Rep One-on-One Prep
Prepares a sales manager for a 1:1 by summarizing a rep's pipeline and activity.
by anthropics · ★ 32,564 on GitHub
What it does
You tell Claude which rep you're meeting, and it gathers their pipeline, recent CRM activity, chats, and calendar events. Claude summarizes what the rep has been working on and where they might need help. You get a ready briefing before the meeting.
Who it’s for
A good fit for salespeople, consultants and founders who sell and HR teams, recruiters and hiring managers.
Do you need to code?
No. You can use this without writing or editing any code.
How to install
Add it as a skill, or as part of its plugin. This skill also ships inside a plugin, so you can upload just this skill to Claude, or install the whole plugin it comes in. See the step-by-step guide.
Safety note
Reads CRM, chat, and calendar data.
As with any add-on, only install skills from sources you trust, and read what it does first.
License
Apache-2.0