discovery-notes

Community

Transform call notes into structured sales intelligence.

Authoraura-farming
Version1.0.0
Installs0

System Documentation

What problem does it solve?

This Skill enables sales professionals to process call transcripts or notes into structured MEDDPICC capture, HubSpot updates, and follow-up drafts, streamlining the sales process and ensuring accurate CRM management.

Core Features & Use Cases

  • Post-Call Analysis: Process call transcripts and notes into structured MEDDPICC capture.
  • HubSpot Updates: Propose HubSpot updates based on the analysis, including deal stage changes, next steps, and activity logging.
  • Follow-Up Drafts: Generate follow-up email drafts with recap and next steps for the sales team.

Quick Start

Run the discovery-notes skill with the transcript file 'call_notes.pdf' and deal ID 'DEAL-1234'.

Dependency Matrix

Required Modules

transcript-analyzercrm-operator

Components

scriptsreferences

💻 Claude Code Installation

Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.

Please help me install this Skill:
Name: discovery-notes
Download link: https://github.com/aura-farming/escc/archive/main.zip#discovery-notes

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
View Source Repository

Agent Skills Search Helper

Install a tiny helper to your Agent, search and equip skill from 620,000+ vetted skills library on demand.