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name: kw-sales description: Use when prospect research, call prep, pipeline review, outreach drafting, and competitive battlecards, standalone or wired to your CRM.

Sales (Prospect Research to Battlecard)

Anthropic's Sales plugin covers the full seller workflow: prospecting, outreach, pipeline management, call preparation, and deal strategy. Commands include /call-summary (extract action items, draft follow-up, generate internal summary from notes or a transcript), /forecast (weighted forecast from a CSV or described pipeline), and /pipeline-review (prioritize deals, flag risks, weekly action plan). Skills like account-research and call-prep run automatically. Everything works standalone with web search plus your input, and gets supercharged when you connect Slack, HubSpot, Close, Clay, ZoomInfo, Notion, Jira, Fireflies, or Microsoft 365.

What you get

• /call-summary command (action items, follow-up draft, internal summary)
• /forecast command (weighted forecast, upside vs commit)
• /pipeline-review command (deal prioritization, risk flags)
• account-research and call-prep skills that fire automatically
• connectors for Slack, HubSpot, Close, Clay, ZoomInfo, Notion, Jira, Fireflies, Microsoft 365

Customize your output

• Connectors: Slack, HubSpot, Close, Clay, ZoomInfo, Notion, Jira, Fireflies, Microsoft 365
• Standalone inputs: paste notes, upload CSV, describe pipeline
• Command choice: call-summary, forecast, pipeline-review

Example output

After a discovery call, paste the transcript and /call-summary returns three action items, a follow-up email draft to the buyer, and an internal note summarizing pain, budget, and next steps.

Best for

AEs, SDRs, and sales leaders using Cowork with or without a connected CRM

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Source: The 12 Cowork Knowledge-Work Skills · https://github.com/anthropics/knowledge-work-plugins/tree/main/sales Category: Sales · Priority: P3