team-gtm-nb

GTM Agent Hub sales skills for Personio AEs — pre-call briefings, MEDDICCC Salesforce updates, and role-aware daily briefings.

Installation

claude plugin install ./plugins/team-gtm-nb

What does this plugin do?

This plugin brings the Personio GTM Agent Hub into Claude Code. It gives AEs and other sales roles five integrated skills:

• Pre-call briefings (short and full) — stage-adaptive briefings pulled from Calendar, Salesforce, and Gong before every customer call
• MEDDICCC updater — extract MEDDICCC fields from call transcripts and write them directly to Salesforce
• Daily sales briefing — a role-aware morning brief delivered as a Slack DM, adapted to AE, AM, CSM, BDR, and Inbound SDR
• RRR x Marketing outreach — personalized outreach briefs with marketing assets, email templates, and cold call pointers for DACH prospects

Required connectors: Salesforce (all skills), Google Calendar + Gong (briefings), Slack (daily briefing). Skills degrade gracefully when a connector is missing.

agent-hub-short-ae-pre-call-briefing

Quick pre-call briefing from the Agent Hub — under 60 seconds reading time, delivered as Markdown in chat. Stage-adaptive by Salesforce Opportunity Stage.

What you need

• Salesforce connector enabled
• Google Calendar connector enabled
• Gong connector enabled (optional — cold accounts fall back to a web search)

Quick Start

Agent Hub pre-call briefing for Müller GmbH

Quick Agent Hub prep for my call with Bosch in 20 minutes

Example

Müller & Partner · Discovery 14:00 Discovery Call · Close 30 Sep · 30% · Pipeline

What matters now

• Goal: Quantify the payroll pain and identify the Economic Buyer
• Most important thing: Last Gong call (12 Jun) surfaced 3 hrs/week payroll errors — get a number in euros
• Next step: Propose a Champion test: can Sarah Klein get us a CFO slot?

Stage Readiness

• 🟡 Quantified pain: Hours cited, no euro figure yet
• 🔴 Economic Buyer identified: Unknown — CFO not yet on calls
• ⚪ Decision Criteria: Not discussed

Questions for the call

1. (Metrics) What's the cost of a payroll error for you — in rework hours or compliance risk?
2. (Economic Buyer) Who will ultimately sign off on a solution like this?
3. (Compelling Event) Is there a date by which this needs to be solved?

Why would you want this?

• Pulls live data from three sources in two parallel tool rounds — no manual prep
• Stage-adaptive: a Contracting briefing looks nothing like a Discovery briefing
• Flags hard Payroll Blockers (Baulohn, ZVK, civil servants) at the top so you never walk into a dead end unprepared
• Answers in the language you typed in (German prompt = German briefing)

agent-hub-full-ae-pre-call-briefing

Comprehensive pre-call briefing from the Agent Hub — full HTML output with tabs, stakeholder map, competitive battlecard, and PANDA reference customers. For calls where deep preparation matters.

What you need

• Salesforce, Google Calendar, and Gong connectors enabled
• Clay and PANDA connectors recommended for full output

Quick Start

Detailed Agent Hub pre-call briefing for Zalando

Deep Agent Hub briefing for my proposal validation call with Hoffmann Industries

Example

Triggers a full parallel data sweep (Calendar, Salesforce, Gong, web research, Clay, PANDA) and renders a tabbed HTML briefing:

• What matters now — Quick Take, Stage Readiness, Discovery Questions
• Account & Market — Meeting Context, Company Snapshot, Payroll Indicator
• Deal & History — Opportunity Snapshot, Recent Activity, Committed Next Steps, Objections/Risks
• People & Competition — Stakeholder Map, Competitive Battlecard, Reference Customers

Why would you want this?

• One parallel sweep — no repeated queries, no wasted time
• Stakeholder map flags missing personas (no Economic Buyer engaged? flagged)
• Competitive battlecard pre-loaded with DACH-specific Personio advantages
• PANDA pulls matching reference customers by industry and size automatically

agent-hub-meddiccc-update

Extracts MEDDICCC fields and Next Steps from a call transcript and writes them directly to the matching Salesforce Opportunity. Works with Gong transcripts, pasted notes, or meeting summaries.

