AI Skills

Each skill solves one specific task. Skills come bundled in plugins — or use them standalone.

Filtering by: Tool: Salesforce
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Skills

Account Executive

Account Executive

Plan enterprise deal strategy, multi-threading, and champion coaching.

GongLinkedInClose Rate

Building Sales Team

Founder

Decide when to hire, who to hire, and how to structure your first sales team.

GongLinkedInClose Rate

Call notes → summary

Account Executive

See what happened on every rep's call — without being on the call.

Fireflies.aiGmailActivity Logging Rate

Competitive Strategist

Marketing Lead

Build competitive battlecards, win/loss analyses, and market maps.

NotionSalesforceBattlecard Freshness

Compliance Review

Corporate Counsel

Run GDPR, CCPA, and DPA reviews on any new initiative — proceed or escalate.

DocuSign CLMHubSpotCompliance Gap Coverage

CS Strategist

Account Manager / CSM

Design CS org structures, segmentation tiers, and success metrics.

GainsightNotionARPU

Customer Health Analyst

Account Manager / CSM

Score account health, flag churn risk, and surface at-risk cohorts.

AmplitudeGainsightActivation Rate

Customer Lifecycle Marketer

Account Manager / CSM

Create post-sale campaigns for onboarding, upsell, and retention.

HubSpotMailchimpChurn Rate

Customer Success Manager

Account Manager / CSM

Score customer health, predict churn, find expansion plays

FreshdeskGainsightChurn Rate

Demo Specialist

Account Executive

Build tailored demo scripts, objection plans, and stakeholder talk tracks

GongSalesforceClose Rate

Discovery Caller

Account Executive

Generate SPIN-based discovery call scripts with qualification frameworks.

GongOutreachOutreach Reply Rate

Enterprise Sales

Account Executive

Arm your champion, beat indecision, and clear procurement on enterprise deals.

DocuSignGongDeal Inspection Coverage

Event Marketer

Demand Generation Manager

Plan conferences, webinars, and field events with ROI tracking

CalendlyHubSpotEvent Coverage

Founder Sales

Account Executive

Diagnose your founder-led sales bottleneck and codify a repeatable playbook.

GmailLinkedInClose Rate

Inbound Lead Qualification

SDR / BDR

Score inbound leads against ICP criteria and CRM context

HubSpotSalesforceMeeting Rate

Meeting Briefing

Corporate Counsel

Prepare board, deal, and vendor meeting briefings and track action items.

GmailGoogle CalendarBoard Prep Time

Onboarding Specialist

Account Manager / CSM

Create onboarding programs, kickoff decks, and activation plans.

GainsightSalesforceActivation Rate

Partnership & BD

Account Executive

Structure BD deals, diagnose network dependency, and protect the long-game.

CrunchbaseLinkedInDeal Velocity

Partnership Marketer

Growth Marketer

Design partner tiers, co-marketing playbooks, and channel enablement

HubSpotNotionLead Generation

Personalized email

Account Executive

Research + draft in 2 minutes. Personalized to their news, hiring, stack.

ApolloClayAccounts Worked Per Day

Pipeline Review

Sales Manager

Periodic pipeline analysis and diagnostic with recommendations

HubSpotSalesforceMeeting Rate

Pricing Strategist

Founder

Model SaaS pricing tiers, value metrics, and price change strategies.

Google SheetsHubSpotARPU

Product-Led Sales

Account Executive

Convert self-serve usage into enterprise contracts with PQA triggers.

AmplitudeMixpanelActivation Rate

QBR Facilitator

Account Executive

Design QBR programs, executive decks, and strategic account plans.

Google SheetsNotionARPU

Renewal Manager

Account Manager / CSM

Create renewal playbooks, forecast pipelines, and plan upsell motions.

GainsightGoogle SheetsChurn Rate

Revenue Operations

Founder

Run pipeline review, forecast accuracy, and GTM efficiency analysis

ClariGoogle SheetsDeal Velocity

RevOps

Marketing Lead

Align marketing and sales around a clean lead lifecycle and pipeline

ApolloClearbitData Quality

Sales Compensation

Founder

Design sales comp that rewards bookings, retention, and expansion.

Google SheetsNotionClose Rate

Sales Enablement

Account Executive

Create sales collateral that helps reps close deals faster

GongGoogle DriveClose Rate

Sales Engineer Skill

Account Executive

Score RFPs, build competitive matrices, plan POCs in pre-sales

Google DriveHubSpotClose Rate

Sales Leader

Founder

Build hiring plans, quota models, and sales process playbooks

ClariGongClose Rate

Sales Negotiator

Account Executive

Plan B2B negotiation tactics, handle discounts, and navigate procurement.

GongSalesforceClose Rate

Sales Ops Analyst

RevOps

Design CRM workflows, dashboards, lead routing, and commission plans.

GongHubSpotCRM Data Capture Rate

Sales Qualification

Account Executive

Rewrite your qualification framework and get a 'yes or no' on the first call.

GongLinkedInDeal Velocity

Startup Metrics Framework

Founder

Define CAC, LTV, burn multiple, and stage-appropriate metrics for any startup

Google SheetsHubSpotForecast Accuracy

Weighted forecast

Account Executive

Weighted forecast with best/likely/worst scenarios. Defend the number with data, not guesses.

Google SheetsHubSpotDeal Inspection Coverage

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