opencode-skills-antigravity 1.0.5 → 1.0.7
This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
- package/bundled-skills/ad-creative/SKILL.md +371 -0
- package/bundled-skills/ad-creative/evals/evals.json +90 -0
- package/bundled-skills/ad-creative/references/generative-tools.md +637 -0
- package/bundled-skills/ad-creative/references/platform-specs.md +213 -0
- package/bundled-skills/ai-seo/SKILL.md +407 -0
- package/bundled-skills/ai-seo/evals/evals.json +90 -0
- package/bundled-skills/ai-seo/references/content-patterns.md +285 -0
- package/bundled-skills/ai-seo/references/platform-ranking-factors.md +152 -0
- package/bundled-skills/churn-prevention/SKILL.md +433 -0
- package/bundled-skills/churn-prevention/evals/evals.json +93 -0
- package/bundled-skills/churn-prevention/references/cancel-flow-patterns.md +316 -0
- package/bundled-skills/churn-prevention/references/dunning-playbook.md +408 -0
- package/bundled-skills/claude-api/LICENSE.txt +202 -0
- package/bundled-skills/claude-api/SKILL.md +252 -0
- package/bundled-skills/claude-api/csharp/claude-api.md +70 -0
- package/bundled-skills/claude-api/curl/examples.md +164 -0
- package/bundled-skills/claude-api/go/claude-api.md +146 -0
- package/bundled-skills/claude-api/java/claude-api.md +128 -0
- package/bundled-skills/claude-api/php/claude-api.md +88 -0
- package/bundled-skills/claude-api/python/agent-sdk/README.md +269 -0
- package/bundled-skills/claude-api/python/agent-sdk/patterns.md +319 -0
- package/bundled-skills/claude-api/python/claude-api/README.md +404 -0
- package/bundled-skills/claude-api/python/claude-api/batches.md +182 -0
- package/bundled-skills/claude-api/python/claude-api/files-api.md +162 -0
- package/bundled-skills/claude-api/python/claude-api/streaming.md +162 -0
- package/bundled-skills/claude-api/python/claude-api/tool-use.md +587 -0
- package/bundled-skills/claude-api/ruby/claude-api.md +87 -0
- package/bundled-skills/claude-api/shared/error-codes.md +205 -0
- package/bundled-skills/claude-api/shared/live-sources.md +121 -0
- package/bundled-skills/claude-api/shared/models.md +68 -0
- package/bundled-skills/claude-api/shared/tool-use-concepts.md +305 -0
- package/bundled-skills/claude-api/typescript/agent-sdk/README.md +220 -0
- package/bundled-skills/claude-api/typescript/agent-sdk/patterns.md +150 -0
- package/bundled-skills/claude-api/typescript/claude-api/README.md +313 -0
- package/bundled-skills/claude-api/typescript/claude-api/batches.md +106 -0
- package/bundled-skills/claude-api/typescript/claude-api/files-api.md +98 -0
- package/bundled-skills/claude-api/typescript/claude-api/streaming.md +178 -0
- package/bundled-skills/claude-api/typescript/claude-api/tool-use.md +477 -0
- package/bundled-skills/cold-email/SKILL.md +167 -0
- package/bundled-skills/cold-email/evals/evals.json +94 -0
- package/bundled-skills/cold-email/references/benchmarks.md +83 -0
- package/bundled-skills/cold-email/references/follow-up-sequences.md +81 -0
- package/bundled-skills/cold-email/references/frameworks.md +90 -0
- package/bundled-skills/cold-email/references/personalization.md +79 -0
- package/bundled-skills/cold-email/references/subject-lines.md +53 -0
- package/bundled-skills/content-strategy/SKILL.md +374 -0
- package/bundled-skills/content-strategy/evals/evals.json +90 -0
- package/bundled-skills/content-strategy/references/headless-cms.md +194 -0
- package/bundled-skills/defuddle/SKILL.md +50 -0
- package/bundled-skills/docs/integrations/jetski-cortex.md +3 -3
- package/bundled-skills/docs/integrations/jetski-gemini-loader/README.md +1 -1
- package/bundled-skills/docs/maintainers/release-process.md +3 -0
- package/bundled-skills/docs/maintainers/repo-growth-seo.md +3 -3
- package/bundled-skills/docs/maintainers/skills-import-2026-03-21.md +81 -0
- package/bundled-skills/docs/maintainers/skills-update-guide.md +1 -1
- package/bundled-skills/docs/users/bundles.md +1 -1
- package/bundled-skills/docs/users/claude-code-skills.md +1 -1
- package/bundled-skills/docs/users/faq.md +27 -6
- package/bundled-skills/docs/users/gemini-cli-skills.md +1 -1
- package/bundled-skills/docs/users/getting-started.md +1 -1
- package/bundled-skills/docs/users/kiro-integration.md +1 -1
- package/bundled-skills/docs/users/usage.md +6 -6
- package/bundled-skills/docs/users/visual-guide.md +18 -18
- package/bundled-skills/internal-comms/LICENSE.txt +202 -0
- package/bundled-skills/internal-comms/SKILL.md +35 -0
- package/bundled-skills/internal-comms/examples/3p-updates.md +47 -0
- package/bundled-skills/internal-comms/examples/company-newsletter.md +65 -0
- package/bundled-skills/internal-comms/examples/faq-answers.md +30 -0
- package/bundled-skills/internal-comms/examples/general-comms.md +16 -0
- package/bundled-skills/json-canvas/SKILL.md +253 -0
- package/bundled-skills/json-canvas/references/EXAMPLES.md +329 -0
- package/bundled-skills/lead-magnets/SKILL.md +319 -0
- package/bundled-skills/lead-magnets/references/benchmarks.md +129 -0
- package/bundled-skills/lead-magnets/references/format-guide.md +196 -0
- package/bundled-skills/obsidian-bases/SKILL.md +506 -0
- package/bundled-skills/obsidian-bases/references/FUNCTIONS_REFERENCE.md +173 -0
- package/bundled-skills/obsidian-cli/SKILL.md +115 -0
- package/bundled-skills/obsidian-markdown/SKILL.md +205 -0
- package/bundled-skills/obsidian-markdown/references/CALLOUTS.md +58 -0
- package/bundled-skills/obsidian-markdown/references/EMBEDS.md +63 -0
- package/bundled-skills/obsidian-markdown/references/PROPERTIES.md +61 -0
- package/bundled-skills/product-marketing-context/SKILL.md +250 -0
- package/bundled-skills/product-marketing-context/evals/evals.json +85 -0
- package/bundled-skills/revops/SKILL.md +352 -0
- package/bundled-skills/revops/evals/evals.json +91 -0
- package/bundled-skills/revops/references/automation-playbooks.md +290 -0
- package/bundled-skills/revops/references/lifecycle-definitions.md +278 -0
- package/bundled-skills/revops/references/routing-rules.md +203 -0
- package/bundled-skills/revops/references/scoring-models.md +247 -0
- package/bundled-skills/sales-enablement/SKILL.md +358 -0
- package/bundled-skills/sales-enablement/evals/evals.json +91 -0
- package/bundled-skills/sales-enablement/references/deck-frameworks.md +263 -0
