OPERATOR SCHOOL · TOOLS & SKILLS

A revenue team, as skills you install.

126 operator-built skills across 7 functions, marketing, sales development, sales, customer success, RevOps, and leadership, plus the operator system that gives your work memory. Every one is a real production workflow, genericized so you can make it yours. Copy one line, run it on your data, connect your stack when you want more.

START FROM THE STARTER KIT

New to this? Clone the Built GTM starter kit: a ready-made context repo with the CLAUDE.md brain, the context templates, the core skills, and a worked example. Substance-first, runnable on clone.

git clone https://github.com/Built-GTM/builtgtm-starter-kit.gitView on GitHub →
Already running? Grab every skill at once: git clone https://github.com/heath-gtm/Skill-Builder.git
THE LIBRARY
126
operator-built skills
7
GTM functions covered
23
collections, grouped by problem
100%
pass an automated eval before they ship, and one line installs any of them
HOW IT WORKS
01
Find it by problem
Pick the skill for the job. Grouped by GTM function, so you jump straight to marketing, sales, success, RevOps, or leadership.
02
Install in one line
Copy the install command into your terminal, or download the file. No engineering team, no platform to buy.
03
Run it on your data
Every skill works today on what you paste. It never invents a number it cannot see. A gap is a prompt, not a guess.
04
Connect, then close the loop
Plug in your CRM and tools for more power. Then let the operator-system skills give your work memory and improve themselves.

Every skill follows the same connection ladder: it runs on pasted data with nothing connected, and gets sharper as you plug in a CRM, a product-analytics tool, or a meeting tool. The tag on each collection tells you which need a stack and which are no-setup.

New to skills? Read this, it is the whole trick.

A skill is a plain file that teaches your AI a workflow. Two ways to use one: Copy install drops a one-line command into your terminal for Claude Code, or Download gets you the file for Claude, ChatGPT, or a Project, no terminal needed. Reading and Preview are always open; a free one-time subscribe unlocks install and download for every skill. Open any Preview for step-by-step guidance. Want it to pull your live data? See how to connect your tools →

—— PICK YOUR LANEor browse all 126
DEPARTMENT

Foundations

38 skills

The loop, the prompts, the writing, and the system that remembers.

The Sales Operator Pack

19 skillsconnect your stack

Stand up and run a GTM engine at any company.

Turn a category into a real ICP definition.

Who exactly are we for?

Names your tiers with explicit criteria, the fit signals, the anti-ICP you exclude on purpose, and a qualification framework, plus an evolution log. A category is not a definition.

INSIDEThe tier criteria, the anti-ICP, the must-have vs red-flag framework, and the evolution log.

Download

Name the moments that signal value in your product.

What should my product analyst actually measure?

Interviews you about your product, names the events that mean real value, tiers each by reliability, and rolls them into a short capability list your analyst can score.

INSIDEThe value-moment finder, the Tier 1/2/3 reliability test, the capability rollup, and the adoption rubric.

Download

Make your CRM mean one thing to everyone.

What do these fields actually mean, and which ones matter?

Cuts field sprawl to the ones that drive decisions, locks a definition and query pattern on each, and maps every stage to what must be true to sit in it.

INSIDEThe decision-driven field cut, the definition template, the stage-exit matrix, and the activity formula.

Download

Design an account score your team will actually trust.

How should I weight these signals into one score?

Picks the signals that separate wins from losses, weights them fairly across channels, adds gates and escalators, and never scores a blank field as zero.

INSIDEThe signal picker, the channel-fairness rule, gates and escalators, coverage caps, and the tier bands.

Download

Turn a pile of accounts into a stack rank with a reason on every row.

Fair across channels, blank fields never scored as zero, with a why behind each account's score.

INSIDEThe three score modes, the gates and escalators, and per-account reasoning.

Download

Turn an ICP into a scored, prioritized target list.

The firmographic and signal filters, the tiering, the personas per account, and the reason each account earns its spot.

INSIDEThe fit gates, the 0-100 score, the tiering, and personas per account.

Download

Turn a buying signal into a timely touch.

Read the trigger (funding, hire, launch, job posting, tech change), pick the one angle it earns, and write the touch while it is still fresh.

INSIDEThe trigger read, the freshness gate, and a one-angle draft.

Download

Turn one signal into a cold email that earns a reply.

From a prospect and a specific angle, writes a short email or 3-touch sequence built on one idea, no filler.

INSIDEThe one-idea rule, an earned opener, a soft CTA, and a 3-touch sequence.

Download

Design an outbound cadence where every touch has a point.

The steps, timing, channel, and intent of each touch, tuned to the segment's value.

INSIDEThe touch plan, the timing, the channel mix, and a clean break-up.

Download

Turn a discovery call into a qualification scorecard.

Runs your call against your qualification framework, captures the deal, and names the gaps you still have to fill.

INSIDEThe field-by-field scorecard, the pain quantifier, and the champion test.

Download

Get a straight verdict on every open deal.

Healthy, slipping, stuck, or dead. Checks real activity, whether the rep qualified it, and whether the deal is multi-threaded.

INSIDEThe risk taxonomy, the activity checks, and the per-deal verdict format.

Download

Give the deal a dated path to signature.

Builds a close plan with the champion: milestones, owners, dates, and exit criteria, written to send.

