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Agency Skills

Skills written by the people who run agencies, consultancies and coaching firms. Free and open source, MIT.

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Win the work

From first call to signed proposal.

The new business motion, step by step: read the buyer, run discovery, price the work and follow up without sounding needy.

SalesMarketingSales Coaching
31 skills from 14 contributors
Sales Coaching

Activity incentive sprint

Use this skill when a sales team's pattern needs interrupting for a few days: Call 1 bookings have dried up, presentations have stalled, a dormant list needs clearing, or the quarter needs a jolt. Produces an Executive Sprint Brief for a 1-day blitz, 3-day push or 2-week sprint, with targets worked from the team's real baseline, qualifying criteria, a scoreboard, a reward and three daily huddle prompts. Also use for "sales blitz", "sprint incentive", "spiff", "activity competition", "get the team booking meetings this week".

Tony DowlingTony DowlingDirector, CONVRG→
Marketing1

Buyer read

Use this skill when a finished page, deck, or piece of client copy is about to go to the client or be published, and a real ICP or buyer research document exists. Produces a ranked list of what would make the target buyer stop trusting it, read in character, with every finding citing a line in a real source, plus what to cut and a score. Catches what craft reviews miss: scenarios that can't happen in the buyer's week, an offer never plainly stated, missing price, unused proof, seller vocabulary. Also use for "/buyer-read", "review this as the buyer", "have the ICP look at this", "what would a CFO think of this page", "be hypercritical about this copy". Not for grammar or voice checks, and never for rewriting.

Chris DuBoisChris DuBoisFounder and Coach, Dynamic Agency OS→
Marketing

Call topic mining

Use this skill once a quarter, when the content plan needs to come from what buyers and clients actually ask rather than from a brainstorm. Produces a ranked list of recurring topics, each with the count of independent calls behind it, where in the buying cycle it comes up, and the one asset that should answer it. Also use for "what should we write about next quarter", "what do prospects keep asking", "content plan from our calls", "which objections keep killing deals".

Christian BeckChristian BeckCOO and Managing Partner, Five Four→
Sales Coaching

Client list and stack pitch

Use this skill when a rep's account list needs reviewing: a list meeting is due, the book is over capacity, or expansion revenue has gone quiet. Produces a prioritised table of every account with tier, days since last meaningful touch, health status (Healthy, Inactive Alert, Eviction Candidate, Flag On Track, Flag Expired) and an account-specific stack pitch angle, plus a capacity line and the week's 3 to 5 moves. Also use for "list review", "rent the list", "which accounts should Danny drop", "eviction candidates", "stack pitch", "expansion angles for my book".

Tony DowlingTony DowlingDirector, CONVRG→
Sales2

Client win-back

Use this skill when the pipeline is thin and the best available list is the clients who already left, or when something has changed at the firm that makes a past engagement worth revisiting. Produces a sorted list of who is worth reaching, what changed since they left, and a message per person that does not pretend the gap never happened. Also use for "reach out to past clients", "win back churned accounts", "who should I re-engage", "we've changed, tell the people who left".

Bailey DarlingBailey DarlingCo-Founder, Gia→
Sales Coaching

Commercial KPI scoreboard

Use this skill when a sales manager or rep asks how the numbers look for a rep or the whole team over today, this week, this month or the quarter. Produces a six-row scoreboard from live CRM deal data: presentations made, closing ratio, sales velocity, average order value, current billing, and position against target, with a 2 to 3 line commercial read. Also use for "how is Danny doing this month", "team scoreboard", "closing ratio", "sales velocity", "are we on target", "KPI check".

Tony DowlingTony DowlingDirector, CONVRG→
Sales Coaching

Commercial telemetry coach

Use this skill when a sales manager or founder needs to install or run forward commercial discipline: setting up the five-tab telemetry workbook (/setup-telemetry), checking booked percentage, gap and 3x coverage per rep across the next three months (/check-coverage), or auditing whether the workshop outputs and workbook are present and current (/audit). Produces, by mode, a built workbook, a per-rep coverage table with this week's prescriptions on the floor, or a pass/fail checklist. Also use for "target to booked to gap to pipeline to coverage", "telemetry check", "are we covered for next month", "set up the commercial workbook".