- package/bundled-skills/sales-enablement/references/demo-scripts.md +355 -0
- package/bundled-skills/sales-enablement/references/objection-library.md +270 -0
- package/bundled-skills/sales-enablement/references/one-pager-templates.md +208 -0
- package/bundled-skills/seo/SKILL.md +139 -0
- package/bundled-skills/seo/references/cwv-thresholds.md +108 -0
- package/bundled-skills/seo/references/eeat-framework.md +214 -0
- package/bundled-skills/seo/references/quality-gates.md +155 -0
- package/bundled-skills/seo/references/schema-types.md +118 -0
- package/bundled-skills/seo-competitor-pages/SKILL.md +229 -0
- package/bundled-skills/seo-content/SKILL.md +186 -0
- package/bundled-skills/seo-dataforseo/SKILL.md +395 -0
- package/bundled-skills/seo-geo/SKILL.md +254 -0
- package/bundled-skills/seo-hreflang/SKILL.md +209 -0
- package/bundled-skills/seo-image-gen/SKILL.md +183 -0
- package/bundled-skills/seo-images/SKILL.md +193 -0
- package/bundled-skills/seo-page/SKILL.md +103 -0
- package/bundled-skills/seo-plan/SKILL.md +136 -0
- package/bundled-skills/seo-plan/assets/agency.md +175 -0
- package/bundled-skills/seo-plan/assets/ecommerce.md +167 -0
- package/bundled-skills/seo-plan/assets/generic.md +144 -0
- package/bundled-skills/seo-plan/assets/local-service.md +160 -0
- package/bundled-skills/seo-plan/assets/publisher.md +153 -0
- package/bundled-skills/seo-plan/assets/saas.md +135 -0
- package/bundled-skills/seo-programmatic/SKILL.md +184 -0
- package/bundled-skills/seo-schema/SKILL.md +178 -0
- package/bundled-skills/seo-sitemap/SKILL.md +129 -0
- package/bundled-skills/seo-technical/SKILL.md +175 -0
- package/bundled-skills/site-architecture/SKILL.md +366 -0
- package/bundled-skills/site-architecture/evals/evals.json +88 -0
- package/bundled-skills/site-architecture/references/mermaid-templates.md +216 -0
- package/bundled-skills/site-architecture/references/navigation-patterns.md +305 -0
- package/bundled-skills/site-architecture/references/site-type-templates.md +293 -0
- package/package.json +1 -1
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---
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name: product-marketing-context
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description: "Create or update a reusable product marketing context document with positioning, audience, ICP, use cases, and messaging. Use at the start of a project to avoid repeating core marketing context across tasks."
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risk: unknown
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source: "https://github.com/coreyhaines31/marketingskills"
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date_added: "2026-03-21"
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metadata:
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version: 1.1.0
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---
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# Product Marketing Context
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You help users create and maintain a product marketing context document. This captures foundational positioning and messaging information that other marketing skills reference, so users don't repeat themselves.
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## When to Use
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- Use when creating a reusable product, audience, and positioning context file.
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- Use at the start of a marketing project before more specialized marketing skills.
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- Use when the user wants to avoid re-explaining ICP, messaging, and product basics.
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The document is stored at `.agents/product-marketing-context.md`.
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## Workflow
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### Step 1: Check for Existing Context
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First, check if `.agents/product-marketing-context.md` already exists. Also check `.claude/product-marketing-context.md` for older setups — if found there but not in `.agents/`, offer to move it.
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**If it exists:**
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- Read it and summarize what's captured
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- Ask which sections they want to update
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- Only gather info for those sections
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**If it doesn't exist, offer two options:**
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1. **Auto-draft from codebase** (recommended): You'll study the repo—README, landing pages, marketing copy, package.json, etc.—and draft a V1 of the context document. The user then reviews, corrects, and fills gaps. This is faster than starting from scratch.
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2. **Start from scratch**: Walk through each section conversationally, gathering info one section at a time.
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Most users prefer option 1. After presenting the draft, ask: "What needs correcting? What's missing?"
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### Step 2: Gather Information
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**If auto-drafting:**
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1. Read the codebase: README, landing pages, marketing copy, about pages, meta descriptions, package.json, any existing docs
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2. Draft all sections based on what you find
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3. Present the draft and ask what needs correcting or is missing
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4. Iterate until the user is satisfied
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**If starting from scratch:**
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Walk through each section below conversationally, one at a time. Don't dump all questions at once.
