Sales

Diagnoses Google Ads account performance issues such as conversion loss (value or volume), low lead flow/volume, and lost impression share (opportunities) due…

Guides Stripe integration decisions across development and test environment planning (separate sandboxes vs the shared test mode sandbox), API selection…

Identifies external providers, merchants, nonprofits, platforms, APIs, and software services, and resolves the documented way to engage them — to pay, donate…

Guidelines for investigating production incidents in the CRM application.

Manage customer-specific context that LLMs cannot know on their own — abbreviations, internal system names, org structures, key contacts, deal history, and…

Find approved customer proof for campaigns, pages, decks, emails, and sales conversations.

Coordinate opportunities and customer records across multiple CRMs while preserving attribution, visibility, commissions, and governance.

Build tailored customer-facing sales or customer success decks from approved account context and generate the presentation with Gamma through Zapier MCP.

Maintain a daily review cockpit for high-intent leads and hand-raisers.

Resolve the right account owner for a lead using contact, company, and deal ownership evidence.

Audit inbound lead handling and map the customer experience from source event to follow-up outcome.

Build review-first outbound campaign packages from source context for marketing and sales teams.

Identify named accounts with timely buying or expansion signals and recommend next actions.

Audit lead handling quality across GTM systems and identify missed or low-quality follow-up.

Create practical sales sequences from campaign context, account signals, and reference copy.

Turn account usage data into a concise AI audit outreach package.

Use Close CRM data to research leads, review pipeline and activity, prepare follow-ups, and safely create or update CRM records.

Prepare a follow-up plan when the user wants next steps for a Close lead, based on its latest conversations and open tasks.

Review the Close pipeline when the user wants to assess opportunity risk, find stale deals, or prioritize next actions.

Build a Close account brief when preparing for a call or researching a lead, using recent activity, contacts, opportunities, and tasks.

How to triage an account and verify packaged skill resources with the toolkit CRM extension.

Use the sales pipeline spreadsheet template.