skills

Relationship intelligence graph for GTM work. Reads and writes Contact/Account/Deal/Outcome nodes in Neo4j Aura. Syncs contacts/accounts from HubSpot MCP and imports call outcomes from Nooks MCP automatically. Surfaces what messaging, sequences, and personas worked across verticals. Use when: relationship graph, gtm brain, log outcome, what worked with, account map, sync from hubspot, import nooks calls, contact history, sequence performance.

Live firm-wide sales pulse from the Epiphan CRM — revenue vs pace, pipeline by stage, won/lost, BDR activity, with coaching takeaways. Use when: business pulse, how are we doing, pipeline health, revenue pace, weekly numbers, standup brief, are we on track, sales snapshot.

Identify stalled and dying deals, run structured disqualification or recovery workflows, and clean pipeline of dead weight. Finds deals stuck 60+ days, with no champion, no activity, or overdue close dates and prescribes either a final re-engagement campaign or formal disqualification. Keeps pipeline honest and frees mental bandwidth. Use when: 'dead deals', 'stalled deals', 'clean pipeline', 'pipeline cleanup', 'disqualify deals', 'deal graveyard', 'zombie deals', 'which deals should I kill', 'pipeline hygiene', 'deal recovery', 'win back', 'lost deal review', 'close out stale deals'.

Chris Orlob's 5-step discovery framework applied to Epiphan — business problem → cause analysis → negative impact → future state → close. Per-vertical root causes, calibrated question bank, MEDDIC integration, and the 0-3 discovery scoring rubric used by sdr-call-coaching. Use when: discovery framework, orlob discovery, discovery questions, cause analysis, business problem discovery, how to run discovery.

Epiphan Video B2B sales - video capture/streaming lead qualification, pipeline metrics, MEDDIC discovery, and demo execution for Pearl devices, EC20 PTZ, and Epiphan Connect. Use for lead scoring, cold outreach to Higher Ed/Government/Corporate AV, and pipeline reviews.

5-touch email/SMS cadence for Epiphan BDR outreach. Full templates for Higher Ed, Courts, Gov, Healthcare by touch. Companion to epiphan-call-playbook (phone). Writing rules, subject line patterns, and SMS guidelines. Use when: email playbook, email template, outreach email, sdr email, cold email template, sms outreach, follow up email, 5 touch cadence.

Review and batch-send staged Gmail BDR outreach drafts. Lists all queued drafts, shows a prioritized review table (recipient / subject / vertical), and generates one-click Gmail send links so Tim can flush the outreach queue in under 2 minutes. Trigger: send staged drafts, flush draft queue, batch send drafts, review my drafts, what drafts do I have.

Friday 5:30 PM CST weekly KPI report for Tim's SDR pod (Tim Kipper, Edgar Marroquin, Vasil Ivanov). Pulls each rep's real Nooks dials/connects + HubSpot meetings-booked and pipeline-created for Mon 00:00 → Fri 5:30 PM CST, calculates connect rate + attainment vs weekly targets, builds color-coded per-rep scorecards (GREEN/YELLOW/RED) with week-over-week trend arrows, rolls up a team totals row, and delivers an HTML report + a compact Slack DM to Tim. Read-only everywhere except the Slack DM and the local HTML/prev-week JSON. This task MEASURES the reps; sdr-call-coaching (Fridays 11 AM) COACHES them — do not duplicate the coaching rubric here.

Auto-generate structured AE handoff briefs when Tim books a demo for Phil Sandler or Lex Evans. Packages MEDDIC scorecard, competitive intel, discovery notes, call transcripts, and next-best-action into a single document the AE can scan in 60 seconds. Increases demo-to-close rate by ensuring AEs walk in fully prepared. Use when: 'handoff to Phil', 'handoff to Lex', 'book demo for AE', 'ae brief', 'hand off [company]', 'prep handoff', 'pass to AE', 'transition [company] to Phil', 'transition [company] to Lex', 'demo booked for [company]'.

Gong/Chorus-style call transcript analysis using Clari data. Scores calls against MEDDIC framework, flags missed discovery questions, surfaces competitor mentions, extracts action items, and identifies coaching moments. Feeds deal-momentum-analyzer and morning-brief with call quality signals. Use when: 'analyze call', 'call review', 'score my call', 'what did I miss', 'call coaching', 'review transcript', 'Clari analysis', 'call scorecard', 'how did my call go', 'review my last call with [company]'.

