knowledge-work-sales

---
name: knowledge-work-sales
description: Use when you need to prospect, craft personalized outreach, build deal strategy, manage pipeline, or prep for sales calls with research-backed context.
source: https://github.com/anthropics/knowledge-work-plugins/tree/main/sales
generated: 2026-07-02T18:42:49.342Z
category: concept
audience: general
---

## When to use

- Researching a company or contact before a call, with news and hiring signals
- Drafting research-first personalized outreach emails and LinkedIn messages
- Reviewing pipeline health — prioritizing deals, flagging risks, building a weekly plan
- Processing call notes into action items, follow-ups, and internal summaries

## Key concepts

### account-research

Researches a company or person via web search — company intel, key contacts, recent news, and hiring signals — triggering automatically when you ask about a prospect.

### draft-outreach

Research-first outreach: researches the prospect, then drafts personalized email and LinkedIn messages with multiple angles.

### pipeline-review and forecast

/pipeline-review scores pipeline health and flags stale or single-threaded deals; /forecast produces a weighted forecast with best/likely/worst scenarios and gap analysis.

### call-prep and call-summary

call-prep assembles account context, attendee research, agenda, and discovery questions; /call-summary turns notes or transcripts into action items and a draft follow-up.

### competitive-intelligence

Researches competitors for product comparison, pricing intel, recent releases, a differentiation matrix, and sales talk tracks.

### Standalone or CRM-supercharged

Every workflow runs standalone from pasted notes, uploaded CSVs, or your description, and gets richer when CRM, email, and other MCP connectors are attached.

## API reference

```
/plugin marketplace add anthropics/knowledge-work-plugins
```

Add Anthropic's knowledge-work plugin marketplace (one-time).

```
/plugin marketplace add anthropics/knowledge-work-plugins
```

```
/plugin install sales@knowledge-work-plugins
```

Install the Sales plugin.

```
/plugin install sales@knowledge-work-plugins
```

## Gotchas

- Primarily designed for Cowork, Anthropic's agentic desktop app, though it also runs in Claude Code
- Works standalone with web search and your input, but CRM/email connectors are needed to log activity or auto-create tasks
- /forecast and /pipeline-review expect a CSV export or a described pipeline — no connector, no automatic data
- account-research and draft-outreach fire automatically when relevant, so phrasing a request as prospect research triggers them
- Outreach is research-first by design; skipping the research step defeats the personalization the plugin is built for

---
Generated by SkillMake from https://github.com/anthropics/knowledge-work-plugins/tree/main/sales on 2026-07-02T18:42:49.342Z.
Verify against source before relying on details.

File: ~/.claude/skills/knowledge-work-sales/SKILL.md