I think this is a claude Skill. I am happy to share a .md for my sales coach. I'm running it on hubspot deals. and it outputs a report back in claude and drops it as a note in Hubspot for the seller. Here's the short description I c/p my file: Sales coaching advisor that analyzes a HubSpot deal, scores deal health via MEDDPICC, evaluates quote structure in Veles, and gives direct, data-driven guidance to help reps close. Use when the user wants deal coaching or runs /coachv.

@Alexa Gjonca would be keen to connect on this. We building the first truly agentic CPQ so agent workflows are super important to us (even though we are not the agent builder) Big focus right now is on agents that take a seller from Call-to-Contract. Here's a New Logo agent I built with a customer this week. 1. Manually triggered from "enroll in Workflow" on hubspot deal that send a webhook to Make.com 2. Agent in Make calls the call recorder and reviews the calls for quote/proposal inputs (ie products mentioned, quantities, pricing drivers, etc) and summarizes each pricing scenario discussed on the calls. 3. Calls Veles' MCP to check if a quote is already attached to the hubspot deal 4. If not - it builds a new quote with a pricing scenario for each option 5. If there is a quote, the agent shares the quote with the rep in slack. with recommendations. (it does not overwrite existing work endless the rep is explicit) 6. Once quote is built, it's share with the deal owner in slack with a link to review and tinker with the quote. I've found it easiest to use agent builders that are focused on MCP servers like Gumloop, Make, or the open-source options. Everyone has Zapier but I've struggled to get those flows working as cleanly. Their MCP functionality is a bit rigid. ^maybe I am doing it wrong there.