Research a target company and optionally a specific contact - company overview, recent news, likely priorities, and fit against your ICP. Cross-references existing CRM records. Use when the user asks to "research [company]", "look into [company]", "prospect research on [company]", "look up [person]", "intel on [prospect]", "who is [person] at [company]", or "tell me about [company]" when the company is a prospect rather than an existing account.
Score and tier a list of accounts (or your full book) against ICP fit and engagement signals to prioritize where to spend time. Use when the user asks to "tier my accounts", "prioritize my book", "which accounts should I focus on", or "score these accounts".
Pre-call brief for an upcoming meeting - attendees, account history, prior call context from transcripts, open opportunity status, and suggested discovery questions. Use when the user asks "prep me for [meeting/company]", "call prep [company]", "I'm meeting with [company], prep me", "get me ready for [meeting]", or "what do I need to know before my [time] call".
Turn a call transcript or call notes into a customer follow-up email draft, an internal chat summary, and proposed CRM updates. Use when the user says "call summary", "follow up on my [company] call", "summarize my call with [account]", "write the recap", "process this transcript", "process my call notes", "capture the objections and next steps", or pastes rough notes or a transcript after a discovery, demo, or negotiation call.
Build the business case and mutual action plan for a deal - the why-buy/why-now story, the ROI framing, and the dated step-by-step path to signature shared with the customer. Use when the user says "build a close plan for [deal]", "mutual action plan for [account]", "business case for [opp]", or "what's the path to signature".
Competitive analysis two ways - the in-deal play against a named competitor, and win/loss patterns, competitor mentions, and battlecards across the book. Use when the user asks "competitive intel", "research competitors", "how do we compare to [competitor]", "what's new with [competitor]", "battlecard for [competitor]", "how do we beat [competitor]", "what's the play against [competitor] in [deal]", "where are we losing to [competitor]", "win/loss patterns", "competitive analysis", "refresh the battlecards", or on a weekly schedule.
Build a customer deck, one-pager or leave-behind from your account data, call notes and approved materials, with no made-up numbers. Use when the user asks for a sales asset, one-pager, deck, leave-behind, "create an asset for [prospect]", or "make something for [account]".
Read-only audit of your CRM opportunities for missing fields, stale dates, and stage mismatches - outputs a fix checklist to apply by hand or through update-opportunity. Use when the user asks "check my CRM hygiene", "check my Salesforce or HubSpot data", "clean up my CRM", "audit my opps", "what's missing in the CRM", or "clean up my pipeline".
Health check on a customer account and QBR-ready prep - relationship strength, engagement trend, risk signals, value delivered, and the agenda that makes the review worth their time. Use when the user asks "how healthy is [account]", "customer health check", "prep the [account] QBR", "business review prep", or "are we at risk with [customer]".
Surface what customers are actually saying - direct attributed quotes on a topic across call transcripts and email, across your accounts. Use when the user asks "what are customers saying about [topic]", "pull quotes on [objection/feature/competitor]", "voice of customer on [X]", or "what's coming up in calls".
Morning rundown - today's meetings with account context, opps closing soon with stale flags, waiting customer emails, and the day's top actions. Use when the user says "daily briefing", "daily brief", "morning briefing", "what's my day", "what's on my plate today", "prep my day", "start my day", "morning rundown", or on a schedule.
Forward-looking gap check on one opportunity - exactly what is missing to advance it to the next stage and to close, with who does what by when. Use when the user asks "what's missing to advance [deal]", "what do I need to move [opp] forward", "why is [deal] stuck", or "what's between [account] and a close".
Deep-dive on a single opportunity - signal-adjusted health score, risks, gaps in qualification, and recommended next actions. Use when the user asks "review the [account] deal", "deal review on [opp]", "is [opp] going to close", or "what's the risk on [deal]".
Proactive watch over your book - deals gone quiet, close dates slipping into view, champion changes, renewal windows opening, competitor mentions - surfaced as a short alert digest you can act on. Use when the user asks "what changed in my book", "any deals gone quiet", "what should I be worried about today", "run my deal signals", or sets it up as a recurring scheduled task.
Model what happens to your number if a deal slips, shrinks, or dies - quota impact, coverage ratio change, and the substitute pipeline needed to stay on plan. Use when the user asks "what if [deal] slips", "what happens if [account] pushes to next quarter", "can I still hit my number without [deal]", or "model losing [deal]".
Draft a personalized outreach email or multi-touch sequence to a prospect, create it as an email draft for review, and add the contact to a sequence in your sales engagement tool when asked. Use when the user asks to "draft outreach to [person/company]", "write a cold email to [prospect]", "re-engage [prospect]", "draft a 3-touch sequence", or "reach out to [person]".
The closing beat of the day - every call processed or explicitly skipped, the CRM brought current, commitments captured, and tomorrow's top three teed up. Use when the user says "end of day", "close out my day", "process today's calls", "EOD", or on an evening schedule. Companion bookend to daily-briefing.
Find the expansion whitespace in an account or a book - what they own vs. what they could own, the evidence for each play, and the open opps to create. Use when the user asks "what's the whitespace at [account]", "where can I expand [account]", "upsell opportunities in my book", or "which customers should I be growing".
Generate the commit / best-case / pipeline narrative for a forecast call or a 1:1 with your manager - what's closing, what's at risk, what changed since last time. Use when the user asks "write my forecast", "forecast narrative", "prep for forecast call", "prep for my quarterly forecast call", "which deals should I commit vs. call upside", "forecast from this pipeline export", or "prep for my 1:1 with my manager".
Work through a live objection or competitive threat - what's really being said, the response that has worked before, and the proof points to use, grounded in your own win/loss history and customer quotes. Use when the user says "they said we're too expensive", "how do I respond to [objection]", "[competitor] is in the deal", "help me handle this pushback", or pastes an objection from an email or call.
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