AI skills and prompts for every revenue job.

Build an Ideal Customer Profile

A one-page profile of the accounts most likely to buy, expand, and stay, built from your own win data.

For: Marketing, Sales Leader, Revenue Operations and more

Research a Target Account

A one-page account brief with the business context, likely priorities, and a point of view worth a reply.

For: Sales Representative, SDR and BDR, Sales Leader and more

Prepare for a Discovery Call

A call plan with hypotheses, questions that test them, and the one thing you must learn before you leave.

For: Sales Representative, SDR and BDR, Sales Leader

Review a Deal

A structured read on one open deal: what is proven, what is assumed, and the next action that moves it.

For: Sales Leader, Sales Representative, Revenue Operations

Check Pipeline Health

A blunt read on whether your pipeline can support the number, with the three leaks to fix first.

For: Sales Leader, Revenue Operations, Executive and Founder

Review Forecast Risk

A deal-by-deal stress test of the commit, with the specific deals that decide whether the number lands.

For: Sales Leader, Revenue Operations, Executive and Founder

Build a Campaign Brief

A one-page campaign brief with audience, message, offer, channels, and the number that defines success.

For: Marketing, Executive and Founder

Build a Content Brief

A brief that tells a writer exactly what to produce: the question being answered, the evidence, and the bar for quality.

For: Marketing, Enablement

Review Customer Health

A practical read on one account's renewal risk using the signals you actually have.

For: Customer Success, Sales Leader

Build an Account Expansion Plan

A plan for growing one existing account: where the whitespace is, who to reach, and the first three plays.

For: Customer Success, Sales Leader, Sales Representative

Prepare a Customer QBR

A QBR agenda that leads with the customer's results, admits what did not work, and earns the next quarter's plan.

For: Customer Success, Sales Leader

Build a Coaching Plan

A 30-day coaching plan for one rep: the one skill to build, the evidence, and how you will both know it worked.

For: Sales Leader, Enablement

Build a Partner Account Plan

A one-page plan for a partnership: the shared customer, what each side gives and gets, and the first joint play.

For: Partnerships, Sales Leader

Measure AI ROI

An outcomes-first investment case that traces one strategic result through its metric driver, operating constraint, AI fit, readiness, OAR level, cost, and measured return.

Uses the outcomes-first OAR method

For: Executive and Founder, Revenue Finance, Revenue Operations and more

Review an AI Pilot

A go, fix, or stop call on an AI pilot based on the criteria you set before it started.

For: Executive and Founder, Revenue Operations, Sales Leader and more

Set AI Pilot Kill Criteria

Written pass and fail conditions for an AI pilot, agreed before the pilot starts.

For: Executive and Founder, Revenue Operations, Sales Leader and more

Evaluate an AI SDR

A buying evaluation of an AI SDR tool: the real cost per meeting, the risks vendors do not mention, and the questions to ask before signing.

Uses the AI SDR kill criteria

For: Sales Leader, Revenue Operations, Executive and Founder and more

Check CRM Readiness for AI

A blunt assessment of whether your CRM data can support the AI tool you are about to connect to it.

For: Revenue Operations, GTM Engineering, Sales Leader

Review AI Governance

A practical check of who can buy AI, what data it can touch, and whether anyone would know if a tool went wrong.

For: Executive and Founder, Revenue Operations, Revenue Finance

Build a Board AI Update

A board-ready summary of AI spend, results, and failures that survives a skeptical director.

For: Executive and Founder, Revenue Finance

Prioritize AI Use Cases

A ranked list of AI use cases for your revenue team, scored on value you can measure and effort you actually have.

For: Executive and Founder, Revenue Operations, GTM Engineering and more

Decide Build or Buy for AI

A structured build-versus-buy call for one AI capability, with the hidden costs on both sides priced in.

For: Executive and Founder, GTM Engineering, Revenue Operations and more

Diagnose Why an AI Rollout Did Not Stick

A named reason your team is not using the tool, tied to one rung of the adoption ladder, with the specific fix for that rung.

Uses the LOPAFT adoption ladder

For: Enablement, Sales Leader, Revenue Operations and more

Turn an AI Ambition Into an Operating Plan

A five-step plan that starts from a number the business already committed to and ends in deliverables a board can read.

Uses the SCALE operating plan

For: Executive and Founder, Revenue Operations, Sales Leader and more

Sequence AI Changes Without Breaking Revenue

An order of moves that raises your AI ambition one level at a time while the current number keeps landing.

Uses the SLING sequencing rule

For: Executive and Founder, Revenue Operations, Sales Leader

Audit How Ambitious Your AI Work Actually Is

An honest read on whether your AI work is trimming cost, expanding output, or changing the business, and what the next level would require.

Uses the Optimize, Amplify, Reinvent levels

For: Executive and Founder, Revenue Operations, Revenue Finance and more

Map Which Revenue Work Stays After AI

A read across the eight areas of revenue work showing what AI absorbs, what a human keeps, and where your coverage is thin.

Uses the Eight Focus Areas map

For: Executive and Founder, Revenue Operations, Enablement and more

Make Your Company Citable by AI Assistants

A checked list of what an AI assistant can and cannot answer about you, and the fixes that make it cite you instead of a competitor.

Uses the AGENT buyer-agent readiness checks

For: Marketing, Executive and Founder, Revenue Operations and more

Prove an AI Result Is Real

A scorecard that separates a repeatable AI result from a good week, before you present it or fund more of it.

Uses the PROOF receipts check

For: Executive and Founder, Revenue Finance, Revenue Operations and more

Test Whether an AI Product Category Will Last

A read on whether the tool you are about to buy is a durable category or a feature the platform absorbs next year.

Uses the RENEW category test

For: Executive and Founder, Revenue Operations, Revenue Finance and more

Decide Whether to Build, Buy, or Connect a Capability

A sourcing call for one AI capability, with the reasoning written down so the next person can challenge it.

Uses the Build, Buy, Thread sourcing rule

For: Revenue Operations, GTM Engineering, Executive and Founder and more

Research a Competitor

A sourced profile of one competitor: what they sell, who they win with, how they price, and where they are weak.

For: Marketing, Sales Leader, Revenue Operations and more

Build a Competitor Battlecard

A one-page card a rep can use live: where you win, where you do not, the objections you will hear, and the answers.

For: Enablement, Marketing, Sales Leader and more

Break Down Competitor Messaging

A clear read of how a competitor positions itself, where your message overlaps, and the claim only you can make.

For: Marketing, Executive and Founder, Enablement

Win a Late-Stage Competitive Deal

A plan for one deal where a competitor is in the final round: the real decision criteria, your risks, and the next three moves.

For: Sales Representative, Sales Leader, Executive and Founder

Run a Competitive Win and Loss Review

A pattern read across deals against one competitor: why you win, why you lose, and the one change worth making.

For: Revenue Operations, Sales Leader, Marketing and more