Icp Builder
Build, validate, or expand a client's ICP (Ideal Customer Profile) using the GAP method, SPICED framework, and customer interview pipeline. Triggers on 'build their ICP,' 'check their ICP,' 'ICP validation,' 'ICP quality,' 'they don't have an ICP,' 'ICP is too broad,' 'who should they sell to,' 'segment their market,' 'ICP workshop,' 'customer interviews for ICP,' 'GAP method,' 'ICP expansion,' '…
Credit Packaging
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Handle Reply
Processes inbound replies to outbound sequences. Classifies intent, drafts the right response or stop action, and updates CRM and Swan state without auto-sending.
Multi Thread Deals
Finds deals with single-threaded risk. Identifies missing stakeholders, recommends who to engage next, and hands off contact-specific next steps to outreach.
Meta Onboarding
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Pipeline Visibility
Pipeline visibility, reporting architecture, dashboard design, pipeline hygiene, and forecast reporting for B2B revenue teams. CRM-agnostic patterns for any platform. Use when the user mentions pipeline visibility, pipeline reporting, sales dashboards, pipeline hygiene, stale deals, pipeline coverage, pipeline health, deal inspection, pipeline review, win rate reporting, conversion funnels, pipel…
Pipeline Review
Reviews pipeline health before forecast calls or recurring check-ins. Flags stuck, skipped, regressing, or at-risk deals and recommends one concrete action per issue.
Call Scorecards
Use this skill when sales call quality is inconsistent, coaching feedback is vague, reps and managers disagree on what a good call is, or the user asks to \"build a call scorecard\", \"score this call\", \"review my rep's calls\", or \"make coaching more consistent\". It builds behavior-based scorecards for each key conversation type (prospecting, discovery, demo, pricing, close) and uses them to…
Meta Reporting
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Clear My Desk
Triages pending Swan work for a user. Use to prioritize review items, sequence approvals, alerts, and suggestions into act-now, bulk-approve, acknowledge, or investigate buckets.
Research
Researches a company, person, buying committee, signal, domain, stack, financial context, or competitor mention. Produces a focused answer with sources and confidence notes.
Customer Expansion Scoring
Use this skill when scoring a paying customer (closed-won account) for expansion. It evaluates product usage depth, persona quality, and expansion headroom to produce an expansion tier with short actionable reasoning. Designed as a sub-skill of your lead-scoring methodology — the parent runs the ACV assessment first and this returns a tier to it.
Influencer Post Engager Capture
Use this skill when a tracked influencer publishes a LinkedIn post focused on your product (sponsored, review, or organic mention) and you want to capture the engagers as leads. It verifies the post is genuinely about you, scrapes the full engager list, filters to ICP-fit companies and buyer personas, runs lead scoring, and posts per-lead alerts plus a reconciled digest. Detection and scoring onl…
Brief
Creates a one-page executive account brief. Use before sponsor syncs, deal reviews, QBRs, or board updates where the user needs account context, opportunity state, risks, and asks.
Conference Recommendation
Recommends which conferences, trade shows, and vendor events a company should attend, exhibit at, or sponsor next. Use when the user needs to pick events for a field-sales or field-marketing motion, build a scored shortlist against ICP, justify event spend, or plan a conference calendar. Scores each event on ICP relevance, decision-maker accessibility, and buying mindset — and returns a ranked, t…
Icp
Defines and refines who the org sells to. Use for ICP discovery, segment refinement, new segment creation, persona definition, and tightening the rubric used by scoring and outreach.
Map Contacts
Maps the buying committee at a named account using CRM history, past interactions, LinkedIn, and prospect search. Produces persona coverage, relationship strength, gaps, and next moves.
Meta Ads
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Data Enrichment
B2B data enrichment strategy, provider evaluation, integration patterns, and quality management for revenue operations teams. Use when the user mentions data enrichment, lead enrichment, account enrichment, contact enrichment, ZoomInfo, Clearbit, Apollo, Clay, Cognism, Lusha, enrichment automation, enrichment workflows, firmographic data, technographic data, intent data, data append, enrichment A…
Expansion Revenue Architect
Design and install expansion revenue systems improving NRR and GRR for B2B SaaS. GRR/NRR diagnostic, expansion motion architecture, whitespace analysis, CS-Sales handback, renewal pricing, and 90-day NRR programmes. Trigger on 'NRR improvement,' 'GRR strategy,' 'expansion revenue,' 'upsell cross-sell,' 'whitespace analysis,' 'CS expansion,' 'net revenue retention,' 'right side of the bowtie,' 'la…
Skillify
Turns useful work from the current conversation into a reusable org skill. Captures the trigger, outcome, procedure, and judgment so the play can be rerun.
Post Radar
Acts on engagement with monitored LinkedIn profiles. Qualifies commenters or reactors, checks fit, and drafts contextual follow-up tied to the actual post.
Event Radar
Turns event attendance into pipeline. Use when prospects attend a webinar, conference, dinner, booth, or monitored industry event and need qualification plus contextual follow-up.
