Skills

Agent skills for revenue teams

Agents decide when to act. Skills decide how. Every one below is a standard SKILL.md — free to read, free to use, and portable to any AI client that supports the format.

All skills

Summarize calls and update the CRM

Post-call automation turns a recorded conversation into the three things that outlive it: the commitments each side made, the fields that changed, and the follow-up that has to go out today.

MeetingsCRMZoom/call-recap-format

Brief yourself before every call

A pre-call brief is worth writing only if it changes what you ask: who is in the room, what they are measured on, what happened last time, and the one question you cannot afford to leave without answering.

CoachingMeetingsAccounts/discovery-questions

Run an AI SDR play on new leads

An AI SDR agent is only as good as the definition of a good customer it is working from, which is why the fit criteria belong in a written skill rather than buried in a prompt nobody can find.

ProspectingSDRCRM/our-icp

Triage your inbox by deal impact

AI email triage is worth having only when it sorts by consequence rather than by recency: what blocks a deal, what someone is waiting on you for, and what can be read at the end of the week.

EmailGmailAccount executives/email-rules

Log a call without inventing fields

CRM data hygiene survives AI only if one rule is written down first: a field left blank is a known unknown, while a field filled in by inference is an unknown unknown that will be reported on as fact.

CRMHubSpotSalesforce/crm-field-conventions

Research an account before you reach out

Account research earns its time only when it changes the first sentence you write, which means looking for what recently changed rather than assembling a profile anyone could have found.

AccountsProspectingSDR/our-icp

Qualify a lead against our ICP

Qualification is a claim about evidence, not a score: a deal is qualified when every criterion has a source you can quote, and unevidenced criteria are named rather than filled in optimistically.

DealsProspectingCRM/meddicc

Write a follow up that gets a reply

A follow-up gets a reply when it opens with the specific commitment made on the call, stays under 120 words, and asks for exactly one thing the recipient can answer in a sentence.

EmailGmailMeetings/email-rules

Make AI writing sound like your company

A writing-voice skill is the highest-leverage thing you can give an AI, because it changes every sentence the product produces and it needs no tools, no integrations and no data.

WritingEmailProposals/our-writing-voice

Strip the tells of AI writing

AI writing gives itself away structurally before it does lexically: paragraphs of identical length, lists that always contain three items, and a closing summary that restates a body the reader just finished.

WritingEmailFounders/no-slop

Run a pipeline review

A pipeline review is useful in proportion to how uncomfortable it is: the job is to find the deals that are slipping quietly, not to narrate the ones everybody already knows about.

DealsCRMAccount executives/meddicc

Handle a pricing objection

A pricing objection is almost never about price: it is a value problem, a comparison to something cheaper that does less, or an internal conversation the buyer has not told you about yet.

DealsAccount executivesCoaching/objection-handling

Position against a competitor

Competitive positioning works when you concede what is true first: naming what a competitor does well buys credibility for everything after it, and the buyer already knows anyway.

DealsAccount executivesProspecting/competitor-positioning

Build a proposal that survives procurement

A proposal is read by people who were on none of the calls, so it has to open with what the buyer told you, in their words — get that visibly right and it buys the read for everything after it.

ProposalsDealsAccount executives/proposal-structure

Score your sales calls automatically

Automatic call scoring is only fair if the rubric is visible: score the observable things — whether a next step was agreed, whether questions were about the past — and leave judgement to a human.

CoachingMeetingsZoom/discovery-questions

Build an account plan from CRM data

An account plan is worth the hour only if it names the one unknown that would most change your approach — everything else in a plan template is decoration you will never re-read.

AccountsCRMAccount executives/our-icp

Run your after call workflow automatically

After-call work is the twenty minutes nobody books: the CRM update, the recap, the follow-up, the task for the thing you promised — and it is the first work to disappear on a busy day.

MeetingsCRMEmail/call-recap-format

Write a cold outreach sequence

A cold sequence works when each touch carries new information: the second email should not exist unless it says something the first one did not, and most sequences fail this test by touch three.

ProspectingEmailSDR/email-rules

Write a linkedin connection note

A connection note has about three hundred characters and one job: prove you know who they are, without the sentence that reveals you found them in a filtered list.

