next-best-action

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.

Build a mutual action plan (MAP) from what was actually discussed on recent calls — the shared, dated set of steps each side owns to reach the goal. Reviews recent engagements and goes deep with conversation_intelligence scoped to individual calls to pull open items, agreed next steps, owners, and the timelines discussed. Identify the account by ZoomInfo company ID (preferred) or name/domain (triggers a lookup). Use when someone says "build a mutual action plan for Acme", "turn our last calls into a MAP", "what are the next steps and dates on both sides", or needs a close or onboarding plan. Evidence-based: it plans only what was discussed and asks for the target date if one was not stated.

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".

Analyzes a multi-step conversion funnel to find where visitors drop off and which steps have the worst leakage. Use this skill when someone describes a journey and asks about conversion rates, drop-off, fallout, or step completion. Trigger for "analyze our checkout funnel," "where are visitors dropping off," "what's our add-to-cart to purchase conversion rate," "funnel analysis," "show me fallout between steps," or "which step loses the most visitors."

Produces a compact KPI digest showing how key metrics changed over a period and what's driving the movement. Use this skill when someone asks for a performance summary, a weekly recap, a morning briefing, a KPI update, or any variation of "how did we do this week/month." Also trigger for "give me a performance overview," "what moved in the last 7 days," "pull our AA KPI report," or "summarize our metrics."

Analyzes a multi-step conversion funnel to find where users drop off and which steps have the worst leakage. Use this skill when someone describes a journey or funnel and asks about conversion rates, drop-off, fallout, or step completion. Trigger for phrases like "analyze our onboarding funnel," "where are users dropping off," "what's our checkout conversion rate," "funnel analysis," "show me fallout between these steps," or "which step loses the most users."

Produces a compact KPI digest showing how key metrics changed over a period and what's driving the movement. Use this skill when someone asks for a performance summary, a weekly recap, a morning briefing, a KPI update, or any variation of "how did we do this week/month." Also trigger for requests like "give me a performance overview," "what moved in the last 7 days," "pull our KPI report," or "summarize our metrics."

Use when the user asks any question about Adobe developer products, APIs, SDKs, platform concepts, or best practices — phrases like "what is App Builder", "how do I set up webhooks", "what authentication options does Adobe X support", "how do I deploy a runtime action", "what is a product profile", "how do I create an OAuth credential", "explain Express Add-ons", "search Adobe docs", "look up Adobe documentation", "find me Adobe developer docs".

Helps choose or confirm a benchmark subject for portfolio comparison. Use when asked what benchmark fits, to compare a portfolio to a model or index, to set a benchmark, or to use an advisor-saved portfolio as the benchmark. Skip when a benchmark is already selected and the advisor is asking for the analysis itself.

Search across company knowledge bases (Confluence, Jira, internal docs) to find and explain internal concepts, processes, and technical details. When an agent needs to: (1) Find or search for information about systems, terminology, processes, deployment, authentication, infrastructure, architecture, or technical concepts, (2) Search internal documentation, knowledge base, company docs, or our docs, (3) Explain what something is, how it works, or look up information, or (4) Synthesize information from multiple sources. Searches in parallel and provides cited answers.