Daily callable lead inventory with ATL/BTL breakdown. Health check for 50+ daily dials.

CRM integration patterns for Close CRM, HubSpot, and Salesforce. Use when: Close CRM, HubSpot, Salesforce, CRM API, lead sync, deal sync, activity logging, CRM webhook, pipeline automation, contact enrichment.

Use when building revenue analytics on HubSpot — SQL warehouse queries, API enrichment pipelines, lead scoring models, pipeline forecasting, competitive intelligence. Triggers on "hubspot analytics", "revops dashboard", "lead scoring", "pipeline forecast", "ICP analysis", "hubspot SQL".

Auto-generate MEDDIC-structured call prep scripts from prospect context. Pulls HubSpot deal + contact data, Apollo enrichment, CRM activity history, and calendar context to build a complete demo/discovery brief in 60 seconds. Use when: 'call prep', 'prep me for', 'demo prep', 'discovery prep', 'meddic brief', 'prep [company]', 'get me ready for [company]'.

Daily briefing with calendar, CRM priority dial list, deal momentum summary, and Gmail drafts for each lead.

Always-on callable lead pipeline for BDRs: HubSpot lead pull → Apollo phone lookup → Clay waterfall enrichment → HubSpot sync → callable queue. Ensures 50+ daily dials by maintaining verified phone inventory. Runs scheduled Mon & Wed 6:15 AM (between prospect-enrich 6:00 and prospect-refresh 6:30). Use when: 'verify phones', 'phone waterfall', 'callable leads', 'who can I call', 'dial list', 'always have someone to call', 'phone check', 'enrich phones'.

Auto-update GTME portfolio when HubSpot deals close. Links deal outcomes (won/lost, revenue, cycle time) to the skills, automations, and outreach that influenced them — building VP BD transition evidence automatically. Runs daily at 7am CST or on-demand. Use when: 'portfolio update', 'deal closed', 'link deal to portfolio', 'gtme evidence', 'what did I influence', 'career evidence', 'transition tracker'.

Autonomous BDR/SDR team that hunts leads to a warm reply. Sources from HubSpot [AI] lists, qualifies (Golden Rules + Suppression + ATL/BTL + persona match), routes each lead to the right Nooks sequence by play, and (shadow-first) enrolls + monitors for replies to hand Tim a warm contact. Use when: 'run nooks autopilot', 'autonomous BDR run', 'hunt leads', 'enroll into nooks sequences', 'shadow enroll', 'autopilot dry run', 'check for replies / warm handoffs'.

Generates comprehensive close plans for Epiphan Video deals. Maps stakeholders to MEDDIC roles, identifies decision processes, assesses competitive position, and creates actionable next-best-actions with a close confidence score (0-100). Outputs ASCII report + optional mutual action plan for prospect outreach.

Turns the cost-of-inaction calculator's inputs into tight, killer discovery questions per vertical — JTBD job, Never-Split calibrated question, Challenger insight. Use when: discovery questions, how to ask, calculator discovery, cost of inaction questions, SDR call prep, what do I ask, qualify the room count, broadcast/live-events/corporate discovery.

Structured demo execution framework for AEs to drive deals forward with vertical-specific flows, live coaching, and post-demo scoring

Reference for Epiphan AI MCP tools — CRM, sales intel, device analytics, lead qualification, marketing (Semrush/GA4/GAds).

Canonical Epiphan cold + discovery CALL playbook for Tim's BDR/SDR team (Tim, Edgar, Vasil). The phone-call sibling to sdr-email-sms-playbook. Covers the opener, the live discovery flow (Orlob-applied per vertical), objection handling, spec-accurate talking points by product, and the close/next-step. Every spec verified via Epiphan AI search_product_catalog / search_product_knowledge. Use when prepping or making cold calls, writing or reviewing call scripts, coaching reps, building dial-list talking points, or when the sdr-call-coaching task needs the canonical "what good sounds like" reference. Trigger on: call script, cold call, discovery call, opener, objection handling, talking points, what to say on the phone, dial list talking points, SDR coaching reference, Pearl/EC20/Nexus pitch on a call.

Find and track greenfield Pearl/EC20 opportunities from live CRM + Clari signals — new-build, remote production, and post-NAB broadcast fly-kit / automation. Use when: greenfield opportunities, new build, fly kit, remote production, broadcast deals, mobilization, find new logos, NAB signals, who's building.

