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.

Install for Sales

The full sales starter set is 4 plugins. Pick the install path that matches you.

Cowork (no terminal)

Click each link below; Cowork opens and asks you to confirm. Restart Cowork after the last one so connectors register.

  1. 1 Install sales
  2. 2 Install customer-support
  3. 3 Install brand-voice
  4. 4 Install productivity
After the last install, restart Cowork. The MCP servers (Slack, HubSpot, etc.) only register cleanly on a fresh app start. Quit the app fully, then reopen it.

Terminal (one command)

If you have claude on your PATH already, this installs the whole set in one go.

npx pace-tools install sales customer-support brand-voice productivity

pace-tools wraps claude plugin install; runs claude plugin marketplace add GoldenBerry-SO/Pace automatically if you haven't registered the marketplace yet.

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.

    Prep me for the Acme call tomorrow.

  • Personalized outreach

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

    Draft outreach to the Acme CFO about the 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.

    Walk me through the Q4 pipeline. Flag stalled deals.

  • Competitive battle card

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

    Build a battle card on Salesforce. Their positioning, common objections, how we win.

  • Daily briefing

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

    Daily briefing. Calendar, Slack DMs, pipeline movement, what needs me first.

Just say it

You don't have to memorize slash commands. After installing, type natural sentences into Claude and the right skill will fire. Each row is a real example.

  • You say

    Prep me for my call with Acme tomorrow

    Claude triggers call-prep
  • You say

    Research who at Acme makes buying decisions

    Claude triggers account-research
  • You say

    Draft a follow-up to the Acme CFO about pricing

    Claude triggers draft-outreach
  • You say

    Walk me through my pipeline this week

    Claude triggers pipeline-review
  • You say

    Summarize the call I just finished with Acme

    Claude triggers call-summary
  • You say

    Compare us to Salesforce for the Acme deal

    Claude triggers competitive-intelligence

Tips & tricks

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

  • Run prep the night before

    Schedule `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 `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

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

  • Trust the forecast

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

See also