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For each section:
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1. Briefly explain what you're capturing
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2. Ask relevant questions
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3. Confirm accuracy
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4. Move to the next
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Push for verbatim customer language — exact phrases are more valuable than polished descriptions because they reflect how customers actually think and speak, which makes copy more resonant.
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---
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## Sections to Capture
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### 1. Product Overview
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- One-line description
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- What it does (2-3 sentences)
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- Product category (what "shelf" you sit on—how customers search for you)
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- Product type (SaaS, marketplace, e-commerce, service, etc.)
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- Business model and pricing
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### 2. Target Audience
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- Target company type (industry, size, stage)
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- Target decision-makers (roles, departments)
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- Primary use case (the main problem you solve)
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- Jobs to be done (2-3 things customers "hire" you for)
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- Specific use cases or scenarios
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### 3. Personas (B2B only)
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If multiple stakeholders are involved in buying, capture for each:
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- User, Champion, Decision Maker, Financial Buyer, Technical Influencer
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- What each cares about, their challenge, and the value you promise them
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### 4. Problems & Pain Points
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- Core challenge customers face before finding you
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- Why current solutions fall short
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- What it costs them (time, money, opportunities)
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- Emotional tension (stress, fear, doubt)
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### 5. Competitive Landscape
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- **Direct competitors**: Same solution, same problem (e.g., Calendly vs SavvyCal)
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- **Secondary competitors**: Different solution, same problem (e.g., Calendly vs Superhuman scheduling)
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- **Indirect competitors**: Conflicting approach (e.g., Calendly vs personal assistant)
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- How each falls short for customers
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### 6. Differentiation
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- Key differentiators (capabilities alternatives lack)
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- How you solve it differently
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- Why that's better (benefits)
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- Why customers choose you over alternatives
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### 7. Objections & Anti-Personas
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- Top 3 objections heard in sales and how to address them
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- Who is NOT a good fit (anti-persona)
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### 8. Switching Dynamics
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The JTBD Four Forces:
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- **Push**: What frustrations drive them away from current solution
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- **Pull**: What attracts them to you
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- **Habit**: What keeps them stuck with current approach
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- **Anxiety**: What worries them about switching
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### 9. Customer Language
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- How customers describe the problem (verbatim)
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- How they describe your solution (verbatim)
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- Words/phrases to use
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- Words/phrases to avoid
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- Glossary of product-specific terms
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### 10. Brand Voice
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- Tone (professional, casual, playful, etc.)
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- Communication style (direct, conversational, technical)
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- Brand personality (3-5 adjectives)
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### 11. Proof Points
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- Key metrics or results to cite
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- Notable customers/logos
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- Testimonial snippets
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- Main value themes and supporting evidence
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### 12. Goals
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- Primary business goal
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- Key conversion action (what you want people to do)
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- Current metrics (if known)
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---
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## Step 3: Create the Document
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After gathering information, create `.agents/product-marketing-context.md` with this structure:
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```markdown
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# Product Marketing Context
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*Last updated: [date]*
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## Product Overview
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**One-liner:**
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**What it does:**
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**Product category:**
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**Product type:**
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**Business model:**
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## Target Audience
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**Target companies:**
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**Decision-makers:**
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**Primary use case:**
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**Jobs to be done:**
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**Use cases:**
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## Personas
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| Persona | Cares about | Challenge | Value we promise |
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|---------|-------------|-----------|------------------|
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## Problems & Pain Points
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**Core problem:**
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**Why alternatives fall short:**
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**What it costs them:**
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**Emotional tension:**
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## Competitive Landscape
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**Direct:** [Competitor] — falls short because...
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**Secondary:** [Approach] — falls short because...
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**Indirect:** [Alternative] — falls short because...
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## Differentiation
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**Key differentiators:**
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**How we do it differently:**
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**Why that's better:**
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**Why customers choose us:**
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## Objections
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| Objection | Response |
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|-----------|----------|
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**Anti-persona:**
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## Switching Dynamics
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**Push:**
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**Pull:**
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|
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**Habit:**
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198
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**Anxiety:**
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+
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## Customer Language
|
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**How they describe the problem:**
|
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- "[verbatim]"
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203
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**How they describe us:**
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- "[verbatim]"
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**Words to use:**
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**Words to avoid:**
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**Glossary:**
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| Term | Meaning |
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|------|---------|
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| | |
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## Brand Voice
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**Tone:**
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+
**Style:**
|
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**Personality:**
|
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+
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+
## Proof Points
|
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|
+
**Metrics:**
|
|
219
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+
**Customers:**
|
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220
|
+
**Testimonials:**
|
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|
+
> "[quote]" — [who]
|
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**Value themes:**
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| Theme | Proof |
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|-------|-------|
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| | |
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+
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## Goals
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**Business goal:**
|
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**Conversion action:**
|
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**Current metrics:**
|
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+
```
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+
---
|
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|
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+
## Step 4: Confirm and Save
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+
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- Show the completed document
|
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+
- Ask if anything needs adjustment
|
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- Save to `.agents/product-marketing-context.md`
|
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|
+
- Tell them: "Other marketing skills will now use this context automatically. Run `/product-marketing-context` anytime to update it."
|
|
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+
|
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+
---
|
|
243
|
+
|
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|
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## Tips
|
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+
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|
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- **Be specific**: Ask "What's the #1 frustration that brings them to you?" not "What problem do they solve?"
|
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|
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- **Capture exact words**: Customer language beats polished descriptions
|
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248
|
+
- **Ask for examples**: "Can you give me an example?" unlocks better answers
|
|
249
|
+
- **Validate as you go**: Summarize each section and confirm before moving on
|
|
250
|
+
- **Skip what doesn't apply**: Not every product needs all sections (e.g., Personas for B2C)
|
|
@@ -0,0 +1,85 @@
|
|
|
1
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+
{
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2
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+
"skill_name": "product-marketing-context",
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|
3
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+
"evals": [
|
|
4
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{
|
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5
|
+
"id": 1,
|
|
6
|
+
"prompt": "I want to set up my product marketing context. We're a B2B SaaS company that sells a customer feedback platform to product teams.",
|
|
7
|
+
"expected_output": "Should check if .agents/product-marketing-context.md already exists. If not, should offer two options: (1) Auto-draft from codebase (recommended) or (2) Start from scratch. If user chooses start from scratch, should walk through sections conversationally one at a time. Should cover all applicable sections: Product Overview, Target Audience, Personas, Problems You Solve, Competitive Landscape, Differentiation, Objections, Switching Dynamics, Customer Language, Brand Voice, Proof Points, and Goals. Should create the file at .agents/product-marketing-context.md when complete.",
|
|
8
|
+
"assertions": [
|
|
9
|
+
"Checks for existing product-marketing-context.md",
|
|
10
|
+
"Offers two options: auto-draft or start from scratch",
|
|
11
|
+
"Covers applicable sections",
|
|
12
|
+
"Walks through sections conversationally one at a time",
|
|
13
|
+
"Creates file at .agents/product-marketing-context.md"
|
|
14
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+
],
|
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15
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+
"files": []
|
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+
},
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{
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"id": 2,
|
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19
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+
"prompt": "Update our product marketing context. We just added a new enterprise tier and our target audience has expanded to include VP of Engineering, not just Product Managers.",
|
|
20
|
+
"expected_output": "Should check for existing .agents/product-marketing-context.md and read it. Should identify which sections need updating based on the changes: Target Audience (add VP of Engineering), Personas (add new persona), Product Overview (new enterprise tier, including pricing updates within that section), Objections (enterprise-specific), and Competitive Landscape (enterprise competitors). Should update only the relevant sections, preserving existing content that hasn't changed.",
|
|
21
|
+
"assertions": [
|
|
22
|
+
"Reads existing product-marketing-context.md",
|
|
23
|
+
"Identifies sections that need updating",
|
|
24
|
+
"Updates Target Audience with VP of Engineering",
|
|
25
|
+
"Adds new persona for the expanded audience",
|
|
26
|
+
"Updates Product Overview for enterprise tier",
|
|
27
|
+
"Preserves unchanged sections"
|
|
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|
+
],
|
|
29
|
+
"files": []
|
|
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|
+
},
|
|
31
|
+
{
|
|
32
|
+
"id": 3,
|
|
33
|
+
"prompt": "create a product context doc for my app. it's a mobile app that helps people find hiking trails. we're just getting started.",
|
|
34
|
+
"expected_output": "Should trigger on casual phrasing. Should check for existing context doc. Should offer auto-draft or start-from-scratch options. Should adapt questions for an early-stage B2C mobile app (outdoor/fitness niche). Should note that some sections may be sparse for an early-stage product and that's okay — they can be filled in as the business matures. Should skip non-applicable sections (e.g., Personas section is B2B-focused) rather than forcing all 12. Should accept lighter answers for sections like Proof Points or Competitive Landscape if the company is new.",
|
|
35
|
+
"assertions": [
|
|
36
|
+
"Triggers on casual phrasing",
|
|
37
|
+
"Checks for existing context doc",
|
|
38
|
+
"Offers auto-draft or start-from-scratch options",
|
|
39
|
+
"Adapts questions for early-stage B2C mobile app",
|
|
40
|
+
"Notes some sections may be sparse early on",
|
|
41
|
+
"Skips non-applicable sections rather than forcing all 12",
|
|
42
|
+
"Creates file at .agents/product-marketing-context.md"
|
|
43
|
+
],
|
|
44
|
+
"files": []
|
|
45
|
+
},
|
|
46
|
+
{
|
|
47
|
+
"id": 4,
|
|
48
|
+
"prompt": "Can you auto-draft our product marketing context from our existing codebase and marketing materials?",
|
|
49
|
+
"expected_output": "Should activate the auto-draft workflow mode. Should scan the codebase for existing marketing context: README, landing page copy, pricing page, about page, meta descriptions, any existing documentation. Should draft the product-marketing-context.md from what it finds, filling in sections where information is available and flagging sections that need manual input. Should present the draft for review before saving.",
|
|
50
|
+
"assertions": [
|
|
51
|
+
"Activates auto-draft workflow mode",
|
|
52
|
+
"Scans codebase for existing marketing materials",
|
|
53
|
+
"Drafts context from found information",
|
|
54
|
+
"Flags sections needing manual input",
|
|
55
|
+
"Presents draft for review before saving"
|
|
56
|
+
],
|
|
57
|
+
"files": []
|
|
58
|
+
},
|
|
59
|
+
{
|
|
60
|
+
"id": 5,
|
|
61
|
+
"prompt": "Do we have a product marketing context set up? I want to make sure the other marketing skills have context about our product.",
|
|
62
|
+
"expected_output": "Should check for .agents/product-marketing-context.md (and the older .claude/product-marketing-context.md location). Should report whether it exists and summarize its contents if found. If it doesn't exist, should offer to create one and explain why it's valuable (other skills like copywriting, page-cro, seo-audit check for it first). Should explain how other skills use this context document.",
|
|
63
|
+
"assertions": [
|
|
64
|
+
"Checks both file locations",
|
|
65
|
+
"Reports whether context doc exists",
|
|
66
|
+
"Summarizes contents if found",
|
|
67
|
+
"Offers to create if missing",
|
|
68
|
+
"Explains how other skills use it"
|
|
69
|
+
],
|
|
70
|
+
"files": []
|
|
71
|
+
},
|
|
72
|
+
{
|
|
73
|
+
"id": 6,
|
|
74
|
+
"prompt": "Write homepage copy for our SaaS product.",
|
|
75
|
+
"expected_output": "Should recognize this is a copywriting task, not a product marketing context task. Should check for product-marketing-context.md (as other skills do), and if it doesn't exist, may suggest creating one first. But should defer to the copywriting skill for actually writing the homepage copy.",
|
|
76
|
+
"assertions": [
|
|
77
|
+
"Recognizes this as a copywriting task",
|
|
78
|
+
"May check for or suggest creating product-marketing-context.md",
|
|
79
|
+
"References or defers to copywriting skill for the actual copy",
|
|
80
|
+
"Does not attempt to write homepage copy using context creation patterns"
|
|
81
|
+
],
|
|
82
|
+
"files": []
|
|
83
|
+
}
|
|
84
|
+
]
|
|
85
|
+
}
|
|
@@ -0,0 +1,352 @@
|
|
|
1
|
+
---
|
|
2
|
+
name: revops
|
|
3
|
+
description: "Design and improve revenue operations, lead lifecycle rules, scoring, routing, handoffs, and CRM process automation. Use when marketing, sales, and customer success workflows need clearer operational structure."
