skills/sales-reason8/SKILL.md
reason8 platform help — AI meeting note-taker for in-person meetings using multi-smartphone audio capture. Use when setting up reason8 for in-person meeting recording, configuring multi-device recording to improve audio quality, troubleshooting speaker identification or transcription accuracy, understanding reason8 pricing tiers (Free 15 min / Pro $19.99/mo / Enterprise custom), choosing between reason8 and other in-person recording tools (Speakwise, Omi, Plaud, Wave), evaluating reason8 for a team that primarily does face-to-face meetings, or understanding reason8's export and sharing features. Do NOT use for comparing AI meeting note-takers across platforms (use /sales-note-taker) or reviewing a sales call for coaching (use /sales-call-review).
npx skillsauth add sales-skills/sales sales-reason8Install this skill globally with one command. Works with Claude Code, Cursor, and Windsurf.
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If references/learnings.md exists, read it first for accumulated platform knowledge.
Ask the user:
What do you need help with?
What's your primary use case?
Team size?
Skip-ahead rule: if the user's prompt already contains enough context, skip to Step 2.
| If the question is about... | Route to... |
|---|---|
| Comparing note-takers across platforms | /sales-note-taker [question] |
| Reviewing a specific sales call | /sales-call-review [question] |
| Sales coaching program design | /sales-coaching [question] |
| General CRM/tool integration patterns | /sales-integration [question] |
If the question is reason8-specific, continue to Step 3.
Read references/platform-guide.md for the full platform reference — features, pricing, multi-device setup, export options, known limitations.
Answer the user's question using only the relevant section. Don't dump the full reference.
You no longer need the platform guide — focus on the user's specific situation.
If you discover a gotcha, workaround, or tip not covered in references/learnings.md, append it there.
Best-effort from research — review these, especially items about plan-gated features that may be outdated.
/sales-note-taker — Compare AI note-takers across platforms, choose the right one for your team, or wire transcripts into CRM. Install: npx skills add sales-skills/sales --skill sales-note-taker -a claude-code/sales-speakwise — Speakwise platform help — iOS-native in-person meeting recorder with Notion sync, cheapest at $60/yr. Install: npx skills add sales-skills/sales --skill sales-speakwise -a claude-code/sales-wave — Wave platform help — mobile-first AI note-taker with REST API, semantic search, and webhooks. Install: npx skills add sales-skills/sales --skill sales-wave -a claude-code/sales-plaud — Plaud platform help — hardware AI voice recorder for in-person + phone calls with VCS technology. Install: npx skills add sales-skills/sales --skill sales-plaud -a claude-code/sales-do — Not sure which skill to use? The router matches any sales objective to the right skill. Install: npx skills add sales-skills/sales --skill sales-do -a claude-codeUser: "I do a lot of face-to-face client meetings and want to capture notes automatically. Is reason8 worth it?" Skill does: Explains reason8's multi-device recording approach for in-person meetings, notes the $19.99/mo Pro price, compares to alternatives (Speakwise at $60/yr for iOS-only Notion users, Wave for API access, Omi for open-source wearable, Plaud for hardware recorder), and flags the no-CRM and no-API limitations.
User: "How does reason8's multi-device recording work? Can I use it for a 6-person meeting?" Skill does: Explains that multiple attendees open reason8 on their phones and record simultaneously, then reason8 fuses the audio streams into one transcript with speaker identification. Notes that speaker diarization accuracy may degrade with more participants.
User: "I need my meeting transcripts in Salesforce automatically. Can reason8 do that?" Skill does: Explains that reason8 has no CRM integration and no API — Salesforce sync is not possible. Recommends Fathom Business ($25/user/mo) or Fireflies Business ($19/seat/mo) for HubSpot/Salesforce CRM auto-sync, or Wave for a mobile-first tool with API access.
Symptom: Transcript contains many errors, missed words, or garbled text. Fix: Ensure phones are placed close to speakers (within 3 feet). Use multi-device recording — each participant recording on their own phone produces significantly better results than a single device. Minimize background noise. Check that the room doesn't have excessive echo.
Symptom: Transcript attributes speech to the wrong person. Fix: Multi-device recording improves speaker separation because each phone primarily captures the nearest speaker. Position devices closer to their respective speakers. In single-device mode, speaker diarization degrades with more than 2-3 participants.
Symptom: Recording completes but transcript or summary never appears. Fix: Check internet connectivity — reason8 requires server-side processing. Ensure the app is updated to the latest version. If a recording is very short, processing may be skipped. Try force-closing and reopening the app, then check if the recording appears.
tools
UpViral platform help — viral referral marketing and list-building platform (by Emarky) for viral sweepstakes, giveaway/reward campaigns, pre-launch waiting lists, and milestone referral programs, with REST API (app.upviral.com/api/v1/), callback-URL webhooks, PHP SDK, fraud detection (IP-based suspicious-referral flagging), A/B testing, smart leaderboards, unlockable incentives, and 30+ native ESP/CRM integrations (Mailchimp, ActiveCampaign, ConvertKit, AWeber, HubSpot, Klaviyo, Intercom) plus Zapier/Make/Pipedream/Integrately/Pabbly. Use when UpViral campaigns aren't tracking referral points correctly, deciding between Starter $79/mo annual (10K leads, 1 brand, NO API) vs Business $119/mo (25K, 2 brands, API + webhooks unlocked) vs Premium $319/mo (100K, 5 brands, dedicated account manager), the API returns errors because you're on the Starter tier where API/webhooks are gated, building an UpViral→CRM or UpViral→data-warehouse pipeline with add_contact / get_leads / get_leads_points / add_points / get_custom_fields / lists methods (uvapikey + uvmethod form-encoded POST), interpreting fraud flags where same-IP referrals get marked suspicious and you must manually activate/delete/blacklist, setting up the Callback URL (webhook) to fire on reward-unlock events, Zapier New Lead / New Reward Unlocked triggers not firing, ClickFunnels/Shopify/funnel-builder integration breaking, the drag-and-drop page builder showing broken widgets or limited customization, the setup feeling long and complicated for your first campaign, or picking UpViral over Viral Loops / KickoffLabs / Vyper / Prefinery / Gleam / KingSumo / ShortStack for a viral campaign. Do NOT use for general newsletter audience growth strategy across all platforms (use /sales-audience-growth), newsletter monetization (use /sales-newsletter), KickoffLabs-specific help (use /sales-kickofflabs), no-code merge-tag newsletter referrals (use /sales-referralkit), SparkLoop paid recommendations (use /sales-sparkloop), or full-stack multi-level Level-1/2/3 referral/affiliate tracking (use /sales-referralhero).
