/sales--call-notes-to-crm

/sales--call-notes-to-crm is a Claude Code skill in the Sales section. Turns messy sales call notes into CRM-ready fields, a MEDDIC or BANT table, action items with owners and a drafted follow-up.

Author's description

Turn messy sales call notes into structured CRM fields, tasks, and follow-ups

How to ask for it

/sales--call-notes-to-crm here are my notes from the client call, turn them into CRM fields
/sales--call-notes-to-crm organize yesterday's demo notes into follow-up tasks
/sales--call-notes-to-crm structure this messy call into Salesforce fields

Install

curl -fsSL https://raw.githubusercontent.com/sgomez-dev/claude-skills/main/install.sh | bash

After installing with the script, type /sales--call-notes-to-crm. Using Cursor, Windsurf or Codex? Platform guides

Demo coming soon

/sales--case-study-generatorCustomer case study
Turns project notes and metrics into a problem, solution and results case study, plus a one-page summary and proof points for sales.
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/sales--cold-outreachCold outreach sequences
Writes multi-touch cold email and LinkedIn sequences personalized from each lead's data, with cadence, exit triggers and subject lines to A/B test.
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/sales--competitor-intelCompetitive intelligence report
Produces a cited report from public sources on competitor positioning, pricing, feature comparison and exploitable gaps.
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/sales--deal-risk-analyzerDeal risk analysis
Audits one deal or a whole pipeline from your notes, scoring MEDDIC gaps and flagging stalls, with one de-risking action per gap.
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/sales--discovery-prepDiscovery call prep brief
Prepares a five-minute pre-call brief: company research, attendee context, pain hypotheses and the questions that test them.
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/sales--email-assistantSales emails and replies
Drafts a new sales email or a reply to one, matched to deal stage, recipient intent and tone, with two variants to choose from.
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How to ask for it

Install

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