sales-scratchpad
Scratchpad Platform Help
Step 1 — Gather context
If references/learnings.md exists, read it first for accumulated platform knowledge.
- Which Scratchpad capability are you asking about?
- A) Call Recorder & Notetaker (transcription, summaries from Zoom/Meet/Teams)
- B) AI Field Updates (auto-populate Salesforce fields from calls/emails/notes)
- C) Hygiene Monitor (track missing fields, stale data, overdue tasks)
- D) Sales Sheets & Kanban (pipeline views, board-style deal management)
- E) Deal & Account Agent (AI assistant with custom prompts)
- F) Command HUD (update Salesforce from any web page)
- G) Pricing, plan selection, or comparison with another tool
- H) Something else — describe it
More from sales-skills/sales
sales-do
Routes any sales, marketing, or GTM objective to the right specialized skill. Covers prospecting, outbound cadences, deals, proposals, forecasting, deliverability, enrichment, intent signals, content, coaching, CRO, SEO, launch directories, newsletters, email marketing, SMS, chatbots, influencer marketing, social media, employee advocacy, media relations, reviews, data hygiene, B2B advertising, retargeting, affiliate programs, loyalty, digital products, memberships, webinars, checkout optimization, and platform-specific help across sales and marketing tools. Use when you have a sales or marketing question and are not sure which skill to use. Do NOT use to solve problems directly — this skill only routes.
109sales-prospect-list
Builds targeted B2B prospect lists for outbound campaigns. Use when you don't know who to target, your outbound list is too broad and response rates are low, you can't find the right decision-makers at target accounts, your ICP is vague, or your prospect list is full of bad-fit contacts. Do NOT use for enriching existing contacts with emails/phones (use /sales-enrich), interpreting buying signals (use /sales-intent), or general Apollo platform help (use /sales-apollo).
78sales-funnel
Builds and optimize sales funnels — strategy, structure, conversion optimization, A/B testing, and analytics. Use when your funnel isn't converting, you need to build a funnel from scratch but don't know the right structure, upsell/downsell flow is leaving money on the table, you're not sure which funnel builder to use, or a launch needs a funnel strategy. Do NOT use for email marketing sequences (use /sales-email-marketing), checkout-specific optimization (use /sales-checkout), or webinar funnels (use /sales-webinar). For Groove-specific help, use /sales-groove. For SWAI-specific help, use /sales-swai.
77sales-call-review
Reviews sales calls, extract coaching insights, and score against MEDDPICC/SPIN/Challenger. Use when a rep lost a deal and you want to understand why, call went sideways and need to debrief, not sure if rep is qualifying properly, need to pull action items from a recorded call, rep talking too much and not listening, or need to give structured feedback on a call. Do NOT use for prepping discovery questions (use /sales-discovery), general objection handling strategy (use /sales-objection), or deal-level risk analysis (use /sales-deal-inspect).
72sales-enrich
Enriches contacts and companies with verified emails, phones, and firmographic data — single-record, batch, and waterfall enrichment with credit optimization. Use when contact data is missing emails or phones, lead records are incomplete or outdated, enrichment credits are burning too fast, you need to enrich a batch of leads before a campaign, or a single enrichment provider isn't catching enough data. Do NOT use for building new prospect lists from scratch (use /sales-prospect-list), interpreting buying signals (use /sales-intent), CRM data hygiene and deduplication (use /sales-data-hygiene), ZoomInfo-specific enrichment config (use /sales-zoominfo), Clearbit/Breeze Intelligence platform help (use /sales-clearbit), RB2B platform help (use /sales-rb2b), 6sense platform help (use /sales-6sense), general Apollo platform help (use /sales-apollo), Clay platform help (use /sales-clay), or LeadMagic platform help (use /sales-leadmagic).
70sales-lead-score
Designs, weight, and tune a lead scoring model for your sales funnel. Use when scores don't predict conversion, MQL/SQL threshold feels arbitrary, reps ignoring lead scores because they're inaccurate, too many unqualified leads passing to sales, or not sure which signals actually matter. Do NOT use for reading existing buying signals (use /sales-intent), building prospect lists (use /sales-prospect-list), or marketing-to-sales handoff process design (use /revops).
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