7 Claude Skills for Sales Teams That Handle the Prep and Follow-Up
The best Agent Skills for sales professionals — account research, call prep, cold email, competitive intelligence, pipeline review, and more. Works with Claude Code and Claude.ai.
The best salespeople spend their time on conversations, not the work around them. Account research before a call, competitive context before a pitch, follow-up emails after a meeting, pipeline reviews before a forecast call — all of it takes time that should be going into the deal itself.
Agent Skills give Claude a structured approach to the preparation and follow-up that surrounds every sales motion. Install a skill once, and Claude handles that task with a consistent framework every time — so the output isn’t different depending on how the prompt was phrased or how much time you had.
The seven skills below cover the core sales workflow: research, call prep, outreach, post-call processing, competitive intelligence, asset creation, and revenue operations. They work with Claude Code and Claude.ai, and most integrate naturally with whatever CRM you’re already using.
The skills
1. Sales Account Research
Walking into a sales call without knowing the company is the fastest way to lose credibility in the first five minutes. Knowing what they’ve announced recently, who’s in the room, what the business context is, and what problems they’re probably trying to solve — that’s what turns an introductory call into a productive conversation.
The Sales Account Research skill gives Claude a structured approach to researching a company or contact for sales purposes: company overview, recent news and announcements, decision-maker context, industry dynamics, likely pain points, and the talking points most likely to resonate given what you know about the account.
Trigger it with “research [company]” or “tell me about [company]” before any call or outreach. Most useful as the first step in any new account — the research takes minutes and makes the entire subsequent engagement more relevant.
npx skills add anthropics/knowledge-work-plugins --skill sales2. Sales Call Prep
A good pre-call brief gives you three things: context on the account and the people in the room, a suggested agenda that matches where the deal is, and the key questions or hypotheses you want to test. Without it, calls drift, meetings run long, and the outcome is usually “let’s find another time to continue this.”
The Sales Call Prep skill gives Claude a structured approach to preparing for a sales call: account context, attendee background research, deal history summary, a suggested meeting agenda, and the specific objectives to aim for given the stage of the conversation. Works standalone with web research and integrates with your CRM if connected.
Trigger it with “prep me for my call with [company]” — run it 15–20 minutes before any call where preparation matters. Most useful for discovery calls with new accounts and for high-stakes calls where you need to walk in knowing exactly what you’re trying to accomplish.
npx skills add anthropics/knowledge-work-plugins --skill sales3. Sales Call Summary
The value of a sales call decays fast if it isn’t captured. Action items get forgotten, decisions don’t make it into the CRM, and the follow-up email goes out 24 hours later instead of 24 minutes. The structured summary is the part that almost never gets done as well as it should.
The Sales Call Summary skill gives Claude a structured approach to processing call notes or a transcript: extracting action items by owner and deadline, drafting a follow-up email to the prospect, generating an internal summary for the CRM, and flagging any deal risks or open questions that emerged during the call.
Paste your rough notes immediately after a call and get structured output ready to send to the customer and log in your system. The faster you run it, the more accurate it is — and the less time the follow-up takes.
npx skills add anthropics/knowledge-work-plugins --skill sales4. Cold Email Writer
Cold outreach has a narrow margin for error. Too long and it doesn’t get read. Too generic and it goes straight to the archive. Too pushy and it generates an unsubscribe. The structure that works — a specific opening line, a relevant reason for reaching out, a clear and low-friction CTA — isn’t complicated, but writing it consistently at volume is.
The Cold Email Writer skill gives Claude a structured approach to B2B cold outreach: subject lines optimised for open rates, opening lines that reference something specific about the recipient, body copy that gets to the point, and CTAs sized for the attention span of a busy decision-maker. Also covers multi-touch follow-up sequences for prospects who don’t respond to the first email.
Use it for new prospecting campaigns, for personalising outreach at scale across a target account list, or for any situation where you’re writing outreach from scratch and want a sequence rather than a single shot.
npx skills add alirezarezvani/claude-skills --skill marketing-skill/cold-email5. Sales Competitive Intelligence
Competitive questions come up in every deal eventually. The prospect mentions a competitor. Someone asks how you compare to the alternative they’re evaluating. You go into a pitch knowing you’re on a shortlist with two other vendors. Without a structured battlecard, the answer is improvised every time.
The Sales Competitive Intelligence skill gives Claude a structured approach to researching competitors and building battlecards: competitor profile, positioning and messaging, strengths and weaknesses, how they typically position against you, and the objection-handling language that works when a prospect raises them. Output includes a comparison matrix in a shareable format.
Trigger it with “competitive intel on [competitor]” or “battlecard for [competitor]” before any deal where competitive positioning matters. Most useful when you’re entering a competitive evaluation and need a structured reference rather than relying on tribal knowledge.
npx skills add anthropics/knowledge-work-plugins --skill sales6. Sales Create An Asset
Deals often require tailored materials: a one-pager for the economic buyer who wasn’t on the discovery call, a workflow demo built around the prospect’s specific use case, a landing page for a proof of concept. Creating these from scratch takes hours. Creating them badly takes less time but costs deals.
The Sales Create An Asset skill gives Claude a structured approach to generating tailored sales assets from your deal context: one-pagers, slide decks, workflow demonstrations, landing pages, and other materials adapted for the specific prospect, audience, and stage of the deal.
Describe the prospect, their role, the problem you’re solving for them, and the format you need — get a polished, shareable asset ready to send. Most useful for enterprise deals where tailored materials are expected, and for POC stages where the prospect needs to see something specific to get internal buy-in.
npx skills add anthropics/knowledge-work-plugins --skill sales7. Revenue Operations Manager
Individual sales performance is visible in the CRM. Systemic revenue problems — pipeline coverage that doesn’t reflect deal quality, forecast accuracy that drifts every quarter, handoff friction between sales and CS — show up in the aggregate and are harder to diagnose without a structured framework.
The Revenue Operations Manager skill gives Claude a structured approach to diagnosing and improving revenue operations: pipeline health analysis, forecasting model assessment, GTM efficiency metrics, sales and marketing alignment, and the infrastructure decisions that determine whether a revenue team scales cleanly or accumulates operational debt as it grows.
For sales ops and RevOps leads: use it to structure the analysis before a revenue review, to identify the systemic causes behind a missed forecast, or to build the case for a specific operational change. Also useful for sales leaders who are inheriting a team and need a structured view of the operational health before making changes.
npx skills add alirezarezvani/claude-skills --skill business-growth/revenue-operationsHow these skills chain together
Here’s how these skills map to a typical deal from first touch to close:
Before outreach: Use Sales Account Research to build context on the target account. Use Cold Email Writer to build a personalised sequence for the outreach.
Before the first call: Use Sales Call Prep to consolidate the account context into a pre-call brief. Pull in Sales Competitive Intelligence if you know who else is on the shortlist.
After every call: Use Sales Call Summary immediately after — get the follow-up email drafted and the CRM update logged before the next meeting.
During evaluation: Use Sales Create An Asset to build tailored materials for the specific stakeholders involved in the decision.
At the team level: Use Revenue Operations Manager for pipeline reviews, forecast calls, and any situation where the systemic health of the revenue operation needs diagnosis.
Want the full set?
The Sales Stack bundles account research, call prep, outreach drafting, pipeline review, forecasting, competitive intelligence, and daily briefings into one curated starter set.
How to install
Browse all sales skills → /audiences/sales
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