Your team runs 10+ calls a day, updates CRM by hand, forecasts from spreadsheets, and spends 2 hours on pipeline reviews. These 9 skills handle it — paste your data or connect your CRM.
| Task | Today | With Skills |
|---|---|---|
Update CRM after calls | Type notes into Salesforce fields by hand 79% of call data never makes it into CRM. | Auto-captured from calls via /call-summary Every call logged automatically |
Weekly pipeline review | 2-3 hour meeting. Reps read Salesforce aloud. "Pipeline reviews turn into interrogation sessions" | Every deal scored, risks flagged via /pipeline-review 10 minutes |
Quarterly forecast | Spreadsheet + ask reps for their best guess Off by 30%+ — garbage in, garbage out | Weighted forecast with gap analysis via /forecast Under 10% error, 5 minutes |
Cold outreach | Research each prospect manually, write email 15-20 min per email. Generic = 2% reply rate. | Research-first personalized email via /draft-outreach 2 minutes, 40-60% reply rate |
Competitive prep | Ask around, check outdated battlecard 44% don't know which competitors are in their deals | Live battlecard via /competitive-brief Updated from real-time research |
Call preparation | Skim CRM record 5 minutes before Walk in without context | Auto-prep 30 min before meeting Full prep sheet: account, attendees, history |
Command skills you invoke + auto-skills that activate when relevant.
You finish a discovery call. The prospect mentioned three priorities, raised two concerns, and you agreed on next steps. You open CRM — 12 empty fields. By end of day, you've forgotten 64% of what was said. 79% of opportunity data from calls never makes it into CRM.
Paste notes or transcript — get structured summary, action items with owners, and a ready-to-send follow-up email. Connected to CRM? It logs the activity and creates tasks automatically.
/call-summaryinputMarcus confirmed Q2 budget $50K, needs Jira integration POC. Looking at Monday.com too. Main concern: data migration from Google Sheets, 200 users. Wants to see POC by Apr 15. Next: I send Jira integration docs, schedule tech call with their eng lead Priya Shah.
Company brief: size, industry, funding, news, key contacts, recommended approach
Full prep sheet: account context, attendee backgrounds, deal history, suggested agenda and questions
Prioritized plan: today's meetings, pipeline alerts, emails that need attention, suggested actions
Quick competitor card with latest moves, product changes, and how to position
Each skill's output feeds into the next — your daily workflow becomes a continuous intelligence loop.
deal-healthUpdate dealCRM auto-updated from call data“Sometimes I spend good 10 min at the end of the day trying to figure out who called me in the morning so I can update Pipedrive.”
“Who hates doing data entry after every sales call? CRMs should capture it automatically.”
“Your sales forecast is a work of fiction and everyone knows it.”
No code. No migration. No IT ticket.
Connect via MCP for zero-input automation. Every skill also works standalone.
Choose how to get started.
Install and run this plugin locally on your computer.
Open a terminal on your computer and paste this command:
Visit the GitHub repository and follow the installation instructions in the README.
Start Claude Code, then type the command: