winston-sales-intelligence

Community

CRM prospecting and outreach, streamlined.

Authorpaulmalmquist
Version1.0.0
Installs0

System Documentation

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.

Dependency Matrix

Required Modules

None required

Components

Standard package

💻 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: winston-sales-intelligence
Download link: https://github.com/paulmalmquist/Consulting_app/archive/main.zip#winston-sales-intelligence

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