mutual-action-plan

Prepare for a renewal by assembling pre-renewal context — value delivered and value moments, risk handles, and stakeholder state — from recent conversations and account_research. Identify the account by ZoomInfo company ID (preferred) or name/domain (triggers a lookup). Use when someone asks "prep me for the Acme renewal", "what's our case for renewal", "what are the risks going into this renewal", or wants a renewal brief. Strictly evidence-based: it does not assume the renewal date or terms; if those are not provided, it asks the user before drafting.

Prepare for an upcoming meeting with a company. Identify the account by ZoomInfo account/company ID (preferred) or by company name, domain, or ticker (which triggers a lookup step) — or name no account at all and let the skill pick the meeting from your upcoming calendar. Provide attendee names or emails and rich context on the meeting purpose, stakes, and known dynamics to get a tight, decision-ready brief — headline, relationship posture per attendee, prior-conversation context (open threads and unresolved questions from past calls and emails), ranked talking points, discovery questions, suggested agenda, and what NOT to do. Use when prepping for a sales or customer call, QBR, renewal, or demo. Optimized for a 30-min slot.

Recommend the next best action on a deal or relationship, grounded in the current conversation state. Uses conversation_intelligence as the primary source, with account_research for deal context. Identify the account or contact by ZoomInfo ID (preferred) or name (triggers a lookup), or point it at a specific engagement. Use when someone asks "what should I do next with Acme", "what's my next move here", "how do I advance this deal", or wants an evidence-based recommendation rather than a generic playbook. Reasons over the last few engagements only.

Track the open objections and blockers on a deal and how they have evolved across recent calls. Uses conversation_intelligence over an account's or contact's recent engagements. Identify the account or contact by ZoomInfo ID (preferred) or name (triggers a lookup). Use when someone asks "what objections are still open with Acme", "what's blocking this deal", "how has the security concern evolved", or wants a blocker check before a forecast or a next call. Reasons over the last few engagements only, so it tracks recent movement rather than full deal history.

Generate 1-3 personalized email variants for a single prospect. The composition bar adapts to the use case — cold_outbound demands a signal → pain → positioning chain; follow-ups / recaps / renewals lean on prior context and next-step framing. Supports cold_outbound, discovery_follow_up, demo_recap, re_engagement, renewal, expansion, objection_handling. Returns subject lines and mobile-readable bodies with a rationale chain. Use for sales prospecting, lead generation, account-based selling, buyer-intent-driven outreach, B2B prospecting. Triggers on phrases like "write a cold email", "personalize an email", "draft outreach", "follow up on this prospect", "email this prospect", "outbound to X", "send a chaser".

Assemble a QBR prep pack for a business review — value moments, usage and adoption themes, risks, and open items, with a deal and relationship snapshot. Combines account_research for the account picture with conversation_intelligence over recent calls (scoped to individual engagements) for what the customer actually said. Identify the account by ZoomInfo company ID (preferred) or name/domain (triggers a lookup). Use when someone says "prep me for the Acme QBR", "build a QBR pack", "what should I cover in the business review", or needs a review-ready summary. Evidence-based: value moments, themes, and risks come from the conversations and CRM, not from assumption.

Get AI-powered contact recommendations at a target company based on your ZoomInfo interaction history. Provide a company name or domain and optionally a use case.

Size the total addressable market (TAM) for an Ideal Customer Profile (ICP) using ZoomInfo's verified company database. Iteratively refine the firmographic and technographic filter set with the user until the account universe matches their intent — then return both the count and the working filter set that other skills (build-list, score-accounts) can consume. Use for territory and capacity design, investor-ready market sizing, and ICP sharpening. Triggers on phrases like "size the market", "TAM for", "addressable market", "how many companies match", "is my ICP too broad/narrow", "refine my ICP filters".

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A relentless interview to sharpen a plan or design.

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No description in the SKILL.md.