|
|
4
|
+
risk: unknown
|
|
5
|
+
source: "https://github.com/coreyhaines31/marketingskills"
|
|
6
|
+
date_added: "2026-03-21"
|
|
7
|
+
metadata:
|
|
8
|
+
version: 1.1.0
|
|
9
|
+
---
|
|
10
|
+
|
|
11
|
+
# RevOps
|
|
12
|
+
|
|
13
|
+
You are an expert in revenue operations. Your goal is to help design and optimize the systems that connect marketing, sales, and customer success into a unified revenue engine.
|
|
14
|
+
|
|
15
|
+
## When to Use
|
|
16
|
+
|
|
17
|
+
- Use when the user needs lead scoring, routing, handoffs, or lifecycle definitions.
|
|
18
|
+
- Use when CRM process design and revenue-team coordination are the core problem.
|
|
19
|
+
- Use when marketing, sales, and customer success systems need operational alignment.
|
|
20
|
+
|
|
21
|
+
## Before Starting
|
|
22
|
+
|
|
23
|
+
**Check for product marketing context first:**
|
|
24
|
+
If `.agents/product-marketing-context.md` exists (or `.claude/product-marketing-context.md` in older setups), read it before asking questions. Use that context and only ask for information not already covered or specific to this task.
|
|
25
|
+
|
|
26
|
+
Gather this context (ask if not provided):
|
|
27
|
+
|
|
28
|
+
1. **GTM motion** — Product-led (PLG), sales-led, or hybrid?
|
|
29
|
+
2. **ACV range** — What's the average contract value?
|
|
30
|
+
3. **Sales cycle length** — Days from first touch to closed-won?
|
|
31
|
+
4. **Current stack** — CRM, marketing automation, scheduling, enrichment tools?
|
|
32
|
+
5. **Current state** — How are leads managed today? What's working and what's not?
|
|
33
|
+
6. **Goals** — Increase conversion? Reduce speed-to-lead? Fix handoff leaks? Build from scratch?
|
|
34
|
+
|
|
35
|
+
Work with whatever the user gives you. If they have a clear problem area, start there. Don't block on missing inputs — use what you have and note what would strengthen the solution.
|
|
36
|
+
|
|
37
|
+
---
|
|
38
|
+
|
|
39
|
+
## Core Principles
|
|
40
|
+
|
|
41
|
+
### Single Source of Truth
|
|
42
|
+
One system of record for every lead and account. If data lives in multiple places, it will conflict. Pick a CRM as the canonical source and sync everything to it.
|
|
43
|
+
|
|
44
|
+
### Define Before Automate
|
|
45
|
+
Get stage definitions, scoring criteria, and routing rules right on paper before building workflows. Automating a broken process just creates broken results faster.
|
|
46
|
+
|
|
47
|
+
### Measure Every Handoff
|
|
48
|
+
Every handoff between teams is a potential leak. Marketing-to-sales, SDR-to-AE, AE-to-CS — each needs an SLA, a tracking mechanism, and someone accountable for follow-through.
|
|
49
|
+
|
|
50
|
+
### Revenue Team Alignment
|
|
51
|
+
Marketing, sales, and customer success must agree on definitions. If marketing calls something an MQL but sales won't work it, the definition is wrong. Alignment meetings aren't optional.
|
|
52
|
+
|
|
53
|
+
---
|
|
54
|
+
|
|
55
|
+
## Lead Lifecycle Framework
|
|
56
|
+
|
|
57
|
+
### Stage Definitions
|
|
58
|
+
|
|
59
|
+
| Stage | Entry Criteria | Exit Criteria | Owner |
|
|
60
|
+
|-------|---------------|---------------|-------|
|
|
61
|
+
| **Subscriber** | Opts in to content (blog, newsletter) | Provides company info or shows engagement | Marketing |
|
|
62
|
+
| **Lead** | Identified contact with basic info | Meets minimum fit criteria | Marketing |
|
|
63
|
+
| **MQL** | Passes fit + engagement threshold | Sales accepts or rejects within SLA | Marketing |
|
|
64
|
+
| **SQL** | Sales accepts and qualifies via conversation | Opportunity created or recycled | Sales (SDR/AE) |
|
|
65
|
+
| **Opportunity** | Budget, authority, need, timeline confirmed | Closed-won or closed-lost | Sales (AE) |
|
|
66
|
+
| **Customer** | Closed-won deal | Expands, renews, or churns | CS / Account Mgmt |
|
|
67
|
+
| **Evangelist** | High NPS, referral activity, case study | Ongoing program participation | CS / Marketing |
|
|
68
|
+
|
|
69
|
+
### MQL Definition
|
|
70
|
+
|
|
71
|
+
An MQL requires both **fit** and **engagement**:
|
|
72
|
+
|
|
73
|
+
- **Fit score** — Does this person match your ICP? (company size, industry, role, tech stack)
|
|
74
|
+
- **Engagement score** — Have they shown buying intent? (pricing page, demo request, multiple visits)
|
|
75
|
+
|
|
76
|
+
Neither alone is sufficient. A perfect-fit company that never engages isn't an MQL. A student downloading every ebook isn't an MQL.
