An open-source toolkit of AI agent skills, interactive agents, and resources for B2B founder-led sales — covering every stage from prospecting to close.
Drop these into Claude Code, Cursor, Codex, or any editor that supports the Agent Skills standard and start using them immediately.
- Run
agentic-sales-setup— The setup skill asks a few questions, figures out your sales stage, and tells you which skills to run in what order. Start here. - Browse by stage — Each folder maps to a step in the sales process
- Install skills — Copy any
SKILL.mdfile into your.claude/skills/directory (or equivalent) - Chat with agents — Agents are conversational — paste their system prompt into your AI tool and start a dialogue
- Read the READMEs — Each folder explains what's inside, why it matters, and what to watch out for
| # | Stage | What's Inside |
|---|---|---|
| 1 | Preparation | ICP definition, positioning, competitive battlecards, CRM setup, sales playbook, pricing. 1 agent, 8 skills. |
| 2 | Prospecting & Outreach | Lead lists, account research, intent signals, cold email, LinkedIn outreach, cold calls, sequences. 3 agents, 16 skills. |
| 3 | Meetings & Demos | Discovery prep, demo customization, live meeting support, objection handling, follow-ups, champion enablement. 3 agents, 8 skills. |
| 4 | Proposals & Close | Proposals, pricing negotiation, contract review, deal risk analysis, win/loss analysis, CS handoff. 1 agent, 6 skills. |
| 5 | Sales Leadership | Pipeline review, forecasting, rep performance, win/loss patterns, hiring, comp design, onboarding. 1 agent, 8 skills. |
| G | General | Start here. Setup guide, daily standup, cross-cutting advisors, books, podcasts, tool reviews. 2 agents, 2 skills. |
| Agent | Stage | What It Does |
|---|---|---|
| Sales Strategist | General | Cross-stage sales advisor. Data-driven, founder-sales-focused. Jason Lemkin meets Mark Roberge. |
| Founder Sales Coach | General | Solo founder sales mentor. Scrappy, direct, "just pick up the phone." Steli Efti energy. |
| Sales Process Designer | Preparation | Interactive — helps you design your sales motion (PLG vs outbound vs hybrid, stages, metrics, tools). |
| Lead Researcher | Prospecting | Deep account research partner. Give it a company, get back everything you need to sell to them. |
| SDR Agent | Prospecting | Autonomous SDR: monitors pipeline, drafts personalized outreach, follows up, qualifies inbound. |
| Outreach Strategist | Outreach | Reviews your outreach, scores it, suggests improvements, coaches A/B tests. |
| Sales Call Coach | Meetings | Reviews transcripts/notes post-meeting. Scores your performance, flags missed opportunities, tracks patterns. |
| Sales Practice Coach | Meetings | Simulates buyer personas for practice — VP Eng, CFO, champion, skeptic. Like Hyperbound but free. |
| Discovery Coach | Meetings | Simulates discovery calls. Pushes back when you pitch too early, rewards good questions. |
| Negotiation Advisor | Close | Interactive negotiation coach — pricing conversations, discount pushback, multi-stakeholder dynamics. |
| Head of Sales | Leadership | VP Sales advisor — pipeline review, team coaching, hiring decisions, forecasting, comp design. |
Preparation (8 skills)
knowledge-base-setup— Build context files (company, product, market, ICP, buyer personas, objection library). Every other skill reads from these.icp-builder— Define your ICP with firmographic, behavioral, pain-point, and technographic signalspositioning-messaging— Value prop, messaging matrix, elevator pitch, positioning statementcompetitive-battlecard— Competitive analysis with talk tracks for live sales callssales-crm-setup— Pipeline stages, deal fields, automations, lead statusessales-playbook-builder— Document your entire sales process: stages, scripts, qualification criteria, handoffspricing-strategy— Van Westendorp analysis, value-based pricing, tier designsaas-unit-economics— LTV:CAC, payback period, churn modeling, unit economics
Prospecting & Outreach (16 skills)
