Strategy Skills

40 skill files for strategy. Each one encodes methodology, voice rules, and quality bars that agents use to produce work.

40 skills in Strategy
5-minute-response-playbook
This skill should be used when the user asks to "respond to leads faster", "hit under 5 minute response time", "build a speed to lead process", "design a fast response playbook", "reduce lead response time", "improve speed to lead", "set up instant lead follow-up", "create a fast inbound response system", "respond to demo requests faster", or any variation of designing a system to respond to inbound leads within 5 minutes for B2B SaaS.
6sense-vs-bombora
This skill should be used when the user asks to "compare 6sense and Bombora", "6sense vs Bombora", "should I use 6sense or Bombora", "which intent data platform 6sense or Bombora", "6sense compared to Bombora", "intent data 6sense vs Bombora", "6sense or Bombora for ABM", "compare intent data platforms", "6sense versus Bombora", or any variation of comparing 6sense and Bombora for intent data in B2B SaaS.
ai-instant-response-inbound
This skill should be used when the user asks to "use AI to respond to inbound leads", "set up AI instant response", "build an AI responder for inbound", "automate inbound lead response with AI", "use AI to qualify inbound leads", "deploy an AI SDR for inbound", "set up AI chat for demo requests", "automate first response with AI", "build an AI-powered inbound flow", or any variation of using AI to instantly respond to, qualify, or engage inbound leads for B2B SaaS.
ai-pipeline-forecasting
This skill should be used when the user asks to "use AI for forecasting", "build an AI pipeline forecast", "predict revenue with AI", "use machine learning for forecasting", "AI-powered sales forecast", "LLM-based forecasting", "predict deal outcomes with AI", "AI win probability", "automate sales forecasting with AI", or any variation of using AI or machine learning to forecast pipeline and revenue for B2B SaaS.
ai-search-monitoring
This skill should be used when the user asks to "track AI search visibility", "monitor brand mentions in ChatGPT", "measure AEO performance", "track citations in Perplexity", "monitor AI search rankings", "set up AI search tracking", "measure generative search visibility", "track brand in AI engines", or any variation of monitoring, tracking, or measuring brand visibility, citations, and performance across AI search engines.
bottoms-up-forecast
This skill should be used when the user asks to "build a bottoms-up forecast", "forecast revenue from pipeline", "create a deal-level forecast", "forecast from individual deals", "build a sales forecast from pipeline", "bottom up revenue forecast", "deal-by-deal forecasting", "weighted pipeline forecast", "forecast revenue from opportunity data", or any variation of building a bottoms-up sales forecast from individual deals for B2B SaaS.
buying-committee-mapping
This skill should be used when the user asks to "map a buying committee", "identify decision makers", "find the buying group", "map stakeholders at an account", "multi-thread an account", "figure out who's involved in the deal", "identify the economic buyer", "map the org chart for a deal", or any variation of identifying and mapping the people involved in a B2B SaaS purchase decision.
champion-development
This skill should be used when the user asks to "develop a champion", "build an internal champion", "coach a champion to sell internally", "create a champion in a deal", "arm a champion", "enable internal selling", "develop an internal advocate", "coach the champion", "build champion relationships", or any variation of identifying, developing, and arming internal champions to sell on your behalf in B2B SaaS deals.
changelog-and-release-notes
This skill should be used when the user asks to "write a changelog", "write release notes", "design a changelog page", "format release notes", "structure product updates", "write product update announcements", "changelog best practices", "how to write release notes", or any variation of writing, designing, or structuring changelogs and release notes for B2B SaaS products.
conversion-rate-by-stage
This skill should be used when the user asks to "benchmark conversion rates by stage", "what's a good MQL to SQL rate", "stage conversion rate benchmarks", "typical SaaS conversion rates", "what should my conversion rates be", "benchmark demo to close rate", "SQL to opportunity conversion", "typical B2B SaaS funnel benchmarks", "conversion rate targets by stage", or any variation of benchmarking stage-to-stage conversion rates for B2B SaaS.
crm-attribution-setup
This skill should be used when the user asks to "set up attribution in CRM", "configure CRM attribution", "track lead source in CRM", "CRM attribution setup", "set up marketing attribution", "build attribution reporting in CRM", "design attribution tracking", "implement attribution in HubSpot or Salesforce", "track pipeline attribution in CRM", or any variation of setting up attribution tracking within a CRM for B2B SaaS.
crm-data-hygiene
This skill should be used when the user asks to "clean up our CRM", "fix CRM data quality", "audit CRM data", "run a CRM hygiene process", "deduplicate our CRM", "clean our HubSpot data", "clean our Salesforce data", "design a data hygiene process", "standardize CRM data", or any variation of cleaning, maintaining, and improving data quality in a B2B SaaS CRM system.
crm-dedup-strategy
This skill should be used when the user asks to "deduplicate CRM records", "remove duplicate contacts", "CRM dedup strategy", "merge duplicate records", "clean up duplicate accounts", "deduplication best practices", "find and merge CRM duplicates", "prevent duplicate records in CRM", "CRM data dedup process", or any variation of deduplicating contacts, companies, or deals in a CRM for B2B SaaS.
