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Ready-to-Run AI Skills for Sales and GTM Teams

Browse expert-built AI skills for sales prospecting, buyer intent, lead routing, pipeline management and customer growth. Preview every workflow, connect your tools and run it on your own business data.

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Browse AI Sales Automation Skills

Choose from expert-built AI skills for prospecting, account research, buyer intent, pipeline management, lead routing and customer growth. Each skill is a ready-to-run sales workflow — not just a generic prompt or template.

  • Sample result
    Score and rewrite a cold email
    RuleStatusFeedback & Evidence
    1. Word Count (<75 words)FAIL118 words total; risks being skipped on mobile devices.
    2. Consequence-LedFAILOpened with 'My name is Marcus' rather than an operational pain.
    4. One Pain FocusFAILCombined hygienist scheduling, claim denials, and chair turnover.
    5. Soft Interest CTAFAIL'15 minutes next Tuesday?' demands calendar time prematurely.
    8. Subject LineFAIL'Transform Practice Operations!' is capitalized marketing copy.

    Paste any cold email and get it scored against 8 rules: length, consequence-led, pub test, one pain per email, CTA quality, first line, filler, and subject line. Each fail gets a line-level callout with specific suggestions to fix it. A quick diagnostic before you rewrite.

  • Sample result
    New email draft
    Your 2pm Pre-Call Brief: Sable Networks
    To:Alex Miller

    Sources: Salesforce + Gmail + Google Calendar + Web Call: Sable Networks, today 2:00pm Call Objective: Secure commitment for a paid proof-of-concept by converting the operations lead's interest into a concrete next step with a timeline. What likely matters most to the buyer: Priyanka Moreau (Head of Operations) is focused on reducing material waste and improving production line efficiency. The new attendee, Raj Patel (Director of IT), will likely focus on data security and in…

    Use when the user has a specific upcoming buyer call to prepare for: "prep me for my 2pm", "what should I know before the Acme call", "I have a meeting in 20 minutes". Returns a two-minute cheat sheet, objective, buyer priorities, risks, questions, talk track. For context before replying to a thread with no scheduled call, use Deal Context Builder.

  • Sample result
    1. 11. Resolve Unanswered Cleanroom Pollution Objection
    2. 22. Provide Champion-Ready Approval One-Pager
    3. 33. Bridge Stakeholder Gap with Finance
    4. 44. Re-anchor Close Date to Q3 Audit Milestone

    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.

  • Sample result
    Weekly campaign status report
    Funnel StageActual vs TargetStage Grade
    Dials → Connects620 dials / 41 connects (6.6%)Pass
    Connects → Conversations41 connects / 14 convos (34.1%)Pass
    Conversations → Meetings14 convos / 1 booked (7.1%)Fail (Binding Constraint)
    Meetings → Held1 booked / 1 held (100%)Pass

    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.

  • Sample result
    Audit pipeline for economic buyers
    OpportunityIdentified Economic BuyerConfidence
    Wren Collective — $340k Fulfillment AutomationElena Vance (CFO, Parent Org)85%
    LogiBot Systems — $180k Sorting LineMarcus Thorne (VP Automation)90%
    Vanguard Freight — $520k Pallet FleetNot identified in call content25%
    CrossDock Inc — $210k Fleet ExpansionSarah Chen (Divisional GM)70%

    Identify the economic buyer for in-scope opportunities using only call and email content, never CRM fields; filter voicemails and no-connects before counting engagement, score evidence on the fixed 0-100 rubric, surface buyer gaps and approval gates, flag unsupported close dates, and keep CRM write-back off by default and gated. Use when asked who controls budget, who can approve spend, whether a deal is single-threaded, or for buyer-gap, multithreading, forecast, QBR, or deal-review analysis. Not for inferring buyers from MEDDPICC, contact roles, buyer checkboxes, attendance, or other CRM fields.

  • Sample result
    New email draft
    Following up on our conversation
    To:Dimitri Marchetti

    Dimitri, Thanks for your time today. It was great to walk through how we can help Glint Dynamics streamline staffing across your properties, especially with the upcoming peak season. Based on our conversation, it sounds like the main priorities are reducing the time spent on scheduling seasonal staff and getting better visibility into agency spend. Confirming our next steps: I'll send over the tiered pricing proposal by Friday, and you will share the pilot performance data wi…

    Use when the user wants the post-meeting follow-up drafted and the commitments captured: "draft the follow-up from that call", "what did we actually agree to", "who owes what after the demo". Returns the buyer email draft PLUS agreed-vs-proposed next steps and stall risks from one meeting. For the CRM note use Post-Meeting CRM Note Writer; pipeline-wide next-step enforcement lives in Pipeline Truth.

