Sales & CRM Agent Skills for Claude Desktop

When the user wants to conduct, analyze, or synthesize customer research.

When the user wants to create, generate, edit, or optimize images for marketing — blog heroes, social graphics, product mockups, profile…

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

When the user wants to create, plan, or optimize a lead magnet for email capture or lead generation.

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 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 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 help with revenue operations, lead lifecycle management, or marketing-to-sales handoff processes.

When the user wants to create sales collateral, pitch decks, one-pagers, objection handling docs, or demo scripts.

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 to plan, map, or restructure their website's page hierarchy, navigation, URL structure, or internal linking.

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

When to activate: community strategy, Discord, Slack community, Circle, Reddit, community metrics, community management, member…

When to activate: content calendar, editorial calendar, content planning, publishing schedule, content pillars, content strategy…