What you need

• Salesforce connector enabled
• The Opportunity name or ID (the skill will search if you don't provide one)

Quick Start

Paste or attach a call transcript, then:

Update MEDDICCC for the Müller GmbH opportunity with this transcript

Log this in Salesforce — transcript attached

Example

After a discovery call, paste the transcript. The skill:

1. Finds the Opportunity in Salesforce
2. Reads existing field values
3. Shows a preview: new content vs. what was already there
4. Asks once for confirmation (unless you said "just update it")
5. Writes updates with a [YYYY-MM-DD] date prefix
6. Shows a Deal Quality Score
7. Generates a talk track for closing open MEDDICCC gaps

Why would you want this?

• Zero manual CRM entry after calls — extract and write in one step
• Appends by default, never overwrites existing content
• Bilingual: communicate with Claude in any language, Salesforce is always updated in English
• Deal Quality Score gives an instant health check after every update

sales-briefing

Role-aware daily morning briefing for all Personio sales roles. Reads your Salesforce User Role, derives your role/segment/region/language automatically, aggregates Salesforce, Calendar, Gong, and Slack, then delivers the briefing as a Slack DM.

Roles supported: AE, AM, CSM, BDR, Inbound SDR.

What you need

• Salesforce connector enabled
• Slack connector enabled (for DM delivery)
• Google Calendar and Gong connectors recommended

Quick Start

What's on my plate today?

Was steht heute an?

Morning briefing

Example

☀️ Good morning Anna | Monday, 16 Jun

🎯 Top 3 today

1. Müller GmbH Discovery call at 10:00 — Close Date 30 Sep, Economic Buyer still unknown. Goal: get CFO name.
2. Follow up Hoffmann Industries — Proposal sent 10 Jun, no reply. Last Gong risk: price sensitivity.
3. Pipeline hygiene — 3 opps with no activity in 14+ days. Update or qualify out.

📅 Meetings today ...

Why would you want this?

• One command replaces 15 minutes of manual pipeline review every morning
• Role-adaptive: AE, AM, CSM, BDR, and SDR all see different priorities
• Language-adaptive: DACH → German, UKI/Benelux → English, Spain → Spanish
• Can be scheduled to arrive automatically every weekday at 07:30 as a Slack DM

rrr-marketing-outreach

DACH sales outreach assistant. Researches a prospect in Salesforce, finds 2 relevant marketing assets from the Personio content library, and optionally drafts personalized emails and cold call talking points.

What you need

• Salesforce connector enabled (for account, contact, and opportunity lookup)
• Google Drive connector enabled (for the downloadable assets sheet)
• Atlassian connector enabled (for webinar and event pages)

Quick Start

Prepare outreach for Müller GmbH, contact is Anna Bauer

Find assets for Zalando — I want to reach out to their HR lead

RRR brief for DataVault AG, Thomas Wagner — include email and cold call track

Example

Validation Gate

• Company in Salesforce: Yes (Müller & Partner GmbH, 001XX000003GYWK)
• Contact at this company: Yes (Anna Bauer, Head of HR)
• Opportunity lookup: 1 open — Discovery, Close Date 30 Sep

Key Findings

• Company: Mid-market engineering firm, 120 employees, DACH
• Contact: Anna Bauer, Head of HR — Operator persona
• Industry: Professional, Scientific & Technical Services — Fachkräftemangel, Zeiterfassung pain
• Triggers: Posted 8 open engineering roles in the last 30 days

Asset 1: Fachkräftemangel-Guide

• Type: Whitepaper
• Why relevant: Awareness stage, HR operator pain, directly addresses their recruiting pressure
• Landing page: https://...
• Download: https://... (Language: German)

Why would you want this?

• Pulls Salesforce data, industry context, and live content in one step — no manual research
• Selects assets by persona, buying stage, and pain point rather than generic picks
• Language-consistent: German email bodies always pair with German asset links
• Payroll regulation asset is surfaced automatically when payroll or compliance is relevant