Sales & CRM Agent Skills for Microsoft Copilot

This skill enables Claude to act as a specialist in Retail Media Networks.

Playbook: review the leads Pancake found since your last check — replay activity_since from a stored cursor, judge each new lead…

Review, critique, restructure, and rewrite world-class marketing copy for landing pages, websites, product pages, campaigns…

Design and improve revenue operations, lead lifecycle rules, scoring, routing, handoffs, and CRM process automation.

Multi-platform content distribution across X, LinkedIn, Threads, and Bluesky.

X/Twitter API integration for posting tweets, threads, reading timelines, search, and analytics.

Package a finished clip for social. Vertical crop, thumbnail, and caption together. Use when you say post this, package it, or make it…

Preflight before anything goes out. Use when packaging a video or post to upload, writing titles, descriptions, chapters, or captions, or…

Technical and on-page SEO audit. Use for site audits, landing pages, product marketing, and "why is this not ranking". Covers crawl…

Runs an end-to-end marketing campaign — sales analysis, content brief, Canva assets, HubSpot send.

Reference — rules for safely executing write/destructive operations against ad accounts.

Set up the Telegram channel — save the bot token and review access policy.

When the user wants to plan, design, or implement an A/B test or experiment.

When the user needs to generate, iterate, or scale ad creative for paid advertising.

Answer Engine Optimization (AEO) skill — optimize content to be cited by AI language models (ChatGPT, Perplexity, Claude, Gemini, Mistral)…

App Store Optimization (ASO) toolkit for researching keywords, analyzing competitor rankings, generating metadata suggestions, and…

Analyzes campaign performance with multi-touch attribution, funnel conversion analysis, and ROI calculation for marketing optimization.

Reduce voluntary and involuntary churn through cancel flow design, save offers, exit surveys, and dunning sequences.

Marketing leadership for scaling companies.

When the user wants to write, improve, or build a sequence of B2B cold outreach emails to prospects who haven't asked to hear from them.