smarte-skills/gtm-skills

33 skill entries

• crm-enrichment-assistant

  Builds automated CRM enrichment workflows for GTM engineers using SMARTe MCP. Trigger this skill whenever a GTM engineer wants to enrich contact or account records in their CRM with verified B2B data. Triggers on: "enrich our CRM", "build an enrichment workflow", "automate data enrichment", "fill missing fields in CRM", "enrich these contacts", "set up enrichment automation", "update stale CRM records automatically", "plug SMARTe into our CRM", "enrich this CSV", "enrich this list", "append firmographic data", "append technographic data", "clean up our contact data", or any request to programmatically enrich CRM data using SMARTe's B2B data platform. Works from a connected CRM MCP, a pasted or uploaded list, or both. Detects SMARTe MCP and degrades gracefully if it is not connected.

  Self-containedInstructions only1,510 words
• gtm-engineer-prospect-list-builder

  Builds programmatic prospect list workflows for GTM engineers using SMARTe MCP. Trigger this skill whenever a GTM engineer wants to build, automate, or scale prospect list generation using live B2B data. Triggers on: "build a prospect list workflow", "automate prospecting", "pull prospects from SMARTe", "build a list building automation", "create a prospect pipeline", "engineer a prospecting workflow", "generate a list using MCP", or any request to programmatically build prospect lists using SMARTe's data platform and MCP integration. Unlike a one-off seller list, this defines a reusable workflow spec — criteria, volume target, cadence, and routing destination — sized for bulk, large-volume generation rather than a single rep's outreach list. Detects SMARTe MCP and degrades gracefully if it is not connected.

  Self-containedInstructions only1,369 words
• abm-account-tiering

  Use this skill whenever a marketer needs to tier a list of target accounts for an ABM program. Triggers on: "tier my ABM accounts", "help me prioritize accounts for ABM", "which accounts should be Tier 1", "rank my target accounts", "build our ABM account list", "score accounts for ABM", "how do I split accounts into 1:1 and 1:few", or any request to assign ABM tiers or prioritize accounts for personalized outreach. Works from a pasted account list, CRM pull, or SMARTe-sourced account universe. Always surfaces scoring criteria and weights for marketer confirmation before running any tier assignments.

  Self-containedInstructions only1,375 words
• abm-campaign-planner

  Use this skill whenever a marketer needs to design the campaign plays for an ABM program across account tiers. Triggers on: "plan my ABM campaign", "design plays for my ABM accounts", "what should we do with our Tier 1 accounts", "build an ABM program plan", "how do I structure ABM plays per tier", "ABM campaign design", "plan outreach and content by tier", or any request to define what content, channels, cadence, and triggers apply to each ABM tier. Takes a tiered account list as input and produces a structured play design per tier ready for team execution. Always confirms the play structure before generating the full plan.

  Self-containedInstructions only1,873 words
• campaign-brief-builder

  Use this skill whenever a marketer needs to build a campaign brief. Triggers on: "build a campaign brief", "I need a brief for [campaign]", "spec out this campaign", "campaign planning doc for [X]", "help me brief this campaign", "write a campaign brief", "create a brief for our [webinar / event / content / paid / ABM campaign]", or any request to structure a campaign before execution begins. If the marketer gives only a one-liner, the skill asks targeted clarifying questions before drafting. If they provide full context upfront, it moves straight to the KPI gate and then generates the brief. Always confirms proposed KPI targets before generating the full output.

  Self-containedInstructions only1,386 words
• channel-mix-planner

  Use this skill whenever a marketer needs to decide which channels to use for a campaign and how to allocate budget across them. Triggers on: "which channels should I use for this campaign", "help me plan my channel mix", "how should I split my budget", "what channels work for [goal / audience / offer type]", "channel strategy for [campaign]", "where should I spend my campaign budget", or any request to recommend and allocate across marketing channels. Works standalone or as a follow-on from the Campaign Brief Builder. Always confirms the proposed channel list and split before generating the full rationale and allocation output.

  Self-containedInstructions only1,488 words
• co-marketing-planner

  Use this skill whenever a marketer needs to find co-marketing partners, plan a joint campaign, or structure a partnership. Triggers on: "co-marketing", "partner marketing", "joint campaign", "who should we partner with", "integration marketing", "cross-promotion", "collaborate with another company", "partnership ideas", "co-brand", "find us a co-marketing partner", "plan a joint webinar", or any request to identify, approach, or execute a campaign with an external partner. Works in three modes: find partners, plan a campaign with a named partner, or structure an existing partnership.

