From taizen-gtm-skills
Provides frameworks for sales deal reviews, win/loss analysis, call coaching, and rep development. Integrates CRM, call recordings, engagement tools to identify patterns and improve execution.
npx claudepluginhub taizen-ai/taizen-claude-plugins --plugin taizen-gtm-skillsThis skill uses the workspace's default tool permissions.
Structured frameworks for deal analysis, call coaching, and rep development.
Mandates invoking relevant skills via tools before any response in coding sessions. Covers access, priorities, and adaptations for Claude Code, Copilot CLI, Gemini CLI.
Share bugs, ideas, or general feedback.
Structured frameworks for deal analysis, call coaching, and rep development.
Enable continuous improvement of sales performance through win/loss analysis, call coaching, deal reviews, and skills development.
Setup: Connect these data sources to enable full functionality. Claude will prompt you to connect any missing integrations when you use this skill.
# SALES COACHING DATA SOURCES
# Configure the sources relevant to your coaching needs
# Enterprise Search (searches across all internal sources)
- source: enterprise_search
connector: "{{GLEAN | MOVEWORKS | ELASTIC}}"
data:
- internal_docs
- wiki_content
- shared_drives
- slack_history
# Call Recording & Conversation Intelligence
- source: call_recordings
connector: "{{GONG | CHORUS | CLARI | WINGMAN}}"
data:
- call_recordings
- talk_ratios
- question_counts
- topic_detection
- sentiment_analysis
- competitor_mentions
- filler_words
- next_steps_mentioned
- monologue_lengths
# CRM & Deal Data
- source: crm
connector: "{{SALESFORCE | HUBSPOT}}"
data:
- opportunity_history
- stage_progression
- win_loss_data
- deal_notes
- activity_history
- pipeline_metrics
- quota_attainment
# Sales Engagement
- source: sales_engagement
connector: "{{OUTREACH | SALESLOFT | APOLLO}}"
data:
- email_metrics
- sequence_performance
- meeting_booked_rates
- reply_rates
# Revenue Intelligence
- source: revenue_intelligence
connector: "{{CLARI | AVISO | BOOSTUP}}"
data:
- forecast_accuracy
- deal_scores
- pipeline_health
- rep_performance
# Learning Management
- source: lms
connector: "{{LESSONLY | SEISMIC | HIGHSPOT | MINDTICKLE}}"
data:
- training_completion
- certification_status
- learning_paths
# Internal Playbooks & Docs
- source: internal_docs
connector: "{{GOOGLE_DRIVE | SHAREPOINT | NOTION | CONFLUENCE}}"
paths:
- "/Sales/Playbooks/"
- "/Sales/Win-Loss Analysis/"
- "/Sales Enablement/Training/"
# Where to deliver coaching outputs
outputs:
# Always available - display in Claude UI
- type: display
enabled: true
# Log coaching notes to CRM
- type: crm
connector: "{{SALESFORCE | HUBSPOT}}"
actions:
- add_coaching_notes
- update_opportunity_notes
- log_win_loss_analysis
# Share insights with team
- type: slack
connector: "{{SLACK}}"
channels:
coaching: "#sales-coaching"
wins: "#wins-channel"
learnings: "#sales-learnings"
# Save to enablement library
- type: documents
connector: "{{GOOGLE_DRIVE | SHAREPOINT | NOTION}}"
destination: "/Sales Enablement/Coaching/"
# Update LMS with identified skill gaps
- type: lms
connector: "{{LESSONLY | MINDTICKLE}}"
actions:
- assign_training
- track_skill_gaps
IMPORTANT: Before executing this skill, you MUST validate the configuration above.
Check for placeholder values: Scan the YAML configuration for any {{...}} placeholders. These indicate required configuration that the user must provide.
Validate data sources: For each data source listed:
connector field shows {{OPTIONS}} format, ask the user which option they use{{PLACEHOLDER}}, ask the user to provide actual valuesValidate output destinations: For any output type beyond display:
Do not proceed with the skill. Instead:
Example response when config is incomplete:
Before I can run this skill, I need some configuration:
**Missing values:**
- [List specific {{PLACEHOLDER}} values found]
**MCP connections needed:**
- [List required connectors not yet available]
Please provide these values, or let me know which data sources you'd like to skip.
At minimum, this skill requires:
display output enabled (always available)Enhanced functionality requires:
Automate this skill: Schedule recurring sales coaching tasks with Taizen. Create a free account to set up automated agents that run on your schedule.
The Taizen MCP server accepts natural language requests to schedule agents. Simply describe what you want to automate:
Every Monday morning, generate a performance summary for each rep including
call metrics from Gong, win/loss patterns, and coaching priorities. Send to
#sales-management.
