sepivip/crm-workflows

account-plan

Build an account plan; not one deal's close plan.

account-tiering

Tier accounts transparently; never use protected traits.

assign-target-to-sdr

Route SDR ownership by rules; never guess identity.

calendar-events

Link upcoming events to CRM context; do not create them.

call-follow-up

Prepare post-call follow-up; review before sends or writes.

call-prep

Prepare an upcoming call; not post-call follow-up.

close-plan

Build a close plan; label unagreed commitments.

crm-hygiene-check

Audit CRM hygiene; never make unreviewed bulk changes.

customer-health

Assess configurable customer health; avoid universal scores.

customer-voice

Synthesize customer voice; never infer protected traits.

daily-briefing

Prioritize a seller's day; not weekly reporting.

deal-advance-gap

Find next-stage evidence gaps; never auto-advance.

deal-review

Deep-review one deal; not pipeline prioritization.

deal-signals

Find material deal changes; not a full deal review.

deal-slip-scenarios

Model close-date slip scenarios; never invent win odds.

draft-outreach

Draft verified outreach; never send or use sensitive data.

expansion-whitespace

Find evidenced expansion whitespace; do not assert demand.

find-internal-answer

Answer from authorized internal sources; not memory.

forecast-narrative

Explain a forecast period; not a raw-total lookup.

handle-objection

Prepare an objection response; never invent claims.

inbox-sweep

Triage authorized sales email; never act without approval.

lead-triage

Prioritize and route leads; never use opaque scores.

log-activity

Prepare an activity log; confirm before writing.

most-prepared

Build a comprehensive meeting brief; not compact call prep.

pipeline-review

Review one seller's pipeline; not one deal or a team.

query-activity-history

Query activity history; never create or modify it.

renewal-radar

Find renewal risk; missing usage remains unknown.

rep-context

Give compact CRM context; not a full deal brief.

research-prospect

Research prospects from attributable, non-sensitive sources.

schedule-meeting

Prepare a conflict-free meeting; confirm before creating.

stakeholder-map

Map evidenced stakeholders; never infer ties from titles.

summarize-conversation-transcript

Summarize a supplied transcript; never invent content.

team-pipeline

Analyze a team's pipeline; not employee performance.

update-opportunity

Propose evidenced deal updates; not broad cleanup.

weekly-recap

Recap a seller's week; not a daily or team view.

win-loss-review

Review win/loss evidence; avoid weak causal claims.