8 skills for sales
HubSpot weekly pipeline report
Every Monday: open pipeline by stage, the deals that changed stage last week, and what was created, won and lost.
SalesMondays at 8:00Stat tileUses HubSpot.Salesforce weekly pipeline report
Monday mornings: open Salesforce pipeline by stage and forecast category, the deals that moved or slipped last week, and the change in total.
SalesMondays at 7:30Stat tileUses Salesforce.Stripe new and canceled subscriptions
Every weekday morning: which Stripe subscriptions started and which ended since the last run, grouped by plan, with the MRR each one adds or removes.
FoundersWeekdays at 8:00Report cardUses Stripe.Stripe trials ending this week
Mondays: every Stripe trial ending in the next 7 days, which ones have a card on file, and how many trials converted last month.
FoundersMondays at 9:30Stat tileUses Stripe.Gong deal risks from this week's calls
Every Friday: open deals whose Gong calls this week raised pricing pushback, a competitor or no next step, each with the call to review.
SalesFridays at 14:00Asks youUses Gong.Outlook emails waiting on your reply
Weekday afternoons: Outlook conversations where the last message is from someone else and over 24 hours old, with an offer to draft replies.
FoundersWeekdays at 15:00Asks youUses Outlook.Zoom meeting action items digest
Every weekday at 17:30: the action items and owners from today's recorded Zoom meetings, from AI Companion summaries or transcripts.
Product managersWeekdays at 17:30Report cardUses Zoom.Ghost pipeline: CRM deals with no real contact
Fridays: open deals with no email, meeting or Gong call with the buyer in 14 days, and this week's external meetings the CRM never heard about.
SalesFridays at 14:00Asks youUses HubSpot, Pipedrive, Salesforce, Gmail, Google Calendar, Gong.What an agent can take off sales’s plate
Pipeline reviews start with someone building the pipeline report. Deals slip because nobody noticed they had no activity for two weeks. Leads go cold because the first reply took a day.
These skills watch the CRM for you: the weekly pipeline with what moved between stages, the deals with no next step, the forecast against quota, the leads waiting for a first touch. Each one is a short, specific report, ready before the meeting.
Other teams
One board for every report sales runs
Skills are free to use with any agent. Briefkin is where their results land: one board for every report, number and question your agents send, with a ping when something needs you.
Free during the open beta. No card.