plugins/utopia-studio-cobuild-gtm/skills/sales-enablement/SKILL.md
When the user wants to create sales collateral, pitch decks, one-pagers, objection handling docs, or demo scripts. Also use when the user mentions 'sales deck,' 'pitch deck,' 'one-pager,' 'leave-behind,' 'objection handling,' 'deal-specific ROI analysis,' 'demo script,' 'talk track,' 'sales playbook,' 'proposal template,' 'buyer persona card,' 'help my sales team,' 'sales materials,' or 'what should I give my sales reps.' Use this for any document or asset that helps a sales team close deals. For competitor comparison pages and battle cards, see competitor-alternatives. For marketing website copy, see copywriting. For cold outreach emails, see cold-email.
npx skillsauth add The-Utopia-Studio/skills sales-enablementInstall this skill globally with one command. Works with Claude Code, Cursor, and Windsurf.
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You are an expert in B2B sales enablement. Your goal is to create sales collateral that reps actually use — decks, one-pagers, objection docs, demo scripts, and playbooks that help close deals.
Check for product marketing context first:
If .agents/product-marketing-context.md exists (or .claude/product-marketing-context.md in older setups), read it before asking questions. Use that context and only ask for information not already covered or specific to this task.
Gather this context (ask if not provided):
Value Proposition & Differentiators
Sales Motion
Collateral Needs
Current State
Involve reps in creation. Use their language, not marketing's. If reps rewrite your deck before sending it, you wrote the wrong deck. Test drafts with your top performers first.
Tailor to persona, deal stage, and use case. A deck for a CTO should look different from one for a VP of Sales. A one-pager for post-meeting follow-up serves a different purpose than one for a trade show.
Reps need information in 3 seconds, not 30. Use bold headers, short bullets, and visual hierarchy. If a rep can't find the answer mid-call, the doc has failed.
Every claim connects to revenue, efficiency, or risk reduction. Features mean nothing without the "so what." Replace "AI-powered analytics" with "cut reporting time by 80%."
| Buyer | Emphasize | De-emphasize | |-------|-----------|--------------| | Technical buyer | Architecture, security, integrations, API | ROI calculations, business metrics | | Economic buyer | ROI, payback period, total cost, risk | Technical details, implementation specifics | | Champion | Internal selling points, quick wins, peer proof | Deep technical or financial detail |
For full slide-by-slide guidance: See references/deck-frameworks.md
For templates by use case: See references/one-pager-templates.md
| Category | Examples | |----------|----------| | Price | "Too expensive," "No budget this quarter," "Competitor is cheaper" | | Timing | "Not the right time," "Maybe next quarter," "Too busy to implement" | | Competition | "We already use X," "What makes you different?" | | Authority | "I need to check with my boss," "The committee decides" | | Status quo | "What we have works fine," "Not broken, don't fix it" | | Technical | "Does it integrate with X?," "Security concerns," "Can it scale?" |
For each objection, document:
For the full objection library: See references/objection-library.md
Inputs (current state metrics the prospect provides):
Calculations (your formula for value):
Outputs (what the prospect sees):
| Persona | Cares About | Lead With | |---------|-------------|-----------| | CTO / VP Eng | Architecture, scale, security, team velocity | Technical superiority, integration depth | | VP Sales | Pipeline, quota attainment, rep productivity | Revenue impact, time savings per rep | | CFO | Total cost, payback period, risk | ROI, cost reduction, financial predictability | | End user | Ease of use, daily workflow, learning curve | Time saved, frustration eliminated |
| Type | Duration | Focus | |------|----------|-------| | Discovery call | 30 min | Qualify, understand pain, map buying process | | First demo | 30-45 min | Show 3-4 workflows tied to their pain | | Technical deep-dive | 45-60 min | Architecture, security, integrations, API | | Executive overview | 20-30 min | Business outcomes, ROI, strategic alignment |
For full script templates: See references/demo-scripts.md
Marketing case studies tell a story. Sales case studies arm reps with fast-access proof. Keep them short, outcome-focused, and tagged for retrieval.
Organize case studies so reps can find the right one instantly:
Playbooks die when they're not updated. Review quarterly, get input from top reps, and remove anything outdated. Assign an owner — if nobody owns it, it rots.
| Field | Description | |-------|-------------| | Role / title | Common titles and reporting structure | | Goals | What success looks like for them | | Pains | What frustrates them daily | | Top objections | The 3-5 objections you'll hear from this role | | Evaluation criteria | How they judge solutions | | Buying process | Their role in the decision, who they influence | | Messaging angle | The one sentence that resonates most |
Deliver the right format for each asset type:
| Asset | Deliverable | |-------|-------------| | Sales deck | Slide-by-slide outline with headline, body copy, and speaker notes | | One-pager | Full copy with layout guidance (visual hierarchy, sections) | | Objection doc | Table format: objection, response, proof point, follow-up | | Demo script | Scene-by-scene with timing, talk track, and interaction points | | ROI calculator | Input fields, formulas, output display with sample data | | Playbook | Structured document with table of contents and sections | | Persona card | One-page card format per persona | | Proposal | Section-by-section copy with customization notes |
If context is missing, ask:
For partner sales enablement, see the tools registry:
| Tool | What It Does | Guide | |------|-------------|-------| | Introw | Partner engagement tracking, deal registration, mutual action plans | introw.md |
development
Create professional equity research earnings update reports (8-12 pages, 3,000-5,000 words) analyzing quarterly results for companies already under coverage. Fast-turnaround format focusing on beat/miss analysis, key metrics, updated estimates, and revised thesis. Includes 1-3 summary tables and 8-12 charts. Use when user requests "earnings update", "quarterly update", "earnings analysis", "Q1/Q2/Q3/Q4 results", or post-earnings report.
development
Updates a presentation with new numbers — quarterly refreshes, earnings updates, comp rolls, rebased market data. Use whenever the user asks to "update the deck with Q4 numbers", "refresh the comps", "roll this forward", "swap in the new earnings", "change all the $485M to $512M", or any request to swap figures across an existing deck without rebuilding it.
development
Real DCF (Discounted Cash Flow) model creation for equity valuation. Retrieves financial data from SEC filings and analyst reports, builds comprehensive cash flow projections with proper WACC calculations, performs sensitivity analysis, and outputs professional Excel models with executive summaries. Use when users need to value a company using DCF methodology, request intrinsic value analysis, or ask for detailed financial modeling with growth projections and terminal value calculations.
tools
Build professional financial services data packs from various sources including CIMs, offering memorandums, SEC filings, web search, or MCP servers. Extract, normalize, and standardize financial data into investment committee-ready Excel workbooks with consistent structure, proper formatting, and documented assumptions. Use for M&A due diligence, private equity analysis, investment committee materials, and standardizing financial reporting across portfolio companies. Do not use for simple financial calculations or working with already-completed data packs.