wehub-resource-sync
147 lines
5.3 KiB
Markdown
147 lines
5.3 KiB
Markdown
# Sales Plugin
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A sales productivity plugin primarily designed for [Cowork](https://claude.com/product/cowork), Anthropic's agentic desktop application — though it also works in Claude Code. Helps with prospecting, outreach, pipeline management, call preparation, and deal strategy. Works with any sales team — standalone with web search and your input, supercharged when you connect your CRM, email, and other tools.
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## Installation
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```bash
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claude plugins add knowledge-work-plugins/sales
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```
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## Commands
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Explicit workflows you invoke with a slash command:
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| Command | Description |
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|---|---|
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| `/call-summary` | Process call notes or transcript — extract action items, draft follow-up, generate internal summary |
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| `/forecast` | Generate a weighted sales forecast — upload CSV or describe your pipeline, set quota, get projections |
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| `/pipeline-review` | Analyze pipeline health — prioritize deals, flag risks, get weekly action plan |
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All commands work **standalone** (paste notes, upload CSV, or describe your situation) and get **supercharged** with MCP connectors.
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## Skills
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Domain knowledge Claude uses automatically when relevant:
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| Skill | Description |
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|---|---|
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| `account-research` | Research a company or person — web search for company intel, key contacts, recent news, hiring signals |
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| `call-prep` | Prepare for sales calls — account context, attendee research, suggested agenda, discovery questions |
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| `daily-briefing` | Prioritized daily sales briefing — meetings, pipeline alerts, email priorities, suggested actions |
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| `draft-outreach` | Research-first outreach — research the prospect, then draft personalized email and LinkedIn messages |
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| `competitive-intelligence` | Research competitors — product comparison, pricing intel, recent releases, differentiation matrix, sales talk tracks |
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| `create-an-asset` | Generate custom sales assets — landing pages, decks, one-pagers, workflow demos tailored to your prospect |
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## Example Workflows
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### After a Call
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```
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/call-summary
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```
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Paste your notes or transcript. Get a structured summary, action items with owners, and a draft follow-up email. If CRM is connected, offers to log the activity and create tasks.
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### Weekly Forecast
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```
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/forecast
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```
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Upload a CSV export from your CRM (or paste your deals). Tell me your quota and timeline. Get a weighted forecast with best/likely/worst scenarios, commit vs. upside breakdown, and gap analysis.
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### Pipeline Review
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```
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/pipeline-review
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```
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Upload a CSV or describe your pipeline. Get a health score, deal prioritization, risk flags (stale deals, past close dates, single-threaded), and a weekly action plan.
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### Researching a Prospect
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Just ask naturally:
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```
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Research Acme Corp before my call tomorrow
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```
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The `account-research` skill triggers automatically and gives you company overview, key contacts, recent news, and recommended approach.
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### Drafting Outreach
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```
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Draft an email to the VP of Engineering at TechStart
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```
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The `draft-outreach` skill researches the prospect first, then generates personalized outreach with multiple angles.
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### Competitive Intel
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```
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How do we compare to Competitor X?
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```
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The `competitive-intelligence` skill researches both companies and builds a differentiation matrix with talk tracks.
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## Standalone + Supercharged
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Every command and skill works without any integrations:
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| What You Can Do | Standalone | Supercharged With |
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|-----------------|------------|-------------------|
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| Process call notes | Paste notes/transcript | Transcripts MCP (e.g. Gong, Fireflies) |
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| Forecast pipeline | Upload CSV, paste deals | CRM MCP |
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| Review pipeline | Upload CSV, describe deals | CRM MCP |
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| Research prospects | Web search | Enrichment MCP (e.g. Clay, ZoomInfo) |
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| Prep for calls | Describe meeting | CRM, Email, Calendar MCPs |
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| Draft outreach | Web search + your context | CRM, Email MCPs |
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| Competitive intel | Web search | CRM (win/loss data), Docs (battlecards) |
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## MCP Integrations
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> If you see unfamiliar placeholders or need to check which tools are connected, see [CONNECTORS.md](CONNECTORS.md).
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Connect your tools for a richer experience:
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| Category | Examples | What It Enables |
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| **CRM** | HubSpot, Close | Pipeline data, account history, contact records |
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| **Transcripts** | Fireflies, Gong, Chorus | Call recordings, transcripts, key moments |
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| **Enrichment** | Clay, ZoomInfo, Apollo | Company and contact data enrichment |
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| **Chat** | Slack, Teams | Internal discussions, colleague intel |
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See [CONNECTORS.md](CONNECTORS.md) for the full list of supported integrations, including email, calendar, and additional CRM options.
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## Settings
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Create a `settings.local.json` file to personalize:
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- **Cowork**: Save it in any folder you've shared with Cowork (via the folder picker). The plugin finds it automatically.
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- **Claude Code**: Save it at `sales/.claude/settings.local.json`.
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```json
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{
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"name": "Your Name",
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"title": "Account Executive",
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"company": "Your Company",
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"quota": {
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"annual": 1000000,
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"quarterly": 250000
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},
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"product": {
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"name": "Your Product",
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"value_props": [
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"Key value proposition 1",
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"Key value proposition 2"
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],
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"competitors": [
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"Competitor A",
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"Competitor B"
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]
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}
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}
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```
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The plugin will ask you for this information interactively if it's not configured.
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