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Crm opportunity summarizer

Skill sisodiabhumca/agent-skills/skills/crm-opportunity-summarizer

Production-Ready Agent Skills : product analytics, growth experiments, CRM, research synthesis, postmortems, data contracts, SaaS spend, compliance, architecture maps, and LLM eval and many more.

Install
npx -y skills add sisodiabhumca/agent-skills --skill crm-opportunity-summarizer

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Use when a sales rep or RevOps lead needs a concise opportunity summary from Salesforce or HubSpot — pulling stage, amount, contacts, recent activity, and risks, then producing a deal brief and recommended next-best-action.

SKILL.md

1.7 KB, 381 tokens by cl100k_base, as published. Nobody here has run it

CRM Opportunity Summarizer

When to invoke

  • "Summarize the Acme Corp deal."
  • "Give me a brief on my top 5 open opps."
  • "What's at risk in our Q2 pipeline?"

Inputs needed

  1. CRM — Salesforce or HubSpot.
  2. Filter — opportunity ID(s), owner, stage, or close-date range.
  3. Context depth — quick (just record fields) or deep (include emails, calls, notes).

Workflow

  1. Resolve — find the opportunity records via API or CSV.
  2. Aggregate — pull stage, amount, contacts, owner, last activity, age in stage.
  3. Score risk — flag stalled, no-MEDDIC, no-economic-buyer, slipped close date.
  4. Draft brief — TL;DR, key facts, risks, recommended next-best-action.
  5. Hand off — Markdown brief per opp, or a single roll-up table.

Output format per opportunity

## <Account> — <Opportunity Name>
**Stage:** ... | **Amount:** $... | **Close:** YYYY-MM-DD | **Owner:** ...

**TL;DR:** <one line>

**Key contacts:** ...

**Recent activity:** <last 3 touches>

**Risks:**
- ...

**Next best action:** <specific, owned, dated>

Guardrails

  • Never invent contacts, amounts, or dates not in the source data.
  • If MEDDIC/BANT fields are missing, state "missing" — do not infer.
  • Mark records with no activity in 14+ days as "stalled".

Reference code

summarize.py reads from Salesforce REST, HubSpot CRM API, or a CSV export and emits Markdown briefs.

Keep looking

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