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Found 4 Skills
Manage sales workflows — track deals, schedule calls, client comms.
Daily callable lead inventory with ATL/BTL breakdown. Health check for 50+ daily dials.
Keap integration. Manage crm and marketing automation and sales data, records, and workflows. Use when the user wants to interact with Keap data.
Evaluate and respond to inbound PostHog sales leads from Salesforce. Use this skill when any PostHog TAE needs to triage an inbound lead — deciding whether to qualify for a call, route to self-serve, or disqualify — and then draft an appropriate response email. Checks Vitally for existing account context before qualifying. Triggers on "respond to this lead", "triage this inbound", "write a response to this lead", "disposition this lead", "evaluate this Salesforce lead", or any request involving an inbound sales inquiry that needs qualification and a reply. Also trigger when a TAE pastes or describes lead details and asks what to do with them.