Agent Academy

Agent Academy is a free, source-linked library of skills, prompts, MCP servers and bot templates, organised into courses by profession, for people who hand real work to AI agents: 1,467 live resources, each with its original link, license and safety tags.

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Sales

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Skill 45

45resources
0roles
45SKILL.md files
0MCP servers

Top resources

Library · 45
SkillSales

account-context

360-degree view of an account - CRM data, recent email threads, docs, transcripts, and internal chat chatter, synthesized into one brief. Use when the user asks "tell me about [account]" (an existing customer; for a prospect, account-research), "account context for [name]", "what's going on with [account]", or "catch me up on [account]".

Sourcegithub.com/anthropics/knowledge-work-plugins/blob/main/sales/skills/account-context/SKILL.md

No credentialsDoes not sendApache-2.0
SkillSales

account-plan

Build or refresh a strategic account plan - current state, goals, stakeholder coverage, opportunity map, risks, and the action plan - written to a doc and key fields synced to the CRM. Use when the user says "build an account plan for [account]", "update the [account] plan", "account planning for [account]", or before a planning cycle / QBR.

Sourcegithub.com/anthropics/knowledge-work-plugins/blob/main/sales/skills/account-plan/SKILL.md

No credentialsDoes not sendApache-2.0
SkillSales

account-research

Research a company using Common Room data. Triggers on 'research [company]', 'tell me about [domain]', 'pull up signals for [account]', 'what's going on with [company]', or any account-level question.

Sourcegithub.com/anthropics/knowledge-work-plugins/blob/main/partner-built/common-room/skills/account-research/SKILL.md

No credentialsDoes not sendApache-2.0
SkillSales

account-research

Research a target company and optionally a specific contact - company overview, recent news, likely priorities, and fit against your ICP. Cross-references existing CRM records. Use when the user asks to "research [company]", "look into [company]", "prospect research on [company]", "look up [person]", "intel on [prospect]", "who is [person] at [company]", or "tell me about [company]" when the company is a prospect…

Sourcegithub.com/anthropics/knowledge-work-plugins/blob/main/sales/skills/account-research/SKILL.md

No credentialsDoes not sendApache-2.0
SkillSales

account-tiering

Score and tier a list of accounts (or your full book) against ICP fit and engagement signals to prioritize where to spend time. Use when the user asks to "tier my accounts", "prioritize my book", "which accounts should I focus on", or "score these accounts".

Sourcegithub.com/anthropics/knowledge-work-plugins/blob/main/sales/skills/account-tiering/SKILL.md

No credentialsDoes not sendApache-2.0
SkillSales

call-prep

Prepare for a customer or prospect call using Common Room signals. Triggers on 'prep me for my call with [company]', 'prepare for a meeting with [company]', 'what should I know before talking to [company]', or any call preparation request.

Sourcegithub.com/anthropics/knowledge-work-plugins/blob/main/partner-built/common-room/skills/call-prep/SKILL.md

No credentialsDoes not sendApache-2.0
SkillSales

call-prep

Pre-call brief for an upcoming meeting - attendees, account history, prior call context from transcripts, open opportunity status, and suggested discovery questions. Use when the user asks "prep me for [meeting/company]", "call prep [company]", "I'm meeting with [company], prep me", "get me ready for [meeting]", or "what do I need to know before my [time] call".

Sourcegithub.com/anthropics/knowledge-work-plugins/blob/main/sales/skills/call-prep/SKILL.md

No credentialsDoes not sendApache-2.0
SkillSales

call-summary

Turn a call transcript or call notes into a customer follow-up email draft, an internal chat summary, and proposed CRM updates. Use when the user says "call summary", "follow up on my [company] call", "summarize my call with [account]", "write the recap", "process this transcript", "process my call notes", "capture the objections and next steps", or pastes rough notes or a transcript after a discovery, demo, or…

Sourcegithub.com/anthropics/knowledge-work-plugins/blob/main/sales/skills/call-summary/SKILL.md

No credentialsDoes not sendApache-2.0
SkillSales

close-plan

Build the business case and mutual action plan for a deal - the why-buy/why-now story, the ROI framing, and the dated step-by-step path to signature shared with the customer. Use when the user says "build a close plan for [deal]", "mutual action plan for [account]", "business case for [opp]", or "what's the path to signature".

Sourcegithub.com/anthropics/knowledge-work-plugins/blob/main/sales/skills/close-plan/SKILL.md

No credentialsDoes not sendApache-2.0
SkillSales

competitive-intelligence

Competitive analysis two ways - the in-deal play against a named competitor, and win/loss patterns, competitor mentions, and battlecards across the book. Use when the user asks "competitive intel", "research competitors", "how do we compare to [competitor]", "what's new with [competitor]", "battlecard for [competitor]", "how do we beat [competitor]", "what's the play against [competitor] in [deal]", "where are we…

Sourcegithub.com/anthropics/knowledge-work-plugins/blob/main/sales/skills/competitive-intelligence/SKILL.md

No credentialsDoes not sendApache-2.0
SkillSales

compose-outreach

Generate personalized outreach messages using Common Room signals. Triggers on 'draft outreach to [person]', 'write an email to [name]', 'compose a message for [contact]', or any outreach drafting request.

Sourcegithub.com/anthropics/knowledge-work-plugins/blob/main/partner-built/common-room/skills/compose-outreach/SKILL.md

No credentialsDoes not sendApache-2.0
SkillSales

contact-research

Research a specific person using Common Room data. Triggers on 'who is [name]', 'look up [email]', 'research [contact]', 'is [name] a warm lead', or any contact-level question.

