Build an account plan; not one deal's close plan.
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Productivity & Workflow · Sales & CRM · Analytics & Monitoring
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36 agent skills — instructions the agent loads on demand. 36 of 36 are free. Median context cost 785 tokens.
Tier accounts transparently; never use protected traits.
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Route SDR ownership by rules; never guess identity.
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Link upcoming events to CRM context; do not create them.
Free
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Prepare post-call follow-up; review before sends or writes.
Free
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Build a close plan; label unagreed commitments.
Free
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Audit CRM hygiene; never make unreviewed bulk changes.
Free
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Assess configurable customer health; avoid universal scores.
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Synthesize customer voice; never infer protected traits.
Free
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Prioritize a seller's day; not weekly reporting.
Free
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Find next-stage evidence gaps; never auto-advance.
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Deep-review one deal; not pipeline prioritization.
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