Use when building or refreshing the Higher-Ed SDR pod's daily dial queue, tiering callable leads into Tier 1/2/3, preparing a Nooks dial list from HubSpot, or checking Higher-Ed callable dial inventory.

Automates post-demo follow-up sequence for Epiphan AEs: demo recap emails, internal debrief notes, meeting scheduling, stakeholder expansion, and 5-touch momentum plans.

Weekly SDR call-coaching loop for Tim (Sr. BDR coaching Edgar Marroquin + Vasil Ivanov). Pulls each SDR's real connected Nooks dials (recordingUrl) + external Clari calls from the report week, scores every coachable call against a 4-dimension rubric (Orlob discovery, opener + take-control, Epiphan spec accuracy, MEDDIC capture), and outputs a per-SDR coaching card (score, 2 wins, 2 fixes, verbatim quotes, recording links) + a team trend. Read-only everywhere except the final Slack DM to Tim and an optional coaching-notes Gmail draft. Built to run Friday ~11 AM CST so Tim reviews before the 5:30 PM KPI report.

Daily SDR dial-list builder for Edgar Marroquin + Vasil Ivanov (Tim's SDRs). Builds each SDR their own ranked callable queue every weekday morning — HubSpot-owned contacts first, callback-owed prospects from Nooks, vertical-matched cold ATL/BTL — each row carrying spec-accurate talking points + calibrated discovery questions sourced from the epiphan-call-playbook skill. The dial-list sibling to Tim's morning-brief; same engine, run for the SDRs. Read-only except per-SDR Slack DM + an optional HTML/XLSX artifact. Use when the user says "build SDR dial lists", "Edgar's call list", "Vasil's dial queue", "feed the SDRs", "SDR morning queue".

Generate professional email templates for various business scenarios including sales outreach, customer support, internal communications, follow-ups, and apologies. Creates personalized, tone-appropriate templates with subject lines and formatting. Use when users need to write business emails, cold outreach, or professional communications.

Analyze inbound leads (form fills, demo requests) and score based on ICP fit, intent, and urgency. Auto-generates qualification questions, routes to right rep, and suggests personalized first touch. Use for qualifying and routing inbound leads at scale.

Monitor buyer intent signals across the web including job postings, tech changes, funding rounds, and leadership changes. Alerts when prospects show buying signals and prioritizes "hot" accounts. Use for timing-based prospecting.

Input your best customers and find 100+ companies that match the profile. Uses firmographic data, tech stack, growth signals, and similarity scoring to identify ideal prospects. Use when building target account lists or expanding to new markets.

Generate unique personalized first lines for hundreds of prospects using company news, LinkedIn activity, and mutual connections. Saves 10+ hours of manual research per campaign. Use when you need personalized outreach at volume.

Mon-Fri 6:00 AM — Daily batch enrichment of phoneless contacts using Apollo + Clay. DEMO REQUEST first, then ATL-first priority. Golden Rules + ATL/BTL Classification Gate. Feeds into phone-waterfall and prospect-refresh.

Monday ICP prospect search + Gmail draft creation. Finds NET NEW prospects across all verticals using Apollo.

End-to-end prospect research pipeline: Apollo enrichment → personalized email + call scripts → draft review → Apollo sequence load. Eliminates manual research bottleneck. Use when: 'research prospect', 'prospect [company]', 'build cadence for', 'outreach for [company]', 'research-to-cadence', 'enrich and sequence', 'new prospect batch'.

Monday auto-load of weekly prospect refresh results into Apollo outreach sequences.

Find and enrich contact information for specific people or companies using HubSpot, Apollo, and Clay MCP tools. Applies Golden Rules qualification gates before returning results. Use when you need to find contacts at target accounts with verified emails and phones for BDR outreach.

Deal health scoring + next-best-action for every open deal. Pulls HubSpot deals, CRM activity history, and engagement data to flag stalled deals, predict close probability, and recommend specific recovery actions. Runs daily at 7am CST or on-demand. Use when: 'deal health', 'pipeline review', 'stalled deals', 'deal momentum', 'which deals need attention', 'morning brief', 'SOD'.

Maintains project context and progress tracking across Claude sessions. Use at session start to load context, on session end to save progress. Triggers: load project context, save context, end session, what was I working on, switch to project, done for today.