Audit credit risk modeling software for scoring algorithm accuracy, regulatory compliance (ECOA, FCRA, SR 11-7), bias and disparate impact testing, model governance lifecycle, and…
Use when creating or configuring a CRM Analytics (Einstein Analytics) app — including app containers, lenses, datasets, data source connections, and app sharing.
Use when deciding between CRM Analytics (formerly Einstein Analytics / Tableau CRM) and Tableau Desktop, Tableau Server, or Tableau Cloud for a Salesforce-centric analytics…
CRM workflow automation for HubSpot, Salesforce, Pipedrive - lead management, deal tracking, and multi-CRM synchronization
Clean and enrich a CSV of B2B accounts. Claude Code is the orchestrator — it walks the user through setup (env, deps, Deepline CLI, optional HubSpot install), takes…
Design and optimize CRM systems and client lifecycle workflows for advisory firms, covering segmentation, household management, service tiers, and retention analytics.
Deduplicate, normalize, and enrich CRM contacts and companies. Use when a user needs to clean CRM data, find duplicate contacts, standardize phone numbers or emails, merge…
Audit and improve CRM data quality by identifying missing fields, inconsistent values, duplicate records, and stale data
CRM identity and definitions for systemprompt.io. Defines pipeline stages, lead scoring rubric, email rules, and integration with marketing. Load FIRST before any other crm skill.
CRM integration patterns for Close CRM, HubSpot, and Salesforce. Use when: Close CRM, HubSpot, Salesforce, CRM API, lead sync, deal sync, activity logging, CRM webhook, pipeline…
CRM and automation integration patterns for lead gen sites. Webhooks, Zapier, Make, HubSpot, Pipedrive. Use for connecting forms to business systems.
Keeps HubSpot current without the owner opening it: creates and updates contacts and deals from email and calendar context, logs notes and calls, and flags stale records.
顧客台帳の定期メンテナンス(月次・四半期)。新規追加 / 担当者異動 / 契約更新ステータス / 取引高ランキング更新を kintone / スプシ / freee で運用、棚卸チェックリスト + ToDo 出力。
AI-powered CRM and sales pipeline managed entirely through natural language. Track leads through stages, set follow-up reminders, log interactions, and generate pipeline reports —…
Create or update CRM to RMX syncing integrations. Use when adding a new synced entity, mapping, EF Core model/migration, or CrmSyncingInboxService logic for CRM to RMX (and…
Map a CRM prospect list into a social engagement priority queue — scores each prospect for social fit, identifies which platforms to target, and generates a ranked outreach-ready…
CRM strategist AI — RFM segmentation, lifecycle, churn prediction, win-back สำหรับธุรกิจไทย
Use when the user wants to sync marketing contacts, deals, or campaign data to Salesforce, HubSpot, Zoho, or Pipedrive, including field mapping, deduplication, and sync logging.
Cross-border e-commerce expansion advisor. Scores target markets on 8 weighted dimensions (market size, ecommerce penetration, competition, regulatory complexity, logistics…
Independent second-model gate for cold emails before send. Must run on a DIFFERENT model than the one that drafted (e.g., draft on Opus, review on Sonnet — or vice versa).
Reduce voluntary and involuntary churn through cancel flow design, save offers, exit surveys, and dunning sequences.
When the user wants to write, improve, or build a sequence of B2B cold outreach emails to prospects who haven't asked to hear from them.
When the user wants to create competitor comparison or alternative pages for SEO and sales enablement.
Customer success operations for B2B SaaS — the post-sale revenue engine that prevents churn, drives expansion, and compounds customer value.
Use when preparing customer success materials (QBR briefs) - synthesizes customer-specific meeting history, extracts signals, quotes, and pain points for strategic discussions
Design, optimize, and communicate SaaS pricing — tier structure, value metrics, pricing pages, and price increase strategy.
