Guide · Agent skill
How to use the Revenue Operations Helper agent skill (revops)
Updated · written with AI from the project's own documentation and checked against our catalogue data
The revops skill is a set of instructions and reference files that makes your AI agent act as a revenue operations expert. It is useful for marketing leads, RevOps staff and founders who need to define lead stages, build scoring models, set routing rules or find where leads get lost between marketing and sales. This guide explains what the skill does, how to install it, how to trigger it and what to check before you rely on it.
Revenue Operations Helpercoreyhaines31/marketingskills · MIT Download the skill Quick start
- 1Download the ZIP. Get the revops ZIP from this skill page and unzip it on your computer.
- 2Place the folder. Move the unzipped folder into ~/.claude/skills/ for personal use, or into .claude/skills/ inside a project.
- 3Or upload it in the apps. In the Claude apps, open Settings → Capabilities → Skills and upload the skill.
- 4Describe your problem. Ask in plain words, such as why leads are not reaching sales or how to define an MQL.
- 5Answer the context questions. Share your GTM motion, ACV, sales cycle, stack, current state and goals so the advice fits your business.
- 6Apply and test. Put the rules into your CRM or marketing tool yourself, then monitor results and recalibrate over time.
What the revops skill makes the agent do
Once installed, the agent works as a revenue operations expert when you ask about connecting marketing, sales and customer success. It first asks about your sales motion, stack and goals, then helps you define lead stages such as MQL and SQL, build lead scoring models, set routing rules and response SLAs, and fix handoffs where leads get lost.
The skill's SKILL.md file sets the core principles: one system of record for every lead, define before you automate, measure every handoff, and keep marketing, sales and customer success aligned on definitions. The skill also points to reference guides for detailed templates and automation playbooks.
- Lifecycle stage definitions with entry criteria, exit criteria and owners
- Lead scoring with fit and engagement dimensions and a negative scoring step
- Routing methods: round-robin, territory-based, account-based and skill-based
- HubSpot workflow recipes and platform-specific setup notes in the reference files
Install the revops skill
Download the ZIP from the skill's page in this directory and unzip it. You can install it in one of two places. For your personal setup, put the unzipped folder in ~/.claude/skills/. For a single project, put it in the project's .claude/skills/ folder.
You can also upload the skill in the Claude apps. Go to Settings → Capabilities → Skills and upload it there.
- Personal install: ~/.claude/skills/
- Project install: .claude/skills/ inside your project
- Claude apps: Settings → Capabilities → Skills
Trigger the skill with natural requests
You do not need a special command. The skill is triggered by what you ask. It responds to topics such as RevOps, revenue operations, lead scoring, lead routing, MQL, SQL, pipeline stages, deal desk, CRM automation, marketing-to-sales handoff, data hygiene and pipeline management. Describe the problem in your own words.
If the request is about cold outreach emails, email drip campaigns or pricing decisions, the skill sends you to other skills (cold-email, emails and pricing) rather than handling it.
- "Leads aren't getting to sales. Where should I look first?"
- "Help me define MQL and SQL for a B2B SaaS product."
- "Build a lead scoring model with fit and engagement points."
- "Set up round-robin routing with a fallback owner."
- "When should marketing hand off to sales?"
Examples of what you can ask and get
Give the agent as much context as you can: your go-to-market motion (product-led, sales-led or hybrid), average contract value, sales cycle length, current stack, how leads are managed today and your goal. If you skip details, the agent works with what you give it and notes what would make the answer stronger.
If you have a product marketing context file at .agents/product-marketing.md or .claude/product-marketing.md, the agent reads it first so you do not have to repeat yourself.
- Ask for an MQL definition with a 4-hour contact target and 48-hour qualify-or-reject window, as the skill's SLA guidance describes.
- Ask for a scoring model with a threshold; the skill suggests 50-80 points on a 100-point scale as a typical range.
- Ask for routing rules that include a fallback owner and log every routing decision.
What the skill needs and what it does not do
The skill lists no requirements. It does not run scripts and does not use the network, according to the review of its files. It gives guidance and templates only. It does not describe connecting to your CRM, so do not expect the agent to change records in HubSpot or Salesforce by itself. The automation playbooks are recipes you can apply in your own tools.
- Requires: nothing listed
- Runs scripts: no
- Uses network: no
- No CRM integration is described in the files reviewed
What people use it for
- Finding why marketing-qualified leads are not being worked by sales
- Drafting lifecycle stage definitions and handoff SLAs for a small team
- Designing a lead scoring model that separates fit from engagement and penalises disqualifying signals
- Setting round-robin or territory routing rules with a fallback owner for unassigned leads
- Planning a scoring rollout with a holdout test before changing live routing
Frequently asked questions
Is the revops agent skill free?
The skill is published under the MIT licence, as listed on this page. Check the licence file in the download for the full terms before reusing it.
What do I need to use the revops skill?
The skill lists no requirements. You need an agent environment that supports skills, such as the Claude apps or Claude Code, and the skill folder installed in one of the locations described above.
Where do I install the revops skill?
Unzip it into ~/.claude/skills/ for personal use or into .claude/skills/ in a project. In the Claude apps, upload it under Settings → Capabilities → Skills.
Will the revops skill connect to my CRM?
No integrations are described in the files reviewed. The skill gives guidance and templates, and you apply the rules in your CRM yourself.
Does the revops skill write cold outreach emails?
No. Cold outreach emails are handled by the separate cold-email skill, and email drip campaigns by the emails skill. Pricing decisions go to the pricing skill.
Why isn't my skill triggering?
The skill responds to topics in its description, such as lead scoring, MQL, lead routing or marketing-to-sales handoff. Use one of those terms in your request and check that the folder sits in the correct skills location.
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Our verdict
Use the revops skill if you are a marketing or growth lead fixing leads that do not reach sales, a RevOps person redesigning scoring or routing, or a founder building a lead process from scratch. Pick a different tool if you need cold email writing, final pricing decisions or an agent that changes records in your CRM for you, since this skill only provides guidance.
Download the skill