Use case reference

What to do with
Clearskies + Claude

Claude has live access to your full Context Graph — every deal, call, email, and signal in one place. Here's what's now possible.

Use cases by role

Sales Leader — CRO, VP Sales, Sales Manager

Surface pipeline risk before it becomes a miss. Get coaching feedback without listening to every call. Walk into forecast meetings with the full picture already in front of you.

01

Deal Review

clearskies:deal-review

Don't ask for a status update. Ask what can still kill this deal. Run a signal-by-signal audit across champion engagement, economic buyer presence, unanswered comms, close date health, and deal velocity — grounded in actual call transcripts and activity data.

Example prompts — click to copy
"Do a full deal review on [company] — I want to know what can still kill this deal, not just a status update. Be paranoid."
"Review the [company] deal. Has the economic buyer actually been engaged? When did our champion last show up? What's the close date trend?"
02

Monday pipeline briefing

clearskies:pipeline-review

Start every week with a full picture of where your pipeline stands — what moved, what went quiet, and what needs your attention before Friday.

Example prompts — click to copy
"Give me a Monday pipeline briefing — which deals moved forward last week, which went quiet, and what needs my attention this week?"
"Summarize where [rep]'s deals stand going into this week. Which ones are at risk?"
03

Deal risk monitor

clearskies:deal-review

Catch deals drifting toward loss before it's too late. Clearskies surfaces engagement drops, champion changes, unanswered emails, and budget freeze signals across every deal at once.

"Which deals in my pipeline have risk signals I should know about? Show me the specific signals, not just a status."
"Which deals have had a drop in champion engagement in the last 30 days? Who's gone quiet?"
04

MEDDPICC qualification

clearskies:meddic

Score any deal against your qualification framework using real evidence from calls, emails, and CRM — not what the rep manually entered. Surface gaps before a deal reaches commit.

"Score the Acme deal against MEDDPICC and show me where we have gaps based on what's actually been discussed."
"For every deal in commit tier, show me the biggest qualification gap and the last time we had a meaningful conversation with the economic buyer."
05

Call coaching at scale

clearskies:rep-coaching

Get coaching feedback on every rep's calls without listening to a single recording. Surface talk tracks that are working, objections being mishandled, and discovery patterns to reinforce.

"Give me coaching feedback on [rep]'s calls this week — what patterns do you see in how they handle objections and discovery?"
06

Win/loss debrief

clearskies:win-loss

Understand why deals were actually won or lost — from call signals, email patterns, and engagement data — not the CRM close reason a rep entered in 10 seconds.

"Why did we lose the Globex deal? Walk me through the signals we had leading up to close — what did we miss?"
"Compare the last 5 deals we won vs the last 5 we lost. What patterns show up early that predicted the outcome?"
07

Forecast call prep

clearskies:pipeline-review

Walk into your weekly forecast call ready to challenge every deal in commit. Get the full evidence base — engagement, sentiment, outstanding blockers — not just the rep's verbal update.

"Prep me for our Friday forecast call — for each deal in commit, what's the evidence it'll close, and what's the biggest risk?"
08

New intro call digest

clearskies:daily-brief

Every week, get a digest of all first meetings — what companies came in, what pain they described, and where they fit in your ICP. Stay close to the top of the funnel without listening to every call.

"Give me a digest of all intro calls from this week — company, pain described, ICP fit, and recommended next step."
09

QBR preparation

clearskies:qbr-prep

Walk into any quarterly business review — internal or with a customer — with account history, deal progress, open items, and strategic context already synthesized. No prep doc required.

"Prep me for our internal QBR — summarize what's in commit, what's at risk, and the top three things leadership will ask about."
"Prep me for a QBR with Stratus — account health, what we've delivered, open issues, and where we want to take the relationship next quarter."
10

Customer churn risk

clearskies:churn-risk

Surface customers at risk of churning before the renewal conversation becomes a negotiation. Catch engagement drops, unresolved issues, and relationship changes while there's still time to act.

"Which customers are showing churn signals right now? Give me engagement drops, open issues, and renewal dates so I know where to focus."
"Which accounts renewing this quarter have gone quiet in the last 30 days? What's the last meaningful engagement we had with each one?"

Sales Rep — AE, SDR, Account Manager

Walk into every call prepared. Get post-call debriefs and follow-ups drafted in seconds. Know exactly what to do next on every deal without digging through five tools.

01

Pre-call brief

clearskies:call-prep

30 minutes before any call, get a full brief — account context, every attendee's background, recent activity across email and calls, and suggested questions to ask.

