CRM
190 skills in Business > CRM
lead-research-assistant
Researches and identifies potential customers, leads, and business opportunities for your product or service. Analyzes your offering, finds relevant companies and decision makers, provides contact information, and suggests outreach strategies. Use when looking for leads, researching target customers, identifying decision makers, or planning sales outreach.
hubspot-list-meetings
List meeting engagements from HubSpot CRM. Load when user says 'list meetings', 'show meetings', 'meeting history', 'hubspot meetings'. Returns scheduled meeting records.
xaffinity-cli-usage
Use when running xaffinity CLI commands, or when user asks to search, find, get, export, or list people, companies, opportunities, lists, or CRM data from Affinity via command line. Also use when user mentions "xaffinity", "export to CSV", or needs help with Affinity CLI commands.
atomic-crm-constitution
Use when implementing features in Atomic CRM - enforces Engineering Constitution principles including fail-fast error handling, single composable entry point for data access, form state from Zod schemas, and pre-launch velocity over resilience
hubspot-create-contact
Create a new contact in HubSpot CRM. Load when user says 'create contact', 'add contact', 'new contact'. Requires email, optional firstname, lastname, phone, company.
astro-seo
SEO markup patterns for Astro lead generation sites. Meta tags, Open Graph, Schema.org, sitemap, robots. Use for all SEO implementation.
sales-enablement-automation
Sales productivity automation for K-12 rural broadband including proposal generation, RFP responses, pricing models, competitive intelligence, and CRM automation with E-rate expertise
sales-call-scorer
Sales coaching CRM with call analysis, coaching effectiveness tracking, and ICP intelligence.Uses 3 Whys methodology (Why Buy Anything, Why Buy Us, Why Buy Now) to score calls and trackevidence from Organization, Champion, and Sponsor perspectives. Tracks coaching given,application attempts, and ROI. Builds ICP hypotheses from deal data. Use when: analyzingtranscripts, scoring calls, managing client/account/deal hierarchy, tracking coachingeffectiveness, generating ROI reports, analyzing ICP fit, or publishing documents.Commands: /analyze, /score, /publish, /sync, /status, /track-coaching, /roi, /icp-analyze.
festival-operator
This skill should be used when the user asks about "festival operations", "event management", "vendor management", "lost and found procedures", "security protocols", "customer service at events", "handling difficult customers", "festival emergencies", "marketing communications", or discusses managing festivals, winter events, or public gatherings.
planning-market-entry
Develops comprehensive market entry strategies including entry mode selection, beachhead market identification, go-to-market planning, localization requirements, and risk assessment. Use when the user requests market entry strategy, expansion planning, GTM strategy, or wants to evaluate entering a new market, geography, or customer segment.
docker-compose-config
Docker Compose configuration template and validation logic for MetaSaver monorepos. Includes 4 required standards (PostgreSQL service with project-prefixed env vars like RUGBYCRM_POSTGRES_USER or METASAVER_SILVER_POSTGRES_USER for multi-db, project-specific naming for containers and networks, volumes section, service health checks). Use when creating or auditing docker-compose.yml files.
hubspot-create-note
Create a note engagement in HubSpot CRM. Load when user says 'create note', 'add note', 'new note', 'record note'. Requires body content.
twenty
Open-source CRM API for managing people, companies, notes, tasks and custom objects
business-news-research-coordinator
Lead coordinator that orchestrates 5 news scraper agents in parallel to gather headlines from 15 top business news websites
board-reporting-automation
Automated board presentation generation pulling live data from Asana, Salesforce, Finance GL for quarterly board meetings with executive narrative and data visualization
create-lead
Create sales lead from customer inquiry. Use when prospect shows buying interest, requests demo, asks for enterprise pricing, or wants to be contacted by sales.
affinity-mcp-workflows
Use when working with Affinity CRM via MCP tools - find entities, manage workflows, log interactions, prepare briefings, find warm intros. Also use when user mentions "pipeline", "deals", "relationship strength", or wants to prepare for meetings.
riflebird-cold-email
Generate high-converting cold outreach emails for Riflebird Agency based on micro-audit findings. Use when generating emails for SEO audit outreach, lead generation, or when the user mentions "cold email", "outreach email", "micro-audit email", or Riflebird lead generation.
ab-testing
A/B testing patterns for lead generation sites. Client-side experiments, Google Optimize alternative, analytics integration. Use for conversion optimization.
positioning-angles
Find the angle that makes something sell. Use when launching a product, creating a lead magnet, writing a landing page, crafting an offer, or when marketing isn't converting. Triggers on: find angles for X, how should I position X, what's the hook, why isn't this selling, make this stand out, differentiate this, or when copy/landing page work needs a strong angle first. Outputs 3-5 distinct positioning options with headline directions for each.