Design, audit, and improve lifecycle marketing, CRM segmentation, email campaigns, nurture flows, onboarding, retention, winback, lead scoring, consent, deliverability,…
Design lifecycle marketing / CRM journeys across the customer lifecycle. Use when asked to plan onboarding emails, lifecycle/CRM campaigns, drip sequences, re-engagement or…
Manage LinkedIn outreach leads from Google Sheets — search by name, read live conversation threads, update status, and send contextual follow-up messages.
Create and manage K6 load tests for REST and GraphQL APIs. Use when creating load tests, writing K6 scripts, testing API performance, debugging load test failures, or setting up…
Use when the user asks to find local sponsor leads, create sponsor packages, educate local advertisers, draft sponsor outreach, qualify advertisers, build a follow-up plan, or…
Conventions for reading and writing the operator's Twenty CRM instances (Lossless, Palmer AI, The Water Foundation) via MCP.
Charts and visualization in LWC: Chart.js, D3, Plotly via Static Resources; Lightning chart components; performance patterns for 10k+ data points; accessibility; SLDS theming.
Analyze meeting transcripts to extract decisions, action items, owners, due dates, open questions, and risks.
Metadata API retrieve/deploy via sf CLI and package.xml: manifest authoring, destructiveChanges, deploy options (checkOnly, testLevel, rollbackOnError), CI scripting.
Use when selecting or comparing middleware / iPaaS tools (MuleSoft, Dell Boomi, Workato, Informatica) for Salesforce connectivity, or when determining whether a scenario requires…
Invoke when a project must convert leads into paying customers and you need to decide the revenue engine (sales-led vs PLG) and the closing/onboarding mechanism before writing…
Designing and configuring MuleSoft Anypoint Salesforce Connector flows: API selection (SOAP/REST/Bulk/Streaming), OAuth 2.0 JWT Bearer auth, watermark-based incremental sync with…
Network in a way that actually works for introverts — depth over breadth, one-on-one over rooms, and energy managed — instead of forcing yourself to work a crowd.
Automate Nocrm IO tasks via Rube MCP (Composio). Always search tools first for current schemas. — from sales/crm-systems
Use libphonenumber-js when an agent needs to clean messy phone-number input, validate it against country rules, and return a stable E.164 value before storing contacts or…
Integrazione Odoo CRM Lead via API - form frontend, webhook, protocollo invio dati. Use when building forms that submit to Odoo CRM, creating lead capture integrations, or…
Pull live CRM pipeline from Roots.Tech Odoo CE. Queries crm.lead for open opportunities, groups by stage/salesperson, and formats results for pipeline review or SE assignment.
Build a customer-facing pricing proposal for an Odoo deal - license tier recommendation (CE vs EE), implementation cost breakdown, support/maintenance tier, payment terms,…
Expert guide for Odoo Sales and CRM: pipeline stages, quotation templates, pricelists, sales teams, lead scoring, and forecasting.
Use when working with HubSpot CRM records to search, summarize, create, update, associate, or analyze objects and properties.
Use when auditing HubSpot data quality for missing fields, stale records, duplicates, associations, owners, or cleanup tasks. — from phamlongh230-lgtm/yamtam-engine
Use when preparing HubSpot customer briefs for meetings, renewals, QBRs, sales calls, escalations, handoffs, or follow-ups. — from phamlongh230-lgtm/yamtam-engine
Use when reviewing HubSpot pipeline health, forecasts, stale deals, slipping close dates, or open deal risks. — from phamlongh230-lgtm/yamtam-engine
Build Salesforce-anchored personas and journey maps where every persona ties to a Permission Set Group, primary record types, list views, dashboards, automation, and a measured…
Networking Outreach — drafts warm intros, cold DMs, recruiter responses, post-interview follow-ups. Voice-strict (Tier 4 Opus). Hard caps on length per channel.
Automate Pipeline CRM tasks via Rube MCP (Composio). Always search tools first for current schemas. — from sales/crm-systems
CRM pipeline health assessment against whatever CRM is discovered through the gateway: stage-velocity norms derived from closed-won deals, activity-based stalled-deal detection,…
Analyze sales pipeline and client relationship health for events businesses. Use when reviewing pipeline status, preparing for sales meetings, evaluating proposal outcomes,…
Generate pipeline reports from CRM CSV exports. Use when the user says "analyze pipeline", "generate pipeline report", "forecast from CSV", "sales report", or asks for a sales…
Use when POC outcomes, decision status, next steps, blockers, and CRM-safe notes must be summarized after execution.
