Skill UI

A comprehensive, multi-step guide for migrating contact and company data into Apollo.io. Use this skill when switching from other CRMs (like Salesforce or HubSpot), consolidating multiple data sources, or executing large-scale data imports. It covers defining field mappings, pre-migration data assessment, and performing high-throughput batch processing using the Apollo Contacts API.

This comprehensive workflow builds an end-to-end lead enrichment pipeline. It accepts raw prospect lists via webhooks, automatically enriching missing details (emails, titles, company info, tech stack) using various third-party providers. Leads are scored using an ICP formula, and qualified contacts are automatically pushed to your CRM system for targeted sales outreach.

This guide details the comprehensive setup of Granola for large-scale, multi-departmental enterprise environments. It covers creating isolated workspaces (e.g., Engineering, HR, Sales), integrating Identity Providers using SSO/SCIM, and implementing granular compliance controls (data retention, external sharing, MFA) to ensure data security and departmental autonomy.

A comprehensive reference architecture for deploying meeting intelligence platforms (like Granola) across large organizations. This blueprint details the core data capture pipeline, integration topology using middleware (Zapier), multi-workspace structure (Sales, HR, Engineering), and robust security layers (SSO, AES-256) to ensure automated workflows from meeting to action item across all departments.

Implements robust Role-Based Access Control (RBAC) for Juicebox, an AI-powered platform for recruiting and sales. This system defines granular permissions for various roles (Admin, Recruiter, Analyst, etc.), controlling access to sensitive candidate databases, data enrichment capabilities, outreach functions, and data export. It ensures data governance, maintains compliance (e.g., SOC 2), and segments user access based on job function and need-to-know principles.

Identifies high-quality leads by analyzing your product/service, defining ideal customers, and surfacing prioritized target companies with contact strategies, making it ideal for sales, business development, and marketing outreach.

This comprehensive skill guides the entire product marketing lifecycle, from defining Ideal Customer Profiles (ICP) and developing core positioning statements (e.g., Dunford's method) to executing Go-To-Market (GTM) strategies and product launch plans. It also covers competitive intelligence, building detailed battlecards, and improving sales enablement through win/loss analysis, ensuring successful market entry and adoption across international markets.

Automates Pipedrive CRM workflows via Rube MCP, covering deal/contact/org operations, activity scheduling, notes, and pipeline stage management through the Composio toolkit for reliable sales automation.

Guides sales engineers through RFP/RFI analysis, competitive feature matrices, POC planning, demo prep, and proposal delivery using Python tooling and checkpoints to ensure coverage, differentiators, and win/loss insights.

This expert guides the optimization and design of the entire revenue engine, connecting marketing, sales, and customer success. It provides frameworks for lead lifecycle management, defining MQL-to-SQL handoffs, implementing comprehensive lead scoring models (fit and engagement), and structuring lead routing rules. Use this when optimizing cross-functional processes and systems.

This guide provides expert frameworks for creating high-impact B2B sales collateral, including pitch decks, one-pagers, objection handling docs, and demo scripts. It covers content structure, best practices, and tailoring strategies for different buyer personas and deal stages to maximize deal closure rates and sales efficiency.

Synthesizes pricing, review, job, SEO, and social signals to generate feature matrices, SWOTs, positioning maps, UX audits, pricing breakdowns, and stakeholder-ready roadmaps for product strategy, sales battle cards, and quarterly competitive reviews.