Claude skills and sales templates

Paste a call transcript or notes. Get a CRM note, what's qualified and what isn't, next steps, a recap email and coaching notes.

Claude skill · Meetings & calls

Paste your notes on a target account and get a fit score, the buying triggers that matter, who to contact, and a 3-touch email and LinkedIn sequence ready to send.

Claude skill · Prospecting & outreach

Drop in your pipeline export and see which deals are slipping, exactly how much is at risk, and the email to send for each one, plus a forecast note for your manager.

Claude skill · Pipeline & forecasting

A clean, professional one-page quote template you brand once with your logo, plus an AI skill that turns your call notes into a finished quote with every total calculated.

Claude skill · Proposals & pricing

Paste a call transcript or notes. Get a CRM note, what's qualified and what isn't, next steps, a recap email and coaching notes.

Claude skill · Meetings & calls

Paste your notes on a target account and get a fit score, the buying triggers that matter, who to contact, and a 3-touch email and LinkedIn sequence ready to send.

Claude skill · Prospecting & outreach

Drop in your pipeline export and see which deals are slipping, exactly how much is at risk, and the email to send for each one, plus a forecast note for your manager.

Claude skill · Pipeline & forecasting

A clean, professional one-page quote template you brand once with your logo, plus an AI skill that turns your call notes into a finished quote with every total calculated.

Claude skill · Proposals & pricing

Turn your deal list or CRM export into a one-page pipeline review: risks, stalled deals, next steps and a forecast note.

Claude skill · Pipeline & forecasting

Paste your to-dos, calendar and open deals. Get your top 3 for today and a time-blocked plan you'll actually follow.

Claude skill · Planning & productivity