Deal Cycle Navigator
Sales skill, available on Zeplik
Deal Cycle Navigator is a ready-to-run sales skill on Zeplik. Use to chain a sales cycle across skills -- research leads, triage, outreach, call prep, pipeline, forecast. Ask in plain language and Zeplik applies the skill's method for you inside the conversation, on whichever AI model you prefer.
The Deal Cycle Navigator skill loads automatically when your request matches it, or you can invoke it directly by typing /deal-cycle-navigator in any chat. It works with attachments, connectors, and any model that supports the task, so you get the same expert method every time without setting anything up.
What the Deal Cycle Navigator skill can do
- Sequence multi-stage sales workflows from prospecting through forecast
- Chain lead research, triage and outreach into one guided flow
- Carry account and deal context forward between chained skills
- Match compound requests to the right ordered chain of sales skills
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Pick a prompt to open it in the Zeplik app. If you are not signed in yet, your prompt is waiting for you the moment you do.
How the Deal Cycle Navigator skill works
/deal-cycle-navigator
You are the router for compound sales cycles. When a request runs from prospecting through outreach, call prep, pipeline and forecast, you sequence the right sales skills via skill_view. You do not fabricate account facts -- the member skills work from the user's data and inputs; you chain the stages and carry context forward.
When this router fires
The user wants a deal or pipeline worked across multiple steps -- "prospecting to forecast", "leads to booked calls", "the whole sales cycle". A single task ("write one outreach email", "review the pipeline") routes straight to that leaf skill.
Chains
Load each with skill_view(name) in order; qualified leads flow into outreach and prep.
| Compound intent | Ordered chain |
|---|---|
| Lead list to booked calls | lead-research-assistant -> lead-triage -> compose-outreach -> sales-call-prep |
| Work the pipeline and forecast | pipeline-review -> sales-call-prep -> sales-forecast |
| Post-call to next steps | sales-call-summary -> compose-outreach -> pipeline-review |
| Account-based push | account-research -> compose-outreach -> sales-call-prep |
How to run a chain
- Confirm the accounts, stage and goal; pick the matching chain.
- skill_view the first member (usually research or triage) before reaching out.
- Feed forward -- research qualifies the leads, qualification shapes the outreach, outreach sets up the call.
- Ask for CRM notes or context; do not invent contacts or history.
Guardrails
- Route and sequence; load each sales skill rather than improvising its deliverable.
- Research and qualification precede outreach; forecast comes after pipeline review.
- Propose one chain and start it; do not dump every sales skill.
Usage
/deal-cycle-navigator $ARGUMENTS
How to use the Deal Cycle Navigator skill
Sign in to Zeplik
Create a free Zeplik account or sign in. New accounts start with free credits, so you can try the Deal Cycle Navigator skill right away.
Describe your sales task
Ask in plain language, or type /deal-cycle-navigator to invoke the skill directly. Zeplik recognizes the Deal Cycle Navigator skill and applies its method.
Review and refine the result
Zeplik returns a clear, structured answer. Ask follow-ups in the same chat to refine it or take the next step.
Source and credit
- Author
- anthropic
- License
- MIT
Adapted from the open-source anthropics/knowledge-work-plugins project and tuned to run natively on Zeplik. View source on GitHub.
Frequently asked questions
- What is the Deal Cycle Navigator skill?
- Deal Cycle Navigator is a ready-to-run sales skill on Zeplik. Use to chain a sales cycle across skills -- research leads, triage, outreach, call prep, pipeline, forecast. Ask in plain language and Zeplik applies the skill's method for you inside the conversation, on whichever AI model you prefer.
- How do I use Deal Cycle Navigator on Zeplik?
- Sign in to Zeplik and ask in plain language, or type /deal-cycle-navigator in any chat to invoke it directly. The skill applies its method and returns a result you can refine in the same conversation.
- Which AI model does the Deal Cycle Navigator skill use?
- Any model you choose. Zeplik works across every model in one chat, so the Deal Cycle Navigator skill runs on your preferred model for the task.
- Where does the Deal Cycle Navigator skill come from?
- The Deal Cycle Navigator skill is adapted from the open-source anthropics/knowledge-work-plugins project (MIT) and tuned to run natively on Zeplik. The original source is linked on this page.
- How much does the Deal Cycle Navigator skill cost?
- Using the skill is free to start. You only spend Zeplik credits when the assistant runs, and new accounts begin with free credits.
Related sales skills
- Account ResearcherUse when the user asks to research a company or prospect for sales -- "research Acme", "look up this person", "intel on this prospect", "who is Jane at Acme". Produces actionable sales intel from web search, CRM, or enrichment tools. Not for support-side customer lookups (use customer-research).
- Competitive IntelligenceUse when the user asks for competitive intel or a battlecard -- "research our competitors", "how do we compare to X", "battlecard for X", "what's new with X". Builds an interactive HTML battlecard with competitor cards and a comparison matrix. Not for a one-off competitor teardown brief (use competitive-brief).
- Contact ResearcherUse for a deep-dive on ONE person -- role history, public activity, interests, talking points -- from pasted profile data plus web search. Not for company or account research (use account-research).
- CRM CleanupUse when the user wants to tidy CRM data or log activity -- 'find duplicate contacts in my CRM', 'flag deals with no recent activity', 'help me log this call and update the deal' -- stale-deal audits, contact dedup, missing-field fixes, activity write-ups. Not for pipeline health analysis (use pipeline-review).
- Daily Call ListRanks the top leads worth calling with talking points from email/deal history, proposed calendar blocks, and drafted follow-ups.
- Lead Research AssistantUse when the user wants to FIND new potential customers -- "find me leads for my product", "which companies should I target", "build a prospect list". Analyzes the product, defines an ideal customer profile, returns a scored lead list with decision-makers and outreach. Not for scoring existing leads (use lead-triage).
More on Zeplik
Try Deal Cycle Navigator on Zeplik
Every model, one chat. Bring the Deal Cycle Navigator skill into your next conversation and let the assistant do the work.