INSIDEThe backward-from-signature plan, owners and dates, and exit criteria.

Download

Read how an account actually uses you.

Turns raw usage into per-capability adoption tiers, a 12-week trend on each, power-user IDs, and a ghost-active flag.

INSIDEThe adoption-tier rubric, the trend classifier, and the ghost-active check.

Download

Get a renew-or-not verdict on every renewal before the meeting.

Combines adoption, champion stability, support sentiment, and competitive signals into one per-deal verdict.

INSIDEThe adoption / champion / sentiment inputs and the renewal verdict.

Download

See your whole book in one rollup.

Scores every account on health, lays out renewals due, shows product adoption, and flags accounts going quiet.

INSIDEThe health composite, the renewals-due view, and the adoption heatmap.

Download

See if you have enough pipeline, who to work next, and if it is quality.

Three reads for managers and reps: coverage and activity by channel, five ranked lists of accounts to go after, and this month's ICP quality.

INSIDEThe coverage read, the five top-10 account lists, and the monthly ICP-quality report.

Download

Make revenue reporting a weekly habit that drives action.

Pairs a where-we-stand-and-why write-up with a list of hot leads and deals to work now, so the report ends in moves, not a screenshot.

INSIDEThe accuracy contract, the five-step position analysis, and the action layer.

Download

Walk into every 1:1 with the gap already found.

Turns rep data into a specific coaching priority per person, plus the team-level pattern underneath them.

INSIDEThe per-rep gap logic and the team-pattern rollup.

Download

Find what is actually broken in the workflow.

What exactly is the problem to solve?

Cuts past the symptom to the real workflow that is costing you, whether that is lead scoring, enrichment, or reps buried in prep, and names the real problem.

INSIDEHow to find the real problem, the test that confirms it, and a worked example.

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The GTM Loop

3 skillsno setup

Build the workflow, not the org chart.

Stack the right tools and signals for the workflow.

What tools and signals does this workflow need?

Picks the tools that move the data and the signals that tell the workflow who and what matters, so it runs on the right inputs. Not a buy-everything shopping trip.

INSIDEThe tools and signals the workflow needs, and the context to run on.

CONNECTSClaudeChatGPTGeminiCopilotZapierMake
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Take the non-selling work off your reps.

What is pulling reps off selling?

Pulls the non-selling drag, scoring, enrichment, history, first-draft prep, off the rep plate so their time goes to actual selling. Not automation for its own sake.

INSIDEThe non-selling drag to clear and where it runs before the rep starts.

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Keep reps making the calls that matter.

Where do reps stay in control?

Marks the points where a rep owns the judgment, who to pursue, the relationship, the message, and gives the workflow an owner and a weekly check so it lasts.

INSIDEThe points a rep controls, the owner handoff, and the review rhythm that keeps it running.

CONNECTSClaudeChatGPTGeminiCopilotZapierMake
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The Prompt Lab

5 skillsno setup

Get a killer prompt for any AI tool.

Turn a rough ask into a precise, reusable prompt.

Pins down the role, task, inputs, constraints, output format, and failure modes so the model does what you meant.

INSIDEThe full role / task / inputs / constraints / output / failure-mode scaffold.

CONNECTSClaudeChatGPTGeminiCopilot
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Ship an app-builder prompt that actually builds.

Turns an app idea in plain words into the product, pages, data model, interactions, and what to build first.

INSIDEThe product / pages / data-model / interactions / build-order scaffold.

CONNECTSClaudeChatGPTGeminiCopilot
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Turn a workflow idea into a build-ready automation prompt.

Turns a workflow idea into a build prompt with the trigger, ordered steps, data flow, branches, and error handling.

INSIDEThe trigger / steps / data-flow / branches / error-handling scaffold.

CONNECTSClaudeChatGPTGeminiCopilot
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Build the standing brief for an assistant you reuse.

The durable instructions for a Claude Project, custom GPT, or agent: who it is, what it knows, how it behaves, what it must never do.

INSIDEThe identity / knowledge / behavior / guardrails brief for a reusable assistant.

CONNECTSClaudeChatGPTGeminiCopilot
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Turn raw account notes into a one-page brief, every time.

A reusable prompt that gives every account the same shape: verdict, why, people, next move. No connectors.

INSIDEThe brief template, the verdict scale, and the sections it fills.

CONNECTSClaudeChatGPTGeminiCopilot
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The Writing Desk

3 skillsno setup

Make anything you write land.

Cut a bloated doc to its verdict-first core.

Aggressive editing, not summarizing. Every sentence earns its place, rewritten in a voice you define.

INSIDEThe compression rules, the verdict-first restructure, and a voice pass.

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Strip the AI tells and make it sound like you.

Removes the hedging, the rule-of-three, and the sycophantic openers, then rewrites the draft in your voice.

INSIDEThe AI-tell checklist and the voice-rewrite pass.

CONNECTSClaudeChatGPTGeminiCopilotNotionGoogle Drive
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Make a strategic doc land in one read.

Names the doc type, the reader's one question, and the structure that answers it fast. Two bets, max.

INSIDEThe doc-type router and the two-bet plan structure.

CONNECTSClaudeChatGPTGeminiCopilotNotionGoogle Drive
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Operator System & Context

8 skillsno setup

Give your work memory, and close the loop.

