Write
Focus: Outreach and communication
Skills include:
Cold outreach emails
Follow-up sequences
LinkedIn connection messages
LinkedIn InMail
Call scripts
Voicemail scripts
SMS messages
Video message scripts
Best for:
SDRs/BDRs doing prospecting
AEs reaching out to prospects
Anyone needing to craft compelling messages
Example use case:
"Write a cold email to a VP of Sales at a mid-market SaaS company who just announced a Series B funding round."
Build
Focus: Documents and deliverables
Skills include:
Business case documents
Proposal drafts
Mutual action plans
ROI calculators
Executive summaries
Deal one-pagers
Pricing justifications
Implementation plans
Best for:
AEs building deal collateral
Customer Success creating success plans
Sales Leaders preparing board materials
Example use case:
"Build a mutual action plan for a $150K enterprise deal with a 90-day close target."
Research
Focus: Intelligence and analysis
Skills include:
Account deep-dives
Contact research
Industry analysis
Competitive intelligence
Company news summaries
Tech stack analysis
Org chart mapping
Pain point identification
Best for:
Pre-call preparation
Account planning
Competitive positioning
Strategic account management
Example use case:
"Research Acme Corp and give me the key pain points their VP of Operations likely faces."
Strategize
Focus: Planning and tactics
Skills include:
Next steps planning
Multi-threading strategies
Close plans
Deal risk assessment
Stakeholder mapping
Champion coaching
Negotiation strategies
Win/loss analysis
Best for:
Complex deal navigation
Account strategy sessions
Pipeline reviews
Deal coaching
Example use case:
"Create a multi-threading strategy for an enterprise deal where I only have access to a mid-level manager."
Respond
Focus: Reactions and replies
Skills include:
Objection handling responses
RFP responses
Proposal rebuttals
Competitive response scripts
Price objection handling
Delay/stall responses
Breakup email responses
Security questionnaire answers
Best for:
Handling tough objections
Responding to competitive threats
Overcoming deal blockers
RFP processes
Example use case:
"They said they're happy with their current vendor and don't see a reason to switch. Give me 3 response approaches."
Lead
Focus: Meeting preparation and frameworks
Skills include:
Discovery call preparation
Demo structure and scripts
QBR frameworks
Executive briefing prep
Kickoff meeting agendas
Negotiation meeting prep
Presentation outlines
Workshop facilitation guides
Best for:
Preparing for important meetings
Structuring demos and presentations
Running customer reviews
Leading strategic conversations
Example use case:
"Prepare a discovery call framework for a first meeting with a CFO who's evaluating expense management solutions."
Choosing the Right Category
If you need to... | Use this category |
Send a message | Write |
Create a document | Build |
Learn about someone/something | Research |
Plan your approach | Strategize |
Answer/counter something | Respond |
Prepare for a meeting | Lead |
Best Use Cases by Role
Role | Top Categories |
SDR/BDR | Write, Research |
Account Executive | Build, Strategize, Lead |
Account Manager | Build, Lead, Respond |
Customer Success | Build, Lead |
Sales Manager | Strategize, Lead |
RevOps | Research, Build |