decision-maker-mapping
This skill should be used when the user asks to "map decision makers", "identify who makes the buying decision", "map the decision-making process", "find the real decision maker", "understand who decides on purchases", "map organizational decision authority", "identify buying authority", "figure out who signs the contract", "map approval chains for B2B deals", or any variation of mapping decision-making authority and approval chains in B2B SaaS accounts.
economic-buyer-identification
This skill should be used when the user asks to "identify the economic buyer", "find who controls the budget", "determine who approves the purchase", "identify the EB in a deal", "find the budget holder", "identify who signs the check", "determine purchasing authority", "find the real buyer", "identify the economic decision maker", or any variation of identifying the person with budget authority in a B2B SaaS deal.
expansion-pipeline-from-existing-customers
This skill should be used when the user asks to "build expansion pipeline", "grow revenue from existing customers", "create upsell pipeline", "design a cross-sell motion", "expand accounts", "increase NRR", "build an expansion playbook", "design seat expansion strategy", "identify upsell opportunities in existing accounts", or any variation of building pipeline and revenue from existing B2B SaaS customers through upsell, cross-sell, and seat expansion.
funnel-conversion-analysis
This skill should be used when the user asks to "analyze funnel conversion rates", "audit our sales funnel", "where is the funnel leaking", "diagnose funnel drop-off", "improve funnel conversion", "funnel stage analysis", "conversion funnel audit", "find where leads are dropping off", "optimize the sales funnel", or any variation of analyzing and improving stage-by-stage conversion rates in a B2B SaaS sales funnel.
google-ads-saas
This skill should be used when the user asks to "set up Google Ads for SaaS", "run Google Ads for B2B", "Google Ads strategy for SaaS", "PPC for B2B SaaS", "Google search ads for software", "build a Google Ads campaign for SaaS", "Google Ads for demand gen", "paid search strategy for SaaS", "Google Ads account structure for SaaS", or any variation of running Google Ads for B2B SaaS demand generation.
human-in-the-loop-review
This skill should be used when the user asks to "design human review for AI output", "set up human-in-the-loop", "build a review process for agent output", "create a QA process for AI-generated content", "design human oversight for agents", "set up approval gates for AI", "build a review workflow for AI emails", "design human QA for agent output", "create a human review cadence for AI", or any variation of designing human review and approval processes for AI agent output in B2B SaaS GTM.
hunter-io-best-practices
This skill should be used when the user asks to "use Hunter.io effectively", "Hunter.io best practices", "find emails with Hunter", "set up Hunter.io", "Hunter.io for outbound", "optimize Hunter.io usage", "Hunter email finder tips", "Hunter.io domain search", "use Hunter.io for cold email", or any variation of using Hunter.io for email finding and verification in B2B outbound.
inbound-lead-routing-rules
This skill should be used when the user asks to "set up lead routing", "design lead routing rules", "route inbound leads", "build lead assignment rules", "configure lead distribution", "design inbound routing logic", "set up round-robin for leads", "route leads to the right rep", "fix our lead routing", or any variation of designing rules and logic for routing inbound leads to sales reps in B2B SaaS.
internal-linking-saas
This skill should be used when the user asks to "build an internal linking strategy", "improve internal links", "internal linking for SEO", "link between pages on my site", "internal link structure", "connect pages for SEO", "internal linking audit", "fix internal linking", or any variation of building, optimizing, or auditing internal linking strategy for B2B SaaS websites.
keyword-cannibalization-fix
This skill should be used when the user asks to "fix keyword cannibalization", "detect cannibalization", "pages competing for same keyword", "fix competing pages", "keyword cannibalization audit", "merge competing pages", "resolve duplicate targeting", "stop pages from competing", or any variation of detecting, diagnosing, or fixing keyword cannibalization where multiple pages on the same site compete for the same search queries.
link-building-saas
This skill should be used when the user asks to "build backlinks for SaaS", "link building strategy", "get backlinks for B2B", "earn backlinks", "link building for startups", "SEO link building", "backlink strategy for SaaS", "how to get links", or any variation of building, earning, or strategizing backlink acquisition for B2B SaaS SEO.
look-alike-account-selection
This skill should be used when the user asks to "find look-alike accounts", "build a look-alike list", "find companies similar to our best customers", "create a twin account list", "model look-alikes from closed-won", "find accounts that resemble our customers", "build a similar-company list", "identify look-alike prospects", "find more accounts like our best ones", or any variation of finding net-new target accounts that resemble existing successful customers for B2B SaaS.
mql-definition
This skill should be used when the user asks to "define MQL", "what is an MQL", "set MQL criteria", "build an MQL definition", "design MQL qualification criteria", "define marketing qualified lead", "when should a lead become an MQL", "what makes a lead an MQL", "create MQL standards for our team", or any variation of defining, designing, or aligning on MQL criteria for B2B SaaS.
multi-threading-strategy
This skill should be used when the user asks to "multi-thread an account", "engage multiple stakeholders", "get wider in a deal", "thread into more contacts", "expand relationships in a deal", "de-risk a single-threaded deal", "reach more people at an account", "build relationships across the buying committee", or any variation of engaging multiple contacts at a B2B SaaS account simultaneously to increase deal velocity and win rate.
