Built for Claude Cowork · Included in all paid Claude plans

Close More Deals. Write Fewer Documents.

Follow-ups same day. Pipeline reports in 60 seconds. 15 workflows. $199 once. 30-day guarantee.

One-time purchase. Built for Claude Cowork.

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Trusted by sales professionals at 200+ companies

The Document Grind

You didn’t get into sales to write documents.

It’s 4pm. You just got off a call with a promising prospect. They said “send me a summary and next steps.” You have 3 more calls today.

By the time you sit down to write the follow-up, it’s Thursday. The prospect has gone cold. Another deal lost to paperwork timing.

Your pipeline review is tomorrow. Your manager wants a report. You’ll spend an hour narrating a spreadsheet while everyone squints at their screens.

You know AI could help. But Claude gives you generic text — not the formatted documents you can actually send to leadership or prospects.

Claude.ai — New Chat
Generate a pipeline report from this Salesforce export
C
Here's a summary of your pipeline. You have 47 deals worth $2.3M. 12 are in negotiation, 8 are at risk...
I need an actual formatted document I can present to leadership. With charts.
C
I can help structure that! Here's an expanded breakdown with stages and values listed by category...
🤦

What if every sales document you need was one prompt away — and the output was actually good enough to send?

15 sales workflows. One upload. Documents in minutes, not hours.

Claude Chat vs. Claude Cowork

Claude Chat

Text-in, text-out
You copy-paste results into documents
No file access
Starts from zero every conversation

Claude Cowork

Reads your files, writes real documents
Saves .docx, .xlsx, .pptx to your folder
Skills activate automatically
Schedule recurring reports

Cowork is a mode in Claude Desktop where Claude has access to your filesystem. Point it at a project folder, describe what you need, and it reads your data, runs the skill, and saves polished documents directly to that folder. Say “generate my pipeline report” and get a finished .docx saved to your folder. If you have a paid Claude plan (Pro, Team, or Enterprise), you already have Cowork. Open Claude Desktop → toggle Cowork on → you’re ready. Don’t have Claude yet? Get it at claude.ai/download — plans start at $20/month.

①Your follow-up email is the deal’s funeral or its lifeline

It’s 4pm. You just got off a call with a promising prospect. They said “send me a summary and next steps.” You have 3 more calls today.

By the time you sit down to write the follow-up, it’s Thursday. The prospect has gone cold.

The difference between closing and losing is often 24 hours. The follow-up has to go out same day — specific action items from the actual meeting, not a template.

The Post-Meeting Follow-Up skill takes your raw meeting notes and produces a polished email with summary, next steps, action items with owners and dates, proposed timeline. Under 2 minutes.

Same day. While the prospect still remembers. While excitement is fresh.

One recovered deal pays for the entire Sales Pack many times over.

②Your pipeline report looks like a spreadsheet crime scene

Every week. Manager asks “where are we on pipeline?” You open a spreadsheet that makes everyone’s eyes hurt.

Rows of deals. Columns of stages. Numbers that may or may not be current. No visualization. No win rates. No velocity. No risk flags. Just raw data you’ll narrate for 30 minutes while everyone squints.

The Pipeline Report skill takes your CRM export — Salesforce, HubSpot, Pipedrive, whatever CSV — and produces an executive-ready report. Deal stages, win rates, revenue forecast, at-risk deal flags, velocity metrics, recommendations.

60 seconds from CSV to formatted report. Manager gets clarity. You look prepared. Meeting goes from 45 minutes of squinting to 15 minutes of decisions.

What sales professionals are saying

“My pipeline reports used to be a mess of spreadsheets. Now I just say "build my pipeline report" and it’s done.”

A

Alex T.

Sales Director · SaaS

Used: Pipeline Report

“The QBR deck skill saved my Sunday nights. I get better slides in 20 minutes than I used to make in 4 hours.”

B

Brandon F.

Regional Sales Manager · Enterprise

Used: QBR Deck

③Your new reps are winging it because nobody wrote the playbook

You hire an SDR. Day one: “here’s your login, here’s your territory, go.”

No call script. No outreach sequence. No battlecards. No objection library.

They wing it for a month. Booking rate: 2%. Because they’re improvising every call.

The Cold Call Script produces a structured framework — pattern interrupts, qualification questions, objection handling tailored to your product and buyer persona.