Writes and debugs Apex code, builds Lightning Web Components, optimizes SOQL queries, implements triggers, batch jobs, platform events, and integrations on the Salesforce — from…
Analyze CSV files with business data through a dialogue-based flow — no code, no Python, no plugins. Profiles dataset structure, asks what you want to understand, then delivers…
Designing a customer experience measurement strategy using CSAT, NPS, and CES metrics in Salesforce Feedback Management: metric selection, survey timing, Feedback Management…
Create expansion roadmaps, QBR templates, and upsell playbooks to grow existing customer revenue through strategic account development.
When the user needs customer experience strategy, journey mapping, or retention optimization. Also use when 'customer journey,' 'NPS,' 'retentie,' 'churn,' 'onboarding,' 'customer…
Build a panel of your real buyer personas (from a deep scan of any tools you allow it to connect to) and have them debate any decision you bring — a marketing launch, a price…
Customer success management - onboarding, health scoring, QBRs, expansion playbooks, and retention strategies
Comprehensive customer success and retention expertise combining onboarding, health scoring, churn prevention, retention strategies, and LTV maximization.
Audit any product from a Customer Success Manager perspective -- evaluate onboarding flow completeness, self-service help infrastructure, customer health signal tracking, support…
Monitors customer health, predicts churn risk, and identifies expansion opportunities using weighted scoring models for SaaS customer success.
Expert in onboarding, adoption, and retention strategies. Specializes in turning users into advocates through structured success plans and proactive health monitoring.
Build a joint customer success plan for a specific account. Use when asked to create a success plan, joint success plan, mutual action plan, or customer onboarding plan.
Designs customer success programs that reduce churn, increase expansion revenue, and build customer advocacy.
Start your day with a prioritized sales briefing. Works standalone when you tell me your meetings and priorities, supercharged when you connect your calendar, CRM, and em — from…
Provide sales professionals with a prioritized daily action plan and pipeline overview
Use when the user wants to map the invisible buyer journey — understand how prospects discover and evaluate the brand through Reddit, AI chatbots, podcasts, word-of-mouth, and…
Data operations specialist routing for autonomous Excel monitoring, sales data extraction, territory consolidation, and report distribution.
Revenue & Sales engineer — B2B pipeline, deal strategy, pricing proposals, sales playbooks, and enterprise closing.
Use this agent when you need to create proposals, SOWs, competitive battlecards, objection-handling playbooks, or deal negotiation frameworks.
Analyzes a deal in progress and generates a comprehensive closing strategy. Researches the target company, maps the buying committee, builds objection responses, creates…
Deal coaching — role-play, coaching microsites, decks, and quizzes built around the Resonate → Elevate → Compel methodology and grounded in your Octave library.
Use when reviewing a specific inbound deal before close — when sales has asked for a discount that exceeds AE authority, when the customer has redlined the MSA, when per-deal…
Detects objections, hesitations, pricing friction, and blockers buried in sales email threads. Use when a salesperson wants to understand why a deal is stalling or what concerns…
Score deal velocity based on email response times, meeting frequency, and stakeholder engagement. Predict which deals will close vs stall.
Surfaces every unresolved commitment, pending decision, and unanswered question across active sales deal threads.
Cold outbound sequence builder — produces multi-touch email + LinkedIn sequences (5-7 touchpoints) personalized by persona type (technical buyer, economic buyer, champion).
Design or audit B2B sales pipeline — define stage names, entry/exit criteria, qualification standards, and CRM field requirements.
Write sales playbooks — outbound sequences, discovery call guides, objection handling scripts, and demo frameworks.
Revenue reconnaissance — audit current sales pipeline, deal patterns, ICP definition, and revenue motion to understand what's working and where the constraint is.
Honest CRM pipeline review that resolves, not just reports. Flags stale deals, missing next steps, and unrealistic close dates — then creates follow-up tasks and drafts outreach…
Structured deal assessment using MEDDIC, BANT. Risk scoring, required evidence by stage, red flag detection, coaching points.
PE deal sourcing workflow — discover target companies, check CRM for existing relationships, and draft personalized founder outreach emails.
Build an independent view from the user's input and deepen the discussion with sharp questions, hypotheses, objections, or reframes.
Bereitet Klageerwiderung/Statement of Defence vor: Zuständigkeitsrügen, Sprachrügen, Bestreiten, Einwendungen, Counterclaim, Set-off und Beweise.