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Sales & Revenue

Sales

Version
1.2.0
Publisher
Unknown
Category
Sales & Revenue
Maturity
Starting point

The plugin produces substantive output. However, the tasks are relatively simple, or work is a midpoint rather than a near-final draft. The level of specificity and expert-level input is lacking. The plugin needs customization and iteration before it is consistently useful.

Turn web research, pipeline data, and call notes into personalized outreach, deal forecasts, and meeting prep in minutes — no integrations required.

What it does

Sales is a productivity plugin that helps reps prospect, prepare for calls, manage their pipeline, and craft outreach that moves deals forward. It works immediately with web search and whatever context you provide — paste call notes, upload a pipeline CSV, or just name a company. Connect your CRM, email, or call recording tool and every skill automatically pulls richer data without any configuration changes.

What you can ask

PromptWhat you get

Research Acme Corp before my call tomorrow

Company profile with recent news, key contacts, hiring signals, qualification signals, and a recommended outreach approach

Process these call notes and draft a follow-up email

Structured summary with action items, objection log, competitive intel, and a ready-to-send follow-up email

Generate my Q2 forecast from this pipeline CSV

Weighted forecast with best/likely/worst scenarios, commit vs. upside breakdown, risk flags, and gap-to-quota analysis

Inputs

Pipeline dataCSV export from any CRM, or describe your deals in plain text
Call notes or transcriptpaste rough notes, a transcript, or describe the call
Company or contact name(required for research/outreach) — domain or name is enough
Quota and period(required for forecasting) — annual or quarterly target and close date

Output

Structured Markdown reportsaccount research briefs, call summaries, pipeline reviews, forecasts, daily briefings
Self-contained HTML filesinteractive competitive battlecards and custom sales assets (landing pages, one-pagers, demos)
Ready-to-send emailsplain-text follow-ups and outreach drafts formatted for any email client

Tools & Integrations

Works fully standalone using web search. Optionally connects to CRM (HubSpot, Close, Salesforce, Pipedrive), email (Gmail, Microsoft 365), calendar, chat (Slack, Teams), call transcription (Fireflies, Gong, Chorus), data enrichment (Clay, ZoomInfo, Apollo), knowledge bases (Notion, Confluence), and sales engagement platforms (Outreach, Salesloft). Connectors are category-based: swap any tool in a category without reconfiguration.

How it works

1

Research-first workflowEvery outreach and prep skill researches the prospect before generating output, so messaging reflects real company context rather than generic templates.

2

Stage-weighted probability modelThe forecasting engine assigns conversion probabilities by deal stage and adjusts for activity recency, producing three scenarios instead of a single-point estimate.

3

Multi-signal risk scoringPipeline review combines deal age, activity gaps, close-date accuracy, and contact coverage into a composite health score that flags problems before they stall.

4

Connector-agnostic enrichmentSkills define what data they need by category (CRM, enrichment, transcripts) rather than specific products, so any compatible tool upgrades the output automatically.

Skills

SkillDescriptionType
account-researchResearches any company or person via web search, producing a profile with news, hiring signals, and recommended outreach angleInvocable
call-prepBuilds a complete meeting prep brief with attendee research, suggested agenda, discovery questions, and objection handlingInvocable
call-summaryProcesses call notes or transcripts into a structured summary with action items and a customer follow-up emailInvocable
competitive-intelligenceResearches competitors and generates an interactive HTML battlecard with comparison matrix and talk tracksInvocable
create-an-assetGenerates tailored sales assets (landing pages, one-pagers, workflow demos) customized to a specific prospect and audienceInvocable
daily-briefingProduces a prioritized daily sales briefing covering meetings, pipeline alerts, email priorities, and suggested actionsInvocable
draft-outreachResearches a prospect then drafts personalized cold email and LinkedIn messages with follow-up sequencesInvocable
forecastGenerates a weighted sales forecast with three scenarios, commit vs. upside breakdown, and gap-to-quota analysisInvocable
pipeline-reviewAnalyzes pipeline health with a composite score, deal prioritization matrix, risk flags, and weekly action planInvocable

Install

Cowork
1.Browse (Anthropic Plugin Catalog)
2.Open the Claude Desktop app and switch to the Cowork tab
3.Click Customize in the left sidebar, then Browse plugins
4.Search for "Sales" and click Install
5.Visit github.com/anthropics/knowledge-work-plugins
6.Download the sales plugin folder or .skill file
7.In Cowork, click Customize → Upload plugin and select the downloaded file