  Self-containedInstructions only1,643 words
• ideal-account-list-builder

  Use this skill whenever a marketer needs to build, expand, or validate a target account list. Triggers on: "build me a target account list", "find accounts that match our ICP", "create an account list for this campaign", "expand our ABM list", "find more accounts like our best customers", "validate this account list against our ICP", "enrich this list", "who should we be targeting", "build our TAM list", "I need accounts for this campaign", or any request to source, grow, or assess a list of target accounts for marketing purposes. SMARTe MCP is the primary data source. Without it, the skill operates in validation mode only on a marketer-supplied list. Always confirms ICP criteria before running any discovery.

  Self-containedInstructions only1,494 words
• new-market-entry-briefer

  Use this skill whenever a marketer needs to research and brief a new market the company is considering entering. Triggers on: "we're expanding into [market]", "brief me on [new vertical / geo / segment]", "we want to enter [market]", "what does our GTM look like for [new market]", "new market research for [geo / vertical]", "we're moving upmarket", "we're expanding internationally", "help me build a market entry brief", "what would it take to sell to [new persona]", or any request to assess or plan entry into a market the company does not currently serve. Covers four entry types: new geography, new vertical, new buyer segment, new persona. Researches the market via web search and validates the addressable account universe via SMARTe before generating the brief.

  Self-containedInstructions only1,781 words
• outbound-coverage-gap-finder

  Use this skill whenever a marketer or revenue leader needs to audit outbound coverage across their ICP account universe. Triggers on: "where are we not covering our ICP", "which accounts have we never touched", "outbound coverage audit", "find our coverage gaps", "which accounts are going stale", "are we reaching the right personas", "how much of our ICP is being worked", "coverage gap report", "which reps have thin coverage", "which accounts need re-engagement", or any request to assess how well the outbound motion is covering the target account list. Requires CRM MCP for account and activity data. Uses SMARTe MCP for intent signal prioritisation.

  Self-containedInstructions only1,768 words
• seo-auditor

  Use this skill whenever a marketer needs a comprehensive SEO audit of one or more pages, a content draft, or a section of their site. Triggers on: "audit this page for SEO", "review my content for search", "SEO review of [URL]", "what is wrong with my SEO", "check my on-page SEO", "audit our blog for SEO issues", "is this content optimised for search", "SEO health check", "why is this page not ranking", "technical SEO review", or any request to assess content or pages through the lens of search performance. Acts as a senior SEO specialist across on-page, technical, content quality, internal linking, E-E-A-T, and search intent dimensions. Always confirms scope before fetching or analysing any content.

  Self-containedInstructions only1,943 words
• utm-hygiene-auditor

  Use this skill whenever a marketer needs to check, clean, or standardise UTM tracking links. Triggers on: "check my UTMs", "audit my tracking links", "are my UTMs set up correctly", "fix my UTM parameters", "our attribution is broken", "check these campaign links", "UTM naming convention audit", "why is my traffic showing as direct", "audit UTMs before we launch", "clean up our tracking links", or any request to review, validate, or correct UTM-tagged URLs before or after a campaign. Works from a single URL, a pasted list, or a pasted or uploaded CSV. Always infers and confirms the naming convention before running any audit checks.

  Self-containedInstructions only1,554 words
• account-prioritization

  Use this skill whenever a RevOps user wants to prioritize accounts for outreach, expansion, renewal, or upsell. Triggers on: "which accounts should we focus on", "prioritize these accounts", "rank our accounts", "account prioritization", "which prospects should reps work this quarter", "which customers are expansion ready", "tier our accounts", "who should we go after first", "account ranking", "which accounts have the most intent", "renewal prioritization", "expansion prioritization", "which accounts are at risk", "prioritize my book of business", or any request to rank or segment accounts by opportunity, urgency, or likelihood to close or expand. Covers both net-new prospects and existing customers. Layers intent, engagement, pipeline, account health, and timing signals on top of ICP fit to produce a ranked list and tiered segmentation.

  Self-containedInstructions only2,349 words
• capacity-planning

  Use this skill whenever a RevOps user wants to determine headcount needs, model quota distribution, or identify coverage gaps against a revenue target. Triggers on: "capacity planning", "how many reps do we need", "headcount planning", "quota modeling", "quota distribution", "coverage gap analysis", "are we staffed to hit our number", "how should we distribute quota", "hiring plan", "rep capacity model", "quota coverage ratio", "will our team hit the target", "ramp planning", "how many reps to hit target", or any request to model sales team capacity against a revenue goal. Asks which planning mode the user needs, integrates with Revenue Projection output if available, applies industry-standard assumptions by default, and delivers compact in-chat summaries with full detail available on request.

