gtm-skills

Use this skill when the user wants to submit, contribute, or publish a GTM skill to the GTM Skills library (github.com/swan-gtm/gtm-skills, gtmskills.com), or update one of their existing skills or their creator profile there.

Use this skill when [the concrete trigger — a signal fires, a moment in the deal, a recurring cadence]. Produces [the concrete output]. [One or two more sentences dense with the phrases someone would actually say when they need this.]

Use this skill when a deal closes won and you want to turn the win into pipeline immediately. It extracts the win profile, finds lookalike companies not yet in your CRM, researches the right persona contact at each, drafts outreach from the deal owner using an anonymized win reference, and queues a single batch review task — nothing sends without human approval.

Use this skill when scoring a paying customer (closed-won account) for expansion. It evaluates product usage depth, persona quality, and expansion headroom to produce an expansion tier with short actionable reasoning. Designed as a sub-skill of your lead-scoring methodology — the parent runs the ACV assessment first and this returns a tier to it.

Use this skill when a profile-view webhook (e.g. LeadShark) fires for a new view on a team member's LinkedIn profile. It resolves the viewer's identity and company, applies dedup, internal, relationship, and ICP gates, and routes qualified viewers into the MQL pipeline — treating a profile view exactly like a website visit. The CRM is never polluted: only fully resolved, ICP-matched viewers reach a CRM write.

Use this skill when a tracked influencer publishes a LinkedIn post focused on your product (sponsored, review, or organic mention) and you want to capture the engagers as leads. It verifies the post is genuinely about you, scrapes the full engager list, filters to ICP-fit companies and buyer personas, runs lead scoring, and posts per-lead alerts plus a reconciled digest. Detection and scoring only — no outreach.

Use this skill to scan a team member's LinkedIn DMs daily and turn conversations into routed signals. It classifies each chat into a bucket (customer support, commercial, pipeline, re-engagement, prospect, partner, VC, community, and more), updates account memory and the CRM, scores qualified signals and routes them to your MQL channel, and closes every scored signal with a suggested next move — a drafted reply for the thread owner or an approval-queued sequence for the rest of the buying committee. It never auto-sends outreach.

Use this skill when monitoring comments and reactions on a team member's LinkedIn posts. It filters engagers to ICP companies and buyer personas, logs the signal to CRM and account memory, runs lead scoring, and routes high-value engagers to connection requests and Slack alerts. Repeat engagers escalate to high intent with a personalized multi-channel draft queued for review.

Use this skill to turn LinkedIn Ads engagement into prioritized, pre-drafted outbound. Runs daily to pull LinkedIn Ads analytics, find the companies clicking your ads above a CTR threshold, suppress customers/open-deals/recently-touched accounts, and draft outreach informed by whichever ad themes are landing right now — all saved as drafts for human review, never sent automatically.

Recommends which conferences, trade shows, and vendor events a company should attend, exhibit at, or sponsor next. Use when the user needs to pick events for a field-sales or field-marketing motion, build a scored shortlist against ICP, justify event spend, or plan a conference calendar. Scores each event on ICP relevance, decision-maker accessibility, and buying mindset — and returns a ranked, tiered list, not a pile of famous names.

Checks whether a Swan workspace is structurally healthy. Use for configuration audits that surface missing knowledge, disconnected integrations, exhausted senders, broken triggers, sparse CRM data, and credit or subscription issues.

Creates or updates a competitor battlecard. Use when the user needs positioning, strengths, weaknesses, objections, win conditions, and practical talk tracks saved into competitive knowledge.

Creates a one-page executive account brief. Use before sponsor syncs, deal reviews, QBRs, or board updates where the user needs account context, opportunity state, risks, and asks.

Builds prospect lists of companies, contacts, or both. Use when the user asks for target accounts, ICP-fit prospects, decision-makers, enrichment, or a list ready for CRM, Swan, or sequence activation.

