Skill library
Publisher description: 40 free, tool-agnostic GTM and RevOps skills for AI assistants: ICP, outbound, copy, SEO and AI search, RevOps, sales, analytics, retention.
Catalogue scope: 40 procedural entries from 40 source paths.
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Repository metadata checked 2026-11-02 · skill files extracted 2026-11-02 · published 2026-09-05
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40 skill entries
- account-research-brief
Use when a rep or marketer needs to research a target account before outreach, a first meeting or an account-based campaign. Organizes public information into a one-page brief covering business context, strategic priorities, likely pains, buying committee, triggers and a recommended entry angle, with every claim tied to a source and confidence level.
Self-containedInstructions only875 words - ai-search-optimization
Use when a company wants to be cited or recommended in AI answer engines such as ChatGPT, Perplexity, Google AI Overviews, Gemini, Copilot or Claude. Audits how the brand currently appears for buyer prompts, separates being cited as a source from being named as a recommendation, and builds a prioritized plan across technical access, citable content and off-site presence.
Self-containedInstructions only1,143 words - attribution-model-design
Designs a B2B marketing attribution approach: the business questions it must answer, the touchpoint and stage data required, the choice of model (first touch, last touch, position-based, W-shaped, data-driven) with self-reported attribution and incrementality tests alongside, and a reporting spec with known limits. Use when leadership asks which channels drive pipeline, when budgets are being reallocated, or when attribution reports are distrusted.
Self-containedInstructions only1,171 words - case-study-writer
Use when turning a customer success into a B2B case study, customer story or proof snippet. Plans the interview, structures the story around the customer's situation, decision and measurable outcome, handles anonymization and approval, and produces a full case study plus short versions for sales decks, emails and web pages.
Self-containedInstructions only952 words - churn-risk-review
Reviews a book of customer accounts for churn and downgrade risk using usage, relationship, support, commercial and outcome signals, tiers each account by risk and renewal proximity, diagnoses the likely cause and writes a save plan per at-risk account. Use ahead of renewal quarters, in weekly customer success reviews, after a churn spike, or when designing a customer health score.
Self-containedInstructions only1,114 words - cold-email-writer
Use when writing a first-touch B2B cold email to a specific person or a tightly defined segment. Gathers the trigger, the problem and the proof, then drafts short, plain-text emails that read like a note from a peer, with a low-friction ask and two alternative angles to test.
Self-containedInstructions only1,231 words - competitive-battlecard
Creates a one-page competitive battlecard a seller can use mid-deal: how the competitor positions and prices, where they are honestly strong, where buyers report pain, our differentiators with proof, trap-setting questions, responses to their attacks on us, and win and loss patterns. Use when a named competitor shows up in deals, when win rates against a rival drop, or when a competitor launches or reprices.
Self-containedInstructions only1,016 words - content-cluster-plan
Use when planning B2B content around a topic so it builds search and AI visibility and supports pipeline. Picks topics from buyer problems and the product's strengths, maps a pillar page with supporting articles by intent and funnel stage, defines internal linking, avoids cannibalization, and sequences production into a realistic calendar.
Self-containedInstructions only952 words - copy-editing-sweep
Use when existing marketing or sales copy needs to be tightened, clarified or made more persuasive without rewriting it from scratch. Runs focused editing passes for clarity, specificity, voice, proof, structure and polish, keeps the author's intent, and returns the edited copy with a change log explaining the significant edits.
Self-containedInstructions only862 words - crm-data-hygiene-audit
Runs a structured CRM data quality audit across completeness, duplicates, validity, consistency, freshness and ownership, scores each area, estimates business impact and produces a prioritised cleanup and prevention plan. Use before a scoring, routing or reporting project, after a migration, or when reps and leaders stop trusting CRM data.
Self-containedInstructions only1,181 words - customer-onboarding-plan
Creates a B2B customer onboarding plan from signed contract to first value and full adoption: sales-to-success handoff brief, kickoff agenda, success criteria, phased milestones with owners on both sides, time-to-value targets, risk triggers and a graduation checklist. Use for each new customer, when designing a repeatable onboarding programme, or when new customers take too long to see value.
Self-containedInstructions only1,046 words - deal-qualification-review
Reviews one opportunity or a whole pipeline against a qualification framework (MEDDICC by default, BANT or SPICED on request), scores each element on evidence, flags gaps and red flags, and produces the specific actions or questions that would close each gap, or a recommendation to disqualify. Use in deal reviews, before committing a deal to the forecast, or when coaching reps on qualification.
