Community Plugin

sales

Prospect, craft outreach, and build deal strategy faster. Prep for calls, manage your pipeline, and write personalized messaging that moves deals forward.

1.0.0

Updated 1 month ago

AI Insight

Enhances Claude for sales tasks like prospecting, outreach, pipeline management, and call preparation with integrated tools.

Why this plugin

Provides specialized workflows for sales professionals, integrating with CRM and communication tools to streamline deal progression and personalize customer interactions efficiently.

Prerequisites

Requires Claude Code installation and access to connected platforms like HubSpot, Slack, or ZoomInfo for full functionality.

sales

productivity

crm

Install

Add the repository(one-time)

/plugin marketplace add sksdesignnew/claudepg

Install the plugin

/plugin install sales@knowledge-work-plugins

Components

Commands

/call-summary

inherits

Process call notes or a transcript — extract action items, draft follow-up email, generate internal summary

/forecast

inherits

Generate a weighted sales forecast with best/likely/worst scenarios, commit vs. upside breakdown, and gap analysis

/pipeline-review

inherits

Analyze pipeline health — prioritize deals, flag risks, get a weekly action plan

Skills

account-research

inherits

Research a company or person and get actionable sales intel. Works standalone with web search, supercharged when you connect enrichment tools or your CRM. Trigger with "research [company]", "look up [person]", "intel on [prospect]", "who is [name] at [company]", or "tell me about [company]".

call-prep

inherits

Prepare for a sales call with account context, attendee research, and suggested agenda. Works standalone with user input and web research, supercharged when you connect your CRM, email, chat, or transcripts. Trigger with "prep me for my call with [company]", "I'm meeting with [company] prep me", "call prep [company]", or "get me ready for [meeting]".

competitive-intelligence

inherits

Research your competitors and build an interactive battlecard. Outputs an HTML artifact with clickable competitor cards and a comparison matrix. Trigger with "competitive intel", "research competitors", "how do we compare to [competitor]", "battlecard for [competitor]", or "what's new with [competitor]".

create-an-asset

inherits

2 assets

Generate tailored sales assets (landing pages, decks, one-pagers, workflow demos) from your deal context. Describe your prospect, audience, and goal — get a polished, branded asset ready to share with customers.

daily-briefing

inherits

Start your day with a prioritized sales briefing. Works standalone when you tell me your meetings and priorities, supercharged when you connect your calendar, CRM, and email. Trigger with "morning briefing", "daily brief", "what's on my plate today", "prep my day", or "start my day".

draft-outreach

inherits

Research a prospect then draft personalized outreach. Uses web research by default, supercharged with enrichment and CRM. Trigger with "draft outreach to [person/company]", "write cold email to [prospect]", "reach out to [name]".

MCP Servers

Connects to external services

Stats

Stars0

MaintenanceFair

Last Commit1 month ago

Community Promotion

Collections

Links

View on GitHub

View README

Plugin Marketplace JSON

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