winston-sales-intelligence

Automate CRM prospect lookups, enrichment, and outreach logging against Winston's Supabase database.

Updated Jan 22, 2026
One-click install
npx skills add https://github.com/paulmalmquist/Consulting_app --skill winston-sales-intelligence
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: winston-sales-intelligence
Source: https://github.com/paulmalmquist/Consulting_app/tree/main/skills/winston-sales-intelligence
Command: npx skills add https://github.com/paulmalmquist/Consulting_app --skill winston-sales-intelligence

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

This skill automates CRM prospect lookups, enrichment, and outreach tracking against Winston's Supabase CRM. It reduces manual data entry, lookup time, and misalignment across teams.

Core Features & Use Cases

  • CRM lookup and insertion of accounts and contacts into the Winston database (nv_accounts, nv_account_contacts) with engagement_stage tracking.
  • Pain point and trigger signal logging into nv_pain_points and cro_trigger_signal to capture context for follow-up.
  • Outreach logging and engagement-stage updates via cro_outreach_log and nv_accounts to coordinate the full lifecycle of a prospect.

Quick Start

Look up a prospect in Winston, insert account and contact records, log initial pain points and trigger signals, then queue outreach and update the engagement stage.

Frequently Asked Questions about winston-sales-intelligence

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I automate CRM prospect lookups and outreach logging in Supabase?

Automating CRM prospect lookups and outreach logging in Supabase involves querying the nv_accounts and nv_account_contacts tables to find prospects, then recording interactions in the cro_outreach_log table. This skill automates that workflow to reduce manual data entry and track the full prospect lifecycle.

How do I log prospect pain points and trigger signals for sales follow-up?

To log prospect pain points and trigger signals for sales follow-up, you insert the captured context into the nv_pain_points and cro_trigger_signal database tables. This skill automates the insertion process, ensuring context is saved accurately for future outreach coordination.

Can I update prospect engagement stages directly in my Supabase database?

Yes, you can update prospect engagement stages directly in your Supabase database. This skill modifies the engagement_stage field within the nv_accounts table, allowing you to coordinate and track the progression of a prospect through your sales lifecycle automatically.

What is the best way to enrich prospect data and insert new contacts into a Supabase CRM?

The best way to enrich prospect data and insert new contacts into a Supabase CRM is to automate the insertion into the nv_accounts and nv_account_contacts tables. This skill handles the data entry, applies enrichment, and ensures correct session context to resolve env_id and business_id.

Does this CRM prospecting automation require specific session context to function?

Yes, this CRM prospecting automation requires correct session context to function properly. It needs to resolve your env_id and business_id to interact with the Winston Supabase database tables successfully and avoid writing data to demo CRM tables.

Why are my prospect records not inserting into the correct Supabase CRM tables?

Your prospect records might not insert into the correct Supabase CRM tables if the session context is missing or if the system is targeting demo CRM tables. This skill requires correct env_id and business_id resolution to write successfully to your live nv_accounts and cro_outreach_log tables.