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Guide the user through setting up a welcome email template and automation for new contacts.
Instalar con Codex o Claude Copia este prompt, pégalo en Codex, Claude u otro asistente, y deja que revise la página de la skill y la instale por ti.
Basado en la clasificación ocupacional SOC
Use this skill to setup your knowledge base, improve your setup, edit /support/summary, change tone of voice, setup daily reporting, setup human escalation.
Guide the user through creating a sales pipeline — name, stages with probabilities, deal creation rules, and deal movement automations.
Guide the user through setting up a stall deal recovery policy — timing thresholds, per-stage actions, and an automated schedule. Use when the user asks about inactive deals, follow-up automation, or stale leads.
Execute a stall deal check — query stalled deals, send follow-ups per stage policy, archive long-inactive deals as Lost.
Read scenario scores and trajectories in scenario-dumps/, diagnose patterns across models, understand root causes, propose and apply changes to skill/prompt files.
How to log CRM activities (conversations, emails, calls) using erp_table_crud on the crm_activity table. Fetch when you need to record an interaction with a contact.
| name | welcome-email-setup |
| description | Guide the user through setting up a welcome email template and automation for new contacts. |
