How to use the Sales Workflow Index agent skill

What is an agent skill, and what does this one do?

An agent skill is a folder of instructions that an AI agent can load when a task matches it. This skill, named index, is a router. It does not try to answer every sales question itself. Instead, it reads the request, chooses the best-matching focused sales workflow, and follows that workflow.

The goal is answers grounded in evidence. For broad questions such as "what can you do?" it returns a standard overview of the plugin instead of picking a workflow.

• Prospecting and lead qualification
• Account and company research, including company and contact enrichment
• Meeting prep and call follow-up
• Outreach research and deal strategy
• Pipeline or forecast review
• Competitive briefs, business cases and customer quotes or evidence
• Rep coaching

Install the Sales Workflow Index skill

Download the ZIP file from this page. You have two options for installing it.

Option one is to unzip it into your personal skills folder, ~/.claude/skills/, or into a project's .claude/skills/ folder if you want it limited to one project.

Option two is to upload it in the Claude apps. Go to Settings, then Capabilities, then Skills, and upload the ZIP there.

• Personal install: unzip into ~/.claude/skills/
• Project install: unzip into the project's .claude/skills/
• Claude apps: Settings → Capabilities → Skills, then upload the ZIP

Trigger the skill with natural requests

You do not need special syntax. Describe the sales task in plain language and mention sales, a prospect, an account, an opportunity, the pipeline or your CRM. The skill is designed to trigger on explicit sales mentions and on clear seller intent. Requests that only mention a company without any sales context may not trigger it.

If you ask a broad question such as "how do I use Sales?", the skill returns its orientation overview rather than starting a workflow.

• Prepare me for my call with the operations lead at Acme tomorrow.
• Qualify this inbound lead against our criteria using the notes I pasted.
• Review my pipeline and tell me which deals are at risk this quarter.
• Turn these call notes into a recap and a follow-up email.

What the skill needs

The skill has no required connectors. An optional CRM or calendar or meeting-transcript connector can help if your host provides one. Without one, it works from pasted or uploaded context such as notes, a transcript, an account brief or a file.

The skill does not run scripts and does not use the network itself. It only uses sources the host actually provides. If you need live CRM data and no CRM is connected, the skill will work from what you give it and will not invent current records.

• Optional: a CRM, calendar or meeting-transcript connector, if your host has one
• Otherwise: pasted notes, transcripts, account briefs or uploaded files
• Runs scripts: no
• Uses network: no

Safety notes and limits

The skill organizes sales work and cannot verify claims. Check any output before you use it, especially claims about pricing, product capability, customer facts or contract terms.

It is not a source of legal, financial or regulatory advice on deals. If a deal involves those questions, take the output to a qualified person in your organization.

• Verify customer facts and figures against your own records before sending anything
• Do not treat output as legal, financial or regulatory advice
• Without a connected CRM, customer information comes from the sources you provided

Tips for better results

Give the skill more context. Paste the notes, the account brief or the transcript you already have, and say what outcome you want.

Name the stage and the goal. A request like "prepare for a discovery call with a new prospect, focused on budget and timing" gives the skill more to work with than "help with my meeting".

If the skill asks for input, answer its questions. It is designed to gather needed context before producing a first output.

• Paste source material rather than describing it from memory
• State the audience, such as a manager, a prospect or yourself
• Ask for the output format you need, such as a recap, a brief or an email draft