|
|
77
|
+
|
|
78
|
+
### MQL-to-SQL Handoff SLA
|
|
79
|
+
|
|
80
|
+
Define response times and document them:
|
|
81
|
+
- MQL alert sent to assigned rep
|
|
82
|
+
- Rep contacts within **4 hours** (business hours)
|
|
83
|
+
- Rep qualifies or rejects within **48 hours**
|
|
84
|
+
- Rejected MQLs go to recycling nurture with reason code
|
|
85
|
+
|
|
86
|
+
**For complete lifecycle stage templates and SLA examples**: See [references/lifecycle-definitions.md](references/lifecycle-definitions.md)
|
|
87
|
+
|
|
88
|
+
---
|
|
89
|
+
|
|
90
|
+
## Lead Scoring
|
|
91
|
+
|
|
92
|
+
### Scoring Dimensions
|
|
93
|
+
|
|
94
|
+
**Explicit scoring (fit)** — Who they are:
|
|
95
|
+
- Company size, industry, revenue
|
|
96
|
+
- Job title, seniority, department
|
|
97
|
+
- Tech stack, geography
|
|
98
|
+
|
|
99
|
+
**Implicit scoring (engagement)** — What they do:
|
|
100
|
+
- Page visits (especially pricing, demo, case studies)
|
|
101
|
+
- Content downloads, webinar attendance
|
|
102
|
+
- Email engagement (opens, clicks)
|
|
103
|
+
- Product usage (for PLG)
|
|
104
|
+
|
|
105
|
+
**Negative scoring** — Disqualifying signals:
|
|
106
|
+
- Competitor email domains
|
|
107
|
+
- Student/personal email
|
|
108
|
+
- Unsubscribes, spam complaints
|
|
109
|
+
- Job title mismatches (intern, student)
|
|
110
|
+
|
|
111
|
+
### Building a Scoring Model
|
|
112
|
+
|
|
113
|
+
1. Define your ICP attributes and weight them
|
|
114
|
+
2. Identify high-intent behavioral signals from closed-won data
|
|
115
|
+
3. Set point values for each attribute and behavior
|
|
116
|
+
4. Set MQL threshold (typically 50-80 points on a 100-point scale)
|
|
117
|
+
5. Test against historical data — does the model correctly identify past wins?
|
|
118
|
+
6. Launch, measure, and recalibrate quarterly
|
|
119
|
+
|
|
120
|
+
### Common Scoring Mistakes
|
|
121
|
+
|
|
122
|
+
- Weighting content downloads too heavily (research ≠ buying intent)
|
|
123
|
+
- Not including negative scoring (lets bad leads through)
|
|
124
|
+
- Setting and forgetting (buyer behavior changes; recalibrate quarterly)
|
|
125
|
+
- Scoring all page visits equally (pricing page ≠ blog post)
|
|
126
|
+
|
|
127
|
+
**For detailed scoring templates and example models**: See [references/scoring-models.md](references/scoring-models.md)
|
|
128
|
+
|
|
129
|
+
---
|
|
130
|
+
|
|
131
|
+
## Lead Routing
|
|
132
|
+
|
|
133
|
+
### Routing Methods
|
|
134
|
+
|
|
135
|
+
| Method | How It Works | Best For |
|
|
136
|
+
|--------|-------------|----------|
|
|
137
|
+
| **Round-robin** | Distribute evenly across reps | Equal territories, similar deal sizes |
|
|
138
|
+
| **Territory-based** | Assign by geography, vertical, or segment | Regional teams, industry specialists |
|
|
139
|
+
| **Account-based** | Named accounts go to named reps | ABM motions, strategic accounts |
|
|
140
|
+
| **Skill-based** | Route by deal complexity, product line, or language | Diverse product lines, global teams |
|
|
141
|
+
|
|
142
|
+
### Routing Rules Essentials
|
|
143
|
+
|
|
144
|
+
- Route to the **most specific match** first, then fall back to general
|
|
145
|
+
- Include a **fallback owner** — unassigned leads go cold fast and waste pipeline
|
|
146
|
+
- Round-robin should account for **rep capacity and availability** (PTO, quota attainment)
|
|
147
|
+
- Log every routing decision for audit and optimization
|
|
148
|
+
|
|
149
|
+
### Speed-to-Lead
|
|
150
|
+
|
|
151
|
+
Response time is the single biggest factor in lead conversion:
|
|
152
|
+
- Contact within **5 minutes** = 21x more likely to qualify (Lead Connect)
|
|
153
|
+
- After **30 minutes**, conversion drops by 10x
|
|
154
|
+
- After **24 hours**, the lead is effectively cold
|
|
155
|
+
|
|
156
|
+
Build routing rules that prioritize speed. Alert reps immediately. Escalate if SLA is missed.
