Sales plugin for Claude

Build or refresh a strategic account plan - current state, goals, stakeholder coverage, opportunity map, risks, and the action plan - written to a doc and key fields synced to the CRM. Use when the user says "build an…

Research a target company and optionally a specific contact - company overview, recent news, likely priorities, and fit against your ICP. Cross-references existing CRM records. Use when the user asks to "research [com…

Score and tier a list of accounts (or your full book) against ICP fit and engagement signals to prioritize where to spend time. Use when the user asks to "tier my accounts", "prioritize my book", "which accounts shoul…

Pre-call brief for an upcoming meeting - attendees, account history, prior call context from transcripts, open opportunity status, and suggested discovery questions. Use when the user asks "prep me for [meeting/compan…

Turn a call transcript or call notes into a customer follow-up email draft, an internal chat summary, and proposed CRM updates. Use when the user says "call summary", "follow up on my [company] call", "summarize my ca…

Build the business case and mutual action plan for a deal - the why-buy/why-now story, the ROI framing, and the dated step-by-step path to signature shared with the customer. Use when the user says "build a close plan…

Competitive analysis two ways - the in-deal play against a named competitor, and win/loss patterns, competitor mentions, and battlecards across the book. Use when the user asks "competitive intel", "research competito…

Build a customer deck, one-pager or leave-behind from your account data, call notes and approved materials, with no made-up numbers. Use when the user asks for a sales asset, one-pager, deck, leave-behind, "create an…

Read-only audit of your CRM opportunities for missing fields, stale dates, and stage mismatches - outputs a fix checklist to apply by hand or through update-opportunity. Use when the user asks "check my CRM hygiene",…

Health check on a customer account and QBR-ready prep - relationship strength, engagement trend, risk signals, value delivered, and the agenda that makes the review worth their time. Use when the user asks "how health…

Surface what customers are actually saying - direct attributed quotes on a topic across call transcripts and email, across your accounts. Use when the user asks "what are customers saying about [topic]", "pull quotes…

Morning rundown - today's meetings with account context, opps closing soon with stale flags, waiting customer emails, and the day's top actions. Use when the user says "daily briefing", "daily brief", "morning briefin…

Forward-looking gap check on one opportunity - exactly what is missing to advance it to the next stage and to close, with who does what by when. Use when the user asks "what's missing to advance [deal]", "what do I ne…

Deep-dive on a single opportunity - signal-adjusted health score, risks, gaps in qualification, and recommended next actions. Use when the user asks "review the [account] deal", "deal review on [opp]", "is [opp] going…

Proactive watch over your book - deals gone quiet, close dates slipping into view, champion changes, renewal windows opening, competitor mentions - surfaced as a short alert digest you can act on. Use when the user as…

Model what happens to your number if a deal slips, shrinks, or dies - quota impact, coverage ratio change, and the substitute pipeline needed to stay on plan. Use when the user asks "what if [deal] slips", "what happe…

Draft a personalized outreach email or multi-touch sequence to a prospect, create it as an email draft for review, and add the contact to a sequence in your sales engagement tool when asked. Use when the user asks to…

The closing beat of the day - every call processed or explicitly skipped, the CRM brought current, commitments captured, and tomorrow's top three teed up. Use when the user says "end of day", "close out my day", "proc…

Find the expansion whitespace in an account or a book - what they own vs. what they could own, the evidence for each play, and the open opps to create. Use when the user asks "what's the whitespace at [account]", "whe…

Generate the commit / best-case / pipeline narrative for a forecast call or a 1:1 with your manager - what's closing, what's at risk, what changed since last time. Use when the user asks "write my forecast", "forecast…

Work through a live objection or competitive threat - what's really being said, the response that has worked before, and the proof points to use, grounded in your own win/loss history and customer quotes. Use when the…

Batch-process unread customer emails - classify, prioritize, and draft replies. Use when the user asks "sweep my inbox", "what customer emails need a reply", "draft replies to my customer emails", or "what needs a res…

Score and route an inbound lead, or rank a backlog of leads, against your ICP and qualification framework, then recommend a priority and next action. Use when the user asks "triage this lead", "triage my leads", "rank…

Log a call, meeting, or email exchange to the CRM after the fact as a completed activity on the right account, opportunity, and contact - drafted from your description or a transcript, shown with its sources and saved…

Stage-by-stage pipeline health check - coverage, aging, conversion, and at-risk deals - from CRM opportunity data. Use when the user asks "review my pipeline", "pipeline health", "where's my pipeline stuck", "weekly p…

Upcoming renewals with timing, risk, and uplift potential - and the renewal opportunity records to keep them honest. Use when the user asks "what renewals are coming up", "renewal radar", "is [account] going to renew"…

Leader's prep on a single rep before a 1:1 - their pipeline, recent activity, what they've been working on per chat and calendar, and where they might need help. Use when the user asks "prep for my 1:1 with [rep]" (a…

Decide who owns an unrouted lead or opportunity and manage the handoff - deterministic routing by the org's own rules, a routing card the human router accepts or overrides, and drafted handoff notes. Use when the user…

Find a time, draft the invite, and book the meeting on Google Calendar or Outlook - then log it to the CRM as an event on the right account and opportunity. Use when the user says "schedule a follow-up with [contact]"…

First-run setup - checks which tools are connected, shows what's connected and what each one unlocks, learns how you write from your sent email, and renders a starter dashboard right away with no upfront interview. Wh…

Map the people in a deal or account - roles, influence, sentiment, who's missing, and your best access path to the people you haven't reached. Use when the user asks "who are the players at [account]", "who's my way i…

Leader view - roll up a team's pipeline by rep and stage, flag at-risk deals, and surface coaching moments. Use when the user asks "show my team's pipeline", "team forecast", "prep for my team's pipeline review", or "…

Guided updates to an opportunity - push the stage, move the close date, set next steps, fix amount or forecast category. Shows the before/after, writes what you ask for or accept, and verifies with a record link. Use…

End-of-week summary for a rep or leader - what closed, what moved, what slipped, and what's on deck Monday. Optionally drafts a chat post to the team channel. Use when the user says "weekly wrap", "week in review", "w…

Analyze recently closed opportunities to find patterns in what wins and what loses - stage of loss, common objections from transcripts, deal characteristics. Leader-focused. Use when the user asks "win loss review", "…