Skip to content

bevel-software/sales-starter

v1.0.0

Sales skills for the whole day: prep calls, summarize and follow up, research accounts, work deals, review pipeline and write the forecast. Works with your CRM, email, calendar and chat when they are connected, or with files you upload.

GitHub
skills

crm-hygiene-check

Read-only audit of your CRM opportunities for missing fields, stale dates, and stage mismatches - outputs a fix checklist to apply by hand or through update-opportunity. Use when the user asks "check my CRM hygiene", "check my Salesforce or HubSpot data", "clean up my CRM", "audit my opps", "what's missing in the CRM", or "clean up my pipeline".

Read SKILL.md at the source

Pinned to revision 63cb3271f6d6, so it is the text this page describes rather than whatever the author pushed since.

Files

Every link opens the file at its source, pinned to the revision this page describes.