  • Sample result
    LinkedIn content audit
    Funnel StageCurrent Post MixMedian Engagement
    Reach (TOFU)65% (13/20 posts)42 reactions, 3 comments
    Trust (MOFU)25% (5/20 posts)88 reactions, 14 comments
    Sales (BOFU)10% (2/20 posts)12 reactions, 1 comment

    Audits a LinkedIn creator’s content engine from public post data. It captures creator voice, benchmarks performance against account-level medians, deconstructs competitor outliers, maps the Reach → Trust → Sales funnel, and returns evidence-derived content angles. Use for LinkedIn content audits, conversion diagnosis, competitor analysis, funnel-gap analysis, performance reviews, and evidence-backed content angles. Not for canned-template libraries or generic unsourced post ideas.

  • Sample result
    Build a MEDDICC deal scorecard
    MEDDICC ComponentScoreStatus
    Metrics2 / 3Yellow
    Economic Buyer1 / 3Red
    Decision Criteria3 / 3Green
    Decision Process2 / 3Yellow
    Identified Pain3 / 3Green
    Champion & Competition2 / 3Yellow

    Analyze sales opportunities, call transcripts, and pipeline qualification using MEDDICC. Use when asked for a deal review, deal health or qualification check, MEDDICC scorecard, call coaching, pre-call qualification prep, champion-gap review, or pipeline risk scan. Supports connected CRM and conversation-intelligence data, uploaded exports, and pasted transcripts.

  • Sample result
    Draft a signal-tailored cold email
    intake bottlenecks
    To:Milo Lindqvist

    Milo, When litigation practice groups add associates quickly, intake document tagging usually lags behind team headcount growth. Partners end up auditing manual case files instead of billing client hours. LexiFlow helps specialized legal services firms automate intake review and document classification so team expansion does not create administrative drag. We recently helped Apex Legal cut intake review time by 40% in 60 days. Worth comparing notes? Elena Vance LexiFlow Techn…

    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.

  • Sample result
    Deliverability audit scorecard
    Audit AreaCurrent ConfigurationHealth Grade
    DNS AuthenticationSPF: Pass, DKIM: Pass, DMARC: Missing policy (p=none)Warning (C+)
    Domain & Registrar Spread3 new .com domains registered on same day via single registrarCritical (D)
    Provider Sending CapsGoogle: 45 emails/day; Microsoft: 30 emails/dayCritical (F)
    Gateway Route-AroundMimecast security gateway detected on Glint Systems MX recordsAt Risk (B-)
    Warm-up Pool Rotation100% active sending volume, 0% warm-up pool allocationWarning (C)

    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.

  • Sample result

    **Prospect Research Brief: Amara Petrov | Sources: LinkedIn | Confidence: normal**

    **Verified Profile** * **Name:** Amara Petrov * **Title:** Chief Operating Officer * **Company:** Onyx Holdings * **Location:** Denver, Colorado * **Source:** LinkedIn Profile (linkedin.com/in/amarapetrov-coo) **What They Likely Own** * Operational efficiency across Onyx's portfolio of clinics (Hypothesis)

    Use when the user wants one specific person researched before outreach or a call: "research this prospect", "give me a brief on this VP Sales", "who is this person and how should I approach them", "pull context on this stakeholder". Returns a verified-identity brief with hooks and an approach recommendation. Not for choosing among stakeholders at an account (Champion & Entry-Point Finder) and not company-only research.

  • Sample result
    ContactAccountWhy Now (Signal)
    Marisol Silva, Dir. of Project FinanceRivet UnionViewed project finance case study yesterday
    David Chen, VP, Capital ProjectsHelios Grid SolutionsNew contact created in CRM, matches ICP
    Anya Sharma, Head of DevelopmentTerraWatt PowerEmail thread reactivated after 3 weeks
    Leo Martinez, Sr. AnalystApex Wind PartnersDownloaded 'Solar Farm Financing' whitepaper

    Use to run the user's daily prospecting: "run my daily prospecting", "build today's queue", "who should I work today", "add these to today's queue". Scans the CRM and inbox for commercial signals (plus any targets the user hands it), applies suppression, scores and buckets every candidate, and returns a ranked action queue with drafts and approval-gated CRM writeback. This skill owns the daily prospecting verb and today's queue additions; Sales Navigator list work is Sales Nav Daily Operator, and ranking territories is Territory & Account Prioritizer.

More Than Sales Automation Tools

Traditional sales automation tools give your team features to configure. Expertise skills package complete GTM workflows — from finding buyer intent signals to routing qualified leads and diagnosing pipeline risk — so your team can run the work with a single request.

Turn Proven Sales Playbooks Into Repeatable Workflows

Each AI skill combines a defined sales playbook, the business context from your connected tools and a clear output. Preview the sample result, see what data is required and install only the workflows that fit your team.

How Expertise AI Skills Work

  1. 1

    Choose a GTM workflow

    Find a skill for prospecting, buyer intent, lead routing, pipeline management or customer growth.

  2. 2

    Preview the expected result

    Review a real example before installing or running the skill.

  3. 3

    Connect your business tools

    Let the skill securely use context from your CRM, inbox, website and other GTM systems.

  4. 4

    Run the skill on your data

    Get an actionable output such as a target account list, lead routing recommendation or pipeline digest.