Skills by use case, each with what it does and what it needs.
5 skills in CRM & pipeline, sorted by top
Helps you prep for sales deals by scoring how well your product covers an RFP's requirements, comparing you against competitors, and planning a proof-of-concept — so you walk away with a gap list, a feature comparison, and a POC plan.
Claude Code
Builds a professional investment pitch document for a potential client, covering your firm's approach, the recommended investments, expected results, and your fees. You end up with a ready-to-present proposal.
Claude Code
Helps you run influencer or creator partnerships for your product: find and check out the right people, work out fair pay and deal terms, write their briefs, stay on the right side of disclosure rules, and see if the sponsorship actually paid off.
Claude CodeHelps you build or fix the actual offer you're selling — the price, bonuses, guarantee, and urgency — so it's more likely to convert, not just rewriting the sales page around a weak offer.
Claude CodeShows you how to take notes from a client Zoom call and automatically carry that same information into your proposal and invoice, so you never have to retype the client's details by hand.
Zoom
Bonsai