Tony DowlingTony DowlingDirector, CONVRG→
Sales

Delivery audit discovery call

Use this skill when you have 30 minutes with the owner of a professional service firm or agency (an existing customer, a closed-lost contact, or a net new prospect) to find the one client-delivery problem worth building a custom solution or pilot for. Produces a quantified pain (annual dollar figure plus opportunity cost in the owner's own words), a price framing delivered on the call, and a booked next step. Also use for "delivery audit", "AI audit call", "discovery call for a custom build", "scope a pilot", "find the gnarliest workflow", "price on the call".

Gary MagnoneGary MagnoneFractional Operations Leader, Highrise→
Marketing

DemandBird exact-time LinkedIn post

Use this skill when an approved LinkedIn post (text, image or PDF carousel) must go out at a specific minute through DemandBird. Produces a scheduled post whose stored copy, time and media match what was approved, confirmed by one read-back. Uses DemandBird's MCP server. "Schedule this post for Tuesday 10am", "queue the carousel", "schedule the week's LinkedIn posts".

R. Hunter HarrisR. Hunter HarrisFounder, Hunter Software Consulting→
Sales Coaching

Friday reality review

Use this skill on Friday afternoon, or whenever a week's commitments need reconciling against what actually happened, per rep and for the team. Produces a Friday Wrap Scoreboard: won and lost, presentations, Call 1s held versus booked, versus target, slipping deals with the reason from call notes, a category per rep (Delivered, At Risk, Blocked) and three coaching questions for each Friday one-to-one. Also use for "Friday wrap", "what slipped this week", "Monday commitments versus Friday", "weekly reconciliation", "who is at risk this week".

Tony DowlingTony DowlingDirector, CONVRG→
Marketing

ICP review

Use this skill before shipping customer-facing copy you will spend money or reputation on: a blog post, ad, cold email, proposal, pricing or landing page. Produces an evidence-based buyer panel read built only from verbatim quotes in your own sales and client call transcripts: where a buyer stops reading, the strongest objection the copy raises and never answers, and the questions the reader brings with them, every claim tied to a real quote and checked by code. Also use for "ICP review this", "would this resonate", "what would a buyer think", "which of these lands", "why isn't this converting", "review this before I ship". First run walks through setup.

David HoosDavid HoosFounder, Haus Advisors→
Marketing

Klaviyo account audit

Use this skill when an e-commerce prospect or client hands over Klaviyo access and the account needs auditing before anyone proposes work. Produces the findings ranked by revenue at stake, and a filled-in Replit prompt that builds the audit deck from them. Also use for "audit their Klaviyo", "email audit for [client]", "what's broken in their flows", "build the audit deck".

Kayla BonnetteKayla BonnetteCo-Founder, Outlandish→
Sales

Kondo owed-reply sweep

Use this skill at the start or end of a day of LinkedIn prospecting, when you need to know which DMs are waiting on you. Produces a short list of people whose message is last, for you to decide which to answer. Uses Kondo's MCP server. "Who replied?", "check my DMs", "what LinkedIn replies do I owe".

R. Hunter HarrisR. Hunter HarrisFounder, Hunter Software Consulting→
Marketing

LinkedIn shoutout post

Use this skill when you want to publicly praise a B2B founder or company for something they do well in go-to-market, and break down why it works. Produces a ready-to-paste LinkedIn post, a first comment, and a source list for every claim. Also use for "shoutout post", "shout out [name]", "celebrate this founder", "who's doing it right", "positive breakdown post".

Tanyo GochevTanyo GochevCo-Founder & Head of GTM, The Demand Department→
Sales

Morning paper outreach

Use this skill early each morning to turn a curated publication you subscribe to into warm, specific touchpoints. Produces a short list of the day's stories worth sending, who each one goes to and why, and a drafted note for each that you review before sending. Also use for "who should I send this to", "daily reading for client outreach", "turn the paper into touchpoints", "curate and cultivate".

