ForgeBot Skill Map

Skills Most Useful for Sara

A practical shortcut sheet for sales, proposals, meeting follow-up, and client-facing deliverables. These are the ForgeBot skills I’d reach for first when Sara asks for help.

Published as a share-preview page for ForgeFX internal use.

Highest-Value Daily Drivers

These map directly to Sara’s likely sales-ops lane: opportunities, proposal prep, scoping, call prep, and meeting conversion.

CRM + Opportunity Control

Salesforce

salesforce

Find and update opportunities, accounts, contacts, CRM custom objects, transcripts, meetings, account naming, derived Slack channels, and SharePoint folder names.

Use when: “What’s in Salesforce for this account?”, “attach the transcript,” “clean up this opportunity,” or “what folder/channel should this use?”
01
Proposal Hub

Sales Proposal

sales-proposal

Umbrella workflow for proposal prep, RFI triage, proposal JSON, cost tables, technical assessments, and slide editing.

Use when: a prospect needs a proposal package, scope pass, pricing support, or organized proposal prep from scattered inputs.
02
Pre-Call Brief

Sales Call Prep

sales-call-prep

Creates concise pre-call briefs: company snapshot, ForgeFX history, likely project, likely challenges, and call-type framing.

Use when: “prep me for a call with [company]” or “what do we know before this discovery/demo/follow-up?”
03
Scope Worksheet

Scope Shakedown

sales-scope-shakedown

Builds a feature scoping worksheet from the canonical SharePoint template, which is the most accurate feature list ForgeFX has.

Use when: Adam or Sara needs a proposal feature list, feature scoring worksheet, or scope clarification pass.
04
Pricing

Cost Tables

sales-cost-table

Generates standard ForgeFX proposal cost tables, scope/cost breakdowns, pricing tables, and budget estimate formats.

Use when: proposal numbers need to be structured cleanly for review or client-facing presentation.
05
CTO Read

Technical Assessment

sales-technical-assessment

Produces branded sales technical assessment documents in Adam’s CTO voice with risks, feasibility, and bottom-line recommendation.

Use when: a proposal needs technical confidence, risk framing, feasibility review, or a serious engineering recommendation.
06

Meeting-to-Deliverable Pipeline

Useful when sales calls turn into artifacts: transcripts, briefs, explainer decks, proposal decks, and follow-up language.

Meeting Source

Fireflies Transcripts

fireflies-transcripts

Retrieves, formats, and verifies real Fireflies.ai meeting transcripts, recordings, recaps, action items, and exports.

Best first move when a request depends on what was actually said in a meeting.
Concept Package

Creative Brief

creative-brief

Turns a Fireflies transcript into a ForgeFX creative brief with concept extraction, research, visual mockups, and PPTX/PDF outputs.

Use when a potential client project needs a polished first-pass concept package.
Slides

PowerPoint

powerpoint

The default entry point for ForgeFX decks, presentations, proposal decks, briefings, strategy decks, and client deliverables.

Use for deck creation unless someone explicitly asks for Gamma by name.
Client Education

Sales Explainer Deck

sales-explainer-deck

Makes complex projects feel approachable and useful for client stakeholders through a clear sales narrative.

Use when discovery notes or technical scope need to become a digestible story.
Lost Deals

Sales Left-Overs

sales-left-overs

Turns a Closed Lost proposal into second-chance sales material: research, target accounts, pitch docs, and approved outreach drafts.

Use when a proposal is declined but the work can be repurposed into another wedge.
Message Polish

Executive Message Drafting

executive-message-drafting

Tightens Slack/email wording for ForgeFX leaders into plain, concise, sharp business language without over-explaining.

Use when a rough note needs to become crisp client or internal wording.

Recommended Starting Prompts

Salesforce

“Forge, pull the Salesforce context for [Company] and summarize the opportunity, contacts, next step, and missing fields.”

Call Prep

“Forge, prep me for a discovery call with [Company]. Include likely project, risks, ForgeFX fit, and questions to ask.”

Proposal

“Forge, turn these notes into a proposal prep package with scope assumptions, open questions, and a cost-table draft.”

Follow-Up

“Forge, draft a concise follow-up email from this transcript with decisions, action items, and the next meeting ask.”