Skill Claude CodeCodex
Writes a mutual action plan out of what was actually said on a call — milestones from today to signature, each with an owner on both sides and a date — or fills date/stage gaps from a CRM export row. Use when a rep needs a real MAP to send a prospect after a call, or a manager wants to check whether a deal's stated…
Skill Claude CodeCodex
Audits a late-stage negotiation call transcript against a rubric covering pricing sentiment, procurement momentum, contracting awareness, and closure timeline, or sweeps a CRM export for late-stage deals with no documented closing path. Use when reviewing a negotiation call, or checking pipeline for deals stuck in…
Skill Claude CodeCodex
Sweeps a deal/pipeline export for deals in negotiation with no paper process started, no named approver on a discount, no credible close date, or no named signature path. Use when reviewing forecast-stage negotiation deals for whether they have a real mechanical path to signature, not just a stated intent to close.
Skill Claude CodeCodex
Audits a new-logo deal-registration record, or the call/checkpoint where a rep registers a brand-new opportunity into pipeline, against general deal-registration practice covering entity identification, duplicate/conflict checking, source attribution, and ICP fit. Use when reviewing a fresh deal registration before…
Skill Claude CodeCodex
Checks whether a sales call ended with a real, dated, mutually-owned next step versus a vague "we'll circle back." Use when reviewing whether a call actually moved a deal forward, coaching a rep on closing calls out properly, or sweeping a CRM export for deals stuck without a next step.
Skill Claude CodeCodex
Audits a new-customer onboarding call transcript against a rubric covering onboarding experience, sentiment, and early expansion signal, or sweeps a CRM export for onboarding accounts with no documented health signal. Use when reviewing an onboarding check-in call, or checking a new-customer list for onboardings going…
Skill Claude CodeCodex
Ranks the pain points surfaced in a sales call transcript by confidence and evidence, tagged by category. Use when a rep wants to know what a prospect's real pain points are and which to lead with in a follow-up, or when comparing pain points across multiple calls with the same account.
Skill Claude CodeCodex
Audits whether a discovery call's questions and framing were actually tailored to the specific buyer persona in the room (technical evaluator, economic buyer, end user, etc.), or sweeps a CRM export for deals with no persona/role data attached to contacts. Use when checking that a rep adapted to who they were talking…
Skill Claude CodeCodex
Audits a pilot/POC check-in call transcript against a rubric covering plan alignment, technical readiness, user engagement, and results against criteria, or sweeps a CRM export for pilots at risk of stalling before conversion. Use when reviewing a pilot check-in call, or checking pipeline for POCs that have run long…
Skill Claude CodeCodex
Sweeps a CRM pipeline export for POCs and pilots running with no exit criteria, no sponsor, or no conversion date. Use when RevOps or a manager wants a pipeline-wide read on which POCs/pilots can actually convert versus which are drifting with nothing written down.
Skill Claude CodeCodex
Audits a POC/pilot exit review — did the pilot actually meet its agreed success criteria, and is that decision documented with evidence and sign-off — or sweeps a CRM export for deals past their POC end date with no recorded outcome. Use when a pilot has just wrapped and you need a structured read on whether it…
Skill Claude CodeCodex
Sweeps a CRM pipeline export for prospect-stage deals with no real two-way engagement from the prospect side — the earliest "is this even a deal" gate, before budget, buyer, or pain are even in scope. Use when auditing a prospect-stage pipeline for zombie deals a rep is carrying forward on outbound activity alone, or…
Skill Claude CodeCodex
Sweeps a CRM/pipeline export for deals that advanced past the Qualify stage without the facts that stage is supposed to establish — economic buyer, pain, budget signal, a close date consistent with the procurement cycle, a next step, and a qualification-framework record. Use when RevOps or a manager wants to audit the…
Skill Claude CodeCodex
Audits the call/checkpoint that moves a qualified deal into POC/pilot kickoff — the go/no-go gate before pilot work starts — against five dimensions covering success criteria, technical scope, stakeholder commitment, timeline/exit criteria, and resourcing. Or sweeps a CRM export for deals entering pilot stage without…
Skill Claude CodeCodex
Audits a B2B sales call transcript against the Sandler Selling System submarine (Bonding & Rapport, Up-Front Contract, Pain, Budget, Decision, Fulfillment, Post-Sell), or sweeps a CRM export for deals missing Sandler-relevant fields. Use when checking whether a rep pitched before earning the right to, whether a close…
Skill Claude CodeCodex
Audits a B2B sales call transcript for future-state vision selling — does the rep name the world change and stakes before pitching product, or lead with features and bolt a "vision" on afterward. Scored against Andy Raskin's publicly published "5 Elements of a Great Sales Narrative," corroborated by Corporate Visions…
Skill Claude CodeCodex
Audits the first call after a sales-qualified lead (SQL) hand-off to check whether there's a real opportunity worth a rep's time — right contact, pain in the prospect's own words, rough budget/urgency fit, competitive awareness, and a concrete next meeting — or sweeps a CRM export for SQLs sitting untouched past this…
Skill Claude CodeCodex
Audits a technical/solution-fit call transcript against a rubric covering current stack, future-state vision, POC scope, and technical stakeholders, or sweeps a CRM export for deals missing technical-fit data. Use when reviewing a technical discovery or solution-engineering call, or checking pipeline for deals heading…
Skill Claude CodeCodex
Audits an expansion/upsell call transcript against a rubric covering opportunity clarity, champion strength, renewal health, and strategic alignment, or sweeps a CRM export for expansion opportunities missing a health check. Use when reviewing an upsell or expansion conversation, or checking an account list for…
Skill Claude CodeCodex
Writes a structured brief on why one specific deal was won or lost — outcome, 3-5 cited drivers (competitive displacement, champion strength or loss, pricing/procurement friction, timing, technical fit), and forward-looking notes for a similar deal. Use for a manager/leader ritual like a QBR or win-loss review on a…
Skill Claude CodeCodex
Sweeps a closed-won deal export for missing handoff and record data the post-sale team needs — CS owner, kickoff date, signed value/term, contract reference, and date/stage consistency. Use when a deal desk or RevOps person wants to check closed-won deals before they hand off to onboarding/CS, or audit a pipeline…