Sales AI Skills

Deal Tracking

Monitors deal progression through pipeline stages in HubSpot or Salesforce. Tracks deal values, close dates, win probabilities, and stalled opportunities. Generates pipeline reports with revenue forecasts and highlights deals that need attention or follow-up.

Document Automation

Automates document generation using templates and data sources. Creates proposals, contracts, reports, and SOPs by merging data from Notion, Google Docs, or databases. Supports approval workflows, version control, and automated distribution to stakeholders.

Email Sequences

Builds multi-step email sequences for sales outreach using Gmail and CRM integrations. Generates personalized email templates, schedules follow-ups, tracks open and reply rates, and adjusts cadence based on engagement signals. Helps sales teams scale outreach while maintaining personalization.

Lead Enrichment

Enriches incoming leads by pulling company info, contact details, firmographics, and social profiles from CRM sources like HubSpot and Salesforce. Matches leads against existing contacts, fills in missing fields, and scores them for sales readiness. Helps sales teams focus on the highest-value prospects.

Lead Scoring

Implements a lead scoring model that evaluates prospects based on demographic fit, firmographic data, behavioral engagement, and intent signals. Assigns numerical scores to prioritize sales outreach and route leads to the right team. Continuously refines scores based on conversion outcomes.

Sales Forecasting

Produces revenue forecasts by analyzing CRM pipeline data, historical close rates, seasonal trends, and deal velocity. Provides best-case, worst-case, and most-likely scenarios. Highlights risks to forecast accuracy and recommends pipeline coverage targets.