Example prompts — click to copy
"Prep me for my call with Acme at 2pm — context on the account, who's attending, what's happened recently, and suggested questions."
"Give me a one-page exec brief on Stratus before my call with their CRO tomorrow."
02

Post-call debrief

clearskies:post-call

Right after a call, get action items extracted, a follow-up email drafted, and CRM update recommendations — all from the transcript, not your memory.

"Post-call debrief for my call with Molly at Stratus — pull the action items, draft a follow-up email, and tell me what to update in Salesforce."
"What were the key decisions and open questions from my last call with Acme?"
03

Account research

clearskies:skill-account-research

Get a full picture of any account in seconds — every touchpoint, what's been discussed, who's engaged and who hasn't, and where the deal stands.

"Give me a full account brief on Stratus — CRM history, call themes, email activity, open deals, and outstanding questions."
"Walk me through the full history with Acme — every touchpoint from first contact to where we are today."
04

Signal-based outreach

clearskies:draft-outreach

Draft emails and LinkedIn messages grounded in what actually happened — a call, a trigger, a product update they mentioned — not a generic template.

"Draft a follow-up email to Sarah Chen at Acme based on our last call. Pull the specific things she mentioned as pain points."
"Draft a re-engagement email for the Globex deal — it's been quiet for three weeks. Use whatever signals you can find to make it personal."
05

Deal risk + next best action

clearskies:deal-strategy

Know where each deal stands and what to do next — based on real signals, not gut feel. Get a specific recommendation, not a generic "follow up."

"What's the best next move on the Stratus deal? Tell me what the signals say and give me a recommended action."
06

Business case from call

clearskies:post-call

Build a business case using exactly what the prospect said — their numbers, their pain, their words — rather than a generic ROI template.

"Build a business case for Acme using what they've told us — pull their stated pain, the metrics they mentioned, and frame it in their language."
07

Objection preparation

clearskies:skill-account-research

Know every objection that's been raised before you walk into the room. Understand how they've been handled so far and where they remain unresolved.

"What objections has Acme raised across all our conversations, and how have we addressed each one? What's still unresolved?"
08

Deal strategy — unstick a stalled deal

clearskies:deal-strategy

When a deal goes quiet or the path forward isn't clear, think it through from first principles. Identify the real blocker, the real buyer, and the one move most likely to get it back on track — or whether it's time to qualify out.

"The Acme deal has stalled. Walk me through what's actually happening — who the real buyer is, what's blocking it, and what I should do next."
"Should I push the close date on Stratus or qualify out? Tell me what needs to be true for this deal to close and whether those conditions exist."

Product Team — PM, PMM, Product Designer

Hear what customers are actually saying, not what's been filtered through three teams. Surface feature requests, competitive mentions, and sentiment directly from the source.

01

Product feedback digest

clearskies:skill-account-research

Automatically aggregate product feedback from every customer call into a weekly digest — grouped by theme, with deal context so you know what to prioritize.

Example prompts — click to copy
"What product feedback came up in customer calls this month? Group it by theme and tell me which active deals each piece of feedback came from."
"Which feature requests are coming up most frequently across active deals this quarter? Show me deal size so I can prioritize."
02

Competitive intelligence

clearskies:skill-account-research

Track every competitor mention across all calls — what prospects said, in which deals, and how often. Use it to update positioning and sharpen battlecards.

"Which competitors have been mentioned in calls this quarter, and what are prospects saying about them? Include which deals and how far along they are."
03

Deal blockers from product

clearskies:deal-review

Find every deal that's stalled or at risk because of a missing capability. Know what they're asking for, the deal value at stake, and which requests keep coming up.

"Which open deals are blocked or at risk because of missing product capabilities? What are they asking for, and what's the total ARR at stake?"
04

Feature sentiment from calls

clearskies:skill-account-research

Before a roadmap review, pull everything customers have said about a specific feature area — not from a survey, but from real conversations.

"What are customers saying about our reporting features across all recent calls? Pull the specific quotes and note which accounts."
05

Voice of customer brief

clearskies:skill-account-research

Build a voice-of-customer brief for your next roadmap review in minutes — top requests ranked by deal impact, sentiment summary, and patterns across your customer base.

"Build a voice-of-customer brief for our roadmap review — top feature requests ranked by ARR impact, key sentiment themes, and the 3 most common pain points from the last 90 days."
06

Customer context for design

clearskies:skill-account-research

Before designing a new flow or feature, understand what specific customers have said about the problem — in their own words, from actual conversations.

"Pull everything customers have said about how they currently do pipeline reviews — their process, their frustrations, and what they wish they had."

