Templates / Planning & productivity
Daily Sales Priorities
$1.99 · free with ProPaste your to-dos, calendar and open deals. Get your top 3 for today and a time-blocked plan you'll actually follow.
For sales managers and reps whose day gets eaten by email, meetings and other people's fires.
Give Claude your task list, today's meetings and any deals that need a follow-up. It ranks everything (must do today, moves revenue, keeps the team moving, can wait), picks your top three, and builds a time-blocked plan around your fixed meetings, with buffer time built in.
Anything that doesn't fit gets a suggested day, so nothing falls through the cracks.
Example output
Top 3 for today
- Harbor Foods: nail the 9:00 pricing call, then send the revised quote you promised by end of day.
- Cedar Valley demo at 3:00: it's the only new-business meeting today, so it gets real prep time.
- Unblock your team: approve Sam's Lakeshore Dental discount and review Dana's Pinecrest proposal so neither deal waits on you.
The plan
- 8:00–8:20 Approve Sam's Lakeshore Dental discount; reply to Northside Supply on install dates
- 8:20–8:45 Prep: Harbor Foods pricing call
- 9:00–9:45 Pricing call with Harbor Foods
- 9:45–10:30 Revise and send the Harbor Foods quote while the call is fresh
- 10:30–10:55 Re-engage Pioneer Grocers and Redwood Hardware (one short email each)
- 11:00–11:30 Team pipeline call
- 11:30–12:00 Review Dana's Pinecrest proposal and send her notes
- 12:00–1:00 Lunch
- 1:00–1:30 1:1 with Marcus
- 1:30–2:30 Q4 forecast, first draft
- 2:30–3:00 Prep: Cedar Valley demo
- 3:00–4:00 Demo for Cedar Valley Clinics
- 4:00–4:30 Demo follow-up email and CRM notes (today's and yesterday's)
- 4:30–5:30 Q4 forecast, finish the draft
Moved to tomorrow
- Book flights for the regional meeting: tomorrow morning, 10 minutes.
- Expense report: Friday, after the forecast is in.
Quick wins
- Approve the Lakeshore discount (if it isn't done at 8:00)
- Confirm the Cedar Valley demo attendees
- Reply "got it, more by Friday" if your VP asks about the forecast
Pioneer Grocers hasn't replied in 4 weeks. If today's email gets nothing back, try a different contact there this week.
Made-up sample data. Your results use your own.
What's inside
- SKILL.md with three modes: start of day, end-of-day wrap-up and weekly plan
- A four-level ranking that puts revenue work first
- A time-blocked plan with prep time before key meetings
- Help getting your calendar in from Outlook, Google Calendar or a connected account
- Short drafts of the follow-ups in your plan
- A sample day and a complete worked example
How to use it
- Download the file. Keep it zipped.
- In Claude, open Settings and find Skills (under Capabilities). Turn Skills on if it's off.
- Click Upload skill and choose the file you downloaded.
- Ask Claude for the task in plain words. It picks up the skill on its own.
- Using Claude Code? Unzip the file into ~/.claude/skills/ instead.
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