Sourcegithub.com/anthropics/knowledge-work-plugins/blob/main/partner-built/common-room/skills/contact-research/SKILL.md

No credentialsDoes not sendApache-2.0
SkillSales

create-an-asset

Build a customer deck, one-pager or leave-behind from your account data, call notes and approved materials, with no made-up numbers. Use when the user asks for a sales asset, one-pager, deck, leave-behind, "create an asset for [prospect]", or "make something for [account]".

Sourcegithub.com/anthropics/knowledge-work-plugins/blob/main/sales/skills/create-an-asset/SKILL.md

No credentialsDoes not sendApache-2.0
SkillSales

crm-hygiene-check

Read-only audit of your CRM opportunities for missing fields, stale dates, and stage mismatches - outputs a fix checklist to apply by hand or through update-opportunity. Use when the user asks "check my CRM hygiene", "check my Salesforce or HubSpot data", "clean up my CRM", "audit my opps", "what's missing in the CRM", or "clean up my pipeline".

Sourcegithub.com/anthropics/knowledge-work-plugins/blob/main/sales/skills/crm-hygiene-check/SKILL.md

No credentialsDoes not sendApache-2.0
SkillSales

customer-health

Health check on a customer account and QBR-ready prep - relationship strength, engagement trend, risk signals, value delivered, and the agenda that makes the review worth their time. Use when the user asks "how healthy is [account]", "customer health check", "prep the [account] QBR", "business review prep", or "are we at risk with [customer]".

Sourcegithub.com/anthropics/knowledge-work-plugins/blob/main/sales/skills/customer-health/SKILL.md

No credentialsDoes not sendApache-2.0
SkillSales

customer-voice

Surface what customers are actually saying - direct attributed quotes on a topic across call transcripts and email, across your accounts. Use when the user asks "what are customers saying about [topic]", "pull quotes on [objection/feature/competitor]", "voice of customer on [X]", or "what's coming up in calls".

Sourcegithub.com/anthropics/knowledge-work-plugins/blob/main/sales/skills/customer-voice/SKILL.md

No credentialsDoes not sendApache-2.0
SkillSales

daily-briefing

Morning rundown - today's meetings with account context, opps closing soon with stale flags, waiting customer emails, and the day's top actions. Use when the user says "daily briefing", "daily brief", "morning briefing", "what's my day", "what's on my plate today", "prep my day", "start my day", "morning rundown", or on a schedule.

Sourcegithub.com/anthropics/knowledge-work-plugins/blob/main/sales/skills/daily-briefing/SKILL.md

No credentialsDoes not sendApache-2.0
SkillSales

deal-advance-gap

Forward-looking gap check on one opportunity - exactly what is missing to advance it to the next stage and to close, with who does what by when. Use when the user asks "what's missing to advance [deal]", "what do I need to move [opp] forward", "why is [deal] stuck", or "what's between [account] and a close".

Sourcegithub.com/anthropics/knowledge-work-plugins/blob/main/sales/skills/deal-advance-gap/SKILL.md

No credentialsDoes not sendApache-2.0
SkillSales

deal-review

Deep-dive on a single opportunity - signal-adjusted health score, risks, gaps in qualification, and recommended next actions. Use when the user asks "review the [account] deal", "deal review on [opp]", "is [opp] going to close", or "what's the risk on [deal]".

Sourcegithub.com/anthropics/knowledge-work-plugins/blob/main/sales/skills/deal-review/SKILL.md

No credentialsDoes not sendApache-2.0
SkillSales

deal-signals

Proactive watch over your book - deals gone quiet, close dates slipping into view, champion changes, renewal windows opening, competitor mentions - surfaced as a short alert digest you can act on. Use when the user asks "what changed in my book", "any deals gone quiet", "what should I be worried about today", "run my deal signals", or sets it up as a recurring scheduled task.

Sourcegithub.com/anthropics/knowledge-work-plugins/blob/main/sales/skills/deal-signals/SKILL.md

No credentialsDoes not sendApache-2.0
SkillSales

deal-slip-scenario

Model what happens to your number if a deal slips, shrinks, or dies - quota impact, coverage ratio change, and the substitute pipeline needed to stay on plan. Use when the user asks "what if [deal] slips", "what happens if [account] pushes to next quarter", "can I still hit my number without [deal]", or "model losing [deal]".

Sourcegithub.com/anthropics/knowledge-work-plugins/blob/main/sales/skills/deal-slip-scenario/SKILL.md

No credentialsDoes not sendApache-2.0
SkillSales

draft-outreach

Draft a personalized outreach email or multi-touch sequence to a prospect, create it as an email draft for review, and add the contact to a sequence in your sales engagement tool when asked. Use when the user asks to "draft outreach to [person/company]", "write a cold email to [prospect]", "re-engage [prospect]", "draft a 3-touch sequence", or "reach out to [person]".

Sourcegithub.com/anthropics/knowledge-work-plugins/blob/main/sales/skills/draft-outreach/SKILL.md

No credentialsDoes not sendApache-2.0
SkillSales

end-of-day

The closing beat of the day - every call processed or explicitly skipped, the CRM brought current, commitments captured, and tomorrow's top three teed up. Use when the user says "end of day", "close out my day", "process today's calls", "EOD", or on an evening schedule. Companion bookend to daily-briefing.

Sourcegithub.com/anthropics/knowledge-work-plugins/blob/main/sales/skills/end-of-day/SKILL.md

No credentialsDoes not sendApache-2.0
SkillSales

enrich-lead

Instant lead enrichment. Drop a name, company, LinkedIn URL, or email and get the full contact card with email, phone, title, company intel, and next actions.

Sourcegithub.com/anthropics/knowledge-work-plugins/blob/main/partner-built/apollo/skills/enrich-lead/SKILL.md

No credentialsDoes not sendMIT