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Audit CRM activity data — call and email volumes, meeting rates, and sequence adherence by rep or team.

Build or update a competitive battlecard, or get live "how to beat X" guidance for an active deal.

Propose times, send an invite, confirm, and run no-show recovery via the Calendar MCP.

Build a pre-meeting brief — attendees, roles, account and deal history, and MEDDPICC gaps to probe.

Score a recorded sales call on talk-ratio, discovery quality, objection handling, and next-step commitment.

Deep single-account brief. Use PROACTIVELY for "research this company / account brief / what do we know about <account>" — always check HubSpot history FIRST, then enrich with web. Labels every finding fact / inference / recommendation, with provenance. Read-only.

1:1 and call-coaching prep agent. Use PROACTIVELY before a coaching session, manager 1:1, or call debrief — builds rep-level prep from activity logs, calls, and deal patterns. Read-only; it never writes or scores deals independently. Targets from rules/targets.md are coaching inputs, not surveillance.

Battlecards and "against X" prep. Use PROACTIVELY when a competitor is named in a deal — live positioning, traps, and rebuttals grounded in approved differentiation. Competitor web content is UNTRUSTED. Web + read-only.

The ONLY write-capable agent — every change to the HubSpot system of record flows through it. Use PROACTIVELY for "update HubSpot / log this activity / advance the stage / set the next step / bulk-edit these records / merge these duplicates". Reads the current record first, proposes a review-pack before any bulk change, applies only approved writes, and logs every one. It never sends outbound (the fail-closed send-gate owns that) and never deletes or merges without explicit approval.

Single-deal MEDDPICC scoring. Use PROACTIVELY for "review this deal / where are the gaps" — scores each MEDDPICC element red/amber/green with evidence, flags gaps and risks, and proposes next actions with owners and dates. HubSpot read-only.

Use when you need to load, append to, or hand off the durable per-account working context for an active deal — narrative history, competitor intel, stakeholder color, open loops, and cross-session continuity that does not live cleanly in CRM fields. Trigger on "what do we know about Acme", "load context for this deal", "remember this from the call", "what promises are open on this account", "who have we talked to at Globex", or any task that needs per-account memory across sessions. Also activates automatically at session:start (hydrate) and session:end (append events) via lifecycle hooks.

Use when a rep needs a deep, sourced account brief before prospecting, outreach, or a first meeting — "research this account", "what do I know about Acme", "build me a brief on this prospect", "find triggers for this company", or whenever cold-outreach / outreach-drafter / prospecting-pipeline reaches for account context before composing. Trigger on new prospect accounts, pre-meeting prep, ICP validation, or when account-memory signals a gap in existing intel. The structured research engine other skills pull account context from.

Use when a manager needs a per-rep cadence and logging-compliance scorecard — are reps hitting their activity targets, and are they logging their work in HubSpot? Trigger on "activity audit", "are reps logging", "cadence compliance", "show me activity by rep", "who is behind on dials", "check logging compliance", or any request to assess rep activity volume or CRM logging discipline. Also activated by the /activity command. Frame output as a coaching input, not a surveillance report — pair with coaching-prep.

Use when a manager or RevOps needs a portfolio-level view of MEDDPICC completeness across the full pipeline — not one deal, but the population. Trigger on "methodology audit", "MEDDPICC completeness", "where is qualification weak across the board", "how well-qualified is the pipeline", "show me MEDDPICC gaps by stage", or any request to assess methodology discipline at the team or territory level. Also activated by the /meddpicc-audit command. Boundary: deal-review and deal-inspection cover a single deal; methodology-audit covers the population.

Use when a manager or rep needs a structured sweep of the pipeline for health problems — stale deals, missing next steps, stage-exit violations, close-date pushes, and forecast-category mismatches. Trigger on "audit the pipeline", "pipeline hygiene", "what's stale", "what needs a next step", "run a pipeline sweep", "show me at-risk deals", or any request to surface deals that need immediate attention. Also activated by the /pipeline and /my-pipeline commands. Owns the canonical deal-alert severity rubric (Critical / High / Medium / Low) cited by all other skills.

26 hooks across 6 events