lead-list-builder— Build targeted prospect lists from multiple sourcesaccount-research— Deep-dive company research for target accountsbuyer-persona-research— Research specific buyer roles and their pain pointsintent-signal-monitor— Track buying signals (job posts, funding, tech changes, competitor switches)contact-enrichment— Waterfall enrichment with email, phone, social, firmographic datalead-scoring— Score leads by ICP fit + engagement + intent signalstech-stack-analyzer— Identify prospect's tech stack for competitive positioningwarm-path-finder— Find mutual connections and warm intro pathscold-email-writer— Personalized cold emails with 3 variant frameworks (Direct, Curiosity, Social Proof)linkedin-outreach— Connection requests, InMails, comment engagement, DM sequencescold-call-script— Call scripts with opener, pitch, objection handling, voicemail dropswarm-intro-request— Draft warm intro requests to mutual connectionssequence-builder— Multi-channel sequences (email > LinkedIn > call > email)follow-up-cadence— Follow-up timing, escalation frameworks, break-up emailsemail-deliverability— Domain warmup, SPF/DKIM/DMARC, spam avoidance, sender reputationab-test-generator— Generate A/B test variants for subject lines, CTAs, and send times
Meetings & Demos (8 skills)
discovery-call-prep— Research prospect + generate SPIN/MEDDIC question framework + cheat sheetdemo-customizer— Tailor demo script to prospect's specific pain points and use caselive-meeting-assistant— Meeting Companion. Real-time objection handling and talking points during sales callsobjection-handler— LAER framework responses + practice mode + common objection librarymeeting-debrief— Post-meeting signal reading: what landed, buying signals, next stepsmeeting-follow-up-email— Personalized follow-up referencing specific moments from the conversationmeeting-task-extraction— Extract action items with owners and deadlineschampion-enablement— Arm your internal champion: one-pager, business case, talking points
Proposals & Close (6 skills)
proposal-generator— SOW / proposal from discovery notes + pricing + templatepricing-negotiation— Handle discount requests, anchor pricing, multi-stakeholder negotiationcontract-reviewer— Review MSA/order form for red flags, suggest negotiation pointsdeal-risk-analyzer— Score deal health, flag stalled/single-threaded/no-champion dealsclosed-won-analysis— Post-close retrospective: what worked, what almost killed the deal, patternshandoff-to-cs— Structured handoff: stakeholders, goals, risks, implementation plan
Sales Leadership (8 skills)
pipeline-review— Weekly pipeline inspection: deal health, forecast, stalled deals, coaching prioritiessales-forecast— Weighted forecast with commit vs best-case vs upside, quota gap analysisrep-performance-analyzer— Cross-rep metrics: conversion rates, activity levels, deal velocitywin-loss-analysis— Pattern analysis across closed deals: what's winning, losing, whyone-on-one-prep— Prep for manager-rep 1:1s: deal updates, coaching moments, discussion topicshiring-sales-reps— When to hire, job description, interview questions, comp structure, ramp plansales-comp-designer— OTE, quota, accelerators, SPIFs, comp plan modelingonboard-new-rep— 30-60-90 day ramp plan, knowledge transfer, shadowing schedule
General (2 skills)
agentic-sales-setup— Onboarding guide: assesses your stage, recommends skills, gets you starteddaily-sales-standup— Morning briefing: pipeline review, overdue follow-ups, today's priorities
These skills and agents work with any tool that supports the .claude/skills/ convention:
| Tool | What It Is | Skills | Agents | MCP Servers | Cost |
|---|---|---|---|---|---|
| Claude Code | Anthropic's CLI. Terminal-based, full MCP support. Reference implementation for skills. | Yes | Yes | Yes | Free (with Claude plan) |
| Cursor | AI-native code editor. Skills load from .cursor/skills/ or .claude/skills/. |
Yes | Yes | Yes | Freemium |
| Codex | OpenAI's coding agent. Supports .claude/skills/ convention. |
Yes | Yes | Limited | Free (with OpenAI plan) |
| Claude Cowork | Claude's collaborative workspace. Paste agent prompts into a project. | Manual | Yes | No | Free (with Claude plan) |
| Windsurf | AI-powered IDE by Codeium. Supports skills via rules. | Yes | Yes | Yes | Freemium |
Recommendation: Start with Claude Code for the best skill + MCP support. Use Claude Cowork for agent conversations. Use Cursor or Windsurf if you prefer a visual editor.