Triages pending Swan work for a user. Use to prioritize review items, sequence approvals, alerts, and suggestions into act-now, bulk-approve, acknowledge, or investigate buckets.

Monitors public community or social mentions of the brand, competitors, or relevant pain language. Classifies sentiment and drafts short, human replies for the right responder.

Turns event attendance into pipeline. Use when prospects attend a webinar, conference, dinner, booth, or monitored industry event and need qualification plus contextual follow-up.

Processes inbound replies to outbound sequences. Classifies intent, drafts the right response or stop action, and updates CRM and Swan state without auto-sending.

Defines and refines who the org sells to. Use for ICP discovery, segment refinement, new segment creation, persona definition, and tightening the rubric used by scoring and outreach.

Triage a user inbox across email, Slack, LinkedIn, and Swan. Use for inbox sweeps where the agent should archive obvious noise, draft replies, and return a single summary of items needing attention.

Maps the buying committee at a named account using CRM history, past interactions, LinkedIn, and prospect search. Produces persona coverage, relationship strength, gaps, and next moves.

Finds deals with single-threaded risk. Identifies missing stakeholders, recommends who to engage next, and hands off contact-specific next steps to outreach.

Reviews pipeline health before forecast calls or recurring check-ins. Flags stuck, skipped, regressing, or at-risk deals and recommends one concrete action per issue.

Acts on engagement with monitored LinkedIn profiles. Qualifies commenters or reactors, checks fit, and drafts contextual follow-up tied to the actual post.

Use this skill whenever creating outreach — a cold email, a LinkedIn message, a follow-up, or a multi-step sequence — for a company, a contact, a list, or a signal. Use it even when the user doesn't say "outreach": any request to write to, contact, message, or get in front of a prospect or account goes through here. Covers picking the hook, matching the org's voice, choosing the sequence shape, and staging everything for approval. Trigger phrasings: "reach out to", "draft outreach", "email this company", "message this prospect", "follow up with", "build a sequence", "contact these visitors". Also use it for strategic outreach questions ("how should our cold emails sound", "what cadence should we run") — the output is then a point of view grounded in the org's saved voice, not a sequence.

Researches a company, person, buying committee, signal, domain, stack, financial context, or competitor mention. Produces a focused answer with sources and confidence notes.

Qualifies and scores accounts against ICP and buying signals. Use for account fit, lead tiering, inbound signals, pipeline rescoring, re-engagement, and expansion potential.

Turns useful work from the current conversation into a reusable org skill. Captures the trigger, outcome, procedure, and judgment so the play can be rerun.

Acts on content or website engagement from prospects. Qualifies the person, identifies the engagement hook, and drafts contextual follow-up based on their interest.

Use this skill when managing Meta (Facebook/Instagram) ads for B2B — audience strategy, campaign structure, creative-as-targeting, CAPI and conversion tracking, creative testing, fatigue detection, and lead form optimization for B2B SaaS on Meta's platform. Triggers: Meta Ads, Facebook Ads, Instagram Ads, Meta campaign, Facebook lead gen, Meta lead forms, Facebook retargeting, Meta remarketing, Facebook lookalike, Meta audience, Advantage Plus, Meta B2B.

Use this skill when setting up the Meta Ads skills for the first time — a guided flow for Meta Marketing API access (app, token, ad account), writing the .env, and testing the connection. Triggers: onboarding, setup, get started, configure, credentials, API setup, connect Meta, Meta API.

Use this skill when analyzing or reporting Meta Ads performance — pulls live Meta insights, reads them like an operator (leading vs vanity signals), and generates a shareable branded HTML dashboard. Triggers: Meta report, Meta dashboard, Meta performance, analyze Meta ads, cost per lead, CPL report, Meta account audit, weekly Meta report, client dashboard, ad spend report.

Use this skill when sales call quality is inconsistent, coaching feedback is vague, reps and managers disagree on what a good call is, or the user asks to "build a call scorecard", "score this call", "review my rep's calls", or "make coaching more consistent". It builds behavior-based scorecards for each key conversation type (prospecting, discovery, demo, pricing, close) and uses them to score real calls, localize where reps get stuck, and run chunked practice. Also fires when the user pastes a call transcript and wants it graded.

