Sales & CRM

Write the channel conflict rules that govern contested deals between direct sales and channel partners or between partners - rules of engagement, account segmentation, named-account carve-outs, deal registration as a cl…

Design the operating model for how direct sales and partner sellers collaborate on shared deals - deal registration policy (protection windows, approval SLA, rejection grounds), deal credit and attribution split (partne…

Discover B2B leads from Reddit using AI-powered lead scoring via reddapi.dev Leads API. Finds high-intent signals, scores them 0-100, and classifies by lead type (pain_point, solution_request, complaint, feature_request…

Use this skill when the user asks what information a Stripe Connect connected account must provide for verification, onboarding, KYC, or account requirements; when they need to compare requirements between connected-acc…

Do business-to-business go-to-market work on Cargo — research accounts and buying committees, enrich and verify B2B contact records from licensed data providers, score and qualify leads, draft permission-based outreach…

Manage truckload, LTL, and intermodal carrier portfolios: sourcing and FMCSA vetting, freight rate and fuel-surcharge negotiation, RFPs and routing guides, carrier scorecards, allocation, and renewals. Use when onboardi…

Operate customer billing workflows such as subscriptions, refunds, churn triage, billing-portal recovery, and plan analysis using connected billing tools like Stripe. Use when the user needs to help a customer, inspect…

Use when discovering niche signals, auditing ICP or won/lost evidence, rescoring accounts, or building account and lead scoring Plays. Triggers on fit scoring, engagement scoring, external proxies, and scoring leakage.…

AI-native lead intelligence and outreach pipeline. Replaces Apollo, Clay, and ZoomInfo with agent-powered signal scoring, mutual ranking, warm path discovery, source-derived voice modeling, and channel-specific outreach…

Design how a B2B SaaS app/connector marketplace makes money, operator side - merchant-of-record posture (marketplace-billed vs developer-billed), billing rails and account configuration, the fee stack (revenue share col…

Use when users create, generate, or validate Salesforce Custom Field metadata. Trigger on custom fields, field types, Roll-Up Summary, Master-Detail/Lookup relationships, formula fields, picklists, dependent (controllin…

Salesforce data operations with 130-point scoring. Use to create, update, delete, bulk import/export, generate test data, and clean up org records via sf CLI and anonymous Apex. TRIGGER on creating test data, bulk impor…

Define and use segments — named, saved filters over a Cargo model that become the audience for a batch run, a play trigger, or an export. Triggers: "build a segment of", "filter my contacts where", "who matches this cri…

Use this skill when users need to create, generate, or validate Salesforce List View metadata. Trigger when users mention list views, filtered record lists, creating views, setting up record columns, filtering records b…

Identifies high-quality leads for your product or service by analyzing your business, searching for target companies, and providing actionable contact strategies. Perfect for sales, business development, and marketing p…

CRM workflow automation for HubSpot, Salesforce, Pipedrive - lead management, deal tracking, and multi-CRM synchronization

Build a scalable outbound B2B sales machine with specialized roles (SDR, AE, CSM). Use when the user mentions "outbound sales", "Cold Calling 2.0", "cold email sequences", "sales pipeline", "SDR process", "sales develop…

ALWAYS USE THIS SKILL for anything involving Salesforce Archive (also called Trusted Services Archive) — search, view, unarchive, analyze, mask, and erase (RTBF) archived records via the Archive Connect API, and reading…

紫鸟员工管理：员工的查询、创建、修改、启用/禁用/删除和调岗。当用户需要查询员工信息、创建新员工、修改员工信息、启用/禁用/删除员工或调整员工部门时使用。

Run the sponsor sales motion for a technical event, from target list to signed yes - target list building and scoring, outreach timed against sponsor fiscal-year budget lock-in, first-touch channel choice (warm intro, r…

Helps users send funds to another Stripe business, transfer money to a Stripe Profile handle or network ID, or ask whether an agent can pay a Stripe business. Use Stripe Directory to find or verify a recipient when the…

Salesforce Industries CME EPC product-modeling skill for Product2-based catalog creation. Use when creating EPC products, configuring product attributes, building offer bundles with Product Child Items, or reviewing EPC…

Customer success management - onboarding, health scoring, QBRs, expansion playbooks, and retention strategies

잡코리아 기업회원 로그인 세션으로 유료 열람 전 마스킹된 인재 이력서를 검색·비교해 채용 검토용 shortlist를 만듭니다. 돌쇠에서는 공식 표면을 통한 후속 액션까지 진행한다.

