Pace
All teams / Sales

Sales

Prep calls, manage pipeline, write personalized outreach that moves deals.

Sales teams burn most of the week on prep, research, and pipeline hygiene; the work between the actual selling. Pace gives every rep an account researcher, a call coach, a pipeline analyst, and a writer that already knows your tone. Connect HubSpot and Slack and most of the work happens before you ask.

Plugins to install

Pick from this set for the role. Primary plugins are essential; companions multiply value.

  • sales primary

    Account research, call prep, pipeline review, outreach drafting, competitive intel.

    claude plugin install sales@pace
  • customer-support companion

    When deals turn into accounts: hand-off context, escalation history, common questions.

    claude plugin install customer-support@pace
  • brand-voice companion

    Validates outreach drafts against your company tone before they go out.

    claude plugin install brand-voice@pace
  • productivity companion

    Daily briefing pulls together calendar, Slack DMs, and Linear in one digest.

    claude plugin install productivity@pace

Connectors to set up

Claude prompts to authorize each one the first time a relevant skill fires. You only do this once per project.

  • HubSpot
  • Slack
  • Close
  • Clay
  • ZoomInfo
  • Fireflies
  • Gmail

Workflows

Common ways teams use these plugins day to day. Each one is a starting point; adapt the prompt to your context.

  • Pre-call prep

    Pulls the account from your CRM, recent Slack mentions, news, and recent calls. Produces a one-page brief with talking points and discovery questions.

    /sales:call-prep Acme Corp

  • Personalized outreach

    Drafts cold or follow-up outreach with the right depth of personalization. Reads recent activity in HubSpot to anchor the message.

    /sales:draft-outreach to Acme CFO about pricing discussion we had last week

  • Weekly pipeline review

    Walks each deal in the pipeline, flags stalled ones, suggests next actions, and surfaces deals that need exec air cover.

    /sales:pipeline-review for Q4

  • Competitive battle card

    Generates a side-by-side comparison against a named competitor: positioning, pricing, weaknesses, common objections.

    /sales:competitive-intelligence Salesforce

  • Daily briefing

    Morning digest: calls today, deals to push, urgent Slack DMs, replies waiting.

    /sales:daily-briefing

Tips & tricks

Field-tested patterns from teams that have already shipped a quarter or two on these plugins.

  • Run prep the night before

    Schedule /sales:call-prep the evening before; you wake up to a brief in your inbox.

  • Connect Fireflies first

    One connector unlocks call transcripts for half the sales skills (call-summary, account-research, call-prep).

  • Pair with brand-voice

    After /sales:draft-outreach, run /brand-voice:validate to catch off-tone phrases before sending.

  • Layer on Common Room or Apollo

    For ABM, /common-room:* surfaces warm intros and /apollo:* enriches prospecting lists. Both are partner-built plugins.

  • Use account-research, not just call-prep

    /sales:account-research is research-only; /sales:call-prep also writes the talking points. Use the former for prospecting, the latter for booked meetings.

  • Trust the forecast

    /sales:forecast pulls from HubSpot stages and historical close rates. It will not flatter your numbers; that is the point.

See also