ProspectingSDRWriting/our-writing-voice

Search your gmail from claude

A Gmail skill tells the model how to search an inbox the way a person would — by thread and by relationship rather than by keyword — which is the difference between a search tool and an answer.

GmailEmail/email-rules

Enrich hubspot contacts

Enrichment is worth automating only with a rule about what not to write: a contact record improved with three verified fields is more useful than one filled completely with two guesses.

HubSpotCRM/crm-field-conventions

Pull salesforce opportunity context

Pulling opportunity context is a summarisation problem with a trap: the useful answer is what changed and what is missing, not a recitation of fields the reader can already see.

SalesforceCRMDeals/meddicc

Post a daily standup to slack

An automated standup is only read if it is short and specific: what moved, what is blocked, and what nobody has touched — with the last category being the one that justifies posting at all.

SlackMeetings/call-recap-format

Summarize zoom recordings

A useful Zoom summary is not a compression of the transcript: it is the commitments, the decisions and the unresolved risks, written for someone who was not on the call.

ZoomMeetings/call-recap-format

Draft a linkedin post from your week

The hard part of posting consistently is not writing, it is noticing: the week already contained something worth saying, and a drafting skill mostly needs to know what counts.

WritingFounders/our-writing-voice

Write a QBR deck from account data

A QBR earns the meeting only if it says something the customer does not already know, which means leading with what changed on their side rather than with your usage charts.

AccountsProposalsCustomer success/proposal-structure

Check a company before a meeting

Pre-meeting research has a five-minute budget, so it should return exactly three things: what changed recently, who you are talking to, and the one thing that would embarrass you not to know.

AccountsMeetingsProspecting/our-icp

Clean up duplicate CRM records

Deduplication goes wrong when merging is treated as the goal: the safe operation is to propose a merge with the evidence for it, because an incorrect merge is materially harder to undo than a duplicate.

CRMHubSpotSalesforce/crm-field-conventions

Forecast your quarter from pipeline data

A forecast is a claim about evidence, so the useful output is not a number but a split: what is evidenced, what rests on an assumption, and which single deal moves the quarter most if it slips.

DealsCRMAccount executives/meddicc

Onboard a new customer

Onboarding fails on dependencies rather than on effort, so the skill worth writing is the one that names what you need from the customer, by when, and what happens to the date if it does not arrive.

AccountsCustomer successMeetings/call-recap-format

Answer support questions from your docs

Answering from documentation is safe only with an explicit rule about the boundary: say what the docs say, cite where, and escalate rather than reconstruct an answer that is not written down anywhere.

EmailCustomer successWriting/our-writing-voice

Keep your pricing guardrails

Guardrails matter more than limits: the rule that protects a deal is not the maximum discount but the requirement that no number, term or date is ever committed without a human.

DealsAccount executivesProposals/pricing-guardrails

Ask better discovery questions

Good discovery asks about what happened rather than what the buyer wants, because people are reliable historians of their own problems and unreliable architects of their own solutions.

CoachingMeetingsSDR/discovery-questions

Re engage a stalled deal

A stalled deal is rarely revived by a check-in: it needs a reason for the buyer to spend attention now, which means new information rather than a reminder that you are still here.

DealsEmailAccount executives/objection-handling

Frequently asked questions

What is an Agent Skill?

A folder containing a SKILL.md file: metadata that says what the skill does and when to use it, plus instructions the AI loads only when a task matches. It is an open format, so the same skill works in Zealos, Claude Code, Cursor and Codex.

How is a skill different from an agent?

An agent is the job; a skill is the method. Rewrite this call into a blog post is an agent. Our writing voice and MEDDICC are skills the agent applies while doing it. Most skills carry no tools at all.

Do I need to write my own?

Not to start. Every workspace gets twelve built-in skills covering writing voice, qualification, CRM conventions and objection handling, and each is a starting point you edit rather than a rule you inherit.

Can a skill give an AI more permissions?

No, and this is the property that makes installing one safe. A skill can narrow which tools an agent may use but can never grant one, so a skill applied to a read-only agent stays read-only.

Skills, in your workspace

Write it once. Every agent follows it.

Twelve built-in skills ship with every workspace, and you can draft your own with AI or import any public SKILL.md from GitHub.

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