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Sales reps, AEs & revenue teams

The Sales Stack

Account research, call prep, outreach drafting, pipeline review, forecasting, competitive intelligence, and daily briefings — the full AE and SDR workflow.

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Skills in this stack

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Sales Account Research

Marketing

Research a company or person and get actionable sales intel. Works standalone with web search, supercharged when you connect enrichment tools or your CRM. Trigger with "research [company]", "look up [person]", "intel on [prospect]", "who is [name] at [company]", or "tell me about [company]".

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Sales Call Prep

Marketing

Prepare for a sales call with account context, attendee research, and suggested agenda. Works standalone with user input and web research, supercharged when you connect your CRM, email, chat, or transcripts. Trigger with "prep me for my call with [company]", "I'm meeting with [company] prep me", "call prep [company]", or "get me ready for [meeting]".

Claude CodeClaude.ai
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Sales Draft Outreach

Marketing

Research a prospect then draft personalized outreach. Uses web research by default, supercharged with enrichment and CRM. Trigger with "draft outreach to [person/company]", "write cold email to [prospect]", "reach out to [name]".

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Sales Competitive Intelligence

Marketing

Research your competitors and build an interactive battlecard. Outputs an HTML artifact with clickable competitor cards and a comparison matrix. Trigger with "competitive intel", "research competitors", "how do we compare to [competitor]", "battlecard for [competitor]", or "what's new with [competitor]".

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Sales Call Summary

Marketing

Process call notes or a transcript — extract action items, draft follow-up email, generate internal summary. Use when pasting rough notes or a transcript after a discovery, demo, or negotiation call, drafting a customer follow-up, logging the activity for your CRM, or capturing objections and next steps for your team.

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Sales Pipeline Review

Marketing

Analyze pipeline health — prioritize deals, flag risks, get a weekly action plan. Use when running a weekly pipeline review, deciding which deals to focus on this week, spotting stale or stuck opportunities, auditing for hygiene issues like bad close dates, or identifying single-threaded deals.

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Sales Forecast

Marketing

Generate a weighted sales forecast with best/likely/worst scenarios, commit vs. upside breakdown, and gap analysis. Use when preparing a quarterly forecast call, assessing gap-to-quota from a pipeline CSV, deciding which deals to commit vs. call upside, or checking pipeline coverage against your number.

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Sales Daily Briefing

Marketing

Start your day with a prioritized sales briefing. Works standalone when you tell me your meetings and priorities, supercharged when you connect your calendar, CRM, and email. Trigger with "morning briefing", "daily brief", "what's on my plate today", "prep my day", or "start my day".

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Sales Create An Asset

Marketing

Generate tailored sales assets (landing pages, decks, one-pagers, workflow demos) from your deal context. Describe your prospect, audience, and goal — get a polished, branded asset ready to share with customers.

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Cold Email Writer

Marketing

Write B2B cold outreach emails and follow-up sequences that get replies — subject lines, opening lines, body copy, CTAs, and multi-touch sequences.

Claude CodeCodex CLIGemini CLI
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Revenue Operations Manager

Finance

Align sales, marketing, and customer success operations — pipeline health, forecasting accuracy, GTM efficiency metrics, and RevOps infrastructure.

Claude CodeCodex CLIGemini CLI
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Stack details

Skills
11
Audience
Sales reps, AEs & revenue teams
License
Free & open source

Claude skills for sales reps and revenue teams cover the full AE and SDR workflow — account research, call preparation, outreach drafting, pipeline hygiene, forecasting, and competitive intelligence. This stack gives each stage of the sales process a consistent structure so reps spend their time on conversations, not on rebuilding prep documents from scratch.

What these skills do

Sales Account Research

Research target accounts before outreach or meetings — company overview, recent news, buying signals, org chart, and the account context that makes outreach specific rather than generic.

Sales Call Prep

Prepare for discovery calls, demos, and follow-up meetings — agenda structure, key questions, objection anticipation, and the preparation format that gets reps ready in 10 minutes rather than 45.

Sales Draft Outreach

Write outbound sequences — initial email, LinkedIn message, follow-up cadence, and the personalization logic that moves outreach beyond templates while keeping it scalable across a large prospecting list.

Sales Competitive Intelligence

Build and update competitive battle cards — competitor positioning, feature comparison, pricing differences, win/loss patterns, and the objection-handling responses that help reps win deals where a competitor is in the mix.

Sales Call Summary

Write structured call summaries after meetings — key points discussed, next steps, commitments made, and the CRM-ready format that keeps pipeline data clean and managers informed.

Sales Pipeline Review

Run pipeline reviews with a consistent structure — deal-by-deal assessment, stage accuracy, next action clarity, and the review format that separates active deals from pipeline clutter.

Sales Forecast

Build sales forecasts — bottom-up commit analysis, pipeline coverage ratio, historical conversion rates, and the forecast narrative that gives leadership a realistic view of the quarter.

Sales Daily Briefing

Start the day with a structured sales briefing — priority accounts, open tasks, meetings today, follow-ups due, and the daily preparation format that keeps reps focused on the right things.

Sales Create an Asset

Build sales enablement materials — one-pagers, ROI calculators, case study summaries, and the deal-specific assets that give prospects what they need to make an internal case for buying.

Cold Email

Write cold email campaigns that get replies — value proposition clarity, personalization logic, subject lines, and the sequence structure that follows up without annoying the prospect.

Revenue Operations

Build the systems and processes that make the sales team work better — CRM hygiene standards, pipeline stage definitions, reporting setup, and the RevOps infrastructure that gives leadership accurate data.

Who this is for

  • Account executives and SDRs managing a full sales cycle
  • Sales managers who want more consistent pipeline hygiene and forecast accuracy
  • Revenue teams building repeatable outreach, forecasting, and enablement workflows

For more skills by role, see the related Marketing Team Stack for demand generation and lead flow, or the Freelancer & Consultant Stack for proposal and client acquisition workflows.