  Self-containedInstructions only2,097 words
• churn-risk-scorer

  Use this skill whenever a RevOps or customer success user wants to score existing customers by churn probability, identify at-risk accounts before renewal, or build a save plan for flagged accounts. Triggers on: "churn risk scoring", "which customers are at risk of churning", "flag at-risk accounts", "churn probability", "customer health scoring", "who might not renew", "identify churn risk", "at-risk renewal accounts", "customer churn analysis", "score our accounts for churn", "which accounts should CS prioritize", "build a save plan", "retention risk", or any request to assess existing customer health and likelihood of churn. Scores accounts on engagement, usage, NPS, and contract signals using an inverted risk model — higher score means higher churn risk. Recommends save plays per account on request.

  Self-containedInstructions only2,460 words
• crm-hygiene-auditor

  Use this skill whenever a RevOps user wants to audit CRM data quality, find incomplete or stale records, detect duplicates, identify ownership gaps, or generate a hygiene report. Triggers on: "audit our CRM", "CRM hygiene check", "find missing fields in CRM", "stale deal audit", "duplicate contacts", "data quality audit", "CRM cleanup", "which deals have no activity", "find records with no owner", "CRM health check", "flag bad data in our CRM", "ownership gaps", "stage progression audit", "junk data in CRM", or any request to assess, clean, or report on the quality of CRM records. Works with a connected CRM MCP or a pasted export. Surfaces issues and generates a structured fix-it report — only resolves issues if explicitly asked.

  Self-containedInstructions only2,691 words
• data-decay-alert-builder

  Use this skill in a Cowork session whenever a RevOps user wants to build a persistent alert system that monitors CRM data for decay and notifies the team when records cross defined freshness thresholds. Triggers on: "build a data decay alert", "set up alerts for stale data", "automate data decay monitoring", "alert me when contact data goes stale", "build a CRM decay workflow", "set up Slack alerts for data freshness", "automate re-verification reminders", "configure decay notifications", "build an alert when records cross a decay threshold", or any request to create a running system that monitors and notifies about data staleness over time. Distinct from the Data Decay Analyzer — the analyzer is a one-time audit; this skill builds the persistent system that runs automatically going forward.

  Self-containedInstructions only2,898 words
• data-decay-analyzer

  Use this skill whenever a RevOps user wants to assess how stale or inaccurate their CRM contact and account data is, understand which decayed records are actively affecting pipeline, or get a prioritized list of records to refresh. Triggers on: "data decay analysis", "how stale is our CRM data", "contact data freshness", "which contacts are outdated", "data accuracy audit", "email bounce analysis", "how old is our account data", "which records need re-verification", "contact decay score", "data refresh prioritization", "how much of our data is stale", "pipeline at risk from bad data", or any request to assess the accuracy and freshness of CRM records over time. Distinct from CRM Hygiene Auditor — hygiene checks whether fields are filled in correctly; this skill checks whether the information in those fields is still true. Outputs a decay probability score per record and a pipeline-weighted refresh priority list.

  Self-containedInstructions only2,519 words
• handoff-briefing

  Use this skill whenever a RevOps user or seller needs to create a structured briefing document for a GTM handoff. Triggers on: "create a handoff brief", "SDR to AE handoff", "AE to CSM handoff", "account handoff", "rep transition brief", "deal handoff document", "passing a lead to AE", "handing off an account to CS", "territory handoff", "RevOps intel brief for sales", "rep is leaving handoff", "account reassignment brief", "qualification summary for AE", "handoff notes", or any request to document and transfer account, deal, or lead context from one GTM role to another. Asks which handoff type is needed, applies the relevant industry-standard framework as the default template, and adapts the briefing based on user input and available data. Supports both single high-value deal briefings and batch briefings for multiple leads.

  Self-containedInstructions only2,667 words
• icp-scorer

  Use this skill whenever a RevOps user wants to score accounts against an Ideal Customer Profile, build an ICP from scratch, or audit whether an existing ICP reflects actual closed-won patterns. Triggers on: "score these accounts against our ICP", "how well do these accounts fit our ICP", "build an ICP", "define our ideal customer profile", "audit our ICP", "does our ICP match our best customers", "which accounts are best fit", "ICP scoring", "fit score for these accounts", "rank accounts by ICP fit", or any request to evaluate, define, or validate an Ideal Customer Profile. Defaults to scoring mode — if the user has an ICP and a list of accounts, proceed directly to scoring.