Andrew KappelAndrew KappelPrincipal, LeaderLev Consulting→
Sales1

Network path mapping

Use this skill when there is a list of firms worth working with and no warm way in, or when outbound is the only channel running and the network that could replace it has never been mapped. Produces a path per target account: who in the network can reach it, how strong that connection is, what to ask them for, and the message that makes the ask easy to say yes to. Also use for "who do I know at [company]", "map my network", "find a warm intro", "who can introduce me".

Bailey DarlingBailey DarlingCo-Founder, Gia→
Sales

Objection comeback coach

Use this skill when a rep has just heard a brush-off ("send me some info", "we already have someone", "call back in six months", "no budget", "I need to run it past the board") and needs the team's own tested comeback before the next dial. Produces a cheat-sheet: the recorded comeback from the team's Comeback Book as a word-for-word spoken script, variants to choose from, a 3-line email version, and a pivot to the 15-minute diagnostic Call 1. Also use for "what do I say when they say X", "objection handling", "comeback for the incumbent objection", "they told me to email them".

Tony DowlingTony DowlingDirector, CONVRG→
Marketing

OG image from template

Use this skill when a post, page or case study is about to ship and it needs a social share image, and the firm already has a Figma template for them. Produces an exported OG image at the right dimensions, named and placed for the page's meta tags, with the title set to fit rather than truncated. Also use for "make the OG image", "social card for this post", "the preview looks broken when I share the link", "og:image".

Christian BeckChristian BeckCOO and Managing Partner, Five Four→
Marketing

Plain-language copy check

Use this skill before any outreach or marketing copy goes out: a cold email, a LinkedIn DM, a follow-up, a post, a landing page section, a call script. Produces the copy rewritten to a 5th-grade reading level, with a pass/fail line for each check. Also use for "make this simpler", "too corporate", "plain English", "reading level", "sounds like a consultant", "would a busy founder get this". Not for sharpening a single headline or tagline.

Tanyo GochevTanyo GochevCo-Founder & Head of GTM, The Demand Department→
Sales Coaching

Pre-session flash card

Use this skill before every session with a recurring coaching or advisory client, when you need one page to run the hour from. Produces the flash card: why this hour matters, the calls you make before the session, the opening move with the words to say, what the client decides today, the development block they asked for, dates and owners, a run sheet, what is already settled, and one closing line on how to be in the room. Built from the transcript of the last session and the recap you sent. Optionally produces a pre-read beside it. Also use for "flash card", "session card", "run sheet", "prep card", "pre-read", "prep me for my next session", "coaching session prep".

Paul MunroFounder, AppliedGTM→
Sales

Price defence and trade

Use this skill the moment a rep reports price pushback on a live deal and has a call or meeting coming. Produces a one-line diagnosis of the real cause (budget, competitor, or procurement testing nerve), a value re-anchor script, a concession trading matrix of three "give X to get Y" trades drawn from the firm's own menu, and a walk-away line, plus a printable takeaway. Also use for "they want a discount", "price objection", "competitor is cheaper", "procurement is squeezing us", "how do I hold the price", "negotiation prep".

Tony DowlingTony DowlingDirector, CONVRG→
Marketing1

Punch-up

Use this skill when a piece of short-form copy (headline, subhead, hero, CTA, subject line, tagline, ad line, bio, or short section) is wordy, soft, or forgettable. Produces a sharper rewrite, one or two alternates on a different angle, and a score against a six-dimension rubric, revised until it passes. Also use for "/punch-up", "make this punchier", "make this catchier", "tighten this", "this is too wordy", "cut this down", "sharpen this headline". Not for the body of a blog post or newsletter, and not for writing a page from scratch.

Chris DuBoisChris DuBoisFounder and Coach, Dynamic Agency OS→
Marketing

Riverside Shorts social schedule

Use this skill when finished vertical clips from a Riverside recording are approved and need scheduling to YouTube Shorts, TikTok and Instagram. Produces one scheduled post per clip and platform, each read back and checked. Uses Riverside's MCP server. "Schedule the shorts", "post the clips this week", "fix the shorts schedule".