MCP servers let your AI tool connect to external services. These skills work without MCP, but connecting these makes them significantly more powerful.
Essential (connect these first):
| MCP Server | Why You Need It | Skills That Use It |
|---|---|---|
| Web Search (Brave, Tavily, or Exa) | Prospect research, competitive intel, market data | account-research, competitive-battlecard, buyer-persona-research, intent-signal-monitor |
| Email (Gmail MCP) | Send outreach, read replies, track engagement | cold-email-writer, follow-up-cadence, meeting-follow-up-email, warm-intro-request |
| Google Calendar | Schedule demos, check availability, prep reminders | discovery-call-prep, meeting-task-extraction, daily-sales-standup |
| Your CRM (HubSpot, Attio, Pipedrive, or Micro) | Log activities, update deals, track pipeline | sales-crm-setup, daily-sales-standup, deal-risk-analyzer, pipeline-review, sdr-agent |
Recommended (connect when relevant):
| MCP Server | What It Adds |
|---|---|
| Apollo.io | Lead search + email enrichment + sequences |
| Clay | 100+ enrichment providers, waterfall enrichment |
| LinkedIn Sales Navigator | Search leads, view profiles, send InMails |
| Gong | Call transcripts, analytics, coaching insights |
| Granola | Meeting transcripts + notes |
| PandaDoc | Proposal creation + e-signatures |
# Add to Claude Code config (~/.claude/mcp.json)
claude mcp add brave-search -- npx -y @anthropic/brave-search-mcp
claude mcp add gmail -- npx -y @anthropic/gmail-mcp
claude mcp add hubspot -- npx -y @hubspot/mcp-serverSee INTEGRATIONS.md for the full integration guide with setup instructions, example tool calls, and an integration matrix.
This toolkit is the sales side of our Agentic Fundraising toolkit. Both cover outreach, meetings, and closing — but from different angles:
| Sales Stage | Fundraising Stage | Key Difference |
|---|---|---|
| Preparation | Preparation | Sales: ICP + battlecards. Fundraising: pitch deck + financial model. |
| Prospecting & Outreach | Outreach | Sales: multi-channel sequences. Fundraising: investor-specific targeting. |
| Meetings & Demos | Meetings | Sales: discovery + demos. Fundraising: pitch + Q&A. |
| Proposals & Close | Negotiation & Close | Sales: SOW + pricing negotiation. Fundraising: term sheet review. |
| Sales Leadership | — | Unique to sales — team management, forecasting, comp design. |
These open-source skill collections have excellent sales content. We reference them throughout this guide where they're stronger than what we wrote:
| Source | Skills | Best For |
|---|---|---|
| ColdIQ GTM Skills | 7 masters, 52 sub-skills, 137 triggers | Outreach, list building, signals, Clay workflows |
| GTM Flywheel | 15 skills | ICP frameworks, copy methodology, transcript analysis |
| Agent GTM | 18 skills | Strategy, benchmarks, founder GTM playbooks |
| Extruct | 14 skills + MCP server | Operational — real API integrations with enrichment tools |
| Anthropic Sales Plugin | 9 capabilities | Official reference — best MCP integration design |
| Marketing Skills | 34 skills (12.8k stars) | Outreach frameworks, email sequences |
- Master Skills Directory — Every sales skill, MCP server, and data source we found
- Integrations Guide — Full MCP server setup with integration matrix
- AI Agent Skills Directory — 80+ skill aggregator sites across all categories
- Agentic Fundraising — The fundraising companion toolkit (39 skills, 6 agents)
- Agentic Startup Investing — The investor companion toolkit (42 skills, 8 agents)