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Claude Code: Sales & Customer Workflows

Skill pack
20 skills0 selected
giadaf-booshaSkills in this pack

Research a company or person and get actionable sales intel. Works standalone with web search, supercharged when you connect enrichment tools or your CRM.

English

Support SOX 404 compliance with control testing methodology, sample selection, and documentation standards.

English

Apply and enforce brand voice, style guide, and messaging pillars across content. Use when reviewing content for brand consistency, documenting a brand voice, adapting tone for different audiences, or checking terminology and style guide compliance.

English

Plan marketing campaigns with objectives, audience segmentation, channel strategy, content calendars, and success metrics.

English

Manage the month-end close process with task sequencing, dependencies, and status tracking.

English

Research competitors and compare positioning, messaging, content strategy, and market presence. Use when analyzing a competitor, building battlecards, identifying content gaps, comparing feature messaging, or preparing competitive positioning recommendations.

English

Research your competitors and build an interactive battlecard. Outputs an HTML artifact with clickable competitor cards and a comparison matrix.

English

Review contracts against your organization's negotiation playbook, flagging deviations and generating redline suggestions.

English

Generate tailored sales assets (landing pages, decks, one-pagers, workflow demos) from your deal context.

English

Start your day with a prioritized sales briefing.

English

Research a prospect then draft personalized outreach. Uses web research by default, supercharged with enrichment and CRM.

English

Two-tier memory system that makes Claude a true workplace collaborator.

English

Screen incoming NDAs and classify them as GREEN (standard), YELLOW (needs review), or RED (significant issues).

English

Analyze marketing performance with key metrics, trend analysis, and optimization recommendations.

English

Reconcile accounts by comparing GL balances to subledgers, bank statements, or third-party data.

English

Pre-sales-call intelligence composite. Deep dives on the person AND their company before a sales call, then maps findings to your product to generate talking points, objection prep, and a call strategy. Goes beyond generic attendee research — this is sales-specific intelligence that helps SDRs, AEs, and founders walk into calls with a plan. Tool-agnostic — works with any CRM, research source, and calendar.

English

Write correct, performant SQL across all major data warehouse dialects (Snowflake, BigQuery, Databricks, PostgreSQL, etc.).

English

Simple task management using a shared TASKS.md file. Reference this when the user asks about their tasks, wants to add/complete tasks, or needs help tracking commitments.

English

Decompose financial variances into drivers with narrative explanations and waterfall analysis. Use when analyzing budget vs.

English

Istruzioni operative standard da applicare a TUTTI i task. Include: generazione spec.md, implementationplan.md, interview dettagliate, nessun placeholder, commit/push automatici, uso di subagent.

Uncertain

Includes Account Research, Audit Support, Brand Voice, and other workflows.

Install with
Claude CodeCodexCursorGitHub CopilotGemini CLI

Supported by the Atlas install prompt. Skill-specific requirements vary.

Pack stats

Skills20CategorysalesStars0

What’s included

Account Research

Research a company or person and get actionable sales intel. Works standalone with web search, supercharged when you connect enrichment tools or your CRM. Trigger with "r

Audit Support

Support SOX 404 compliance with control testing methodology, sample selection, and documentation standards. Use when generating testing workpapers, selecting audit sample

Brand Voice

Apply and enforce brand voice, style guide, and messaging pillars across content. Use when reviewing content for brand consistency, documenting a brand voice, adapting tone for different audiences, or checking terminology and style guide compliance.

Campaign Planning

Plan marketing campaigns with objectives, audience segmentation, channel strategy, content calendars, and success metrics. Use when launching a campaign, planning a produ

Close Management

Manage the month-end close process with task sequencing, dependencies, and status tracking. Use when planning the close calendar, tracking close progress, identifying blo

Competitive Analysis

Research competitors and compare positioning, messaging, content strategy, and market presence. Use when analyzing a competitor, building battlecards, identifying content gaps, comparing feature messaging, or preparing competitive positioning recommendations.

Competitive Intelligence

Research your competitors and build an interactive battlecard. Outputs an HTML artifact with clickable competitor cards and a comparison matrix. Trigger with "competitive

Contract Review

Review contracts against your organization's negotiation playbook, flagging deviations and generating redline suggestions. Use when reviewing vendor contracts, customer a

Create an Asset

Generate tailored sales assets (landing pages, decks, one-pagers, workflow demos) from your deal context. Describe your prospect, audience, and goal — get a polished, bra

Daily Briefing

Start your day with a prioritized sales briefing. Works standalone when you tell me your meetings and priorities, supercharged when you connect your calendar, CRM, and em

Draft Outreach

Research a prospect then draft personalized outreach. Uses web research by default, supercharged with enrichment and CRM. Trigger with "draft outreach to [person/company]

Memory Management

Two-tier memory system that makes Claude a true workplace collaborator. Decodes shorthand, acronyms, nicknames, and internal language so Claude understands requests like

Nda Triage

Screen incoming NDAs and classify them as GREEN (standard), YELLOW (needs review), or RED (significant issues). Use when a new NDA comes in from sales or business develop

Performance Analytics

Analyze marketing performance with key metrics, trend analysis, and optimization recommendations. Use when building performance reports, reviewing campaign results, analy

Reconciliation

Reconcile accounts by comparing GL balances to subledgers, bank statements, or third-party data. Use when performing bank reconciliations, GL-to-subledger recs, intercomp

Sales Call Prep

Pre-sales-call intelligence composite. Deep dives on the person AND their company before a sales call, then maps findings to your product to generate talking points, objection prep, and a call strategy. Goes beyond generic attendee research — this is sales-specific intelligence that helps SDRs, AEs, and founders walk into calls with a plan. Tool-agnostic — works with any CRM, research source, and calendar.

SQL Queries

Write correct, performant SQL across all major data warehouse dialects (Snowflake, BigQuery, Databricks, PostgreSQL, etc.). Use when writing queries, optimizing slow SQL

Task Management

Simple task management using a shared TASKS.md file. Reference this when the user asks about their tasks, wants to add/complete tasks, or needs help tracking commitments.

Variance Analysis

Decompose financial variances into drivers with narrative explanations and waterfall analysis. Use when analyzing budget vs. actual, period-over-period changes, revenue o

Operative Instructions

Istruzioni operative standard da applicare a TUTTI i task. Include: generazione spec.md, implementationplan.md, interview dettagliate, nessun placeholder, commit/push automatici, uso di subagent.

Quick start

  1. Choose your skills. Select individual skills above, or choose the entire pack.
  2. Copy the install prompt. Use Copy install prompt above the list.
  3. Send it to your agent. Paste into your coding agent’s chat. Your agent reviews the source and guides the setup.

Try it with your agent

After installation, start with a request like:

Example request
Use the Account Research skill to help with my task.
Ask me for the context you need before getting started.

Requirements & license

  • A coding agent that can access your project files and install skills.
  • Your agent checks each skill’s instructions, dependencies, and permissions during setup.
  • License details are not provided in these listings. Check the author’s terms before using the skills.
Claude Code: Sales & Customer Workflows | Agent Skills Atlas