Design and implement polymorphic line items in a sales/quoting system — single parent (Quotation/Invoice) with mixed child item types (Product vs Service with different field…
Tracks every outstanding proposal sent to prospective clients — where each stands, how long it has been outstanding, whether feedback has been received, and which proposals have…
Use when a task needs the judgment of a Real Estate Sales Agent — building a lead-generation and follow-up plan, running a listing presentation and handling a seller's price…
Manages CRM contact records, tracks client interaction history, drafts and sends personalized emails, and maintains follow-up pipelines for active leads and clients.
Rechtsabteilungs-Fachmodul für Meta-Datenminimierung und Zweckbindung: Social-, AdTech- und CRM-Daten werden auf Speichergrenzen und Zweckverschiebungen abgeklopft.
Rechtsabteilungs-Fachmodul für Meta-Datenminimierung und Zweckbindung: Social-, AdTech- und CRM-Daten werden auf Speichergrenzen und Zweckverschiebungen abgeklopft: Recht — from…
Designs a personal CRM: contact metadata, interaction logs, follow-up reminders and relationship strength scoring.
Use when learning, designing, or explaining Salesforce Reports and Dashboards from first principles — report types, custom report types, groupings, bucket fields, summary…
Draft cold emails, follow-ups, and proposal templates. Creates pricing pages, case studies, and sales scripts. Use PROACTIVELY for sales outreach or lead nurturing.
Use when the call follows an earlier sales touchpoint and should keep momentum, uncover objections, and move toward a concrete next step.
Apply Salesforce advanced debugging with debug logs, SOQL query plans, and EventLogFile analysis. Use when standard troubleshooting fails, investigating SOQL performance issues,…
Queries Salesforce Telemetry & Data Management (STDM) and Data Cloud for live Agentforce session traces, faithfulness scores, answer relevance scores, action invocation telemetry,…
Generates production-grade Apex classes with Service-Selector-Domain layering, correct sharing models (with sharing / without sharing / inherited sharing per class type), async…
Retrieves and analyzes Apex debug logs from a connected Salesforce org to identify governor-limit hits, SOQL N+1 patterns, unhandled exceptions, and async job failures.
Enterprise Salesforce development patterns, Apex triggers architecture, Lightning Web Components (LWC), SOQL query optimization, security bulkification, and Salesforce REST/SOAP…
Generates Apex test classes with TestDataFactory patterns, Assert class usage, bulkification (200+ records), positive/negative/bulk test method separation, async test patterns…
Executes Apex tests against a connected SANDBOX org via sf apex run test, parses results and coverage delta, identifies failures with stack traces, and suggests fixes.
Use for org-level Salesforce architecture work — capacity planning, security/sharing review, integration patterns, multi-org strategy, tech-debt assessment.
Choose and implement Salesforce integration architecture patterns for different scales. Use when designing new Salesforce integrations, choosing between…
Container-adapted Salesforce org authentication. Supports JWT Bearer, access-token, and SFDX URL flows for headless environments.
Automate Salesforce tasks via Rube MCP (Composio): leads, contacts, accounts, opportunities, SOQL queries. Always search tools first for current schemas.
Performs high-volume data operations using the Salesforce Bulk API 2.0. Creates ingest jobs with createJob(), uploads CSV batches, and monitors job status via getJobInfo() for…
Perform high-volume data synchronization with Salesforce using the Bulk API 2.0 for CSV-based upsert, delete, and query operations.
Generates scripts for Salesforce bulk data operations: mass owner reassignment, record deduplication (Apex MergeOpportunities pattern), mass field update, batch close stale…
Configure Salesforce CI/CD with GitHub Actions, SFDX deployments, and Apex testing. Use when setting up automated testing, configuring CI pipelines for metadata deployment, or…
Diagnose and fix Salesforce common errors, SOQL issues, and API exceptions. Use when encountering Salesforce errors, debugging failed requests, or troubleshooting integration…
Use when deciding whether Salesforce Connect and External Objects are the right fit for external data access, or when reviewing OData, cross-org, and custom adapter patterns,…
Execute Salesforce CRUD operations on standard sObjects with SOQL and REST API. Use when creating, reading, updating, or deleting Accounts, Contacts, Leads, or Opportunities via…
Execute Salesforce Bulk API 2.0 and Composite API operations for high-volume data. Use when importing/exporting large datasets, performing multi-object transactions, or chaining…
Optimize Salesforce costs through API call reduction, edition selection, and license management. Use when analyzing Salesforce costs, reducing API consumption, or choosing the…