Swan AI - GTM agent skills by the Swan AI team

Deals1

Jeremy Hurst

VP of Autonomous GTM

Account health audit

Use this skill when you need an on-demand health check of a trial or customer account — before a renewal conversation, when adoption looks shaky, or when a champion goes quiet. It audits five lanes from real data: what the account is actually solving for, lead scoring and qualification integrity, alerting coverage, messaging architecture, and user adoption trends. The output is a tight, evidence-only report with hard numbers on every gap and a concrete intervention mapped to every flag — no hedging, no filler. Built for vendors whose product runs their customers' GTM workflows: the audit reads the account's scoring, sequencing, and messaging configuration inside your own platform.

Deals36

Amos Bar-Joseph

CEO & Co-Founder

Account tier scoring

Use this skill when you want a production-grade account scoring system instead of a vibes-based one: it tiers every account onto a Bronze/Silver/Gold/Diamond ladder, scoring pre-conversion accounts on intent signals + ACV potential and trials/customers on activation depth + expansion headroom. It encodes the judgment that makes scoring trustworthy — a hard self-serve gate with LinkedIn headcount verification, an enterprise persona gate, anonymous-signal and social-engagement caps, prior-relationship floors, and never-demote rules — with every threshold exposed as a tunable default. Each run produces a verified tier tag and ACV tag, a prepended signal-stack snapshot in account memory, a CRM lead-score sync, and correctly routed Gold/Diamond alerts with per-stakeholder engagement recommendations.

Leadership0

Amos Bar-Joseph

CEO & Co-Founder

AI GTM transformation audit

Use this skill when a GTM leader (CRO, CMO, VP Sales, RevOps, CS leader, founder) wants to know where their organization really stands on its AI GTM transformation, what is holding it there, and what to do in the next 30 days to move up. It runs a short structured interview, places the org on one of four levels (Mostly manual, AI as an answer engine, AI as an action engine, Shared AI layer), shows where People, Process, Systems and Data each sit against a concrete picture of what good looks like, and writes a one-page readout a leadership team can act on. Also answers "AI readiness assessment", "AI maturity audit for sales and marketing", "where are we on AI in GTM", "why isn't AI moving our numbers".

RevOps27

Ido Goldberg

Co-Founder & CPO

Audit Swan

Checks whether a Swan workspace is structurally healthy. Use for configuration audits that surface missing knowledge, disconnected integrations, exhausted senders, broken triggers, sparse CRM data, and credit or subscription issues.

Research37

Ido Goldberg

Co-Founder & CPO

Battlecard

Creates or updates a competitor battlecard. Use when the user needs positioning, strengths, weaknesses, objections, win conditions, and practical talk tracks saved into competitive knowledge.

Research31

Ido Goldberg

Co-Founder & CPO

Brief

Creates a one-page executive account brief. Use before sponsor syncs, deal reviews, QBRs, or board updates where the user needs account context, opportunity state, risks, and asks.

Prospecting71

Ido Goldberg

Co-Founder & CPO

Build list

Builds prospect lists of companies, contacts, or both. Use when the user asks for target accounts, ICP-fit prospects, decision-makers, enrichment, or a list ready for CRM, Swan, or sequence activation.

Events0

Ariel Cohen

Founding Growth Engineer

Cal.com booking links

Set up and troubleshoot Cal.com meeting links for a conference, with event-specific dates, in-person location, buffers, calendar conflict checks, individual or team hosts, and public booking-page verification. Use for conference booking availability or missing meeting slots.

Signals36

Ariel Cohen

Founding Growth Engineer

Champion move detection

Use this skill on a monthly cadence to detect champions and heavy users of your paying customers who changed jobs, verify the move against live LinkedIn data, score the new company, and surface qualifying moves as MQLs — while catching churn risk on the account they left. A known buyer bringing your product to their next company is one of the highest-converting signals in B2B; this skill turns it into a deterministic, deduped, monthly machine with hard guards against the classic failure modes (stale headlines, same-name profiles, warm familiarity mistaken for advocacy).

RevOps28

Ido Goldberg

Co-Founder & CPO

Clear my desk

Triages pending Swan work for a user. Use to prioritize review items, sequence approvals, alerts, and suggestions into act-now, bulk-approve, acknowledge, or investigate buckets.

Prospecting37

Ariel Cohen

Founding Growth Engineer

Closed-won replication play

Use this skill when a deal closes won and you want to turn the win into pipeline immediately. It extracts the win profile, finds lookalike companies not yet in your CRM, researches the right persona contact at each, drafts outreach from the deal owner using an anonymized win reference, and queues a single batch review task — nothing sends without human approval.