Turn a cold start into a warm one with one doc.

A single pack that tells a new session or teammate what the project is, where things live, what's decided, and the next move.

INSIDEThe five-question frame, a where-things-live map, a decisions digest, and one next move.

CONNECTSClaudeChatGPTGeminiCopilotNotionGoogle Drive
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Capture the session context so you can resume it cold.

An end-of-session brief: progress, decisions, unfinished items with next steps, and the fragile details, then it asks whether to save.

INSIDEProgress and decisions, next steps, the would-be-lost pass, and a save gate.

CONNECTSClaudeChatGPTGeminiCopilotNotionGoogle Drive
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Close the gap between a correction and it happening again.

Scans a session for corrections, approvals, and validated patterns, then proposes exact edits to your skills and docs. Nothing applied until you approve.

INSIDEThe session scan, high vs medium confidence, and a per-edit approval gate.

CONNECTSClaudeChatGPTGeminiCopilotNotionGoogle Drive
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Stop re-litigating decisions you already made.

A running log where each entry captures the decision, the context, the options, the why, and when to revisit.

INSIDEThe five-field entry, searchable records, and revisit triggers.

CONNECTSClaudeChatGPTGeminiCopilotNotionGoogle Drive
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Build the knowledge base future-you can actually search.

A plain-text, searchable base of facts, playbooks, stakeholders, and how-tos, organized so the answer is one search away.

INSIDESort-by-type capture, a README front door, and per-entry freshness.

CONNECTSClaudeChatGPTGeminiCopilotNotionGoogle Drive
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Turn a workflow in your head into a runbook anyone can run.

A step-by-step SOP for a repeated process, who does what, when, and how, with named failure points and a check on every step.

INSIDEThe full who-what-when-how capture, stranger-followable steps, and a check per step.

CONNECTSClaudeChatGPTGeminiCopilotNotionGoogle Drive
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Make a messy workspace navigable, nothing moved till you approve.

A proposed naming convention, folder structure, index, and cleanup plan, shown as a plan first so you see every move.

INSIDEThe current-state read, the proposed structure, and an approve-per-batch cleanup.

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Close out a session without leaving it half-shipped.

Verifies every change is committed, pushed, and green, confirms it is live, updates the notes, and hands back a summary with a rollback path.

INSIDEThe done-check, the live verify, the next-session note, and the rollback.

CONNECTSClaudeChatGPTGeminiCopilotNotionGoogle Drive
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DEPARTMENT

Marketing

15 skills

Get found, generate demand, and go after the named accounts.

Marketing Engine

5 skillsno setup

Run the marketing plays without a marketing team.

Write positioning your whole team can repeat the same way.

Turns what you do, who it's for, and why you win into one positioning statement and a full message house.

INSIDEThe positioning statement, the value pillars, the proof points, and objection reframes.

CONNECTSProfoundPeec AIOtterlyScrunchSemrushSearch Console
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Get quoted by answer engines and clicked in search.

Audits a page or site on both tracks and returns effort-vs-impact ranked fixes so an AI answer engine will quote you.

INSIDEEntity clarity, liftable answers, schema, internal links, and a prioritized fix list.

CONNECTSProfoundPeec AIOtterlyScrunchSemrushSearch Console
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Hand a writer a brief they can start from without a meeting.

Turns a keyword or topic plus an audience into a writer-ready brief that kills the back-and-forth.

INSIDESearch intent, the angle, the outline, must-cover questions, internal links, and one CTA.

CONNECTSProfoundPeec AIOtterlyScrunchSemrushSearch Console
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Ship the change that gets one more visitor to yes.

Audits a landing page and returns prioritized conversion fixes across hero, proof, friction, and CTA.

INSIDEThe hero, proof, friction, and CTA checks, ranked by effort vs impact, with lift direction.

CONNECTSProfoundPeec AIOtterlyScrunchSemrushSearch Console
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Ship the launch with assets done and owners named.

Builds a tiered go-to-market launch plan sized to what the release actually deserves.

INSIDEThe tiering, the audiences, channel-to-asset mapping, a back-planned timeline, and win metrics.

CONNECTSProfoundPeec AIOtterlyScrunchSemrushSearch Console
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Demand & Growth

6 skillsno setup

Fill the top of the funnel.

Turn 'we should run ads' into a plan with a kill rule.

The audiences, the offer per audience, the creative angles, the budget split, and the metric that calls it a win.

INSIDEThe audiences, the offers, the budget split, and a pre-written stop-loss.

CONNECTSGoogle AdsMeta AdsLinkedIn AdsReddit AdsMarketoCustomer.io
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Get press without spray-and-pray.

The story angle, the target journalists by beat, the pitch, and the follow-up a reporter might actually answer.

INSIDEThe angle test, tiered targets by beat, and the one-reporter pitch.

CONNECTSGoogle AdsMeta AdsLinkedIn AdsReddit AdsMarketoCustomer.io
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Run a webinar that fills seats and moves pipeline.

The topic that draws, the promo sequence, the run-of-show, and the follow-up that converts attendees.

INSIDEThe draw topic, the promo, the run-of-show, and a behavior-split follow-up.

CONNECTSGoogle AdsMeta AdsLinkedIn AdsReddit AdsMarketoCustomer.io
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Build a demand plan whose math you can check.