development
ReferralHero platform help — full-stack referral, affiliate, waitlist, contest, and NPS platform with subscriber API, webhooks, Zapier, Mailchimp/Kit/AWeber/Klaviyo/ActiveCampaign/SendLane connectors, coupon codes, multi-level referral tracking (Level 1/2/3), anti-fraud, and 5,000 calls/hour rate limit. Use when ReferralHero campaigns aren't tracking referrals correctly, deciding between PRO $199/mo (10K members, includes API + webhooks) and PREMIUM $399/mo (50K members, adds ReCaptcha + SMS verification), authentication is failing with no_token or X-API-Key header is being ignored, multi-level referral counts (Level 2/3) aren't appearing for downline subscribers, coupon group endpoints return 404 or coupon arrays max out, hitting the 5,000 calls/hour soft limit and getting too_many_calls 429s, the Mailchimp/Kit native integration is double-adding subscribers, webhook payloads aren't firing on confirmation events, importing Stripe customer IDs through transaction tracking, generating reward fulfillment when subscribers cross milestone thresholds (promote/unlock_promoted_reward), comparing ReferralHero against SparkLoop/ReferralKit/Viral Loops/GrowSurf/KickoffLabs for referral marketing, or routing referral data via add_bulk_transactions (500-transaction batch limit). Do NOT use for general newsletter audience growth strategy (use /sales-audience-growth), general newsletter monetization (use /sales-newsletter), no-code newsletter-only referral with merge-tag insertion (use /sales-referralkit), SparkLoop's paid recommendations or partner network (use /sales-sparkloop), or affiliate program strategy across many platforms (use /sales-affiliate-program).
tools
KickoffLabs platform help — viral marketing platform for pre-launch waitlists, bonus-entry giveaways, milestone-reward referral programs, leaderboard giveaways, and email opt-in bribes with REST API v1 + v2, server-side webhooks (in/out), KOL.js JavaScript library, AnyForm script for custom pages, fraud detection (duplicate_ip / bounced / duplidate_email flags), SMS verification add-on, native ESP integrations (Klaviyo, Mailchimp, ActiveCampaign, Brevo), website builders (Webflow, Wix, Squarespace, Weebly), Shopify, Facebook Audiences, Slack, Zapier. Use when KickoffLabs viral campaigns aren't tracking referrals correctly, deciding between Hobby $13/mo annual (500 leads/mo no A/B no reward emails) vs Premium $48/mo (2.5K + A/B + reward emails + tracking pixels) vs Business $99/mo (10K + custom email templates + custom domains + advanced reporting + 3 team) vs Enterprise $202/mo (25K + 5 team + SMS included), API key getting rejected because you embedded it in client-side JavaScript instead of server-side, can't decide whether to use v1 /subscribe vs v2 /tags/:TAG_ID/lead for lead creation, webhook payloads firing with `__fraudulent` flag and you need to interpret the duplicate_ip/bounced/duplidate_email reason codes (yes, duplidate is spelled that way in their docs), AnyForm script not posting to KickoffLabs vs native API endpoint, leaderboard endpoint returning more than 50 leads is not allowed, social_id (kid in share URLs) attribution chain breaking between v1 and v2, contest score vs lead count metrics in the webhook payload are confusing, SMS Verification only available on Premium+ as $50/mo add-on (Enterprise includes), per-month lead cap auto-upgrades at $8 per 1000 overage leads, picking between KickoffLabs and Viral Loops / UpViral / Prefinery / ReferralCandy / Voucherify for viral campaign type fit, or rate limit per tier (10-100 calls/minute) is hitting on bulk imports. Do NOT use for general newsletter audience growth strategy (use /sales-audience-growth), general newsletter monetization (use /sales-newsletter), no-code merge-tag-only newsletter referrals (use /sales-referralkit), SparkLoop paid recommendations + partner network (use /sales-sparkloop), or full-stack referral/affiliate with multi-level Level-1/2/3 tracking (use /sales-referralhero).
development
Routes any sales, marketing, ad, or GTM objective to the right specialized skill and outputs the install command for that skill plus a ready-to-paste prompt packed with the user's context. Asks clarifying questions when the objective is ambiguous, then hands back a copy-paste-runnable next step. Covers prospecting, outbound cadences, deals, proposals, forecasting, deliverability, enrichment, intent, content, coaching, CRO, SEO, launch directories, newsletters, email/SMS/push marketing, chatbots, influencer marketing, social media, employee advocacy, media relations, reviews, data hygiene, B2B advertising, retargeting, affiliate, loyalty, digital products, memberships, webinars, checkout, and platform-specific help. Use when the user has a sales or marketing question and isn't sure which skill to use, or wants a multi-skill sequence with a batch install command. Do NOT use to solve problems directly — this skill only routes.