The Outreach Email Sequence produces a 4-email cadence with A/B variants and subject lines. Ready to load into your outreach tool.

The Sales Battlecard produces a one-page competitive reference — what to say when prospects mention each competitor.

Your new rep has the same playbook your best rep would write — if they had 10 free hours.

Let's do the math.

5 hours/week on pipeline reports, QBR decks, follow-ups, and CRM admin.

5 hours × 50 weeks = 250 hours/year lost to documents.

250 hours you could have spent selling.

The Sales Pack costs $199. One time.

250 hours back. $199 once. Every hour reclaimed is an hour selling.

15 sales workflows. One upload. More selling, less admin.

④You didn’t get into sales to build slide decks

Sunday night. QBR tomorrow. Slides empty.

Export pipeline from Salesforce. Open Excel. Pivot tables. Win rates. Open PowerPoint. Copy-paste charts. Format. Commentary. Colors and alignment.

4 hours. Your manager changes two slides anyway. Next quarter, repeat.

Drop your CRM export in a Cowork folder. Say “build my QBR deck.” Get polished slides — deal analysis, pipeline visualization, forecast, recommendations — in 20 minutes.

Not a template. Built from YOUR data.

“But I can just prompt Claude myself...”

Sure. Here’s what that looks like for a pipeline report.

DIY Prompting

Attempt 1: “Generate a pipeline report from this CSV”

Got a text summary, no formatting

Attempt 2: “Add deal scores and velocity metrics”

Numbers look made up, no source data

Attempt 3: “Format as a document with charts”

Can’t generate files in chat mode

Attempt 4: “Fine, I’ll build it in Excel myself”

3 hours of pivot tables later...
Time spent: ~3 hours

With SummonSkills

“Generate my pipeline report from this Salesforce export”

Deal scores by stage
Win rate and velocity metrics
Revenue forecast with scenarios
At-risk deal flags
Saved as Pipeline_Report.xlsx
Time spent: ~4 minutes

Skills aren’t prompts. They’re complete workflows with built-in structure, validation, and formatting.

15 workflows. Not 15 prompts. Real files, not text walls.

⑤What 60 seconds changes about your next 12 months

Week 1: Upload skills. Send a follow-up email 30 minutes after your next meeting. Prospect replies same day. “Let’s move forward.”

Week 2: Pipeline report generated in 60 seconds. Your manager actually reads it. Meeting goes from 45 minutes to 15.

Month 1: QBR deck takes 20 minutes, not 4 hours. Sunday night is yours.

Month 3: Complete sales playbook built — scripts, sequences, battlecards, objection library. Two new SDRs ramping in half the time.

Month 6: You count at least 3 deals that would have gone cold without same-day follow-up. Revenue from those deals: many times the cost of the pack.

15 skills. Every one produces a real file.

These aren't generic prompts — they're structured workflows that produce real formatted documents. Click any skill to see what goes in and what comes out.

📞

Cold Call Script

Stop winging calls. Get a framework that actually books meetings.

.docx
📊

Pipeline Report

Turn your CRM export into an executive-ready report in 60 seconds.

.docx
🔮

Forecast Model

Three-scenario forecasting with time-decay weighting. Your CFO will love it.

.xlsx
🎯

Deal Review Summary

Scattered emails and notes → one-page deal intelligence brief.

.docx
✉️

Outreach Email Sequence

4-email sequences with A/B variants and subject lines. Ready to load into your outreach tool.

.docx
🤝

Meeting Prep Brief

Walk in prepared. Company research, talking points, and objection responses on one page.

.docx
💬

LinkedIn Message Generator

Connection requests and follow-up sequences that don’t sound like spam.

.docx
🛡️

Sales Battlecard

Know exactly what to say when a prospect mentions the competition.

.docx
📝

Quote / Proposal Doc

Professional quotes with pricing tables, SLA guarantees, and signature blocks.

.docx
📧

Post-Meeting Follow-Up

Meeting notes → polished follow-up email with action items. In under 2 minutes.

.docx
📈

Win/Loss Analysis

Find patterns in your closed deals. Learn why you win and why you lose.

.docx
🚫

Objection Response Library

20 objections across 6 categories. Never be caught off-guard again.

