Sales

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.

analyze-account-signals

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-business-case

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.

build-competitive-brief

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.

enrich-company-and-contact-data

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.

demo-exec-and-seller-dash

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-customer-quotes

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.

find-key-internal-sources

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.

follow-up-after-call

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.

get-rep-call-feedback

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.

index