Central navigator for Roots-Sales-Plugin. Trigger when user asks what to do next, which tool to use, how the sales workflow works, or when they seem unsure where to start.
Draft sales or investor emails: cold outreach, follow-up, intro request, update. Use when drafting outreach to investors or sales prospects.
Bereitet Vertriebs-, Katalog-, VLB- und Buchhandelsdaten mit Zielgruppen, Verkaufsargumenten, Warengruppe, Schlagworten und Vergleichstiteln vor.
Produces a sales kickoff that sends reps into the year with updated playbooks, competitive intel, and quota confidence. Use when asked to sales kickoff producer.
Write high-converting direct response sales letters using the proven methodologies of Gary Halbert (The Boron Letters) and Dan Kennedy (The Ultimate Sales Letter)—master the art…
Implement proven sales methodologies (MEDDIC, BANT, Sandler, Challenger, SPIN) across your team. Generate framework-specific questions, score deals, train reps, and enforce…
B2B sales methodology specialist routing — SPIN, Gap Selling, Sandler, MEDDPICC, discovery, deal qualification, technical pre-sales, proposal craft, pipeline analysis, account…
Master April Dunford's 8-step sales narrative from \"Sales Pitch\" (2023). Transform your positioning into a compelling story that wins enterprise deals.
Expert sales operations covering CRM management, sales analytics, territory planning, compensation design, and process optimization.
Set up and run Airtable-based sales operations and CRM workflows — pipeline management, account and renewal management, deal desk, RFP / tender pipelines, partner CRMs, sales…
Signal-based outbound specialist who designs multi-channel prospecting sequences, defines ICPs, and builds pipeline through research-driven personalization — not volume.
Write a long-form sales page that takes a cold reader to a purchase. Use when asked to write a sales page, a long-form sales letter, a course/offer page, or direct-response copy…
צור דפי נחיתה/מכירה מלאים ומקצועיים לקורסים דיגיטליים בעברית. השתמש בסקיל זה תמיד כאשר המשתמש מעלה קובץ תכנון דף מכירה, מבקש לבנות דף נחיתה לקורס, או מבקש ליצור דף HTML שיווקי…
Hotel sales pipeline and group business management. Use when the user asks about 'group pipeline', 'RFP response', 'displacement analysis', 'catering proposal', 'sales production…
Tracking deals through stages from initial contact to close, including pipeline design, deal progression, forecasting, probability calculation, and sales analytics.
Revenue operations analyst specializing in pipeline health diagnostics, deal velocity analysis, forecast accuracy, and data-driven sales coaching.
Analyzes sales pipeline health, identifies bottlenecks, calculates conversion rates by stage, forecasts revenue, and recommends improvements.
Design, audit, and improve sales pipeline stages, qualification, CRM hygiene, forecasting, deal reviews, pipeline coverage, stage exit criteria, sales metrics, opportunity…
Track deals through every stage from lead to close. Manage pipeline stages, update deal status, forecast revenue, and identify bottlenecks in your sales process.
Transform product demos from feature-heavy expositions into a strategic narrative that overcomes buyer indecision.
Eliciting, documenting, and structuring a sales process before it is built in Salesforce: stage sequencing, entry/exit criteria per stage, win/loss analysis requirements, and…
Plan, write, and review ethical B2B/B2C prospecting and outbound outreach. Use when Codex is asked about prospect lists, ICP targeting, cold email, cold calls, LinkedIn/social…
Help users qualify sales leads effectively. Use when someone is wasting time on bad leads, struggling with low conversion rates, needs to build a qualification framework, or wants…
Audit whether a product is ready for enterprise sales. Use when you need to assess SSO/SAML/SCIM support, RBAC maturity, multi-tenancy data isolation, audit logging coverage,…
Use when designing or troubleshooting Salesforce sales reporting — covers Historical Trend Reporting, Reporting Snapshots, and Custom Report Types for pipeline and opportunity…
When a founder needs demo scripts, discovery call frameworks, objection handling, RFP/RFI responses, competitive feature matrices, POC planning, or closing playbooks.
Sequência de outbound completa — 5-step cadence (initial + follow 1 + follow 2 + reframe + close), timing (1d/3d/7d/14d/30d), como variar contexto entre touches sem repetir copy,…
Sales Simplify integration. Manage Organizations, Users, Goals, Filters. Use when the user wants to interact with Sales Simplify data.
Use when the user is working a B2B SaaS deal from qualified opportunity to closed-won — preparing discovery calls, structuring demos or POCs, handling a specific objection,…
Use when doing CRM integration, lead tracking, outreach automation, and pipeline management.
Browses and install third-party marketing, research, and creative skills. Use when: 'install skills', 'available skills', 'third party skills', 'marketing skills', 'opc skills',…
Track and analyze e-commerce sales performance across platforms. Set up KPI dashboards, trend analysis, and performance alerts to catch issues and opportunities early.
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.
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…
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…
Bidirectional Salesforce integration using jsforce library and the Salesforce REST API. Performs SOQL queries via connection.query(), bulk upserts through…
Design and troubleshoot Salesforce Data Cloud solutions including ingestion, identity resolution, harmonization, calculated insights, activation, segmentation, data governance,…
Implement Salesforce data privacy, GDPR/CCPA compliance, and field-level encryption patterns. Use when handling PII in Salesforce records, implementing data subject access…
Export large Salesforce datasets to a lakehouse via Bulk API 2.0, CDC streams, or Salesforce Data Pipelines. NOT for ad-hoc exports.
Collect Salesforce debug evidence including API limits, debug logs, and org info for support tickets.
Use when the user has captured Salesforce debug logs and needs forensic analysis of runtime behavior — trigger cascades, flow interviews, LWC/Aura @AuraEnabled calls,…
Deploy Salesforce-connected applications to Heroku, Vercel, and Cloud Run with proper credential management.
Runs `sf project deploy validate` against a SANDBOX or non-production org to surface deployment issues, test failures, and metadata dependency problems WITHOUT committing changes.
Writes and debugs Apex code, builds Lightning Web Components, optimizes SOQL queries, implements triggers, batch jobs, platform events, and integrations on the Salesforce — from…
Expert patterns for Salesforce platform development including Lightning Web Components (LWC), Apex triggers and classes, REST/Bulk APIs, Connected Apps, and Salesforce DX with…