The ICP, offers by funnel stage, the channel mix, the content, and the pipeline math backward from target.

INSIDEThe ICP, offers by stage, the channel mix, and backward funnel math.

CONNECTSGoogle AdsMeta AdsLinkedIn AdsReddit AdsMarketoCustomer.io
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Design a customer-interview study and turn transcripts into messaging.

Who to talk to, a non-leading interview guide, and how to turn transcripts into positioning and messaging inputs.

INSIDEThe interview slate, the non-leading guide, and transcripts-to-positioning.

CONNECTSGoogle AdsMeta AdsLinkedIn AdsReddit AdsMarketoCustomer.io
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Build a list worth having, not just a big one.

The subscribe offer, the growth loops, the content rhythm, and the metrics that matter beyond list size.

INSIDEThe subscribe offer, the growth loops, and engagement-first metrics.

CONNECTSGoogle AdsMeta AdsLinkedIn AdsReddit AdsMarketoCustomer.io
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ABM & Partnerships

4 skillsno setup

Go after the named accounts, together.

Turn a target list into an account-based play, not a spray.

Tier it, set the research angle, build the multi-thread across marketing and sales, and orchestrate touches so the account feels one motion.

INSIDEThe tiering, the research angle, the multi-thread, and the orchestration.

CONNECTS6senseDemandbaseBomboraRollWorksSalesforceHubSpot
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Recruit a partner and actually activate them.

Score the fit, pitch mutual value in their terms, enable them, and ship a first joint motion instead of going dark after kickoff.

INSIDEThe fit score, the mutual-value pitch, the enablement, and a dated first motion.

CONNECTS6senseDemandbaseBomboraRollWorksSalesforceHubSpot
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Close with a partner, not just trade a lead.

Map the account across both companies, set ownership, build the joint value story, and plan the shared path to close.

INSIDEThe joint account map, the ownership split, and the path to close.

CONNECTS6senseDemandbaseBomboraRollWorksSalesforceHubSpot
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Run an event that produces pipeline, not badges scanned.

The right guest list, a real draw, an on-site conversation plan, and follow-up that converts.

INSIDEThe guest list, the draw, the on-site plan, and the follow-up.

CONNECTS6senseDemandbaseBomboraRollWorksSalesforceHubSpot
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DEPARTMENT

Sales Development

8 skills

Build the list, work the signal, land the meeting.

Prospecting Engine

5 skillsconnect your stack

Fill the list, fix the sequences, work the right accounts.

Start any analysis without connecting a thing.

Tells you exactly what to hand over, takes it in whatever shape you have, and feeds it to the analyst skill. Connectors optional.

INSIDEThe framework, the exact fields it reads, and how it hands off to the analyst skill.

CONNECTSSalesforceHubSpotAttioPipedriveDynamicsClay
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Fill the gaps: email, phone, LinkedIn, title.

Give it a name and company, or a domain, and get contacts or firmographics back. Waterfalls across your tools.

INSIDEThe waterfall logic across your tools and the fields it fills.

CONNECTSSalesforceHubSpotAttioPipedriveDynamicsClay
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Find where your sequences leak, stage by stage.

Breaks each cadence down, finds the drop-off, benchmarks it, and hands back specific fixes.

INSIDEThe stage-by-stage breakdown, the benchmarks, and the fixes.

CONNECTSSalesforceHubSpotAttioPipedriveDynamicsClay
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Find where the funnel leaks and what to fix.

Finds the leak, the accounts to work next, and where the scoring model is quietly letting you down.

INSIDEThe funnel-leak diagnosis, the account ranking, and the scoring audit.

CONNECTSSalesforceHubSpotAttioPipedriveDynamicsClay
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Turn "which leads should I work?" into a ranked work plan.

Sorts every lead into hot, engaged, cold, or never-touched, computes days-dark, and names the next move per lead.

INSIDEThe 4-state lead classifier, the days-dark decay sort, and a next action per lead.

CONNECTSSalesforceHubSpotAttioPipedriveDynamicsClay
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Sales Development

3 skillsno setup

Book more meetings without more headcount.

Turn a cold dial into a conversation.

A permission-based opener plus ready turns for the four objections you actually hit on the phone.

INSIDEThe opener, the pattern interrupt, and agree-then-redirect objection turns.

CONNECTSSalesforceHubSpotAttioPipedriveDynamicsClay
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Walk in with the questions that qualify.

Tailored discovery questions sequenced problem to impact to next step, each mapped to your qualification framework.

INSIDEThe question set, the impact quantifiers, and the field each question maps to.

CONNECTSSalesforceHubSpotAttioPipedriveDynamicsClay
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Turn a LinkedIn prospect into a warm thread.

A connection note plus value-first follow-ups, matched to whether the prospect is cold, engaged, or gone quiet.

INSIDEThe connect note, the value-first follow-ups, and the quiet-thread re-open.

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DEPARTMENT

Sales

19 skills

Qualify it, run it, and close it like your best rep.

Deal & Pipeline Command

3 skillsconnect your stack

Know which deals are real and where the gaps are.

Walk into any deal review knowing what is actually known.

Two reads on one deal: is the forecast real, and what the conversations actually say, structured on your qualification framework with a stage-vs-reality check.

