Sales & CRM Agent Skills for Microsoft Copilot

Manage Telegram channel access — approve pairings, edit allowlists, set DM/group policy.

Use when the user asks for ugc ads or a task matching the examples below.

Design or audit B2B sales pipeline — define stage names, entry/exit criteria, qualification standards, and CRM field requirements.

Produce an actual launch plan with announcement copy, channel sequence, and day-1 checklist.

Deep understanding of TikTok, YouTube, Instagram, and Facebook algorithms for 2025-2026.

Platform-specific best practices for social media publishing.

Generates 15-second vertical promo videos for social media from mastered audio.

Orchestrate proposal creation by gathering deal context, validating inputs, invoking proposal-writer skill, and ensuring quality output.

Aggregate cross-asset quality control for campaigns.

Track engagement metrics, measure campaign ROI, and analyze content performance across Instagram, Facebook, YouTube, and TikTok.

Drafts Reddit posts for developer audiences (ICP: principal engineers).

Use to monitor, investigate, and prevent abuse within referral programs.

Generate a professional, client-focused GEO report, combining all audit results into a single deliverable with…

Formats content to be eligible for featured snippets and SERP

When the user wants to sell through social media, optimize LinkedIn for sales, build DM sequences, or convert content engagement into…

Sales rep performance analyzer and grader.

Track engagement metrics, measure campaign ROI, and analyze content performance across Instagram, Facebook, YouTube, and TikTok.

Design, validate, and optimize schema.org structured data for eligibility, correctness, and measurable SEO impact.

Use to design and document customer segments with clear criteria, metrics,

Use when a page ranks for a keyword but isn't in the top 3 and you want to know exactly what's missing.

When the user wants a keyword SERP analysis with competitor comparison, target page gaps, or player-score interpretation.