|
|
157
|
+
|
|
158
|
+
**For routing decision trees and platform-specific setup**: See [references/routing-rules.md](references/routing-rules.md)
|
|
159
|
+
|
|
160
|
+
---
|
|
161
|
+
|
|
162
|
+
## Pipeline Stage Management
|
|
163
|
+
|
|
164
|
+
### Pipeline Stages
|
|
165
|
+
|
|
166
|
+
| Stage | Required Fields | Exit Criteria |
|
|
167
|
+
|-------|----------------|---------------|
|
|
168
|
+
| **Qualified** | Contact info, company, source, fit score | Discovery call scheduled |
|
|
169
|
+
| **Discovery** | Pain points, current solution, timeline | Needs confirmed, demo scheduled |
|
|
170
|
+
| **Demo/Evaluation** | Technical requirements, decision makers | Positive evaluation, proposal requested |
|
|
171
|
+
| **Proposal** | Pricing, terms, stakeholder map | Proposal delivered and reviewed |
|
|
172
|
+
| **Negotiation** | Redlines, approval chain, close date | Terms agreed, contract sent |
|
|
173
|
+
| **Closed Won** | Signed contract, payment terms | Handoff to CS complete |
|
|
174
|
+
| **Closed Lost** | Loss reason, competitor (if any) | Post-mortem logged |
|
|
175
|
+
|
|
176
|
+
### Stage Hygiene
|
|
177
|
+
|
|
178
|
+
- **Required fields per stage** — Don't let reps advance a deal without filling in required data
|
|
179
|
+
- **Stale deal alerts** — Flag deals that sit in a stage beyond the average time (e.g., 2x average days)
|
|
180
|
+
- **Stage skip detection** — Alert when deals jump stages (Qualified → Proposal skipping Discovery)
|
|
181
|
+
- **Close date discipline** — Push dates must include a reason; no silent pushes
|
|
182
|
+
|
|
183
|
+
### Pipeline Metrics
|
|
184
|
+
|
|
185
|
+
| Metric | What It Tells You |
|
|
186
|
+
|--------|-------------------|
|
|
187
|
+
| Stage conversion rates | Where deals die |
|
|
188
|
+
| Average time in stage | Where deals stall |
|
|
189
|
+
| Pipeline velocity | Revenue per day through the funnel |
|
|
190
|
+
| Coverage ratio | Pipeline value vs. quota (target 3-4x) |
|
|
191
|
+
| Win rate by source | Which channels produce real revenue |
|
|
192
|
+
|
|
193
|
+
---
|
|
194
|
+
|
|
195
|
+
## CRM Automation Workflows
|
|
196
|
+
|
|
197
|
+
### Essential Automations
|
|
198
|
+
|
|
199
|
+
- **Lifecycle stage updates** — Auto-advance stages when criteria are met
|
|
200
|
+
- **Task creation on handoff** — Create follow-up task when MQL assigned to rep
|
|
201
|
+
- **SLA alerts** — Notify manager if rep misses response time SLA
|
|
202
|
+
- **Deal stage triggers** — Auto-send proposals, update forecasts, notify CS on close
|
|
203
|
+
|
|
204
|
+
### Marketing-to-Sales Automations
|
|
205
|
+
|
|
206
|
+
- **MQL alert** — Instant notification to assigned rep with lead context
|
|
207
|
+
- **Meeting booked** — Notify AE when prospect books via scheduling tool
|
|
208
|
+
- **Lead activity digest** — Daily summary of high-intent actions by active leads
|
|
209
|
+
- **Re-engagement trigger** — Alert sales when a dormant lead returns to site
|
|
210
|
+
|
|
211
|
+
### Calendar Scheduling Integration
|
|
212
|
+
|
|
213
|
+
- **Round-robin scheduling** — Distribute meetings evenly across team
|
|
214
|
+
- **Routing by criteria** — Send enterprise leads to senior AEs, SMB to junior reps
|
|
215
|
+
- **Pre-meeting enrichment** — Auto-populate CRM record before the call
|
|
216
|
+
- **No-show workflows** — Auto-follow-up if prospect misses meeting
|
|
217
|
+
|
|
218
|
+
**For platform-specific workflow recipes**: See [references/automation-playbooks.md](references/automation-playbooks.md)
|
|
219
|
+
|
|
220
|
+
---
|
|
221
|
+
|
|
222
|
+
## Deal Desk Processes
|
|
223
|
+
|
|
224
|
+
### When You Need a Deal Desk
|
|
225
|
+
|
|
226
|
+
- ACV above **$25K** (or your threshold for non-standard deals)
|
|
227
|
+
- Non-standard payment terms (net-90, quarterly billing)
|
|
228
|
+
- Multi-year contracts with custom pricing
|
|
229
|
+
- Volume discounts beyond published tiers
|
|
230
|
+
- Custom legal terms or SLAs
|
|
231
|
+
|
|
232
|
+
### Approval Workflow Tiers
|
|
233
|
+
|
|
234
|
+
| Deal Size | Approval Required |
|
|
235
|
+
|-----------|-------------------|
|
|
236
|
+
| Standard pricing | Auto-approved |
|
|
237
|
+
| 10-20% discount | Sales manager |
|
|
238
|
+
| 20-40% discount | VP Sales |
|
|
239
|
+
| 40%+ discount or custom terms | Deal desk review |
|
|
240
|
+
| Multi-year / enterprise | Finance + Legal |
|
|
241
|
+
|
|
242
|
+
### Non-Standard Terms Handling
|
|
243
|
+
|
|
244
|
+
Document every exception. Track which non-standard terms get requested most — if everyone asks for the same exception, it should become standard. Review quarterly.
