LISTENINGPOST

Sales

Proposal Context Pack

Gather evidence and constraints for a sales proposal.

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

Gather evidence and constraints for a sales proposal.

What it covers

Inputs

Opportunity, proposed scope, audience.

Result

Proposal-ready facts, scope boundaries, dependencies, commercial constraints and unresolved questions.

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

Related skills

Sales →
Quota Pace Brief→Compare credited sales attainment with the quota period.Reference Call Prep→Prepare a customer reference call. Uses account, opportunity, time window, owner.Renewal Pipeline View→Review the renewal pipeline. Uses account, opportunity, time window, owner.