health Scores, Customer 360, Touchpoints, Customer Data Hub, Unison AI, Catalyst, email campaigns, REST API. Use when implementation is taking too long and you need a setup plan, SuccessPlays aren't triggering or running on the wrong accounts, health scores don't match actual churn risk, integrations keep breaking or disconnecting from Salesforce or HubSpot, reports and dashboards feel rigid and you can't build custom views, Totango API returns errors or you need to query accounts, or you're migrating to Totango from Gainsight or ChurnZero. Do NOT use for general customer success strategy (use /sales-customer-success) or NPS/CSAT survey methodology (use /sales-customer-feedback).
Prepare for a sales call with account context, attendee research, and suggested agenda. Works standalone with user input and web research, supercharged when you connect your CRM, email, chat, or transcripts. Trigger with "prep me for my call with [company]", "I'm meeting with [company] prep me", "call prep [company]", or "get me ready for [meeting]".