Sales

Plugin sales in ConcertoNotes/codex-plugins. Commands read from the repo's manifest — 1 month ago.

Skills (20)

• analyze-account-signals

  Analyze fresh signals for a named account, owner portfolio, or watchlist and turn them into evidence-backed account intelligence using active Sales source categories and user-provided context.

• build-business-case

  Build customer-led business cases, ROI narratives, value models, executive summaries, and customer-ready value stories from uneven customer context, metrics, transcripts, notes, and public evidence.

• build-competitive-brief

  Build a multi-competitor build-competitive-brief report, comparison matrix, and battlecard-style objection package using user-provided materials, optional connector-assisted research, and public evidence.

• enrich-company-and-contact-data

  Build portable sales enrich-company-and-contact-data outputs for company and contact discovery, firmographic or technographic completion, ICP list building, segmentation, trigger analysis, market scans, and enrichment-backed comparison work using configured source categories and user-provided inputs

• find-customer-quotes

  Retrieve theme-specific customer or prospect quotes from transcripts, call notes, or exported recordings using transcript-first evidence and explicit speaker-confidence rules.

• find-key-internal-sources

  Find the best internal experts, documents, and chat channels for a customer question, product topic, objection, implementation issue, account task, or other internal topic using user-provided context, optional connector-assisted search, and evidence-backed ranking.

• follow-up-after-call

  Turn a recent customer, partner, or important internal call transcript or grounded call notes into a seller-ready follow-up package with a recap, next steps, external comms when applicable, CRM next steps when applicable, and an internal follow-up draft.

• get-rep-call-feedback

  Compare one rep’s call history against peer examples to extract repeatable best practices and produce evidence-backed coaching feedback.

• hubspot

  HubSpot CRM connector guide for Sales workflows that use HubSpot for CRM reads, drafts, notes, or proposed record changes.

• index

  Use to discover specific skills for the Sales plugin, when it is at-mentioned directly, or for any mentions of potentially relevant work, including: meeting prep or call follow-up; account research, monitoring, or prioritization; internal source finding; competitive briefs; deal strategy; pipeline o

• plan-deal-strategy

  Build a post-discovery deal strategy pack with a deal map, buying committee map, procurement risk register, and prioritized next actions from grounded deal evidence.

• prepare-for-meeting

  Create concise pre-meeting briefs and daily prep for customer meetings or the user's most important meeting of the day, using authoritative internal context plus supplementary public web enrichment.

• prioritize-accounts

  Prioritize rep-ready pipeline by ranking accounts, suppressing in-flight motion, selecting the best reachable contact, and producing a connector-grounded account action view plus a concise planning-only action package from CRM, user-provided lists, saved context, and optional enrichment evidence.

• review-forecast

  Generate a forecast review with risk analysis, recommendation posture, and change detection using CRM truth, pasted or exported pipeline context, account notes, and optional meeting, email, document, or internal-message evidence.

• review-rep-call-trends

  Analyze a sales or customer-facing rep’s recent calls to detect improvement, regression, and stable patterns with objective evidence and practical coaching actions.

• sales-company-research

  Explicit-only Sales workflow for scheduled or index-routed company research that finds durable internal resources, saves high-confidence Sales plugin memory, and asks focused follow-up questions.

• salesforce

  Agentforce Sales connector guide for Sales workflows that use Salesforce for CRM reads, drafts, notes, account plans, Agentforce assignments, or proposed record changes.

• suggest-sales-next-step

  Run scheduled or manual Sales check-ins that summarize recent Sales work and recommend one next Sales workflow to try.

• user-context

  Load or manage the Sales plugin's durable user context, onboarding logic, setup progress, automation metadata, saved preferences, non-obvious CRM conventions, source-of-truth pointers, book-of-business sources, internal team resources, account channels, approval trackers, trusted examples, approved

• zoominfo

  ZoomInfo connector guide for Sales workflows or explicit ZoomInfo requests involving company search, contact search, enrichment, intent signals, similar-account discovery, contact recommendations, and company or contact research.

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