Skills

Skills are pre-built AI workflows that run against your Context Graph. Each one is purpose-built for a specific job — and activates automatically when you type a trigger phrase. The more sources connected, the richer each output.

clearskies:deal-review

Description
Audit every risk signal in a deal before it costs you the close — champion engagement, economic buyer status, unanswered comms, close date health, deal velocity.
Full skill prompt
You are a paranoid deal reviewer. Your job is not to summarize what the rep told you. Your job is to find what can still kill this deal — before it does. Ask: "Which deal do you want to review?" Query the Customer Context Graph for: account record, all deals, all contacts, recent events (calls, emails, Slack). Pull transcript content for the last 3–5 calls if available. Audit and report on: - Champion engagement — who from their side has been on calls, when did they last appear, what changed - Economic buyer status — have they ever been on a call, in an email thread, named as active (not just in a CRM field) - Unanswered communications — how many, from whom, how long outstanding - Close date health — has it moved, or is it frozen and decaying - Deal velocity — is this progressing or sitting in a stage Output format: - Signal-by-signal breakdown with evidence (call date, quote, timestamp where available) - Overall deal health: ON TRACK / AT RISK / STALLED - One recommended action Do not be optimistic. Do not summarize the CRM stage. Find what the rep isn't saying.
clearskies:call-prep
Account snapshot, last call summary, open items, contact context, and suggested agenda before any meeting.
"Prep me for my call with [company]"
clearskies:post-call
Extracts action items, drafts follow-up email, and flags CRM updates from a completed call transcript.
"Post-call debrief for [company]"
clearskies:account-brief
Full account brief from the Context Graph — CRM, calls, email, calendar, and Slack in one view.
"Account brief on [company]" / "Full context on [company]"
clearskies:deal-review
Audits every risk signal in a deal — champion engagement, economic buyer status, unanswered comms, close date health, deal velocity.
"Do a deal review on [company]" / "What can still kill this deal?"
clearskies:deal-strategy
Think through a stuck or complex deal — identify the real move, the real buyer, what has to be true to close, and whether to push the date or qualify out.
"The [company] deal is stalled — what should I do?" / "Should I push this date?"
clearskies:meddic
MEDDIC qualification audit grounded in real signals from calls, emails, and CRM. Evidence-based scoring for every criterion — not rep self-reporting.
"Run MEDDIC on [company]" / "Score this deal against MEDDIC"
clearskies:pipeline-review
Reviews pipeline health and prioritizes accounts by urgency — not close date. Surfaces what needs attention this week.
"Review my pipeline" / "What needs attention this week?"
clearskies:draft-outreach
Drafts signal-grounded email or LinkedIn outreach using real context — not templates.
"Draft outreach to [name] at [company]"
clearskies:rep-coaching
Pulls recent call transcripts, surfaces coaching moments with timestamps, identifies behavioral patterns, and drafts 1:1 feedback.
"Coach me on [rep]'s calls this week"
clearskies:win-loss
Analyzes patterns across won and lost deals — why we win, why we lose, which competitors appear, and what to change.
"Why did we lose [company]?" / "Compare our last 5 wins vs losses"
clearskies:qbr-prep
Prepares for a QBR — internal or with a customer. Pulls account history, deal progress, open items, and strategic context.
"Prep me for QBR with [company]" / "Prep our internal QBR"
clearskies:churn-risk
Identifies customers at risk of churning — surfaces engagement drops, unresolved issues, renewal proximity, and relationship health signals.
"Which customers are at churn risk?" / "Who's going quiet before renewal?"
clearskies:daily-brief
Prioritized sales leadership briefing — what closed, what's at risk, what's on the calendar, and the one thing that needs your attention today.
"Give me my daily brief" / "What needs my attention today?"
clearskies:skill-account-research
Auto-triggers when you ask about a company or contact — surfaces everything known from CRM, calls, email, calendar, and Slack automatically.
"Tell me about [company]" / "Who is [name] at [company]?"
clearskies:skill-customer-context-graph
Explains what data is in your Context Graph and how to query it — useful when you're not sure what Claude has access to.
"What's in my Context Graph?" / "What data do you have on [company]?"

Automated jobs

These are recurring workflows you can configure as Clearskies agents or scheduled Claude tasks — delivered to Slack, Salesforce, or wherever your team works. They run without anyone asking.

Monday pipeline digest Every Monday, 8am

Pipeline summary delivered to #sales-leadership in Slack — what moved last week, what went quiet, top risks, and priorities for the week ahead.

Deal risk alerts Daily

Any deal that goes 14+ days without meaningful activity triggers an alert to the rep and their manager in Slack. No deal slips through the cracks silently.

Pre-call brief delivery 30 min before each call

30 minutes before every customer meeting, a brief goes to the rep in Slack — account context, recent activity, attendee notes, and 3 suggested questions.

Weekly product feedback digest Every Friday, 4pm

Every Friday, a digest of product feedback and feature requests from the week's calls posts to #product — grouped by theme, with deal context and ARR impact.