Sales skills for AI agents

Trigger this skill when the user needs help with strategic account management, customer retention, or account growth. Covers expansion strategy, relationship mapping, QBRs, renewal management, cross-sell and upsell motions, and account planning. Use for keywords like account plan, QBR, renewal, NRR, expansion revenue, customer success, or key accounts.

Trigger this skill when the user needs help with CRM strategy, implementation, or optimization. Covers data architecture, pipeline stage design, automation rules, reporting dashboards, user adoption, and platform-specific best practices for Salesforce and HubSpot. Use for keywords like CRM, Salesforce, HubSpot, pipeline stages, CRM data, CRM automation, CRM adoption, or CRM reporting.

Trigger this skill when the user needs help with complex B2B enterprise sales cycles. Covers multi-stakeholder deal navigation, procurement processes, MEDDPICC qualification, champion building, executive selling, and managing 6+ month sales cycles. Use for keywords like enterprise deal, large deal strategy, buying committee, economic buyer, or complex sale.

Trigger this skill when the user needs help with sales negotiation, pricing defense, or contract terms. Covers discount strategies, procurement tactics, win-win frameworks, BATNA analysis, anchoring, concession management, and contract negotiation. Use for keywords like negotiate, discount, pricing objection, procurement, contract terms, concession, or deal terms.

Trigger this skill when the user needs help writing sales proposals, RFP responses, statements of work, or pricing presentations. Covers proposal structure, executive summaries, competitive positioning, pricing tables, SOW writing, and RFP response strategy. Use for keywords like proposal, RFP, RFI, SOW, quote, bid, pricing document, or executive summary.

Trigger this skill when the user needs help with outbound prospecting, lead generation, or building pipeline through proactive outreach. Covers ICP definition, lead research, multi-channel sequences, cold calling scripts, social selling, email personalization, and scaling outbound efforts. Use for keywords like prospecting, outbound, cold email, cold call, sequence, cadence, SDR, BDR, ICP, or lead generation.

Trigger this skill when the user needs help with sales enablement, training, or competitive intelligence. Covers battle cards, sales playbooks, training program design, content creation, competitive analysis, and onboarding new sales reps. Use for keywords like battle card, playbook, sales training, enablement, competitive intel, sales onboarding, ramp time, or sales content.

Trigger this skill when the user needs help with sales team leadership and management. Covers hiring sales reps, quota setting, coaching methodology, pipeline reviews, forecast management, culture building, and managing underperformers. Use for keywords like sales manager, sales leadership, hiring reps, quota, coaching, pipeline review, sales culture, PIP, underperformers, or sales team management.

Trigger this skill when the user needs help with sales operations, CRM management, pipeline analytics, or sales infrastructure. Covers pipeline hygiene, forecasting methodology, territory planning, compensation design, sales analytics, and tech stack optimization. Use for keywords like sales ops, pipeline review, forecast, quota, territory, comp plan, sales data, or CRM hygiene.

Trigger this skill when the user needs help with consultative or solution selling approaches. Covers discovery methodology, needs analysis, value selling, ROI quantification, demo customization, and proof of concept design. Use for keywords like discovery call, needs analysis, value selling, ROI, demo, proof of concept, POC, consultative selling, or solution selling.