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Los expertos publican sus playbooks como agentes de IA protegidas y monetizables. Las empresas las instalan en un clic, las ejecutan en sus agentes y son dueñas de todo lo que construyen.

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La confianza de equipos de revenue en más de 100 empresas B2B

Access Group
Viventium
Safe Software
Processfusion
Naturgy
Nevvon
G2 ratingSOC 2 Type II & SOC 3GDPRCCPAHIPAA

Personas que construyen sobre nuestra plataforma

Explora sus páginas, mira sus playbooks, ejecuta su trabajo.

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expertise.ai/u/maya
Maya Chen
Maya Chen
Install · $200/mo
Maya Chen
Maya Chen
The exact RevOps agents I run for 200+ teams

I build workflows for pipeline hygiene, deal coaching, buying signals, CRM automation, and follow-up so reps know what matters, what to do next, and how to move.

Install Pipeline Hygiene OS · $200/mo
Runs inside the stack you already use.
SalesforceHubSpotGmailOutlook
Pipeline Hygiene Sweep
Run Pipeline Hygiene Sweep V2

Found 3 stalled deals in your pipeline. Here's a follow-up to revive Everton Works — ready for your approval.

EmailNew email draftDraft
Follow-up: Everton Works renewal
HBTo: Hassan Bello

Hi Hassan, following up on the rollout we discussed. Your CRM sync has run clean for two weeks and the stalled Everton Works renewal is ready to close out. Worth a quick 15-minute chat this week to confirm before Q4 planning?

Request changesApprove & send

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Stalled Deal Rescue

Use when a user asks “Why is this deal stuck?”, “This deal has been sitting in proposal forever,” or “Rescue my stalled deals.” Diagnoses the blocker behind an open, stale deal and gives the owner a cause-based recovery plan. Not for a single quiet-thread bump, which belongs in No-Reply Rescue, or stage-label validation, which belongs in Deal Stage Reality Check.

Creada porBrent Haldiman

Outbound Campaign Diagnostic

Diagnose an outbound campaign from its funnel numbers and produce a weekly status report — selling days remaining, current vs target metrics, the single binding constraint, and the one fix for next week. Use this whenever someone shares outbound activity numbers, asks why a campaign isn't producing meetings, wants a weekly or monthly campaign update or client report, says outbound "isn't working," is deciding whether to kill or extend a campaign, or is reviewing SDR performance. Also use when someone asks for a pipeline or outbound review, or hands over dials, connects, replies, or meeting counts without a specific question — raw activity data almost always means a diagnostic is needed. Reach for this before offering generic outbound advice, because the fix depends entirely on which funnel stage is actually broken.

Creada porNev Santana

President's Club AE Program

Use this when you say: plan my day, run my territory, am I on pace, what do I need to close, prep me for this call, help me follow up, update CRM, rescue this deal, find whitespace, build a bigger deal, or close out my day. It shows where you stand against quota, what needs attention, and the next actions that move you toward bigger deals and quota attainment.

Creada porMatthew James Lefrandt

Signal-to-Outreach Email

Spotted a buying signal? Drop in the prospect and the trigger. The skill researches them, builds a consequence chain from the signal, picks the right framework, and writes a sub-75-word email. The signal drives the email without ever appearing in the copy. Ready to send.

Creada porMark Colgan

Email Deliverability (complete guide)

Set up, audit, rescue, or pre-send-check cold-email deliverability as a guided step-by-step process. Walks the nine practices in order, domains (age, TLDs, registrar spread, SPF/DKIM/DMARC), inbox providers and daily capacities, the 70/30 warm-up pool rotation, sequencer choice and fingerprinting, email security gateways (Mimecast, Proofpoint, Barracuda) and how to route around them, inbox placement testing without open tracking, burn-detection metrics with corrective actions, deliverability-safe copywriting, and email verification. Each step is do-this, here's-why, then a checkpoint before the next. Works with any provider and sequencer. Trigger when the user mentions deliverability, spam placement, bounce rates, inbox warm-up, domain reputation, blacklists, email landing in spam, reply rates dropping, warm-up scores, security gateways, or setting up cold-email infrastructure.

Creada porPrashant Mantri

  • Stalled Deal Rescue

    CRMGmail
    Resultado de ejemplo
    Stalled deal recovery plan
    Diagnostic AreaStatus / BlockerEvidence (Inbox & CRM)
    Buyer EngagementBlocked: Timing SlippedEmeka Andersson cited Q3 plant expansion delay on Aug 14; last 2 touches asked 'any updates?' without re-anchoring.
    Stakeholder CoverageGap: Economic BuyerCFO Marcus Vance requested loss-run audit authority on Jul 29; never added to proposal threads or CRM contacts.
    Technical / TermsUnresolved ObjectionRisk Director Sarah Lin flagged deductible structure in clause 4B on Aug 02; no counter-proposal provided.

    Use when a user asks “Why is this deal stuck?”, “This deal has been sitting in proposal forever,” or “Rescue my stalled deals.” Diagnoses the blocker behind an open, stale deal and gives the owner a cause-based recovery plan. Not for a single quiet-thread bump, which belongs in No-Reply Rescue, or stage-label validation, which belongs in Deal Stage Reality Check.

    Por Brent HaldimanDemoInstalar

Funcionando en todo tu equipo en minutos

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Construye la tuya en minutos, o elige un play probado por expertos que lo han ejecutado a gran escala.

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Se adapta a ti.

Cada agente se personaliza automáticamente según tu rol, tu ICP y tus herramientas.

Cómo funciona

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Constrúyela, comparte el enlace y todos ejecutan el mismo flujo de trabajo. Nada que reconstruir y nada que configurar.

Chips de conectores de Hubspot, ActiveCampaign, Apollo, LinkedIn, Zoominfo, Salesforce, Pipedrive, Gong, Outreach, Notion, Slack y Gmail

Tu stack.
Ya conectado.

CRM, bandeja de entrada, calendario, grabadora de llamadas, dialer, LinkedIn. Expertise lee y escribe en las herramientas donde ya trabajas. Conéctalo en minutos, sin equipo de ingeniería.

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Expertise AI cumple con SOC 2 Type II, SOC 3, GDPR y HIPAA brindándote el mejor soporte y privacidad de su clase. Esto incluye la protección completa de tus datos con encriptación de vanguardia

  • Expande tu negocio globalmente - nos encargamos de tu cumplimiento con regulaciones locales
  • Cifrado de extremo a extremo y controles de acceso estrictos para todos los datos de clientes
  • Apoya a tu base de clientes con soporte de exclusión voluntaria y DNC
GDPRHIPAA compliantCCPA compliantSOC 2
SOC 2 (Type II) y SOC 3
Auditado anualmente
GDPR, CCPA y HIPAA
Cumplimiento total
SSO empresarial
SAML 2.0 + SCIM
Observabilidad
Registros, analíticas y alertas

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