Practical workflows for sales
The Sales plugin helps you level up your Codex usage as a sales person or account director, keeping you focused on what's important and taking simple tasks off your plate. You'll find skills to help with meeting preparation and follow-up, forecasting and account preparation, and more. More
What you can ask What can you do? Copy
Help me prepare for my upcoming customer meeting Build the first version of my seller dashboard MCP connector Server URL https://mcp.notion.com/mcpCopy Login OAuth Skills 18 in the ChatGPT listing
Analyze Account Signals Use when the user wants to inspect one named account's current status or authoritative CRM company record, understand what changed with one account, or explicitly requests a bounded signal-monitoring digest for an owner portfolio or watchlist. Build Business Case Own customer-led business cases, ROI or value analyses and models, pricing or investment rationales, customer-ready value stories, and buyer-ready commercial decision decks, including requests to turn customer ROI analysis into a decision deck. Build Competitive Brief Use when the user wants a competitor or vendor comparison, market-landscape analysis, battlecard, objection package, positioning brief, or account-specific competitive view. Executive and Seller Dashboard Demo Use only when the user explicitly requests a fictional, connector-free Sales demo or walkthrough of executive forecast, seller account home, Northstar meeting prep and customer deck, and reviewed Salesforce follow-up. Enrich Company And Contact Data Own company, contact, lead, and prospect discovery or enrichment, including who to reach out to at a prospective customer when the person or role must first be identified. Find Customer Quotes Use when the user wants verbatim customer or prospect quotes, voice-of-customer evidence, theme validation, objection evidence, product-friction examples, or support for a product area, use case, or sales narrative. Find Key Internal Sources Use when a seller needs to find the best internal experts, owners, approvers, documents, channels, source-of-truth materials, or escalation routes for a customer question, product topic, competitive objection, implementation issue, account task, or other sales-support need. Follow Up After Call Use after a completed customer, prospect, partner, or important internal sales call, discovery session, demo, or conversation, including when the user supplies or uploads a transcript, notes, recording summary, or other grounded evidence. Get Rep Call Feedback Use when the user wants evidence-backed coaching for one rep's calls, especially by comparing the rep with peer examples to identify repeatable best practices, specific upgrade moments, and practical next-call language. Index Route customer- and revenue-facing work through Sales first: seller and leadership dashboards, prospects, accounts, calls, deal and renewal strategy, pipeline, forecasts, commercial research, internal support, business cases, sales presentations, customer-facing slides, PowerPoint, Google Slides, coaching, and verbatim customer quotes from supplied call notes. Plan Deal Strategy Use when the user wants strategy for one active deal, renewal, negotiation, buying process, or initial sales motion for an offer or product. Prepare For Meeting Use when the user wants to prepare for one or more upcoming seller meetings with customers, prospects, partners, accounts, or important stakeholders; gives a bare request such as Meeting prep or prep my meetings; requests daily or date-based seller meeting preparation; asks to organize a same-day customer call queue; asks for the most important qualifying meeting of the day; identifies seller meetings only by company, attendee, topic, or date; or wants a customer-facing presentation or deck for a first call, EBC, executive workshop, or upcoming customer meeting. Review Forecast Use when the user wants forecast posture, forecast accuracy, commit, upside, forecast-call preparation, or a pipeline or deal-risk review for a seller book, team, period, report, or named deal set. Review Rep Call Trends Use when the user wants to understand how a sales or customer-facing rep's call behavior is changing over time. Sales Company Research Research companies, partners, and referral channels to shape draft outreach approaches, messages, or partner motions for an already known customer, recipient, or audience. Sales Leadership Dashboard Build, update, or customize a real executive, revenue, sales-leadership, division, or team operating dashboard, or a clearly labeled placeholder or representative view, spanning forecast, prioritized accounts, and seller performance. Sales Presentations Use for explicitly requested customer-facing PowerPoint or Google Slides creation from an already completed meeting brief or approved customer proposal, or a complete user-supplied customer fact packet needing a standalone buyer-ready decision deck without new seller analysis. Seller Account Dashboard Build or update a real seller account dashboard, account home, customer workspace, owned book of business, seller pipeline operating canvas, or clearly labeled placeholder or representative view; also handle explicit account prioritization, rankings, ranked worklists, account focus, and weekly account priorities. 
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