How to use the Sales Workflow Bundle agent skill

What the Sales skill makes the agent do

The skill is a single entry point that routes your request to one of several focused workflows. The agent reads the bundle's index first, selects the narrowest workflow that fits, and follows that workflow's step-by-step instructions. The bundled workflows cover meeting preparation, call follow-up, account signals, deal strategy, business cases, competitive briefs, forecast review, customer quotes, internal experts, rep coaching, company research, and enrichment of company and contact data.

When a source is missing, the skill tells the agent not to invent customer facts. Sourced facts are kept separate from the agent's inference and recommendations.

Install the skill from the ZIP

Download the ZIP from this directory page and unzip it. To make the skill available across all your projects, place the unzipped folder in ~/.claude/skills/. To limit it to one project, place it in that project's .claude/skills/ folder.

Alternatively, you can upload the skill in the Claude apps under Settings, then Capabilities, then Skills.

• Personal install: ~/.claude/skills/
• Project install: .claude/skills/ inside your project
• Claude apps: Settings → Capabilities → Skills, then upload

Trigger the skill with natural requests

You do not need a special command. Ask about a customer meeting, a call follow-up, account research, deal strategy, a business case, a competitive brief, or rep coaching, and the skill's description tells the agent when to apply it. You can also name Sales explicitly in your request.

The more specific your request (account name, meeting date, what you need back), the more likely the agent routes it to the right workflow. If the agent needs a little more context, it may offer tappable options to answer.

Examples of requests that fit the skill

These phrasings match the skill's scope. Replace the bracketed parts with your own details.

• Prepare me for my meeting with [company] tomorrow about renewal.
• Draft a follow-up plan from my call notes with [contact].
• Which of my accounts need attention this week, based on recent signals?
• Help me plan a deal strategy for [opportunity] before the forecast review.
• Build a short business case for [customer] using the evidence we have.
• Coach me on how I handled my last discovery call with [contact].

Connect your tools for live data

The skill uses CRM, email, calendar, or sales-intelligence tools only when your environment exposes them. Examples named in the bundle include HubSpot, Apollo, Salesforce, and ZoomInfo. Provider accounts and API access are needed only for the specific connectors you use.

Without these connections, most workflows fall back to limited output built from what you provide in the conversation.

Safety notes: scripts, network and external actions

This skill does not run scripts, but it does use the network through any connectors you enable. The skill requires confirmation before sending messages, updating CRM records, or taking other external actions, so you stay in control of anything that leaves your environment.

Account signal analysis is read-only: it produces a brief and recommended actions and does not create tasks or write CRM updates.

• Check which connectors are active before you start a workflow.
• Review every draft message or CRM change before approving it.