INSIDEThe forecast-risk read, the conversation brief, and a qualification-vs-stage gap check.

CONNECTSSalesforceHubSpotAttioPipedriveDynamicsGong
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Know if you have enough at-bats for next quarter.

Forward-looking coverage math per channel and per rep, so you see the gaps before they cost you the number.

INSIDEThe coverage math per channel and per rep, and the gap read.

CONNECTSSalesforceHubSpotAttioPipedriveDynamicsGong
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Find what your wins, losses, and churn share.

Reads closed-won, closed-lost, and churned accounts, then hands back a ranked list of lookalike accounts to work.

INSIDEThe won / lost / churn pattern logic and the lookalike ranking.

CONNECTSSalesforceHubSpotAttioPipedriveDynamicsGong
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ICP & Qualification

2 skillsconnect your stack

Find your real ICP and learn from it.

Get a ranked slate of customers to interview.

Scores every paying customer against your ICP and returns a prioritized list with a verdict and reason each.

INSIDEThe scoring against your ICP and the ranked interview slate.

CONNECTSSalesforceHubSpotAttioPipedriveDynamicsClay
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Score whether an account is a real ICP fit.

Rolls firmographics, product usage, hiring intent, and tech stack into one 0-100 verdict, and flags where a scoring tool is wrong.

INSIDEThe weighted composite, the per-source breakdown, and channel tagging.

CONNECTSSalesforceHubSpotAttioPipedriveDynamicsClay
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Sales Execution

7 skillsno setup

Run the deal like your best rep.

Build a demo that maps to the buyer's problems.

Maps every feature you plan to show to a problem the buyer actually stated, and cuts what does not map.

INSIDEThe problem-to-moment map, the 'so what' per beat, and the cut list.

CONNECTSSalesforceHubSpotAttioPipedriveDynamicsGong
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Put a one-page business case in the committee's hands.

Frames the cost of the problem, the change, the value model, and the risk of doing nothing, in the buyer's own numbers.

INSIDEThe cost-of-problem, the value math, the cost of inaction, and flagged assumptions.

CONNECTSSalesforceHubSpotAttioPipedriveDynamicsGong
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Win the competitive deal without trashing anyone.

Lays out where you win, their traps, the landmines to set, the reframes, and the proof behind each.

INSIDEThe win themes, the traps, the landmines, and the reframes.

CONNECTSSalesforceHubSpotAttioPipedriveDynamicsGong
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Walk into the negotiation with a plan.

Your walk-away and target, the concession ladder, their likely asks, and the holds that protect price and terms.

INSIDEThe walk-away and target, the concession ladder, and the price and term holds.

CONNECTSSalesforceHubSpotAttioPipedriveDynamicsGong
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Send a proposal that closes, not one they rewrite.

Their problem in their words, the scoped solution, value-framed pricing, plain terms, and one dated next step.

INSIDEThe problem recap, the scoped solution, value pricing, and one next step.

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Build a champion so the deal doesn't rest on one person.

Scores who can champion, arms them with the internal-sell narrative and a forwardable one-pager, and maps the multi-thread.

INSIDEThe champion score, the internal-sell narrative, and the thread map.

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Pull the lesson from a closed deal before it fades.

Reconstructs the timeline, separates what moved it from noise, names the near-death moment, and lands one repeatable lesson.

INSIDEThe timeline, cause vs noise, and one portable lesson.

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Deal Signals

7 skillsconnect your stack

Watch the accounts already in play, and move when they move.

Never miss a contact's job change again.

Who changed jobs this month?

A standing watchlist that tracks every champion, user, and past buyer for job changes. Tiered detection, a weekly diff that filters title cleanups, and every real move routed to a named owner with a deadline.

INSIDEThe tiering scheme, the detection ladder per tier, the weekly diff routine, and the routing rules.

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Turn a champion's job change into two plays.

My champion just left. Now what?

When a champion or key deal contact changes jobs, one event becomes two motions: a churn or deal risk flag with a named owner, and a door-opener to the company they just joined. Verify the move, score both sides, ship both the same week.

INSIDEThe three detection tripwires, the verification checklist, both risk and opportunity rubrics, the internal flag format, and the door-opener rules.

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Turn job postings at your accounts into deal moves.

What are my accounts hiring for?

Watches job postings at the accounts already in your pipeline and customer book, and reads each one as a deal signal. Every read ties to a named deal and ends in one dated move, not a cold sequence.

INSIDEThe four posting reads, the in-play scope rule, the deal-tied radar table, and the verify-before-acting gates.

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Find the warm intro before you ever go cold.

Who can walk me into this account?

Sweeps your team's network, customers, past colleagues, and shared investors for every warm path into a target account, scores each one, and picks the single best connector. When no path clears the bar, it says go cold and names the signal to anchor on.

INSIDESix path sources, the strength scoring, the one-path rule, the forwardable intro blurb, and the fallback rule.

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Map the buying committee and widen every live deal.

Who else should be in this deal?

Maps the committee each deal should have at its stage, scores who is actually engaged, and hands you the widening play for every missing role. Ends with a per-deal move list, not a warning.

INSIDEThe stage-based committee model, the engaged-contact check, the coverage score, and three widening plays.

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Send the follow-up the deal stage actually owes.

What do I send after this meeting?