Self-containedInstructions only1,125 words - discovery-call-prep
Prepares a seller for a B2B discovery call: account and attendee research summary, working hypotheses about the problem, a sequenced question plan that moves from current state to impact to decision process, a call agenda, and a post-call recap template. Use before a first meeting, a re-discovery with a new stakeholder, or when calls keep ending without a clear next step.
Self-containedInstructions only1,047 words - email-deliverability-audit
Use when outbound or marketing emails land in spam, open or reply rates drop suddenly, a new sending domain is being set up, or before scaling volume. Audits authentication, domain and sending infrastructure, list quality, sending behavior and content, then ranks fixes by impact and gives a recovery or warm-up plan.
Self-containedInstructions only1,692 words - experiment-design
Designs a go-to-market experiment (landing page, email, pricing page, outbound sequence, onboarding flow) with a falsifiable hypothesis, one primary metric, guardrail metrics, sample size and duration estimates, randomisation unit, stopping rules and a decision plan written before launch. Use before running any A/B or holdout test, when test results keep being inconclusive, or when low traffic makes classic A/B testing doubtful.
Self-containedInstructions only1,360 words - follow-up-sequence
Use when building the follow-up touches after a first cold email, or fixing a sequence where replies die after step one. Designs a multi-step, multi-channel cadence where every touch adds a new angle or asset, spacing widens over time, each message stands alone, and the final touch closes the loop politely.
Self-containedInstructions only933 words - forecast-review
Runs a weekly or quarterly sales forecast review: classifies deals into commit, best case and pipeline using evidence rules, tests each committed deal, compares rep call, weighted and historical views, and produces a forecast call with risks and actions. Use before a forecast call, a board update, or when forecast accuracy has been poor.
Self-containedInstructions only1,178 words - funnel-conversion-analysis
Analyses a B2B revenue funnel stage by stage using cohort-based conversion rates and stage velocity, segments the results to find where and for whom the funnel leaks, sizes the revenue impact of each leak and recommends the two or three fixes worth doing first. Use for quarterly business reviews, when pipeline targets are missed, or when deciding where to invest marketing and sales effort.
Self-containedInstructions only1,106 words - gtm-launch-plan
Use when planning the go-to-market launch of a product, feature, tier, segment or region. Sizes the launch to its business impact, sets measurable goals, sequences readiness work before and momentum work after launch day, assigns owners, and defines the signals that decide whether to double down or adjust.
Self-containedInstructions only977 words - gtm-tech-stack-audit
Audits the go-to-market tool stack (CRM, marketing automation, sales engagement, data, analytics, CS tools) for adoption, overlap, integration gaps and total cost including admin time, then recommends keep, consolidate, replace or retire with a renewal calendar. Use before budget planning, a renewal cycle, a CRM change, or when the team complains about too many tools.
Self-containedInstructions only1,133 words - icp-definition
Use when a team needs to define or sharpen its ideal customer profile from real customer evidence. Builds firmographic, situational and behavioral criteria, separates the ICP from buyer personas, and produces a scored fit rubric plus explicit disqualifiers that sales, marketing and RevOps can apply to any account list.
Self-containedInstructions only1,243 words - landing-page-copy
Use when writing or rewriting copy for a B2B landing page, homepage, product page or campaign page. Starts from the visitor's awareness level and the single action the page exists for, then builds a section-by-section page with headline options, proof placement, objection handling and calls to action, plus notes on what to test first.
Self-containedInstructions only937 words - lead-magnet-ideas
Use when a B2B team needs lead magnet or content offer ideas that attract its ideal buyers and lead naturally to a sales conversation. Generates offers matched to buyer stage and job to be done, scores them for fit, effort and conversion path, decides gating, and outlines the chosen asset with its promotion and follow-up plan.
Self-containedInstructions only911 words - lead-routing-design
Designs lead routing logic as an ordered decision tree: matching leads to existing accounts and owners, territory and segment rules, assignment methods, capacity and out-of-hours fallbacks, escalation timers and a test plan. Use when leads sit unassigned, go to the wrong rep, or when territories or team structure change.
Self-containedInstructions only1,087 words - lead-scoring-model
Builds a two-axis lead scoring model (fit and intent) with point weights derived from historical conversion, negative signals, decay rules, an MQL threshold and a validation plan. Use when designing scoring from scratch, when sales ignores the current score, or when MQL volume and quality are out of balance.
Self-containedInstructions only1,278 words - lifecycle-stage-model
Designs a lifecycle stage model for contacts and accounts, from first touch to customer and advocate, with entry rules, owners, exit paths and recycling. Use when funnel reports disagree, when MQL and SQL mean different things to different teams, or when setting up or rebuilding a CRM.
