Sales

analyze-account-signals

Use when the user wants to inspect one named account's current status or authoritative CRM company record, understand what changed with one account, or explicitly requests a bounded signal-monitoring digest for an owner portfolio or watchlist. Produce an evidence-backed account brief or bounded watchlist summary; owned-account prioritization, ranked worklists, and durable seller dashboards belong to the seller-account-dashboard skill.

build-business-case

Own customer-led business cases, ROI or value analyses and models, pricing or investment rationales, customer-ready value stories, and buyer-ready commercial decision decks, including requests to turn customer ROI analysis into a decision deck. Review commercial proposals and build 8-12 slide proposal or value-case decks tied to a customer, workflow, initiative, or buying decision before handing visual authoring to the presentation partner.

build-competitive-brief

Use when the user wants a competitor or vendor comparison, market-landscape analysis, battlecard, objection package, positioning brief, or account-specific competitive view. Produce an evidence-backed comparison, guidance, and brief, using supplied materials, connected research, and public evidence when appropriate.

demo-exec-and-seller-dash

Use only when the user explicitly requests a fictional, connector-free Sales demo or walkthrough of executive forecast, seller account home, Northstar meeting prep and customer deck, and reviewed Salesforce follow-up. Never select it for ordinary real seller, account, pipeline, forecast, or meeting requests; this self-contained demo explicitly opts out of shared instructions and dependencies as requirements, but they may already be loaded or read in parallel. Start the hosted demo without discovering providers or offering installations.

enrich-company-and-contact-data

Own company, contact, lead, and prospect discovery or enrichment, including who to reach out to at a prospective customer when the person or role must first be identified. Cover firmographic or technographic completion, named-company profiling, entity resolution, ICP matching, prospect lists, segmentation, sales signals, market scans, and enrichment-backed comparisons. Exclude meeting preparation, drafting outreach to an already identified recipient, and prioritizing an established account book.

find-customer-quotes

Use when the user wants verbatim customer or prospect quotes, voice-of-customer evidence, theme validation, objection evidence, product-friction examples, or support for a product area, use case, or sales narrative. Retrieve from transcripts, call notes, supplied transcript-like recordings or exports, and other grounded call material using explicit speaker-confidence and provenance rules. Read the Sales index and this focused workflow even when the user already supplied every transcript excerpt.

find-key-internal-sources

Use when a seller needs to find the best internal experts, owners, approvers, documents, channels, source-of-truth materials, or escalation routes for a customer question, product topic, competitive objection, implementation issue, account task, or other sales-support need. Route questions such as 'who knows about this?', 'what should I read?', 'where is the source of truth?', and 'which internal channel or document should I use?' here.

follow-up-after-call

Use after a completed customer, prospect, partner, or important internal sales call, discovery session, demo, or conversation, including when the user supplies or uploads a transcript, notes, recording summary, or other grounded evidence. Advise on, assess, qualify, recap, produce seller-ready follow-up actions and drafts, or build a completed-call discovery, pilot, evaluation, or customer-readout deck.

get-rep-call-feedback

Use when the user wants evidence-backed coaching for one rep's calls, especially by comparing the rep with peer examples to identify repeatable best practices, specific upgrade moments, and practical next-call language.

index

Route customer- and revenue-facing work through Sales first: seller and leadership dashboards, prospects, accounts, calls, deal and renewal strategy, pipeline, forecasts, commercial research, internal support, business cases, sales presentations, customer-facing slides, PowerPoint, Google Slides, coaching, and verbatim customer quotes from supplied call notes. Activate for seller, leader, customer, prospect, partner, account, opportunity, or commercial intent; read this index and the focused workflow even when evidence is supplied.

plan-deal-strategy

Use when the user wants strategy for one active deal, renewal, negotiation, buying process, or initial sales motion for an offer or product. Build a grounded deal map or practical sales plan with objections, sequencing, posture, and prioritized next actions. Use prepare-for-meeting instead for multi-account same-day customer call queues.

prepare-for-meeting

Use when the user wants to prepare for one or more upcoming seller meetings with customers, prospects, partners, accounts, or important stakeholders; gives a bare request such as Meeting prep or prep my meetings; requests daily or date-based seller meeting preparation; asks to organize a same-day customer call queue; asks for the most important qualifying meeting of the day; identifies seller meetings only by company, attendee, topic, or date; or wants a customer-facing presentation or deck for a first call, EBC, executive workshop, or upcoming customer meeting. Produce an individual meeting brief, chronological multi-meeting agenda, or deliberate customer presentation as appropriate. Exclude neutral product-discovery interviews and user-research discussion guides without seller, account, opportunity, or commercial intent.