A follow-up system keyed to deal stage, not a generic cadence. Each stage's exit criteria decide the ask, every send carries one ask and a dated next step, and two silences trigger a real escalation.

INSIDEThe per-stage follow-up jobs, the exit-criteria asks, the same-day rule, the forwardable demo recap, and the escalation path.

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Turn your last 10 wins into your next 40 targets.

Who looks like my best customers?

Builds a win profile from your closed-won deals, weighing behavioral signals over firmographics, and keeps only the traits that separate wins from losses. Then scores lookalike accounts against it and writes a shared-situation first-touch angle for each.

INSIDEThe win-profile extraction, the wins-vs-losses contrast test, the scored lookalike list, and the per-account angle.

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DEPARTMENT

Customer Success

18 skills

Onboard, protect, and grow the accounts you already won.

Retention & Expansion

2 skillsconnect your stack

See the renewal before it slips.

Read the whole relationship at a glance.

Puts meetings, replies, and sequence activity on one timeline and flags the moment a champion goes dark.

INSIDEThe relationship timeline and the champion-drop detector.

CONNECTSSalesforceHubSpotAttioPipedriveDynamicsAmplitude
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Know if a new customer will stick, by day 90.

Tracks Day 30 / 60 / 90 activation, scores the sales-to-success handoff, and catches accounts a fit score wrote off while they were adopting.

INSIDEThe 30/60/90 milestone framework, the handoff scorer, and the time-to-value read.

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Retro Analysis

3 skillsconnect your stack

Learn the pattern from what already closed.

Extract the repeatable reason you win.

Reads your won deals, finds the signals, personas, and motions that repeat, and ranks active lookalikes to work.

INSIDEThe pattern extraction, the win-signal ranking, and the lookalike list.

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Categorize your losses and name the fix.

Sorts lost deals into no-decision, price, competitor, timing, or fit, pulls competitive intel, and splits preventable from structural.

INSIDEThe loss taxonomy, the competitive intel pull, and the fix per theme.

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Turn churn themes into an early-warning system.

Reads churned and downgraded accounts, extracts the themes, and flags active accounts that resemble recent churners.

INSIDEThe theme extraction, the early-warning checklist, and a predictive read on the active book.

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Customer Success

10 skillsconnect your stack

Protect the base, then grow it.

Turn account data into a QBR that earns the renewal.

Value delivered, adoption vs stated goals, risks named first, the roadmap, and one outcome-tied expansion ask.

INSIDEThe value story, the adoption read, the roadmap, and a slide-by-slide outline.

CONNECTSGainsightCatalystVitallyChurnZeroPlanhatAmplitude
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Build the plan that predicts the renewal a year out.

Translates the customer's goals into measurable outcomes, time-to-value milestones, and the leading indicators that flag risk early.

INSIDEThe goal translation, the milestone sequence, and the leading-indicator set.

CONNECTSGainsightCatalystVitallyChurnZeroPlanhatAmplitude
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Score your book so the color drives the work.

The inputs, the weights, the green/yellow/red thresholds, and one specific action per tier.

INSIDEThe input set, the weights, the thresholds, and the action per tier.

CONNECTSGainsightCatalystVitallyChurnZeroPlanhatAmplitude
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Find and pitch the next expansion inside an account.

Reads the ready signals, picks the fitting play, sizes it, and writes an outcome-anchored ask.

INSIDEThe ready-signal read, the play, the sizing, and the pitch.

CONNECTSGainsightCatalystVitallyChurnZeroPlanhatAmplitude
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Run a churn-save on the real reason, not the stated one.

Diagnoses the actual cause, matches commercial and non-commercial levers to it, and runs a multi-touch save sequence.

INSIDEThe root-cause diagnosis, the lever match, and the save sequence with exit criteria.

CONNECTSGainsightCatalystVitallyChurnZeroPlanhatAmplitude
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Fix 'they bought it but nobody uses it.'

Reads what's unused, picks the one habit to build next, and writes the enablement plan that gets there.

INSIDEThe adoption gap, the next habit, and the enablement plan.

CONNECTSGainsightCatalystVitallyChurnZeroPlanhatAmplitude
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Handle a customer on fire with a runbook, not a scramble.

Triage severity, name owners and comms cadence, draft the customer message, and set the post-mortem.

INSIDEThe severity triage, the owners and cadence, and the customer message.

CONNECTSGainsightCatalystVitallyChurnZeroPlanhatAmplitude
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Prep an executive business review that earns the C-level room.

The value narrative tied to their strategic goals, the ROI story with math, and the one ask, higher altitude than a QBR.

INSIDEThe value narrative, the ROI story, and the one ask.

CONNECTSGainsightCatalystVitallyChurnZeroPlanhatAmplitude
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Turn happy customers into references, on purpose.

Who to ask, the ask, the value exchange, and a pipeline of advocacy over time, without burning anyone out.

INSIDEWho to ask, the value exchange, and the advocacy pipeline.

CONNECTSGainsightCatalystVitallyChurnZeroPlanhatAmplitude
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Walk into the renewal with a plan, not a flinch.

The value recap, price and term options, the concession ladder, and the answer to 'we want a discount,' protecting net retention.

INSIDEThe value recap, the options, the concession ladder, and the floor.

