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A sales productivity plugin designed for Claude that helps with prospecting, outreach, pipeline management, call preparation, and deal strategy. Works standalone with web search or supercharged when you connect your CRM, email, and other sales tools.

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Installation

claude plugins add knowledge-work-plugins/sales

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Commands

Explicit workflows you invoke with a slash command:

/call-summary

Process call notes or transcript — extract action items, draft follow-up, generate internal summary

/forecast

Generate a weighted sales forecast with best/likely/worst scenarios, commit vs. upside breakdown, and gap analysis

/pipeline-review

Analyze pipeline health — prioritize deals, flag risks, get weekly action plan
All commands work standalone (paste notes, upload CSV, or describe your situation) and get supercharged with MCP connectors.

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/call-summary

Process call notes or transcripts to extract structured insights and draft follow-ups. Usage: 
/call-summary <notes or transcript>
What it does:
  • Extracts key discussion points and decisions
  • Identifies action items with owners and due dates
  • Surfaces objections, concerns, and open questions
  • Drafts customer-facing follow-up email
  • Generates internal summary for your team
Supercharged with connectors:
  • Transcripts (Gong, Fireflies): Pull recording automatically
  • CRM: Update opportunity, log activity, create tasks
  • Email: Send follow-up directly from draft
  • Calendar: Link to meeting, pull attendee context

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/forecast

Generate a weighted sales forecast with risk analysis and commit recommendations. Usage: 
/forecast [period]
What you need:
  • Pipeline data (upload CSV, paste deals, or describe your territory)
  • Your quota and timeline
  • How much you’ve already closed
What you get:
  • Weighted forecast with stage probabilities
  • Best/likely/worst case scenarios
  • Commit vs. upside breakdown
  • Risk flags (stale deals, past close dates)
  • Gap analysis and recommendations
Default stage probabilities:
  • Negotiation/Contract: 80%
  • Proposal/Quote: 60%
  • Evaluation/Demo: 40%
  • Discovery/Qualification: 20%
  • Prospecting/Lead: 10%

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/pipeline-review

Analyze pipeline health and get actionable recommendations. Usage: 
/pipeline-review
Upload a CSV or describe your pipeline to get:
  • Pipeline health score
  • Deal prioritization
  • Risk flags (stale deals, single-threaded)
  • Weekly action plan

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Skills

Domain knowledge Claude uses automatically when relevant:

account-research

Research a company or person — web search for company intel, key contacts, recent news, hiring signals

call-prep

Prepare for sales calls — account context, attendee research, suggested agenda, discovery questions

daily-briefing

Prioritized daily sales briefing — meetings, pipeline alerts, email priorities, suggested actions

draft-outreach

Research-first outreach — research the prospect, then draft personalized email and LinkedIn messages

competitive-intelligence

Research competitors — product comparison, pricing intel, recent releases, differentiation matrix, sales talk tracks

create-an-asset

Generate custom sales assets — landing pages, decks, one-pagers, workflow demos tailored to your prospect

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When Skills Activate

Skills trigger automatically based on your requests: Researching a prospect: 
Research Acme Corp before my call tomorrow
The account-research skill gives you company overview, key contacts, recent news, and recommended approach. Drafting outreach: 
Draft an email to the VP of Engineering at TechStart
The draft-outreach skill researches the prospect first, then generates personalized outreach with multiple angles. Competitive intel: 
How do we compare to Competitor X?
The competitive-intelligence skill researches both companies and builds a differentiation matrix with talk tracks.

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MCP Integrations

Connect your tools for a richer experience:
CategoryExamplesWhat It Enables
CRMHubSpot, Close, Salesforce, Pipedrive, CopperPipeline data, account history, contact records
TranscriptsFireflies, Gong, Chorus, Otter.aiCall recordings, transcripts, key moments
EnrichmentClay, ZoomInfo, Apollo, Clearbit, LushaCompany and contact data enrichment
ChatSlack, Microsoft TeamsInternal discussions, colleague intel
EmailGmail, Microsoft 365Email context and sending
CalendarGoogle Calendar, Microsoft 365Meeting context and scheduling
Sales EngagementOutreach, Salesloft, ApolloSequence data and engagement tracking
If you see ~~category placeholders in plugin files, these represent tool-agnostic references. For example, ~~CRM works with any connected CRM (HubSpot, Salesforce, etc.).

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Configuration

Create a local settings file at sales/.claude/settings.local.json to personalize: 
{
  "name": "Your Name",
  "title": "Account Executive",
  "company": "Your Company",
  "quota": {
    "annual": 1000000,
    "quarterly": 250000
  },
  "product": {
    "name": "Your Product",
    "value_props": [
      "Key value proposition 1",
      "Key value proposition 2"
    ],
    "competitors": [
      "Competitor A",
      "Competitor B"
    ]
  }
}
The plugin will ask you for this information interactively if it’s not configured.

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Example Workflows

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After a Call

/call-summary
Paste your notes or transcript. Get a structured summary, action items with owners, and a draft follow-up email. If CRM is connected, offers to log the activity and create tasks.

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Weekly Forecast

/forecast
Upload a CSV export from your CRM (or paste your deals). Tell Claude your quota and timeline. Get a weighted forecast with best/likely/worst scenarios, commit vs. upside breakdown, and gap analysis.

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Pipeline Review

/pipeline-review
Upload a CSV or describe your pipeline. Get a health score, deal prioritization, risk flags (stale deals, past close dates, single-threaded), and a weekly action plan.

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Standalone vs. Supercharged

Every feature works without integrations:
What You Can DoStandaloneSupercharged With
Process call notesPaste notes/transcriptTranscripts MCP (Gong, Fireflies)
Forecast pipelineUpload CSV, paste dealsCRM MCP
Review pipelineUpload CSV, describe dealsCRM MCP
Research prospectsWeb searchEnrichment MCP (Clay, ZoomInfo)
Prep for callsDescribe meetingCRM, Email, Calendar MCPs
Draft outreachWeb search + your contextCRM, Email MCPs
Competitive intelWeb searchCRM (win/loss data), Docs (battlecards)

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