Sales & CRM Agent Skills for Claude Desktop

When the user wants to optimize any form that is NOT signup/registration — including lead capture forms, contact forms, demo request…

When the user wants to plan, evaluate, or build a free tool for marketing purposes — lead generation, SEO value, or brand awareness.

When the user wants to plan a product launch, feature announcement, or release strategy.

When the user needs marketing ideas, inspiration, or strategies for their SaaS or software product.

When the user wants to apply psychological principles, mental models, or behavioral science to marketing.

When the user wants to optimize post-signup onboarding, user activation, first-run experience, or time-to-value.

When the user wants to optimize, improve, or increase conversions on any marketing page — including homepage, landing pages, pricing…

When the user wants help with paid advertising campaigns on Google Ads, Meta (Facebook/Instagram), LinkedIn, Twitter/X, or other ad…

When the user wants to create or optimize in-app paywalls, upgrade screens, upsell modals, or feature gates.

When the user wants to create or optimize popups, modals, overlays, slide-ins, or banners for conversion purposes.

When the user wants help with pricing decisions, packaging, or monetization strategy.

When the user wants to create or update their product marketing context document.

When the user wants to create SEO-driven pages at scale using templates and data.

When the user wants to create, optimize, or analyze a referral program, affiliate program, or word-of-mouth strategy.

When the user wants to add, fix, or optimize schema markup and structured data on their site.

When the user wants to audit, review, or diagnose SEO issues on their site.

When the user wants to optimize signup, registration, account creation, or trial activation flows.

When the user wants help creating, scheduling, or optimizing social media content for LinkedIn, Twitter/X, Instagram, TikTok, Facebook, or…

When the user wants a JTBD matrix, a scored list of customer jobs, or an opportunity-scored priority ranking built from an ICP or a domain.

Use this skill when the user asks to analyze, tear down, or reverse-engineer a competitor''s paid ads.

Analyze competitors in a given market segment.