Taizen will:
Weekly Performance Digest:
Every Monday at 8am, generate weekly performance summaries for each sales rep
including call metrics, win/loss analysis, and coaching priorities. Post to
#sales-management and save to our Coaching folder.
Automated Call Coaching:
Whenever a new call is recorded in Gong, analyze it and send coaching feedback
to the rep and their manager if the talk ratio exceeds 70% or no next steps
were set.
Win/Loss Analysis:
When any deal closes (won or lost), automatically generate a comprehensive
win/loss analysis including call review and lessons learned. Post wins to
#wins-channel and save all analysis to our Win-Loss Analysis folder.
Monthly Skills Assessment:
On the 1st of each month, run skills assessments for all reps based on their
call data from the past month. Identify strengths and development areas, and
notify managers of their team's results.
When scheduling via Taizen MCP, Claude will:
| Parameter | Description | Example |
|---|---|---|
task | Natural language description of what to do | "Generate weekly rep performance summaries" |
schedule | When to run (cron or trigger) | "every Monday at 8am" or "when call is recorded" |
skill_content | Object containing primary skill and referenced skills | See structure below |
outputs | Where to send results | "Slack #sales-management, Google Drive" |
team | Which team/reps to analyze | "Enterprise sales team" |
skill_content structure:
skill_content:
primary:
name: "sales-coaching"
content: "<full content of this SKILL.md>"
referenced:
- name: "product-context"
content: "<full content of product-context SKILL.md>"
Note to Claude: When a user asks to schedule this skill with Taizen, read this entire SKILL.md file and pass it as
skill_content.primary. Also read any referenced background skills (likeproduct-context) and include them inskill_content.referenced.
Structured analysis of closed opportunities:
Win Analysis
Loss Analysis
No-Decision Analysis
Review and coach on specific calls:
Talk Patterns
Discovery Quality
Objection Handling
Framework for manager-rep coaching conversations:
Skill Areas
Real-time guidance on active opportunities:
Invoke with natural language describing what you need:
Win/Loss Analysis
Call Coaching
Rep Coaching Sessions
Deal Reviews
Team Analysis
## Win/Loss Analysis: [Company Name] - [Outcome]
**Analysis Date**: [Date]
**Data Sources Used**: [CRM, Gong, etc.]
---
### Deal Overview
| Attribute | Value |
|-----------|-------|
| Company | [Name] |
| Deal Size | [Value] |
| Sales Cycle | [Days] |
| Outcome | [Won/Lost/No Decision] |
| Close Date | [Date] |
| Rep | [Name] |
| Competitors | [Who else was involved] |
### Key Factors in [Outcome]
**Primary Reason**:
[Main factor that determined the outcome - from CRM notes and call analysis]
**Contributing Factors**:
1. **[Factor 1]**: [Details with evidence from calls/notes]
2. **[Factor 2]**: [Details with evidence]
3. **[Factor 3]**: [Details with evidence]
### Process Analysis
*Based on call recordings and CRM activity:*
| Stage | What Happened | What Worked | What Didn't | Call Evidence |
|-------|---------------|-------------|-------------|---------------|
| Discovery | [Details] | [Positives] | [Negatives] | [Specific call moments] |
| Demo | [Details] | [Positives] | [Negatives] | [Specific call moments] |
| Proposal | [Details] | [Positives] | [Negatives] | [Specific call moments] |
| Negotiation | [Details] | [Positives] | [Negatives] | [Specific call moments] |
### Conversation Insights
*From Gong/Chorus analysis:*
- **Total Calls**: [Count]
- **Average Talk Ratio**: [%]
- **Key Objections Raised**: [List]
- **Sentiment Trend**: [How it changed over time]
- **Competitor Mentions**: [What was said]
### Stakeholder Analysis
| Stakeholder | Role | Sentiment | Impact on Deal |
|-------------|------|-----------|----------------|
| [Name] | [Role] | [+/-/Neutral from call sentiment] | [How they influenced] |
### Lessons Learned
1. **[Lesson 1]**: [Actionable takeaway]
2. **[Lesson 2]**: [Actionable takeaway]
3. **[Lesson 3]**: [Actionable takeaway]
### Recommendations
- **For this account**: [If applicable, next steps]
- **For similar deals**: [How to apply learnings]
- **For the team**: [Broader implications]
