This skill from Anthropic's official sales plugin reviews a single opportunity in depth. You ask something like "review the Acme deal" or "is this deal going to close", and it reads the deal from your connected CRM, works out a health score adjusted for recent signals, and lists the risks, gaps in qualification and recommended next actions. It updates records, sends email or books meetings only when you ask; anything else it suggests is shown as a proposal for you to approve. You get a deal health score, a risk and gap list, and next steps for that opportunity.
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
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
Track upcoming renewals, churn risk and upsell chancesAnthropic's renewal-radar skill builds a list of customer renewals due in the next 120 days, by default, from your CRM or an uploaded export. It rates each one on track, needs attention or at risk using signals such as no recent activity, a departed champion, open escalations, falling usage or an active expansion talk. The output covers at-risk accounts with a suggested play, upsell candidates and missing or inconsistent renewal records. For a single account it writes a renewal prep brief with a paperwork schedule counted backward from when the contract ends.SalesCustomer successSales
Draft a buyer-facing business case and dated close plan for a late-stage dealAnthropic's close-plan skill drafts two documents for a deal near the finish line: a business case written in the buyer's own terms, and a dated plan, owned jointly with the buyer, of every step until the contract is signed. The business case covers their current problem, desired outcome, the proposed solution, cost against value, the cost of waiting and the differentiators they reacted to, citing the call or email behind each point. The plan counts backward from the desired signing date through security review, legal, procurement and internal approvals, and flags dates that make the close date unrealistic. It can create the documents, propose CRM updates and draft an email to your champion for you to send.SalesSalesDeal management
Manage HubSpot deals from the command lineThis skill runs HubSpot deal work through the hubspot CLI. It looks up pipelines and stages, turns a qualified lead into a deal with its contact and company linked, moves or reassigns deals in bulk, finds stalled deals or ones past their close date, and closes them out.SalesHubSpotCRM
Measure B2B revenue, funnel and unit economicsNEON-Rutger's revops-metrics skill helps an agent work out and explain the numbers behind a B2B revenue team. It covers funnel conversion, pipeline velocity, close rates and average deal value, and unit economics such as LTV, CAC and payback. It also handles retention measures like NRR and churn, growth benchmarks and deal health scoring. It sticks to what to measure and points to sibling skills for forecasting and meeting cadence.SalesRevOps
Find patterns in recently won and lost deals
Score and route inbound sales leads against your ICP
Track upcoming renewals, churn risk and upsell chances
Draft a buyer-facing business case and dated close plan for a late-stage deal
Manage HubSpot deals from the command line