Anthropic'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.
Summarize a sales call and draft the follow-upThis skill takes a call transcript or rough notes and produces three things: a follow-up email draft for the customer, a short internal summary, and suggested CRM updates. Proposed CRM changes come with the transcript line behind each, and you choose which ones to apply.SalesSalesMeetings
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
Answer every inbound lead quickly with drafts you approveAnthropic'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.SalesAnthropicKnowledge work plugins
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
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
Write a sales forecast narrativeThis skill writes the forecast story you bring to a forecast meeting or a manager check-in, split into commit, upside, and pipeline. It sorts deals into buckets, notes changes since the last call, and comments on each deal. With your approval it can also update forecast categories.SalesSalesForecasting
Summarize a sales call and draft the follow-up
Answer every inbound lead quickly with drafts you approve
Draft a buyer-facing business case and dated close plan for a late-stage deal
Track upcoming renewals, churn risk and upsell chances
Write a sales forecast narrative