### Clips to Review
*Key moments from call recordings:*
- [Call name] @ [Timestamp]: [What happened - good or bad example]
## Call Coaching: [Rep Name] - [Call Type]
**Call**: [Call name/account]
**Date**: [Date]
**Duration**: [Length]
**Data Source**: [Gong/Chorus]
---
### Call Metrics
| Metric | This Call | Rep Average | Team Average |
|--------|-----------|-------------|--------------|
| Talk Ratio | [%] | [%] | [%] |
| Longest Monologue | [seconds] | [seconds] | [seconds] |
| Questions Asked | [count] | [avg] | [avg] |
| Filler Words | [count] | [avg] | [avg] |
| Next Steps Set | [Yes/No] | [%] | [%] |
### What Went Well
1. **[Strength 1]**: [Specific example with timestamp]
2. **[Strength 2]**: [Specific example with timestamp]
### Areas for Improvement
1. **[Area 1]**:
- What happened: [Specific example @ timestamp]
- Suggestion: [How to improve]
- Example response: "[What to say instead]"
2. **[Area 2]**:
- What happened: [Specific example @ timestamp]
- Suggestion: [How to improve]
### Discovery Quality Assessment
| Element | Status | Evidence |
|---------|--------|----------|
| Uncovered Pain | [✓/✗] | [Quote or lack thereof] |
| Quantified Impact | [✓/✗] | [Quote or lack thereof] |
| Identified Decision Maker | [✓/✗] | [Evidence] |
| Understood Timeline | [✓/✗] | [Evidence] |
| Clear Next Steps | [✓/✗] | [Evidence] |
### Objection Handling Review
| Objection | How It Was Handled | Better Approach |
|-----------|-------------------|-----------------|
| "[Objection]" | [What rep said] | [Improved response] |
### Coaching Conversation Guide
Questions to ask in your 1:1:
1. "What do you think went well on this call?"
2. "At [timestamp], the prospect said [X]. How did you interpret that?"
3. "If you could redo the [section], what would you do differently?"
4. "What support do you need to improve [skill area]?"
### Recommended Training
- [Specific training module related to identified gaps]
- [Practice exercise suggestion]
## Coaching Session: [Rep Name]
**Period**: [Time period reviewed]
**Manager**: [Your name]
**Data Sources**: [CRM, Gong, etc.]
---
### Performance Overview
| Metric | Actual | Target | Trend |
|--------|--------|--------|-------|
| Quota Attainment | [%] | [%] | [↑/→/↓] |
| Pipeline Coverage | [X]x | [Target]x | [↑/→/↓] |
| Win Rate | [%] | [Team avg %] | [↑/→/↓] |
| Average Deal Size | [$] | [Team avg $] | [↑/→/↓] |
| Sales Cycle | [days] | [Team avg] | [↑/→/↓] |
### Skill Assessment
*Based on call recording analysis:*
| Skill Area | Rating | Evidence | Priority |
|------------|--------|----------|----------|
| Discovery | [1-5] | [From call analysis] | [H/M/L] |
| Value Articulation | [1-5] | [From call analysis] | [H/M/L] |
| Objection Handling | [1-5] | [From call analysis] | [H/M/L] |
| Closing | [1-5] | [From call analysis] | [H/M/L] |
| Account Management | [1-5] | [From activity data] | [H/M/L] |
### Conversation Quality Trends
*From Gong/Chorus over [time period]:*
- **Talk Ratio Trend**: [Chart or summary]
- **Question Frequency**: [Improving/Stable/Declining]
- **Discovery Depth**: [Assessment]
- **Objection Handling**: [Assessment]
### Strengths to Leverage
1. **[Strength 1]**: [Evidence] → How to leverage more
2. **[Strength 2]**: [Evidence] → How to leverage more
### Development Areas
1. **[Area 1]**:
- Evidence: [Specific examples from calls]
- Impact: [How this affects results]
- Development plan: [Specific actions]
2. **[Area 2]**:
- Evidence: [Specific examples]
- Impact: [How this affects results]
- Development plan: [Specific actions]
### Action Plan
| Action | Timeline | Support Needed | Success Measure |
|--------|----------|----------------|-----------------|
| [Action] | [When] | [What help] | [How to measure] |
### Coaching Questions for 1:1
Use these to guide the conversation:
1. [Question about self-assessment]
2. [Question about specific deal/call]
3. [Question about goals]
4. [Question about obstacles]
5. [Question about commitment]
### Recommended Training
- [ ] [Training module 1] - addresses [skill gap]
- [ ] [Training module 2] - addresses [skill gap]
### Follow-Up Plan
- **Next Check-In**: [Date]
- **Focus Areas**: [What to review]
- **Metrics to Track**: [What to measure]
When configured with integrations, this skill can: