Claude Skills by nota-america

Research your competitors and build an interactive battlecard.

Generate tailored sales assets (landing pages, decks, one-pagers,

Start your day with a prioritized sales briefing. Works standalone

Research a prospect then draft personalized outreach. Uses web

Generate a weighted sales forecast with best/likely/worst

Analyze pipeline health — prioritize deals, flag risks, get a

Research a company or person and get actionable sales intel. Works

Prepare for a sales call with account context, attendee research,

Process call notes or a transcript — extract action items, draft

Research your competitors and build an interactive battlecard.

Generate tailored sales assets (landing pages, decks, one-pagers,

Start your day with a prioritized sales briefing. Works standalone

Research a prospect then draft personalized outreach. Uses web

Generate a weighted sales forecast with best/likely/worst

Analyze pipeline health — prioritize deals, flag risks, get a

Research a company or person and get actionable sales intel. Works standalone with web search, supercharged when you connect enrichment tools or your CRM. Trigger with "research [company]", "look up [person]", "intel on [prospect]", "who is [name] at [company]", or "tell me about [company]".

Prepare for a sales call with account context, attendee research, and suggested agenda. Works standalone with user input and web research, supercharged when you connect your CRM, email, chat, or transcripts. Trigger with "prep me for my call with [company]", "I'm meeting with [company] prep me", "call prep [company]", or "get me ready for [meeting]".

Process call notes or a transcript — extract action items, draft follow-up email, generate internal summary. Use when pasting rough notes or a transcript after a discovery, demo, or negotiation call, drafting a customer follow-up, logging the activity for your CRM, or capturing objections and next steps for your team.

Research your competitors and build an interactive battlecard. Outputs an HTML artifact with clickable competitor cards and a comparison matrix. Trigger with "competitive intel", "research competitors", "how do we compare to [competitor]", "battlecard for [competitor]", or "what's new with [competitor]".

Generate tailored sales assets (landing pages, decks, one-pagers, workflow demos) from your deal context. Describe your prospect, audience, and goal — get a polished, branded asset ready to share with customers.

Start your day with a prioritized sales briefing. Works standalone when you tell me your meetings and priorities, supercharged when you connect your calendar, CRM, and email. Trigger with "morning briefing", "daily brief", "what's on my plate today", "prep my day", or "start my day".

Research a prospect then draft personalized outreach. Uses web research by default, supercharged with enrichment and CRM. Trigger with "draft outreach to [person/company]", "write cold email to [prospect]", "reach out to [name]".

Generate a weighted sales forecast with best/likely/worst scenarios, commit vs. upside breakdown, and gap analysis. Use when preparing a quarterly forecast call, assessing gap-to-quota from a pipeline CSV, deciding which deals to commit vs. call upside, or checking pipeline coverage against your number.

Analyze pipeline health — prioritize deals, flag risks, get a weekly action plan. Use when running a weekly pipeline review, deciding which deals to focus on this week, spotting stale or stuck opportunities, auditing for hygiene issues like bad close dates, or identifying single-threaded deals.

Produces a one-page cross-functional business snapshot for SMB owners — cash position (QuickBooks), sales trend (PayPal/Square), pipeline movement (HubSpot), this week's commitments (Calendar), urgent watch-list items (Gmail/Slack), and the single most important thing needing attention today. Proactively tries every available connector and gracefully scopes to whatever is connected — one connector gives a partial pulse; the full stack gives the full picture. Trigger when the user asks how the...

Ranks the top-5 leads most worth calling today, supplies talking

Takes an approved content brief and executes a campaign end-to-end: builds the posting calendar, generates Canva designs for social posts, drafts caption and email copy, and stages social sends in HubSpot. Canva is used for social posts only (Instagram, Facebook, X, LinkedIn) — email content is drafted as plain text and surfaced inline for the owner to send from their own tool. Every step requires explicit owner approval. Use when the user says "make the content," "generate the posts," "creat...