  Self-containedInstructions only2,138 words
• lead-scoring

  Use this skill whenever a RevOps user or seller wants to score leads, prioritize a list of prospects, or build a lead scoring model. Triggers on: "score this lead", "score these leads", "which leads should I prioritize", "build a lead scoring model", "rank these prospects", "score my pipeline", "lead quality score", "which leads are hot", "prioritize my list", "qualify these leads", or any request to evaluate and rank leads by fit or intent. The skill asks which mode the user wants — score a single lead, score a batch, or build a scoring rubric — and adapts its behavior accordingly. Never assume a mode from context alone.

  Self-containedInstructions only1,949 words
• quota-attainment-monitor

  Use this skill whenever a RevOps user wants to track rep or team quota attainment against period targets, identify reps trending below threshold, or understand what needs to close to hit the number. Triggers on: "quota attainment", "how are reps tracking against quota", "who is below target", "attainment monitor", "rep pacing", "are we on track to hit quota", "which reps are at risk", "quota tracking", "period attainment", "how much does rep X need to close", "team attainment", "flag reps below threshold", "quota performance", "mid-period check", or any request to assess rep or team progress against a quota target within a defined period. Tracks at rep, team, and pacing level. Supports delta tracking across runs to surface what changed since the last snapshot.

  Self-containedInstructions only2,176 words
• revenue-projection

  Use this skill whenever a RevOps user wants to forecast or project revenue for a future period. Triggers on: "revenue projection", "forecast this quarter", "project our revenue", "what's our pipeline coverage", "run a forecast", "best case worst case revenue", "capacity-based forecast", "what can we close this quarter", "model our revenue", "scenario planning for revenue", "pipeline forecast", "how much can we expect to close", "project next quarter revenue", "annual revenue model", or any request to estimate future revenue from pipeline, historical, capacity, or scenario data. The skill inventories available data first, recommends which projection models are possible, then executes the chosen model with transparent assumptions the user can override.

  Self-containedInstructions only2,310 words
• territory-planning

  Use this skill whenever a RevOps user wants to build, rebalance, or evaluate sales territories. Triggers on: "build our territories", "carve up accounts by rep", "rebalance territories", "territory planning", "assign accounts to reps", "check territory coverage", "evaluate our territory split", "find coverage gaps in our territories", "territory fairness check", "how should we divide accounts", "territory design", or any request to structure, adjust, or assess how accounts or regions are distributed across a sales team. The skill asks which mode the user wants — build from scratch, rebalance existing, or evaluate a proposed territory — and adapts all follow-up questions to the context defined by the user.

  Self-containedInstructions only1,925 words
• conversion-analysis

  Use this skill whenever a RevOps user wants to understand why deals were won or lost, find patterns across a set of deals, or compare two groups of deals against each other. Triggers on: "why did we lose this deal", "win/loss analysis", "analyze this lost deal", "what are our win patterns", "why are we losing to [competitor]", "loss analysis", "win rate by segment", "analyze our closed deals", "what's causing churn in our pipeline", "compare won vs lost deals", "conversion analysis", "deal debrief", "why did we win this", "pattern in our losses", or any request to understand deal outcomes at a specific, trend, or comparative level. The skill identifies win/loss reasons from available signals first, then offers to validate findings with the user's own perspective.

  Self-containedInstructions only2,009 words
• cold-email-writer

  Writes personalised, high-converting cold emails for sellers reaching out to prospects. Trigger this skill whenever a seller says anything like "write me a cold email", "draft an outreach email", "help me reach out to X", "I need to email this prospect", "write an opening email to Y", "help me contact someone at Z company", or any variation of needing to initiate written contact with a prospect. Produces 2-3 variants built on researched frameworks, with a genuine personalisation hook, a sharp subject line, and a clear CTA. Always pulls seller product context and any prior prospect research from memory before asking for anything.