R. Hunter HarrisR. Hunter HarrisFounder, Hunter Software Consulting→
Sales1

Sales call debrief

Use this skill in the ten minutes after a first call or pitch, while it is still fresh and before the next one starts. Produces the record update, the follow-up written in their words, and an honest read on whether this is real. Also use for "debrief that call", "write the follow-up", "update the deal", "was that a good call".

Bailey DarlingBailey DarlingCo-Founder, Gia→
Marketing

Sales call market analyzer

Analyze batches of intro, discovery, or early-stage B2B sales calls to reveal whether the prospects entering a funnel represent one coherent market or multiple distinct market segments. Use when ChatGPT needs to inspect sales-call transcripts from uploads, pasted text, or connected call-recording sources and extract each prospect's specific job-to-be-done framing, current solution or competitive alternative, persona, and company firmographics; conservatively cluster genuinely equivalent patterns; surface fragmentation and dominant segment signatures; and teach the user how to interpret the evidence without summarizing meaningful differences away.

Robert KaminskiRobert KaminskiCo-Founder and Partner, Fletch PMM→
Sales

Targeting strategy ideas

Use this skill when a rep names a prospect or a sector and needs a sharper reason to call than "introduce ourselves". Produces 3 to 4 commercially provocative idea angles, each with the angle, the consequence of doing nothing, and a 2 to 3 sentence phone opener to secure a 15-minute diagnostic call, grounded only in services the firm actually sells. Also use for "give me an angle on X", "ideas for approaching the Y sector", "what do I say to get the meeting", "targeting ideas", "phone opener for a prospect".

Tony DowlingTony DowlingDirector, CONVRG→
Sales Coaching

Target plan and coverage

Use this skill when a rep or a manager needs to know whether the next three months are covered: Monday planning, a monthly review, or any "are we going to hit it" question. Produces a per-month table for Month 0, +1 and +2 with target, booked revenue, the 80/55/35 booked benchmark, the gap, qualified pipeline and the 3x coverage verdict, plus where to focus. Also use for "pipeline coverage", "target plan", "booked versus target", "gap to target", "am I on track for next month", "Monday coverage run".

Tony DowlingTony DowlingDirector, CONVRG→
Sales

Upsell opportunity brief

Use this skill before a review or check-in with an existing client, or when a project is weeks from ending and nothing has been lined up after it. Produces a one-page brief: the one opportunity worth raising, the evidence from delivery that supports it, the price, who signs, and the sentence to open with. Also use for "what else can we sell [client]", "prep the renewal conversation", "this project ends next month", "expansion opportunities in the book".

Jay DingwallJay DingwallCEO and Founder, FamousFolks→
Marketing

Weekly content ideas from calls

Use this skill at the end of the week when next week's content is still a blank page and the only raw material worth using is what clients and prospects actually said on calls. Produces 8 to 12 ranked content ideas, each with the verbatim quote behind it, a hook, and two formats to write it in, plus the questions to answer before drafting. Also use for "Friday content pull", "what should I post next week", "mine my calls for content", "turn client calls into LinkedIn posts".

Garrett JesticeGarrett JesticeFounder and GTM Advisor, 10x Solo→
Marketing

Weekly site and ad report

Use this skill on the fixed day each week when a client's site traffic and paid campaigns need reporting, and the report has to say what to do rather than what happened. Produces a short report: the five numbers that matter against last week and the four-week average, what moved and why, and one recommendation per channel the client can act on. Also use for "weekly report for [client]", "how did the ads do last week", "pull the traffic numbers", "marketing report".

Christian BeckChristian BeckCOO and Managing Partner, Five Four→
Marketing

YouTube transcript panel pull

Use this skill when you need the words from a YouTube video as text: your own episode or webinar to repurpose, or a prospect's talk or podcast appearance to prepare for a call. Produces one timestamped .txt transcript per video. "Get the transcript of this video", "pull captions from my channel", "what did they say on that podcast".

R. Hunter HarrisR. Hunter HarrisFounder, Hunter Software Consulting→