.docx
📅

Sales Activity Tracker

Messy CRM notes → structured activity log with follow-up queue.

.xlsx
🏢

QBR Deck

Quarterly business review presentation from raw metrics. Skip the Sunday night slide grind.

.pptx
👥

Lead List Enricher

Add company data, industry, size, and recent news to your raw lead list.

.xlsx

More from the community

“Our new reps ramped 2x faster with the battlecards and call scripts. Game changer for onboarding.”

J

Jessica H.

Sales Enablement Lead · Mid-market

Used: Sales Battlecard

“The follow-up skill means I send recap emails same-day instead of 3 days later. My close rate went up.”

L

Lisa P.

Account Executive · Tech

Used: Post-Meeting Follow-Up

“Recommended this to my entire team. We went from 2 hours of reporting to 10 minutes across the board.”

K

Kevin M.

VP of Sales · Series B Startup

Used: Sales Activity Tracker

200+ sales professionals already made the switch. Join them.

Three steps. Five minutes.

01

Upload the skill pack

Open Claude Desktop → Customize → Skills → Upload ZIP. Done in 60 seconds. (Claude Desktop is free. Cowork is included in any paid Claude plan.)

02

Point Cowork at your folder

Open your sales folder in Cowork. Claude sees your CRM exports, meeting notes, and deal data.

03

Say what you need

"Generate my pipeline report" — Claude activates the right skill and saves the deliverable.

No code. No configuration. No prompt engineering.

Set it once. Get it every week.

Use Claude Cowork to schedule any skill. Fresh reports land in your folder automatically.

Pipeline Report
Sales Activity Tracker
Forecast Model

No cron jobs. No Zapier. Just a folder and a schedule. Cowork is included in all paid Claude plans — no extra purchase needed.

Scheduling requires Claude Desktop with Cowork enabled. Available on all paid Claude plans.

Still not sure?

“My CRM already has reporting.”

Your CRM shows data. It doesn’t write the narrative. The Pipeline Report doesn’t duplicate Salesforce — it turns your raw export into a document you can present to leadership with commentary, risk flags, and recommendations.

“$199 for a sales tool?”

Your Gong subscription costs $1,200/year. Your Outreach license costs $1,000/year. SummonSkills costs $199 once — and handles the documents those tools don’t touch. Pipeline reports, QBR decks, follow-up emails, battlecards. It’s the cheapest tool in your stack with the fastest ROI.

“My team uses Gong/Outreach/SalesLoft already.”

Those tools help you sell. SummonSkills handles the documents. Pipeline reports, QBR decks, battlecards, forecast models — the admin work your sales tools don’t touch.

“Will the outreach emails sound generic?”

Each skill adapts to your product, industry, and target persona. You describe your ICP and the output sounds like your best rep wrote it.

“We have 20 reps. Do we need 20 licenses?”

One license per person who uploads the skills. Team pricing available for 5+ seats — reach out.

Every hour you spend on admin is an hour you’re not selling.

What you need to get started:

Claude Desktop (free download — claude.ai/download)
Any paid Claude plan (Pro $20/mo, Team $25/mo, or Enterprise)
That's it. Cowork is included. No extra tools or subscriptions.

Less than one hour of your time.

Sales Pack

$199one-time
15 production-ready sales workflows
Produces .docx, .xlsx, and .pptx files
Built for Claude Cowork — files saved directly to your folder
Schedule recurring reports with Cowork (weekly pipeline, forecasts, etc.)
Customizable to your product, industry, and ICP
Free lifetime updates

One-time purchase. No subscription. No recurring fees.

Best Value

All 3 Packs — 45 skills

Marketing + Consulting + Sales

$399one-time

Save $148

Everything in Sales Pack
+ 15 Marketing workflows
+ 15 Consulting workflows
45 total skills across 3 professions

That's $8.87 per skill.

One-time purchase · No subscription · 30-day money-back guarantee

Questions? Answered.

No. Each skill is a multi-step structured workflow with specific formatting rules, edge case handling, and professional document generation logic. The outputs are real .docx, .xlsx, and .pptx files — not chat responses.

Your next deal shouldn’t wait for your next document.

Get the Sales Pack and start closing faster.

One-time purchase · 30-day money-back guarantee · Instant download

One-time purchase · 30-day guarantee