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.