Self-containedInstructions only1,262 words - linkedin-post-writer
Use when drafting LinkedIn posts for a founder, executive, seller or company page in a B2B context. Turns a real experience, opinion, lesson or piece of data into a post with a strong opening line, a clear single idea, readable formatting and a natural close, in the author's own voice rather than generic thought-leadership style.
Self-containedInstructions only970 words - messaging-framework
Use when a team needs one source of truth for how to talk about its offer across website, sales, ads and outbound. Converts positioning into a layered message house with a core narrative, value pillars, proof, persona-specific angles and approved language, so every channel says the same thing in the right register.
Self-containedInstructions only943 words - mutual-action-plan
Builds a mutual action plan (shared close plan) for a B2B deal: a one-paragraph why-now summary, the agreed success criteria, a dated timeline of buyer and seller steps working back from the buyer's go-live date, owners on both sides, risks and the decision process. Use once a buyer agrees to evaluate seriously, when deals with several stakeholders stall, or when a close date keeps slipping.
Self-containedInstructions only1,079 words - objection-handling-playbook
Builds an objection handling playbook for a sales team: collects and classifies the real objections buyers raise, diagnoses what each one usually means, and writes response talk tracks with diagnostic questions, proof points and a confirmation step. Use when reps lose deals to the same pushback, when launching a new product or price, or when onboarding new sellers.
Self-containedInstructions only995 words - outbound-campaign-ideas
Use when a team needs fresh outbound campaign concepts beyond generic \"book a demo\" blasts. Generates campaign ideas built on a specific audience, a reason to reach out now, and an offer worth replying to, then scores them for effort and expected impact and turns the top picks into briefs ready for copywriting.
Self-containedInstructions only980 words - pipeline-stage-definitions
Writes deal pipeline stage definitions anchored on buyer-verified exit criteria, with required fields, evidence per stage, stall thresholds and probability guidance. Use when stages mean different things to different reps, when forecasts miss because deals are over-staged, or when designing a pipeline for a new sales motion.
Self-containedInstructions only1,054 words - positioning-statement
Use when a product, service or company needs clear positioning, or when the current positioning feels vague, interchangeable with competitors, or disconnected from why customers actually buy. Works from real alternatives and differentiated capabilities to a defensible category choice, a positioning statement, and a proof map the whole team can reuse.
Self-containedInstructions only1,008 words - proposal-writer
Writes a B2B sales proposal built on the buyer's own problem statement: executive summary, current situation and cost, recommended solution mapped to success criteria, scope and deliverables, investment options, timeline, proof, terms and next steps. Use after discovery and evaluation when a buyer asks for a proposal, when proposals keep stalling, or when turning call notes into a document a buying committee can approve.
Self-containedInstructions only1,035 words - qbr-builder
Builds a quarterly (or executive) business review for a customer account: objectives and attendee plan, value delivered against agreed goals, usage and adoption insights, risks and asks, a forward plan for next quarter, and a pre-read plus follow-up email. Use when preparing a QBR or EBR, when renewals are approaching, or when customer meetings have become status updates that executives skip.
Self-containedInstructions only1,008 words - sales-marketing-sla
Drafts a two-way service level agreement between marketing and sales (and optionally SDRs and customer success): lead definitions, volume commitments, response times by lead type, follow-up effort, acceptance and rejection rules, recycling, reporting and an escalation path. Use when leads go unworked, when marketing and sales blame each other, or when launching a new handoff.
Self-containedInstructions only1,116 words - schema-markup
Use when adding or reviewing structured data (schema.org markup, usually JSON-LD) on a B2B website. Chooses the right types for each page template, writes markup that matches visible content, connects entities like the organization, people and products, and flags types whose search features have been restricted so effort goes where it pays off.
Self-containedInstructions only1,045 words - seo-audit
Use when a B2B website needs a structured SEO review because traffic dropped, a redesign or migration is planned, or nobody knows why pages do not rank. Audits crawlability, indexation, site structure, on-page relevance, content quality, internal linking, performance and authority, and returns findings ranked by business impact with clear fixes.
Self-containedInstructions only1,027 words - signal-based-prospecting
Use when a team wants to prioritize outbound around buying signals instead of static lists. Identifies which observable events predict a purchase for this offer, defines how to detect and verify each one, weights them into a simple priority score with time decay, and maps every signal to a play and message angle.
Self-containedInstructions only1,039 words - tam-sizing
Use when a team needs a defensible estimate of its total addressable, serviceable and obtainable market for planning, fundraising, territory design or deciding whether a segment is worth entering. Builds a bottom-up account-count model, sanity-checks it top-down, and shows every assumption so the number can be challenged and updated.
Self-containedInstructions only1,130 words
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