Category Of One Positioning
Use this skill when a founder or expertise-led business looks interchangeable in their market — price-shopped against cheaper options, described in the same words as competitors, winning on rates instead of authority. It runs the \"Position\" step of the Atticus Method and produces a category-of-one positioning package - a reframed problem, category-defining language the market ties to the founde…
Reach Out
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Battlecard
Creates or updates a competitor battlecard. Use when the user needs positioning, strengths, weaknesses, objections, win conditions, and practical talk tracks saved into competitive knowledge.
Inbox Zero
Triage a user inbox across email, Slack, LinkedIn, and Swan. Use for inbox sweeps where the agent should archive obvious noise, draft replies, and return a single summary of items needing attention.
Handle Linkedin Profile View Signal
Use this skill when a profile-view webhook (e.g. LeadShark) fires for a new view on a team member's LinkedIn profile. It resolves the viewer's identity and company, applies dedup, internal, relationship, and ICP gates, and routes qualified viewers into the MQL pipeline — treating a profile view exactly like a website visit. The CRM is never polluted: only fully resolved, ICP-matched viewers reach…
Cs Operations
Customer success operations for B2B SaaS — the post-sale revenue engine that prevents churn, drives expansion, and compounds customer value. Use when the user mentions customer success, CS ops, health scoring, renewal management, churn prevention, expansion playbook, expansion signals, onboarding orchestration, time to first value, QBR, customer segmentation, coverage model, high-touch, low-touch…
Submit Skill
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Linkedin Ads Ctr Signal
Use this skill to turn LinkedIn Ads engagement into prioritized, pre-drafted outbound. Runs daily to pull LinkedIn Ads analytics, find the companies clicking your ads above a CTR threshold, suppress customers/open-deals/recently-touched accounts, and draft outreach informed by whichever ad themes are landing right now — all saved as drafts for human review, never sent automatically.
Audit Swan
Checks whether a Swan workspace is structurally healthy. Use for configuration audits that surface missing knowledge, disconnected integrations, exhausted senders, broken triggers, sparse CRM data, and credit or subscription issues.
Linkedin Engagement Handler
Use this skill when monitoring comments and reactions on a team member's LinkedIn posts. It filters engagers to ICP companies and buyer personas, logs the signal to CRM and account memory, runs lead scoring, and routes high-value engagers to connection requests and Slack alerts. Repeat engagers escalate to high intent with a personalized multi-channel draft queued for review.
Score
Qualifies and scores accounts against ICP and buying signals. Use for account fit, lead tiering, inbound signals, pipeline rescoring, re-engagement, and expansion potential.
Sales Playbook Foundations
Use this skill when a sales team has no written playbook, when success lives in one leader's head, when onboarding is inconsistent, or when the user says \"we need a playbook\", \"document our sales process\", \"what should be in our playbook\", or \"reps ramp too slowly\". It produces the playbook skeleton — the five P's in the right order — and a fully drafted People section, the part almost ev…
Community Radar
Monitors public community or social mentions of the brand, competitors, or relevant pain language. Classifies sentiment and drafts short, human replies for the right responder.
Closed Won Replication Play
Use this skill when a deal closes won and you want to turn the win into pipeline immediately. It extracts the win profile, finds lookalike companies not yet in your CRM, researches the right persona contact at each, drafts outreach from the deal owner using an anonymized win reference, and queues a single batch review task — nothing sends without human approval.
Deal Velocity Engineer
Diagnose and fix deal velocity problems. Sales cycle diagnostics, stage exit criteria, pipeline deflation, zombie deal elimination, multi-threading, mutual action plans, and compression tactics with sourced benchmarks. Trigger on 'deal velocity,' 'sales cycle too long,' 'deals stalling,' 'pipeline velocity,' 'stage exit criteria,' 'zombie deals,' 'pipeline deflation,' 'deals stuck,' 'multi-thread…
Marketing Operations
Marketing operations for B2B revenue teams — lead scoring, attribution, campaign tracking, and handoff protocols. Use when the user mentions marketing operations, marops, lead scoring, MQL definition, MQL to SQL handoff, lead routing, attribution modeling, multi-touch attribution, W-shaped attribution, marketing sourced pipeline, campaign operations, UTM taxonomy, demand gen ops, channel mix, mar…
Visitor Radar
Acts on content or website engagement from prospects. Qualifies the person, identifies the engagement hook, and drafts contextual follow-up based on their interest.
Lead Routing
Lead routing strategy, assignment logic, round-robin patterns, territory design, speed-to-lead SLA frameworks, and routing automation for B2B revenue teams. Use when the user mentions lead routing, lead assignment, round-robin, territory assignment, lead distribution, speed-to-lead, lead SLA, lead queue, routing rules, routing logic, account-based routing, geographic routing, skills-based routing…
Build List
Builds prospect lists of companies, contacts, or both. Use when the user asks for target accounts, ICP-fit prospects, decision-makers, enrichment, or a list ready for CRM, Swan, or sequence activation.
Linkedin Dm Signal Classifier
Use this skill to scan a team member's LinkedIn DMs daily and turn conversations into routed signals. It classifies each chat into a bucket (customer support, commercial, pipeline, re-engagement, prospect, partner, VC, community, and more), updates account memory and the CRM, scores qualified signals and routes them to your MQL channel, and closes every scored signal with a suggested next move —…
Ai Pricing Model Picker
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Roi Proof Generator
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