Score and qualify leads based on criteria and fit

한국 구직자의 이력서·경력요약과 희망조건을 바탕으로 잡코리아·사람인 공개 채용공고를 검색하고 적합도와 지원 전략을 정리합니다. 돌쇠에서는 공식 표면을 통한 후속 액션까지 진행한다.

사람인 기업회원 인재풀 로그인 세션에서 마스킹된 후보 정보를 검색·비교해 유료 열람 전 shortlist를 만듭니다. 돌쇠에서는 공식 표면을 통한 후속 액션까지 진행한다.

Automate Pipedrive CRM workflows including deal management, pipeline tracking, and sales reporting

Intelligent lead assignment and routing - AI-powered scoring, territory mapping, round-robin distribution, and workload balancing

Writes and debugs Apex code, builds Lightning Web Components, optimizes SOQL queries, implements triggers, batch jobs, platform events, and integrations on the Salesforce platform. Use when developing Salesforce applica…

Binance P2P trading assistant for natural-language queries about P2P/C2C market ads, the user's own P2P order history, order detail & appeal tracking, and advertisement publish & management. Use when the user asks about…

Use this skill when users need to create, generate, or validate Salesforce Custom Field metadata. Trigger when users mention custom fields, field types, Roll-up Summary fields, Master-Detail relationships, Lookup relati…

Use this skill when users need to create or configure Salesforce Custom Tabs. Trigger when users mention tabs, navigation tabs, object tabs, web tabs, Visualforce tabs, Lightning component tabs, app page tabs, or tab co…

Use when the user wants to retrieve or update Organization-Wide Default (OWD) sharing settings for Salesforce objects. TRIGGER on org-wide defaults, checking/viewing sharing defaults, changing default access levels (Pri…

Use this skill when the user asks about Stripe Connect configuration, charge patterns, Dashboard access, or how to get started with Connect, is building a marketplace, platform, multi-vendor store, gig platform, or subs…

Draft a personalized outreach email or multi-touch sequence to a prospect, create it as an email draft for review, and add the contact to a sequence in your sales engagement tool when asked. Use when the user asks to "d…

Binance Pay Assistant - Send and Receive crypto payments. Send: QR code payment from Funding Wallet (C2C + PIX). Use when user wants to buy/purchase/pay/transfer/send, confirm/cancel payment, or query order status. Requ…

Generate the commit / best-case / pipeline narrative for a forecast call or a 1:1 with your manager - what's closing, what's at risk, what changed since last time. Use when the user asks "write my forecast", "forecast n…

Recommend the right trading workflow, skillset, API profile, and setup path from a natural-language goal. Use this as the on-ramp when a user expresses a trading or investing goal and needs to know which skill/workflow…

Build a customer deck, one-pager or leave-behind from your account data, call notes and approved materials, with no made-up numbers. Use when the user asks for a sales asset, one-pager, deck, leave-behind, "create an as…

Instant lead enrichment. Drop a name, company, LinkedIn URL, or email and get the full contact card with email, phone, title, company intel, and next actions.

Use to configure, set up, or repair the Sales Management agent and Agentforce Pipeline Management in a Salesforce org. Automates metadata creation for flows, prompt templates, permission sets, and data source configurat…

Full ICP-to-leads pipeline. Describe your ideal customer in plain English and get a ranked table of enriched decision-maker leads with emails and phone numbers.

Generates B2B/B2C leads by scraping Google Maps, websites, Instagram, TikTok, Facebook, LinkedIn, YouTube, and Google Search. Use when user asks to find leads, prospects, businesses, build lead lists, enrich contacts, o…

Stage-by-stage pipeline health check - coverage, aging, conversion, and at-risk deals - from CRM opportunity data. Use when the user asks "review my pipeline", "pipeline health", "where's my pipeline stuck", "weekly pip…

[DEPRECATED — use deepline-gtm] Use this skill for GTM prospecting, enrichment, qualification, and outbound workflows, especially when users mention Deepline, CSV processing, lead/account/contact research, waterfall enr…

Create sales-ready competitive battlecards comparing your product against a specific competitor — positioning, feature comparison, objection handling, and win/loss patterns. Use when preparing sales teams, creating comp…

Find leads matching criteria and bulk-add them to an Apollo outreach sequence. Handles enrichment, contact creation, deduplication, and enrollment in one flow.

Draft an offer letter with comp details and terms. Use when a candidate is ready for an offer, assembling a total comp package (base, equity, signing bonus), writing the offer letter text itself, or prepping negotiation…

Help users master the transition from product development to active selling by leveraging their unique status as founders to bridge the trust gap and define a scalable sales motion.