CONNECTSGainsightCatalystVitallyChurnZeroPlanhatAmplitude
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The Boomerang Pack

3 skillsconnect your stack

Onboard and offboard like the experience is the moat.

Score whether new customers feel taken care of.

Is our onboarding actually any good?

Grades the first 90 days on the moments that make someone feel expected, not just whether they activated, and names the exact spot the welcome goes cold.

INSIDEThe moment-by-moment rubric, the cold-spot finder, the silent-stall check, and the fixes.

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Score your goodbye: bridge, or bridge burned.

What happens when a customer leaves?

Grades the exit most companies treat as a cancel button, finds where a leaving customer gets punished or ghosted, and shows how to leave the door open for a boomerang.

INSIDEThe bridge-or-burned rubric, the dark-pattern finder, the last-human-moment score, and the door check.

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Win a churned customer back by re-onboarding, not discounting.

Which lost customers can we actually win back?

Sorts churned accounts winnable versus gone, reads why they really left, times the reach-back to a change on their side, and writes a warm re-onboarding sequence.

INSIDEThe winnable test, the real-reason read, the change-signal timing, and the re-onboarding sequence.

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DEPARTMENT

RevOps & Data

18 skills

Make the number legible and the funnel honest.

Revenue & Ops Command

5 skillsconnect your stack

Run the revenue engine, and the system that watches it.

Get one forecast-aware brief that names today's priorities.

Composes deal risk, pipeline, coaching, and conversation reads into a single morning brief, in rep or leader mode.

INSIDERep and leader modes, forecast-aware prioritization, and a review-first draft gate.

CONNECTSSalesforceHubSpotAttioPipedriveDynamicsSnowflake
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Watch your analysts, and turn every miss into a lesson.

The check on your other analysts: it surfaces scoring blind spots, CRM hygiene gaps, and workflow drift, then hands back a weekly QA digest.

INSIDEThe six-part audit, the quality gates, and a weekly QA digest example.

CONNECTSSalesforceHubSpotAttioPipedriveDynamicsSnowflake
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Stop rebuilding data that did not move.

The cheap gate that decides, before an expensive workflow runs, whether to skip, partially refresh, recycle, or fully regenerate.

INSIDEThe four verdicts, the section taxonomy, and a dollarized savings estimate.

CONNECTSSalesforceHubSpotAttioPipedriveDynamicsSnowflake
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Turn feedback and outcomes into proposed skill fixes you approve.

Reads QA findings, feedback, and outcomes, then proposes concrete changes to your skills and scoring. You approve, nothing self-edits.

INSIDEThe feedback streams, the four change types, and an approval gate on every merge.

CONNECTSSalesforceHubSpotAttioPipedriveDynamicsSnowflake
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Reprice and repackage so your revenue is more predictable.

Move off pure per-seat, decide what to meter and what to bundle, set the tiers, and model the impact on deal size and win rate before you change a thing.

INSIDEThe failure point, the value metric, the tiers, and the modeled impact.

CONNECTSSalesforceHubSpotAttioPipedriveDynamicsSnowflake
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Data & Enrichment

2 skillsconnect your stack

Read the data you already have, then ship the output.

Get a structured account read straight from your CRM.

A sixty-second summary, a multi-source activity audit, a qualification-vs-stage gap check, and an 8-state deal-risk verdict.

INSIDEThe multi-source activity check, the sandbagging detector, and the risk verdict.

CONNECTSSalesforceHubSpotAttioPipedriveDynamicsAmplitude
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Ship the analysis: the CRM update, the post, the email.

Takes a read's output and drafts what goes out, draft-first and fully logged, ready to paste or write directly when connected.

INSIDEThe operation router, draft-first defaults, and an audit row on every write.

CONNECTSSalesforceHubSpotAttioPipedriveDynamicsAmplitude
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RevOps Command

6 skillsconnect your stack

Make the number legible and the funnel honest.

Turn a messy CRM into a ranked cleanup list.

Finds the hygiene problems that break reporting first: missing fields, stale records, duplicates, and bad stages, before the cosmetic ones.

INSIDEThe missing-field scan, the duplicate clusters, and a priority ranking by blast radius.

CONNECTSSalesforceHubSpotAttioPipedriveDynamicsSnowflake
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Build funnel metrics the meeting will actually trust.

Conversion by stage, velocity, and win rate with every definition pinned, and the leak named.

INSIDEStage conversion, time-in-stage, win rate, and a definition ledger.

CONNECTSSalesforceHubSpotAttioPipedriveDynamicsSnowflake
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Forecast a defensible range, not a hero number.

Category definitions, coverage math, historical conversion, and a low / likely / high range vs quota.

INSIDEThe category rules, the coverage math, and the range.

CONNECTSSalesforceHubSpotAttioPipedriveDynamicsSnowflake
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Design lead routing and SLAs that actually get built.

The assignment rules, round-robin or account-based logic, SLA timers, and fallbacks, written as a spec.

INSIDEThe match logic, the SLA timers, and fallback paths.

CONNECTSSalesforceHubSpotAttioPipedriveDynamicsSnowflake
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Cut the GTM stack without breaking it.

Maps every tool to a job, finds overlap, unused seats, and gaps, and sequences cuts to the renewal calendar.

INSIDEThe capability map, the overlap and unused finds, and a consolidation plan.

