Sales & Growth AI Skill Templates
21 structured AI Skills for sales & growth work. Each one is a sequenced, auditable method — open it in Studio, adapt it to your approach, or export it to ChatGPT, Claude or Copilot.
Single Customer View
Brings CRM, billing, support and product usage together with a live business source and external research to create one attributed customer brief for account planning and client conversations.
13 stepsCampaign Optimisation Engine
Evaluates live advertising and partner campaign performance against targets, forecasts and recent trends, producing focused recommendations with approval-controlled changes and a record of their impact.
10 stepsCampaign Prediction Engine
Judges a planned campaign before spend is committed, testing its audience, offer, channel mix and budget against how comparable campaigns actually performed, then giving a clear go, amend or hold call with the reasoning and confidence behind it.
12 stepsClient Health Pulse
Keeps a standing weekly read on the health of every client account, scoring each one on the signals that actually predict trouble, tracking how it moves over time and putting the accounts that need attention in front of the person who owns them.
11 stepsForecast risk & pipeline hygiene audit
Tests every open deal for stalled activity, unholdable close dates, single-threading and missing next steps, then computes the forecast dollars at risk and an action list per rep.
14 stepsChurn early-warning & save plan
Combines NPS movement, ticket velocity, usage drop-off and billing changes into a churn score per account, then drafts the save play with the ARR at risk quantified.
15 stepsWin/loss pattern synthesizer
Codes every closed-lost deal to a root cause, themes the language buyers actually used, and sums lost ARR per cluster so the revenue leakage behind each pattern is a real number.
12 stepsRFP response accelerator
Extracts an inbound RFP requirement by requirement, maps each to evidenced capability, flags the gaps before you commit, and drafts the compliant response sections.
10 stepsDeal win-likelihood scorer
Learns from your closed deals to score every open opportunity out of 100, names the factors moving each score, flags deals priced or sized well outside the norm, and returns a forecast-adjusted pipeline view.
9 stepsCustomer churn & renewal risk
Learns from accounts that have already renewed or churned to rank renewal risk across the base, shows the factors that move it, and returns a prioritised save-list with the reason behind each account.
9 stepsUpsell propensity map
Learns from the accounts that have already expanded to rank the rest by upsell potential, shows which usage signals genuinely move expansion, and returns a target list with the play for each tier.
8 stepsProposal Brief
Turns early client conversations and requirements into a decision-ready opportunity brief, clarifying the need, commercial potential, proposed response, risks and unanswered questions before proposal work begins.
9 stepsProposal Document
Creates a polished, client-ready proposal tailored to the opportunity, bringing together a compelling solution, clear scope, delivery approach, commercial structure and relevant evidence in your firm's own style.
8 stepsPitch deck outline from brief
Turns a client brief into a slide-by-slide pitch narrative with a restated problem, key message per slide and a suggested visual.
3 stepsAccount signal-to-action router
Matches live market signals to every account on your list, classifies each as opportunity, risk or watch, and produces an urgency-ordered action card per owner with the opening line written.
12 stepsExpansion & upsell propensity engine
Computes seat utilisation and module adoption per account to score expansion ARR, then writes the AE brief with the motion and talking points for each opportunity.
15 stepsICP refinement & account prioritisation
Scores your whole account universe on firmographic, technographic and intent fit, prioritises by fit against ARR potential, and corrects the ICP itself using what your best customers look like.
16 stepsProposal win-theme generator
Builds one differentiated win theme per buyer priority using live research, each with its discriminator, proof point, competitive ghosting line and place in the narrative arc.
6 stepsCampaign response predictor
Learns from past campaign results to score every contact by likelihood to convert, reports which channels, creative and audience attributes actually drive response, and recommends where the budget should go.
10 stepsCustomer voice → churn signal monitor
Turns customer feedback into a churn-risk diagnostic, showing which segments are unhappy, what drives their concerns, when sentiment shifts and which accounts warrant attention.
18 stepsWin/loss interview post-mortem
Analyses buyer interviews from won and lost deals to reveal which perceptions distinguish outcomes and produce an evidence-led post-mortem with practical sales coaching priorities.
16 steps