Reads AR/AP, historical cash timing, and known fixed costs from QuickBooks, PayPal, Stripe, or Square — or a CSV upload — and produces a 30/60/90-day cash flow forecast with percentage-variance confidence bands and named risk flags. Delivers a chat summary and a downloadable XLSX. Use when the user asks "forecast my cash flow," "will I make payroll," mentions "runway," or says "cash crunch." Falls back to CSV upload when no connector is live.

Closes the month — reconciles QB vs payment processors, flags gaps,

Analyzes sales data from PayPal and QuickBooks to find top performers and slow movers, layers in seasonality, and produces a prioritized 30-day content brief: what to push, what offers to run, what to hold. Strategic output only — no calendars or assets. Use when the user asks what to post, wants a content plan, asks what's selling, or what to promote this month.

Lightweight NDA, MSA, and vendor contract review for SMBs without legal on staff. Reads contracts from local files, Gmail attachments, or DocuSign envelopes; flags non-standard terms; explains risks in plain English; and outputs a marked-up redline as a separate DOCX. Use when the user says "review this contract," "what am I signing," "red flags," "flag any concerns," "check the payment terms," or uploads/forwards a contract or legal agreement.

Scans HubSpot for stale deals, duplicate contacts, and missing

Keeps HubSpot current without the owner opening it: creates and updates contacts and deals from email and calendar context, logs notes and calls, and flags stale records. The "stop doing data entry" skill. Use when the user asks to update the CRM, log a call, clean up HubSpot, or add context to a deal.

Synthesizes themes from PayPal disputes, HubSpot tickets, and

Aggregates PayPal disputes, HubSpot feedback and tickets, and email sentiment (plus pasted or exported Google/Yelp reviews) into a themes report with verbatim evidence and a "do these three things this week" list. Use when the user asks how customers are feeling, for review analysis, what people are saying, or about disputes.

Delivers the Friday end-of-week pulse — revenue vs prior week, top

Handles an incoming customer complaint end-to-end — pulls context,

Drafts overdue-invoice reminder emails from QuickBooks and PayPal data, matched to each customer's payment history and tone (gentle for good customers, firm for repeat late payers). Sends via PayPal with owner approval; non-PayPal invoices queue as mail drafts. Use when the user asks "who owes me money," mentions overdue invoices, or wants to follow up on unpaid invoices.

Builds end-to-end hiring packets — job post, structured interview guide with scoring rubric, and offer letter template — from a hiring brief. Triggers on: "help me hire", "we're hiring for", "write a job post", "job description", "JD", "open role", "create a job ad", "interview questions", "scoring rubric", "draft an offer letter", "send an offer", "make a hiring packet", or any request to recruit for a position. When in doubt, trigger — covers the full hiring workflow from job post through D...

Scores inbound HubSpot leads by engagement signals, company fit, and urgency markers to produce a "call these 5 today" list with talking points, drafts the follow-ups, and blocks Calendar time. Use when the user asks to prioritize leads, who to call first, or about their pipeline.

Analyzes unit economics by product or service using PayPal merchant insights and QuickBooks cost data, benchmarks against inflation and cost changes, and shows pricing-scenario data (e.g. "a 5% increase historically correlates with ~3% volume drop"). Surfaces analysis only — does not recommend a price. Use when the user asks about raising prices, pricing, margin analysis, what to charge, whether costs are eating into profit, or how a price change might affect their business. Trigger even if t...

Generates a one-page Monday morning briefing — cash, sales,

Walks an SMB owner through month-end close: reconciles QuickBooks against PayPal (and Square/Stripe) settlements, flags uncategorized transactions, suspicious duplicates, and missing receipts, then writes a plain-English P&L narrative and exports a close packet (xlsx + one-page PDF). Use when the user says "close the month," "month-end," "reconcile," "what's missing," "P&L," or asks why revenue or margin changed this month.

Runs on the 25th — shows the next 30-day cash-flow outlook and

Forecasts cash, ranks overdue invoices, and stages PayPal reminders

Produces a margin-by-product table and three pricing-scenario data

Generates a full QBR narrative — revenue trend, margin trend,

Reviews a contract in plain English, surfaces red flags with

Runs an end-to-end marketing campaign — sales analysis, content

Surfaces top and bottom sellers, identifies seasonality patterns,