CONNECTSSalesforceHubSpotAttioPipedriveDynamicsSnowflake
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Get an honest read on which channels drove pipeline.

Picks first, last, or multi-touch to fit the question, names each model's blind spots, and produces a caveated channel read.

INSIDEThe model choice, the blind-spot ledger, and a channel-contribution read.

CONNECTSSalesforceHubSpotAttioPipedriveDynamicsSnowflake
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Reporting & Cadence

5 skillsconnect your stack

Reporting that ends in a decision.

Turn revenue data into a wrap-up that drives action.

A weekly or monthly recap that ends in decisions, not a dashboard screenshot: position vs plan, what moved, the risks, the next moves.

INSIDEPosition vs plan, what moved, sized risks, and owned next moves.

CONNECTSSalesforceHubSpotAttioPipedriveDynamicsSnowflake
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Build the pipeline report a review actually needs.

Coverage, creation, movement, and aging on one page, ending in the deals to decide this week.

INSIDECoverage vs target, creation vs goal, aging, and a decision list.

CONNECTSSalesforceHubSpotAttioPipedriveDynamicsSnowflake
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Roll up a customer book into moves, not colors.

Sorts a book into at-risk, renewing, expansion, and going-quiet, each with the one move it needs.

INSIDEThe at-risk list, renewals by date, expansion candidates, and a quiet-account detector.

CONNECTSSalesforceHubSpotAttioPipedriveDynamicsSnowflake
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Put the whole GTM funnel on one screen every week.

The three numbers that matter, what changed week-over-week, and what needs attention across the funnel.

INSIDEThree headline metrics, one line per stage, and an attention list.

CONNECTSSalesforceHubSpotAttioPipedriveDynamicsSnowflake
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Turn a call into a recap and a ready-to-send follow-up.

The decisions, the action items with owners and dates, the open questions, and a send-ready note.

INSIDEThe decisions, owned action items, and a drafted follow-up.

CONNECTSSalesforceHubSpotAttioPipedriveDynamicsSnowflake
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DEPARTMENT

Leadership

10 skills

Lead the number, and the team behind it.

GTM Leadership

10 skillsconnect your stack

Lead the number, and the team behind it.

Walk into the forecast call with a number you can defend.

Sorts each deal into commit, best-case, or pipeline by evidence, flags one risk, and scripts what to press each rep on.

INSIDEThe evidence-based sort, one risk per deal, and the press question.

CONNECTSSalesforceHubSpotAttioPipedriveDynamicsSnowflake
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Run a pipeline review that finds problems, not recites them.

Coverage vs target, stage aging, week-over-week movement, stuck deals, and the question to ask per deal.

INSIDEThe coverage read, the aging, the movement lists, and per-deal questions.

CONNECTSSalesforceHubSpotAttioPipedriveDynamicsSnowflake
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Turn a GTM opening into a scorecard before you post it.

The outcomes the role must hit, the competencies that predict them, questions per competency, and a shared rubric.

INSIDEThe outcomes, the competency set, the interview questions, and the rubric.

CONNECTSSalesforceHubSpotAttioPipedriveDynamicsSnowflake
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Write a GTM plan you can actually defend.

Verdict-first: the two or three bets, the motions, the targets, the capacity math, and the risks.

INSIDEThe verdict, the bets, the capacity math, and the risks.

CONNECTSSalesforceHubSpotAttioPipedriveDynamicsSnowflake
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Turn a start date into a ramp that ends in quota.

A 30/60/90 with milestones, a certification bar before full load, and the manager touchpoints that catch a slow ramp early.

INSIDEThe 30/60/90 gates, the certification bar, and the manager touchpoints.

CONNECTSSalesforceHubSpotAttioPipedriveDynamicsSnowflake
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Design comp and quota a rep trusts and a CFO signs.

The quota build (top-down vs bottom-up reconciled), the OTE mix, the accelerators, and the behaviors it drives and breaks.

INSIDEThe quota build, the OTE mix, the accelerators, and the behavior read.

CONNECTSSalesforceHubSpotAttioPipedriveDynamicsSnowflake
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Cut fair territories, settled before the disputes start.

The segmentation, the account distribution, a balance check across every rep, and the rules for disputes and inbound.

INSIDEThe segmentation, the balance check, and dispute rules.

CONNECTSSalesforceHubSpotAttioPipedriveDynamicsSnowflake
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Know if the heads can hit the number, before the quarter.

Ramped-rep productivity, the hiring plan to close the gap, honest ramp assumptions, and the plan-vs-capacity gap.

INSIDERamped productivity, the hiring plan, and the gap in dollars and heads.

CONNECTSSalesforceHubSpotAttioPipedriveDynamicsSnowflake
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Write a GTM board update they can read in two minutes.

The number vs plan first, the two or three things that matter, the risks named honestly, and the asks.

INSIDEThe number vs plan, the so-whats, the risks, and the asks.

CONNECTSSalesforceHubSpotAttioPipedriveDynamicsSnowflake
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Turn closed deals into a change, not a post-mortem deck.

Who to interview, the question guide, how to code themes across deals, and how to turn the pattern into a messaging or product change.

INSIDEThe interview slate, the question guide, and pattern-to-change with an owner.

CONNECTSSalesforceHubSpotAttioPipedriveDynamicsSnowflake
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