create-an-asset

name	create-an-asset
description	Generates customized sales assets including one-pagers, proposals, executive summaries, ROI summaries, and mutual action plans from Dataverse context. Use when user says "create a one-pager", "draft a proposal", "generate executive summary", "build ROI summary", "create mutual action plan", "sales asset for [account]", "proposal outline", or "customer-facing document".
metadata	{"author":"Dataverse","version":"1.0.0","category":"sales-productivity"}

Create an Asset

Reps waste time reformatting generic templates for each prospect. This skill pulls real Dataverse data — deal context, pain points, products, account details, and relationship history — to generate tailored sales documents that feel specific to the buyer. Assets are saved back to Dataverse as annotations so the full team has access.

Instructions

Step 1: Identify Asset Type and Target

Accept input from the user:

• Asset type: One-pager, proposal outline, executive summary, ROI summary, mutual action plan (MAP), competitive battlecard, or meeting follow-up summary
• Target: Opportunity name, account name, or contact name
• Audience: Economic buyer, technical evaluator, end user, executive sponsor

Step 2: Retrieve Opportunity Context

SELECT opportunityid, name, estimatedvalue, estimatedclosedate, salesstage,
       closeprobability, budgetstatus, need, purchasetimeframe, purchaseprocess,
       decisionmaker, description, currentsituation, customerneed,
       customerpainpoints, msdyn_forecastcategory, ownerid, customerid, accountid
FROM opportunity
WHERE opportunityid = '[opportunityid]'

If searching by name:

SELECT opportunityid, name, estimatedvalue, estimatedclosedate, salesstage,
       customerid, ownerid
FROM opportunity
WHERE statecode = 0
AND name LIKE '%[search_term]%'