Anthropic's speed-to-lead skill for small businesses watches the shared inbox, web forms and the CRM for fresh inquiries and checks each against the owner's own rules for a good lead. It writes a response in the owner's style that offers real open meeting slots, alerts a person straight away about hot leads and logs everything in the CRM. Nothing goes out without the owner's approval. Scheduled runs mean overnight inquiries are sorted by morning, and it also works from pasted or forwarded messages.
Find patterns in recently won and lost dealsAnthropic's win-loss-review skill studies a sales team's closed opportunities, by default from the last quarter, to show where and why deals are lost and what the wins share. It reads stage history from a CRM or an uploaded export and, where connected, objections from call transcripts and late-stage email. The output leads with the single most important pattern, then gives win rates with sample sizes, the stages where losses happen, loss reasons, the largest losses and recommended process, coaching and data actions. It only reads data and is aimed at sales leaders.SalesAnthropicKnowledge work plugins
Find grants and RFPs worth bidding on and draft the responseAnthropic's grant-rfp-writer skill helps nonprofits, schools and government contractors find grant and solicitation opportunities they qualify for, including by filtering daily feeds such as SAM.gov or DIBBS. It makes a strict go/no-go decision before any writing starts, checks the compliance requirements, then writes the application using earlier submissions and actual program figures. Submitting needs the owner's approval, and afterwards it tracks deadlines and reporting duties. It works with Google Drive or Microsoft 365, optionally with DocuSign and a calendar, or from uploaded files and web research.Business automationAnthropicKnowledge work plugins
Prepare quarterly tax estimates and 1099 lists for your accountantAnthropic's tax-season-organizer skill gathers tax-season material for a small business's accountant and says plainly that it is not tax advice. It covers US federal tax in two modes: a quarterly estimated tax figure from year-to-date net income in the accounting ledger (QuickBooks, Xero, Zoho Books, MYOB or NetSuite), and year-end 1099-NEC preparation that finds contractors paid more than 600 US dollars in the ledger, Stripe or PayPal and flags missing W-9 forms. A business outside the US gets a closed-books packet instead. It expects the period's books to be closed and reconciled first.Business automationAnthropicKnowledge work plugins
Turn discovery notes into a priced proposal or statement of workAnthropic's proposal-builder skill, from its small-business plugin, takes what came out of a sales conversation, such as a call transcript, voice memo, site photos, an RFP or rough notes, and drafts a branded, priced quote, proposal or SOW. It prices from your past jobs rather than from scratch, builds the document on your own template and lists risks for the owner rather than the customer. Sending it for signature needs your approval.SalesSalesSmall business
Check a customer account's health and prepare a QBRAnthropic's customer-health skill rates a customer account on relationship strength, engagement trend, commercial position, support issues and value delivered, each as green, yellow or red with the evidence behind it. It reads what it can from a CRM, email, calendar, documents and call transcripts, and labels an area not visible, instead of estimating it, when that data is not connected. In QBR mode it adds a meeting kit covering outcomes delivered, adoption, open items, next-phase opportunities and an agenda with attendees. Any CRM field changes are shown as before-and-after suggestions for you to accept.Customer supportAnthropicKnowledge work plugins
Score and route inbound sales leads against your ICPAnthropic's lead-triage skill scores one inbound lead or ranks a backlog against your ideal customer profile and qualification rules, then recommends a priority and next step. It rates fit on industry, size, role and disqualifiers, rates intent from the lead source, message, past contact and timing signals, and assigns P0, P1, P2 or disqualified. It checks whether the account already has an owner, suggests CRM updates as text for you to accept, and treats form text and emails as data rather than instructions.SalesSalesLead management
Find patterns in recently won and lost deals
Prepare quarterly tax estimates and 1099 lists for your accountant
Turn discovery notes into a priced proposal or statement of work
Check a customer account's health and prepare a QBR
Score and route inbound sales leads against your ICP