small-business/skills/sales-brief/SKILL.md
Surfaces top and bottom sellers, identifies seasonality patterns, and produces a 2-week content brief to push winners and clear slow movers. Accepts optional lookback window of 30, 60, or 90 days.
npx skillsauth add anthropics/knowledge-work-plugins sales-briefInstall this skill globally with one command. Works with Claude Code, Cursor, and Windsurf.
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Run the sales analysis and content brief. Pull what sold (and what didn't), explain why, and produce a ready-to-use content plan that acts on the data.
Parse arguments:
--lookback (default: 30d) — 30d, 60d, or 90d lookback windowUsing the content-strategy skill workflow for sales analysis:
Top sellers: products that grew share or maintained top-3 rank. Bottom sellers: products with declining volume or below 5% of revenue.
For each top and bottom seller, explain the likely driver:
Produce a ready-to-use content brief:
2-Week Content Brief — {date range}
PUSH THESE (winners)
• {product}: {suggested angle} — {channel: email|social|both}
• {product}: {suggested angle} — {channel}
CLEAR THESE (slow movers)
• {product}: {promo angle or bundle suggestion} — {channel}
CONTENT CALENDAR
Week 1:
Mon: {post/email concept}
Wed: {post/email concept}
Fri: {post/email concept}
Week 2:
Mon: {post/email concept}
Wed: {post/email concept}
Fri: {post/email concept}
If both QuickBooks and PayPal are unreachable, stop — sales analysis requires at least one revenue source. If only one is connected, run from that source and note "QuickBooks not connected — revenue data from PayPal only" (or vice versa). If HubSpot is missing, skip campaign cross-reference in the "why analysis" and note it.
Present the sales analysis, then the content brief. Ask the owner if they'd like to generate Canva assets for any of the planned posts.
testing
Reads a forwarded customer email or ticket, pulls order/refund status from PayPal and account history from HubSpot, drafts a tone-matched reply in the owner's writing voice, and can issue a PayPal refund with explicit owner approval. Use when the user says "draft a response," "answer this customer," "where's my order," or "I want a refund."
development
Prepares tax-season materials for small business owners — framed as deliverables for their accountant, not tax advice. Two modes: (1) quarterly estimated tax calculation — pulls YTD net income from QuickBooks and calculates the federal income tax + self-employment tax liability and quarterly payment due; (2) year-end 1099 prep — scans QuickBooks, PayPal, and Stripe for contractors paid over $600, builds a 1099-NEC candidate list with missing W-9 flags, and produces a plain-English summary a CPA can work from directly. Trigger this skill whenever the user mentions: quarterly taxes, estimated tax payment, how much to set aside for taxes, 1099s, 1099-NEC, year-end tax prep, contractor payments, W-9s, or any phrase suggesting they are preparing for a tax deadline or handing materials to an accountant. Also trigger proactively when a user asks about net profit or YTD income in a context that suggests they are worried about their tax bill.
tools
Prepares tax-season materials — quarterly estimated tax calculation or year-end 1099 prep — and produces an accountant handoff packet. Accepts optional mode and year arguments.
tools
The front door to the Small Business plugin. Listens to what the owner needs right now — vague or specific — and routes them to the best skill or slash command for the moment. Also serves as a guide: explains what's available, suggests what to try next, and adapts recommendations based on stored business context. Trigger whenever the owner asks "what can you do," "help me with my business," "what should I focus on," "I don't know where to start," or any open-ended business request that doesn't clearly match a single skill.