Use this skill when a sales team has no written playbook, when success lives in one leader's head, when onboarding is inconsistent, or when the user says "we need a playbook", "document our sales process", "what should be in our playbook", or "reps ramp too slowly". It produces the playbook skeleton — the five P's in the right order — and a fully drafted People section, the part almost every playbook is missing.

Use this skill when a founder or expertise-led business looks interchangeable in their market — price-shopped against cheaper options, described in the same words as competitors, winning on rates instead of authority. It runs the "Position" step of the Atticus Method and produces a category-of-one positioning package - a reframed problem, category-defining language the market ties to the founder, and expertise packaged as proprietary IP. Trigger phrases: "we sound like everyone else", "prospects compare us on price", "how do we differentiate", "positioning", "category of one".

Use this skill when the user is deciding how to price an AI agent product — "how should we price our agent," "per seat or per outcome," "usage-based vs outcome-based," "what do we charge for this agent." Input is what the agent does plus the target budget it displaces; output is a recommended pricing model (per agent, per action, per workflow, or per outcome), a tier structure, and defensible pricing anchors. Built on Manny Medina's four-model framework from analyzing pricing across 60+ AI agent companies at Paid.

Use this skill when the user is moving an AI product to credits or structuring a credit-based enterprise deal — "how many credits should this action cost," "design our credit tiers," "should the rate card go in the contract," "how do we explain credits to buyers." Translates agent actions into a credit schedule, designs tiers and allowances, and structures rate cards for enterprise negotiations. Built on Manny Medina's credit-selling playbook at Paid: credits are the bridge between subscriptions and outcomes — sell the outcome, meter the credit, and design every mechanic so the customer feels like they're winning.

Use this skill when a renewal, QBR, or expansion conversation is coming and the user needs to prove what their AI agent actually delivered — "build the renewal deck," "show ROI for this account," "the buyer is asking what they got for the money." Turns raw agent activity into a renewal-ready value receipt: tasks completed, hours returned, cost avoided, and the ROI multiple, in the customer's own numbers. Built on Manny Medina's billing-first ROI approach: agents are cognitively invisible to the people paying for them, so their value has to be made explicit — continuously, not just at renewal.

Customer success operations for B2B SaaS — the post-sale revenue engine that prevents churn, drives expansion, and compounds customer value. Use when the user mentions customer success, CS ops, health scoring, renewal management, churn prevention, expansion playbook, expansion signals, onboarding orchestration, time to first value, QBR, customer segmentation, coverage model, high-touch, low-touch, tech-touch, CSM ratios, NPS, CSAT, save plays, red accounts, CS-Sales handoff, churn autopsy, renewal discount governance, discount sunset, renewal pricing, or save plays with pricing components. Also trigger when someone says "we keep losing customers" or "our CS team is reactive" or "we have no idea which accounts will churn" or "discounts are expiring and customers are pushing back" or "renewal price increase resistance."

B2B data enrichment strategy, provider evaluation, integration patterns, and quality management for revenue operations teams. Use when the user mentions data enrichment, lead enrichment, account enrichment, contact enrichment, ZoomInfo, Clearbit, Apollo, Clay, Cognism, Lusha, enrichment automation, enrichment workflows, firmographic data, technographic data, intent data, data append, enrichment API, enrichment coverage, data freshness, enrichment quality, or third-party data providers. Also trigger on 'our data is incomplete,' 'leads come in with no company info,' 'we need better data on our accounts,' 'enrichment isn't working,' or 'which enrichment tool should we use.' BOUNDARY: Covers enrichment STRATEGY, PROVIDER SELECTION, and INTEGRATION. For CRM-specific implementation, see revops-hubspot or revops-salesforce. For data governance, see revops-data-governance. For lead scoring that uses enriched data, see marketing-operations.