CRM to proposal in minutes, not hours
90% of every proposal is identical. This skill auto-populates from CRM data, selects relevant content blocks, and generates a review-ready proposal — with the right case study, pricing, and ROI calculations already in place.
Create a skill called "Proposal Factory". When I specify a deal, pull data from CRM and generate a proposal. Auto-populate: prospect company details, contact names and titles, solution description matched to their use case, relevant case studies (matched by industry, size, and use case), pricing table from our catalog, and ROI calculation using prospect-specific inputs from discovery calls. Verify all company names and details before generating (flag mismatches). Select the right template based on deal size: [SMB / Mid-Market / Enterprise]. Output as a formatted document ready for review. Track proposal status: drafted, sent, viewed, signed.
The skill pulls deal data from your CRM and fills a proposal template: prospect
details, solution description, relevant case studies, pricing, and ROI estimates.
You review and personalize the last 10%. Gone is the 2-hour copy-paste-and-pray routine.
Give your champion a forwardable recap they can actually use internally
Internal deal conversations happen without you. This skill creates a clean, forwardable recap brief your champion can share with stakeholders after a meeting.
The right case study, deck, or one-pager for every deal — instantly
Your content library has hundreds of assets. Your reps use five. This skill matches the right content to each deal based on industry, stage, persona, and competitive situation — so the perfect case study surfaces when a prospect asks "do you have a customer like us?"
Wikipedia-grade AI pattern removal
Comprehensive AI writing cleanup based on Wikipedia's WikiProject AI Cleanup guidelines. Catches 24+ distinct patterns including inflated symbolism, em dash overuse, rule of three, copula avoidance, and sycophantic tone.
One idea, native variants for every platform
Algorithms reward platform-native content and can throttle copy-paste distribution. This recipe takes one "core insight" and produces native variants for each platform (hooks, length, formatting, CTA), plus a publishing and engagement plan.