LISTENINGPOST

Sales

Cross-Sell Candidate List

Find evidenced expansion opportunities in existing accounts.

Configure this skill

The page and the file follow your answers.

CRM
Email
Chat
Documents
Calendar
Project tools

6 of 6 systems connected

KeepDirectMissing
Your assistantSKILL.md

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Morning Brief

Build a prioritized brief for today from the caller's calendar, messages, documents and project records, using Keep MCP. Read only.

1. Read today's calendar events, open assigned tasks, direct requests since the last brief and unresolved commitments.
2. Separate active incidents, decisions waiting on the caller, external deadlines and routine work. Check for replies before calling an item outstanding. Rank by consequence and time remaining.
3. Fit proposed actions around fixed meetings and flag conflicting commitments.

Result: a dated brief with urgent changes, commitments, meeting preparation and a feasible next-action list, each tied to its source.

When to use it

Find evidenced expansion opportunities in existing accounts.

What it covers

Inputs

Account scope, approved products/packages, lookback.

Result

Account/need/evidence/eligible offering table with confidence and a validation action.

What it uses

CRMSlackCalendarEmailDocumentsKeep memoryRead only
For developers

Retrieval instructions

Resolve people, accounts and projects by stable identifiers. Use only the sources this task needs. Cite the source and date for each finding. Keep source systems unchanged.

Data sources

Attio, Slack, Google Workspace, Keep memory.

Procedure

  1. Resolve inputs for Cross-Sell Candidate List: account, opportunity, time_window, owner. Default time window: current quarter / open opportunities (override if caller provides time_window). Ask only for missing.
  2. keep_memory_read for open tasks, decisions, and handoffs relevant to Cross-Sell Candidate List (filter out unrelated day-plan noise).
  3. Run keep_search with these skill-specific intents (keep meaning; adjust wording to corpus):

Related skills

Sales →
CSM Pipeline Review→Prepare a csm pipeline review. Uses time window, account, renewal window, csm book.Deal Stall Radar→Find opportunities whose progress has stopped.Designer Pipeline Review→Prepare a designer pipeline review. Uses time window, project key, person, launch.