  Self-containedInstructions only2,307 words
• deal-qualification-scorer

  Scores and qualifies sales deals using the best-fit framework from MEDDIC, MEDDPICC, BANT, SPICED, and CHAMP. Trigger this skill whenever a seller says anything like "qualify this deal", "score my opportunity", "how strong is this deal", "is this worth pursuing", "run MEDDIC on this", "help me qualify X", "should I be investing time in this deal", "pipeline review prep", or any variation of wanting an honest, structured assessment of a deal in progress. Handles CRM notes, verbal descriptions, and call transcripts as input. Pulls deal records from CRM if connected. Delivers a verdict, scored breakdown, and prioritised action plan. Fully opinionated — never softens bad news. Supports re-qualification and delta tracking across multiple runs.

  Self-containedInstructions only2,717 words
• enterprise-sales-mapper

  Maps the buying committee for enterprise deals — stakeholder roles, political landscape, org relationships, coverage gaps, and a framework-based engagement strategy. Trigger whenever a seller says anything like "map this account", "who are the stakeholders in this deal", "help me navigate this org", "I need to understand the buying committee", "political map for this deal", "who else do I need to get to", or any variation of needing to understand and navigate a multi-stakeholder enterprise opportunity. Connects to Pre-Call Intelligence, Deal Qualification Scorer, SMARTe MCP, and CRM automatically. Validates seller input against known signals — does not agree blindly with role or sentiment assessments that aren't supported by evidence.

  Self-containedInstructions only2,002 words
• personalised-email-sequence

  Builds a complete, personalised multi-touch email sequence for sellers pursuing a prospect over time. Trigger this skill whenever a seller says anything like "build me an email sequence", "create a cadence for this prospect", "I need follow-ups for X", "write a drip campaign", "help me follow up with Y", "build me a sequence for Z company", or when the Cold Email Writer skill nudges them here after writing an opener. Always checks memory for prior cold email, Pre-Call Intelligence brief, and product context before asking for anything. Each touchpoint in the sequence has a distinct strategic job — never repetitive, always building toward a reply.

  Self-containedInstructions only2,252 words
• pre-call-intelligence

  Generates a comprehensive Pre-Call Intelligence Brief for sellers before any sales call. Trigger this skill whenever a seller mentions an upcoming call or meeting — phrases like "I have a call with X", "I'm meeting Y at Z company", "help me prep for my call with...", "getting on a call with someone from...", "prepping for a meeting", or any variation of wanting to prepare for a sales conversation. Produces account-level intel always, and contact-level intel when prospect details are available or SMARTe MCP is connected. Always checks for seller product context in memory before asking. If not found, fetches it from the seller's website automatically.

  Self-containedInstructions only2,624 words
• prospect-list-builder

  Builds a targeted, research-backed prospect list for sellers based on their ICP and any additional filters they provide. Trigger this skill whenever a seller says anything like "build me a prospect list", "find me prospects", "who should I be targeting", "give me leads for X", "find people I should be reaching out to", "help me build a pipeline", or any variation of wanting a list of people or companies to sell to. Uses SMARTe MCP when connected for verified data. Uses web research when not connected to produce a curated, high-quality shortlist. Always pulls seller ICP from memory first.

  Self-containedInstructions only2,275 words
• renewal-expansion-strategist

  Assesses renewal risk or expansion opportunity for existing customer accounts and builds a specific, prioritised play. Trigger whenever a seller says anything like "this account is up for renewal", "help me with this renewal", "I think there's expansion room here", "should we upsell this account", "renewal coming up for X", "is this account at risk", or any variation of managing an existing customer relationship toward renewal or growth. Infers renewal vs. expansion mode from context where possible, confirms with the seller, and asks if context is unclear. Pulls from Deal Qualification Scorer and Enterprise Sales Mapper history if available, but produces a complete, useful output on its own if they are not.

  Self-containedInstructions only1,516 words
• slack-deal-update

  Drafts a sharp, no-fluff Slack update on a deal for a manager, team channel, or deal-review thread. Trigger whenever a seller says anything like "give me a Slack update on this deal", "I need to update my manager on X", "post an update on this account", "draft my deal update", "set up a weekly update for this deal", "I want daily updates on this pipeline", or any variation of needing to communicate deal status internally, either once or on a recurring cadence. Infers update type, audience, and frequency from context where possible, asks when unclear. Pulls from Deal Qualification Scorer and Enterprise Sales Mapper history if available, but works fully standalone from the seller's own description if not. Supports both one-off use in chat and recurring use via a scheduled trigger — in both cases, every single update is drafted and presented for explicit approval before it is ever sent. Never posts to Slack automatically under any circumstance.

  Self-containedInstructions only1,682 words