No card. No subscription. One short feedback email.
What you get
One full job. 6 guided parts. 6 useful outputs.
Turn CRM records into a reliable weekly operating review with pipeline health, forecast risk, next actions, owner commitments, and follow-through artifacts.
6Guided work parts6Ready-to-use outputs3Built-in work checks1Optional file tool
What it will do
Turn the facts you have into a clear work pack.
Use when a sales team needs a consistent weekly meeting packet that improves decisions and data hygiene.
Guide your agent through 6 linked parts of the job
Use your business facts, rules, owners, and review steps
Keep gaps, choices, and next steps easy to see
What it will produce
A complete work pack you can check and use.
01Weekly pipeline scorecard
02Forecast confidence and risk report
03Priority opportunity next-action table
04Data-quality remediation queue
05Meeting agenda and decision log
06Owner commitment tracker
Guided agent skill
Scoped steps keep this one business job on rails from start to finish.
Optional file tool
Can help with CSV, TSV, JSONL, NDJSON, and JSON files. It runs only when you choose to run it.
Review rules
The skill shows missing facts and holds work for you to check.
Setup guide
A START-HERE guide shows what is included and how to use it.
How the work runs
Bring your facts. Get a full work pack you can check.
The skill helps your agent ask for the right facts, do the work in order, and show you a result you can check.
01
Bring what you have
The skill checks your facts and tells you what is missing.
02
Follow a clear path
Your agent works through the job in the same clear order.
03
Check the work
You get a clear result and a list of things that need you.
What to have ready
Use the business facts you already have.
Current CRM pipeline export
Stage, qualification, and forecast definitions
Targets, capacity, and reporting period
Previous actions, decisions, and known exceptions
What gets checked
3 work checks are built in.
Stage and forecast conclusions follow documented definitions.
Each priority record has evidence, an owner, a dated next action, and escalation logic.
The packet highlights changes since the prior review, not just current totals.
Simple first request
“I want a simple weekly review that tells us which sales opportunities need attention.”
The skill will ask for the next fact or file. You do not need to know a special command.
Yes. You can make and download one beta skill per email. No card or plan is needed. We ask to send one feedback email after you try it.
What should I have ready?
Start with current crm pipeline export, stage, qualification, and forecast definitions, targets, capacity, and reporting period, previous actions, decisions, and known exceptions. Use copies of your files and remove private information you do not need for the job.
Will the skill take action by itself?
The skill gets the work ready for you. You check each idea and message before it is used, shared, or sent.
What is the ZIP file?
A ZIP is a way to send the agent skill in one file. Opening it does not install or run anything. An optional helper tool runs only when you choose to run it.
What if I need more than one agent skill?
The Personalized AI Skill Pack gives you up to 20 agent skills for the same business. It costs $49 one time.