Prospect to Proposal Kit

For sales managers and reps who want every deal to move the same, solid way, from first touch to quote.

Account Research & First Touch turns your notes on a target account into a fit score, the buying triggers that matter, who to contact, and a 3-touch email and LinkedIn sequence ready to send. Discovery Call Recap turns your call transcript or rough notes into a CRM note, what's qualified and what isn't, next steps with owners and dates, and a short recap email the customer will actually read. Stalled Deal Rescue helps you restart a deal that's gone quiet. Quote Builder Kit gives you a one-page quote template you brand once with your logo, plus a skill that turns your call notes into a finished quote with every total calculated.

All four are AI skills built for Claude, and each includes setup steps for ChatGPT, Gemini and Copilot, so they work with the AI you already have. They only use what you give them, so nothing gets made up.