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.
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.
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
Claude Cowork
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.”
Alex T.
Sales Director · SaaS
“The QBR deck skill saved my Sunday nights. I get better slides in 20 minutes than I used to make in 4 hours.”
Brandon F.
Regional Sales Manager · Enterprise
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”
Attempt 2: “Add deal scores and velocity metrics”
Attempt 3: “Format as a document with charts”
Attempt 4: “Fine, I’ll build it in Excel myself”
With SummonSkills
“Generate my pipeline report from this Salesforce export”
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.
.docxPipeline Report
Turn your CRM export into an executive-ready report in 60 seconds.
.docxForecast Model
Three-scenario forecasting with time-decay weighting. Your CFO will love it.
.xlsxDeal Review Summary
Scattered emails and notes → one-page deal intelligence brief.
.docxOutreach Email Sequence
4-email sequences with A/B variants and subject lines. Ready to load into your outreach tool.
.docxMeeting Prep Brief
Walk in prepared. Company research, talking points, and objection responses on one page.
.docxLinkedIn Message Generator
Connection requests and follow-up sequences that don’t sound like spam.
.docxSales Battlecard
Know exactly what to say when a prospect mentions the competition.
.docxQuote / Proposal Doc
Professional quotes with pricing tables, SLA guarantees, and signature blocks.
.docxPost-Meeting Follow-Up
Meeting notes → polished follow-up email with action items. In under 2 minutes.
.docxWin/Loss Analysis
Find patterns in your closed deals. Learn why you win and why you lose.
.docxObjection Response Library
20 objections across 6 categories. Never be caught off-guard again.
.docxSales Activity Tracker
Messy CRM notes → structured activity log with follow-up queue.
.xlsxQBR Deck
Quarterly business review presentation from raw metrics. Skip the Sunday night slide grind.
.pptxLead List Enricher
Add company data, industry, size, and recent news to your raw lead list.
.xlsxMore from the community
“Our new reps ramped 2x faster with the battlecards and call scripts. Game changer for onboarding.”
Jessica H.
Sales Enablement Lead · Mid-market
“The follow-up skill means I send recap emails same-day instead of 3 days later. My close rate went up.”
Lisa P.
Account Executive · Tech
“Recommended this to my entire team. We went from 2 hours of reporting to 10 minutes across the board.”
Kevin M.
VP of Sales · Series B Startup
200+ sales professionals already made the switch. Join them.
Three steps. Five minutes.
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.)
Point Cowork at your folder
Open your sales folder in Cowork. Claude sees your CRM exports, meeting notes, and deal data.
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.
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:
Less than one hour of your time.
Sales Pack
One-time purchase. No subscription. No recurring fees.
All 3 Packs — 45 skills
Marketing + Consulting + Sales
Save $148
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