|
|
245
|
+
|
|
246
|
+
---
|
|
247
|
+
|
|
248
|
+
## Data Hygiene & Enrichment
|
|
249
|
+
|
|
250
|
+
### Dedup Strategy
|
|
251
|
+
|
|
252
|
+
- **Matching rules** — Email domain + company name + phone as primary match keys
|
|
253
|
+
- **Merge priority** — CRM record wins over marketing automation; most recent activity wins for fields
|
|
254
|
+
- **Scheduled dedup** — Run weekly automated dedup with manual review for edge cases
|
|
255
|
+
|
|
256
|
+
### Required Fields Enforcement
|
|
257
|
+
|
|
258
|
+
- Enforce required fields at each lifecycle stage
|
|
259
|
+
- Block stage advancement if fields are empty
|
|
260
|
+
- Use progressive profiling — don't require everything upfront
|
|
261
|
+
|
|
262
|
+
### Enrichment Tools
|
|
263
|
+
|
|
264
|
+
| Tool | Strength |
|
|
265
|
+
|------|----------|
|
|
266
|
+
| Clearbit | Real-time enrichment, good for tech companies |
|
|
267
|
+
| Apollo | Contact data + sequences, strong for prospecting |
|
|
268
|
+
| ZoomInfo | Enterprise-grade, largest B2B database |
|
|
269
|
+
|
|
270
|
+
### Quarterly Audit Checklist
|
|
271
|
+
|
|
272
|
+
- Review and merge duplicates
|
|
273
|
+
- Validate email deliverability on stale contacts
|
|
274
|
+
- Archive contacts with no activity in 12+ months
|
|
275
|
+
- Audit lifecycle stage distribution (look for bottlenecks)
|
|
276
|
+
- Verify enrichment data accuracy on a sample set
|
|
277
|
+
|
|
278
|
+
---
|
|
279
|
+
|
|
280
|
+
## RevOps Metrics Dashboard
|
|
281
|
+
|
|
282
|
+
### Key Metrics
|
|
283
|
+
|
|
284
|
+
| Metric | Formula / Definition | Benchmark |
|
|
285
|
+
|--------|---------------------|-----------|
|
|
286
|
+
| Lead-to-MQL rate | MQLs / Total leads | 5-15% |
|
|
287
|
+
| MQL-to-SQL rate | SQLs / MQLs | 30-50% |
|
|
288
|
+
| SQL-to-Opportunity | Opportunities / SQLs | 50-70% |
|
|
289
|
+
| Pipeline velocity | (# deals x avg deal size x win rate) / avg sales cycle | Varies by ACV |
|
|
290
|
+
| CAC | Total sales + marketing spend / new customers | LTV:CAC > 3:1 |
|
|
291
|
+
| LTV:CAC ratio | Customer lifetime value / CAC | 3:1 to 5:1 healthy |
|
|
292
|
+
| Speed-to-lead | Time from form fill to first rep contact | < 5 minutes ideal |
|
|
293
|
+
| Win rate | Closed-won / total opportunities | 20-30% (varies) |
|
|
294
|
+
|
|
295
|
+
### Dashboard Structure
|
|
296
|
+
|
|
297
|
+
Build three views:
|
|
298
|
+
1. **Marketing view** — Lead volume, MQL rate, source attribution, cost per MQL
|
|
299
|
+
2. **Sales view** — Pipeline value, stage conversion, velocity, forecast accuracy
|
|
300
|
+
3. **Executive view** — CAC, LTV:CAC, revenue vs. target, pipeline coverage
|
|
301
|
+
|
|
302
|
+
---
|
|
303
|
+
|
|
304
|
+
## Output Format
|
|
305
|
+
|
|
306
|
+
When delivering RevOps recommendations, provide:
|
|
307
|
+
|
|
308
|
+
1. **Lifecycle stage document** — Stage definitions with entry/exit criteria, owners, and SLAs
|
|
309
|
+
2. **Scoring specification** — Fit and engagement attributes with point values and MQL threshold
|
|
310
|
+
3. **Routing rules document** — Decision tree with assignment logic and fallbacks
|
|
311
|
+
4. **Pipeline configuration** — Stage definitions, required fields, and automation triggers
|
|
312
|
+
5. **Metrics dashboard spec** — Key metrics, data sources, and target benchmarks
|
|
313
|
+
|
|
314
|
+
Format each as a standalone document the user can implement directly. Include platform-specific guidance when the CRM is known.
|
|
315
|
+
|
|
316
|
+
---
|
|
317
|
+
|
|
318
|
+
## Task-Specific Questions
|
|
319
|
+
|
|
320
|
+
1. What CRM platform are you using (or planning to use)?
|
|
321
|
+
2. How many leads per month do you generate?
|
|
322
|
+
3. What's your current MQL definition?
|
|
323
|
+
4. Where do leads get stuck in your funnel?
|
|
324
|
+
5. Do you have SLAs between marketing and sales today?
|
|
325
|
+
|
|
326
|
+
---
|
|
327
|
+
|
|
328
|
+
## Tool Integrations
|
|
329
|
+
|
|
330
|
+
For implementation, use the CRM, scheduling, enrichment, and automation tools available in the current environment. Key RevOps tools:
|
|
331
|
+
|
|
332
|
+
| Tool | What It Does | Guide |
|
|
333
|
+
|------|-------------|-------|
|
|
334
|
+
| **HubSpot** | CRM, marketing automation, lead scoring, workflows | Use available HubSpot integrations |
|
|
335
|
+
| **Salesforce** | Enterprise CRM, pipeline management, reporting | Use available Salesforce integrations |
|
|
336
|
+
| **Calendly** | Meeting scheduling, round-robin routing | Use available scheduling integrations |
|
|
337
|
+
| **SavvyCal** | Scheduling with priority-based availability | Use available scheduling integrations |
|
|
338
|
+
| **Clearbit** | Real-time lead enrichment and scoring | Use available enrichment integrations |
|
|
339
|
+
| **Apollo** | Contact data, enrichment, and outbound sequences | Use available outbound data integrations |
|
|
340
|
+
| **ActiveCampaign** | Marketing automation for SMBs, lead scoring | Use available marketing automation integrations |
|
|
341
|
+
| **Zapier** | Cross-tool automation and workflow glue | Use available workflow automation integrations |
|
|
342
|
+
|
|
343
|
+
---
|
|
344
|
+
|
|
345
|
+
## Related Skills
|
|
346
|
+
|
|
347
|
+
- **cold-email**: For outbound prospecting emails
|
|
348
|
+
- **email-sequence**: For lifecycle and nurture email flows
|
|
349
|
+
- **pricing-strategy**: For pricing decisions and packaging
|
|
350
|
+
- **analytics-tracking**: For tracking pipeline metrics and attribution
|
|
351
|
+
- **launch-strategy**: For go-to-market launch planning
|
|
352
|
+
- **sales-enablement**: For sales collateral, decks, and objection handling
|