mutual-action-plan
This skill should be used when the user asks to "build a mutual action plan", "create a MAP", "design a close plan", "build a joint evaluation plan", "create a mutual close plan", "design a deal action plan", "set up a mutual success plan", "build a co-created close timeline", "create a joint execution plan", or any variation of designing a mutual action plan to drive deal closure in B2B SaaS enterprise sales.
pipeline-attribution-multi-touch
This skill should be used when the user asks to "set up multi-touch attribution", "build an attribution model", "design pipeline attribution", "track what's sourcing pipeline", "measure marketing attribution", "implement multi-touch attribution", "figure out what's driving pipeline", "attribute revenue to channels", "build a pipeline attribution report", or any variation of designing and implementing multi-touch attribution for B2B SaaS pipeline and revenue.
pipeline-coverage-ratio
This skill should be used when the user asks to "calculate pipeline coverage", "what pipeline coverage ratio do I need", "how much pipeline to hit quota", "pipeline coverage targets", "pipeline to quota ratio", "set pipeline coverage goals", "how much pipeline for our revenue target", "pipeline coverage formula", "pipeline multiplier", or any variation of calculating and setting pipeline coverage ratios for B2B SaaS.
pipeline-forecasting
This skill should be used when the user asks to "build a pipeline forecast", "forecast pipeline", "predict revenue", "build a sales forecast", "design a forecasting model", "forecast close rates", "estimate pipeline coverage", "create a revenue forecast", "set up pipeline forecasting", or any variation of predicting future pipeline, revenue, or bookings for a B2B SaaS sales organization.
post-demo-followup
This skill should be used when the user asks to "write a post-demo follow-up email", "design a post-demo sequence", "follow up after a demo", "create post-demo email templates", "build a follow-up cadence after demo", "write a demo recap email", "design post-meeting follow-up", "create a post-discovery follow-up", "write demo follow-up emails", or any variation of designing follow-up emails and sequences after a B2B SaaS demo or discovery call.
pql-definition
This skill should be used when the user asks to "define PQL", "what is a PQL", "set PQL criteria", "build a PQL definition", "design product-qualified lead criteria", "define product-qualified lead", "when should a free user become a PQL", "create PQL standards", "set up PQL scoring from product usage", or any variation of defining, designing, or implementing product-qualified lead criteria for B2B SaaS with a free trial or freemium model.
retargeting-saas
This skill should be used when the user asks to "set up retargeting ads", "design a retargeting campaign", "retarget website visitors", "build a retargeting strategy", "retargeting for B2B SaaS", "create remarketing audiences", "retargeting ad strategy", "set up remarketing for SaaS", "retarget demo page visitors", or any variation of designing and running retargeting ad campaigns for B2B SaaS.
schema-markup-strategy
This skill should be used when the user asks to "plan schema markup", "structured data strategy", "which schema to use", "schema markup plan", "implement structured data across the site", "schema strategy for SEO", "structured data for SaaS", "plan site-wide schema", or any variation of planning, designing, or implementing a comprehensive schema markup strategy for SEO and AEO across a B2B SaaS website.
self-reported-attribution
This skill should be used when the user asks to "set up self-reported attribution", "add a how-did-you-hear field", "design a self-reported attribution form", "track where leads come from with surveys", "build a how did you find us question", "implement self-reported attribution in HubSpot", "set up HDYHAU", "design an attribution survey", "add attribution questions to forms", or any variation of implementing self-reported attribution for B2B SaaS.
serp-feature-targeting
This skill should be used when the user asks to "target featured snippets", "optimize for People Also Ask", "win SERP features", "get a featured snippet", "optimize for rich results", "target position zero", "win PAA boxes", "SERP feature strategy", or any variation of targeting, optimizing for, or winning SERP features like featured snippets, People Also Ask boxes, and rich results in Google search.
skill-frontmatter-best-practices
This skill should be used when the user asks to "write skill frontmatter", "design skill metadata", "write YAML frontmatter for skills", "format skill headers", "structure skill YAML", "write skill descriptions", "create skill trigger phrases", "optimize skill matching", "design skill name and description", or any variation of writing or improving the YAML frontmatter for Anthropic-format SKILL.md files.
speed-to-lead-routing
This skill should be used when the user asks to "route leads faster", "set up speed-to-lead routing", "optimize routing for speed", "reduce lead assignment time", "build instant lead routing", "design real-time routing", "route demo requests instantly", "automate lead assignment for speed", "configure sub-5-minute routing", or any variation of designing routing infrastructure specifically optimized for speed-to-lead in B2B SaaS.
tier-1-account-list-building
This skill should be used when the user asks to "build a Tier 1 account list", "create a named account list", "build a target account list for ABM", "select my top accounts", "pick my named accounts", "build a strategic account list", "identify our best-fit accounts", "curate a Tier 1 list", or any variation of building a short, high-conviction list of named accounts for 1-to-1 or high-touch ABM in B2B SaaS.