Signals29

Ido Goldberg

Co-Founder & CPO

Community radar

Monitors public community or social mentions of the brand, competitors, or relevant pain language. Classifies sentiment and drafts short, human replies for the right responder.

Events0

Jeremy Hurst

VP of Autonomous GTM

Conference meeting cards

Use this skill before a conference, roadshow, or any day of back-to-back in-person meetings when the person walking the floor needs one phone-ready screen per meeting, not a chat brief. For each meeting it enriches the attendees (photo, title, LinkedIn), pulls the live deal amount, stage, and next step from your CRM, and writes at most six short deal-context bullets in a fixed order: what they do, amount, stage plus next step, use cases, the people who matter, relationship context, and an optional key risk. It renders one self-contained HTML file per day, printable to PDF with one meeting per page, and DMs a share link to the teammates who are at the event.

Deals28

Ariel Cohen

Founding Growth Engineer

Customer expansion scoring

Use this skill when scoring a paying customer (closed-won account) for expansion. It evaluates product usage depth, persona quality, and expansion headroom to produce an expansion tier with short actionable reasoning. Designed as a sub-skill of your lead-scoring methodology — the parent runs the ACV assessment first and this returns a tier to it.

Deals0

Amos Bar-Joseph

CEO & Co-Founder

Customer health tiers

Use this skill to run a nightly health check across every paying customer from product usage, and to replace a single blended health score with three separate reads: lifecycle phase (activating, established, churned), risk tier and expansion tier, each high, medium or low. It applies explicit rules (went dark, never activated, key setup step missing, usage down month over month, output nobody reviews, repeated top-ups, a cheaper plan at their volume), writes all three to the CRM, alerts the owner the moment an account turns high risk or high expansion, opens one expansion deal per account, and sends a weekly digest. Also answers "customer health score", "churn risk model", "which customers are at risk", "usage-based expansion signals".

Events0

Ariel Cohen

Founding Growth Engineer

Event lead ingestion

Use this skill when a teammate pastes a LinkedIn URL or work email for someone they just met at a booth, dinner or conference hallway and wants that lead captured the same way every time. It resolves the person and company, checks relationship history before scoring, writes the CRM record and a structured conversation note, tags the event at both the company and the person level, then either drafts outreach from the person who had the conversation, schedules a reminder for the wait the lead asked for, or stops at memory only. Built for ONE named person from a real conversation, where the notes are the whole advantage; badge-scan exports, attendee lists and registration lists are different plays. Also answers "I just met someone at the booth", "log this conference contact", "remind me to follow up with her after the event".

Signals29

Ido Goldberg

Co-Founder & CPO

Event radar

Turns event attendance into pipeline. Use when prospects attend a webinar, conference, dinner, booth, or monitored industry event and need qualification plus contextual follow-up.

Events1

Ariel Cohen

Founding Growth Engineer

Event room intelligence

Use this skill 1 to 3 days before any face-to-face event where you hold a registration export (a talk, conference, dinner, booth) and the question is 'I have the attendee CSV, who should I talk to?'. It maps every registrant to a company, joins the list against the live CRM, LinkedIn-verifies every person's title and employer, sizes and funds every company, hand-authors the buying committee for every account worth hunting, and prints a phone-readable PDF dossier: one account per page, warm hunt accounts first, each card telling you within five seconds who the buyer is, whether they are in the room, and what to say. Also answers 'room intelligence', 'attendee report', 'prep me for the event', 'who is coming from which accounts'.

Deals1

Jeremy Hurst

VP of Autonomous GTM

Expansion opportunity analysis

Use this skill when you want a deep-dive on a single existing customer's expansion potential — not a portfolio scoring pass, but the full account workup: an adoption and health read, a commercial analysis that decomposes their real spend and consumption, and two priced proposals anchored on trailing usage. It ends with a concrete expansion play: which signal pattern applies, who on the buying committee to approach with which role-matched gap, whether the timing is right, and a draft motion queued for human approval. Run it on accounts your scoring or intuition has already flagged as worth the effort.

Deals0

Jeremy Hurst

VP of Autonomous GTM

Expansion plays

Use this skill when writing outreach to grow an existing paying customer: a plan upgrade, a new use case or a deeper rollout. It picks one of five plays from the signal behind the conversation (repeated top-ups, the customer asking for more, a history of upgrades, a usage ceiling plus an in-product signal, or a good relationship with low value realized), and writes a short sequence hooked on what the customer is doing in the product or said on a call, never a cold pitch. Every sequence waits for approval and ends with an internal alert to the account owner, not a sixth pitch. Also answers "upsell email", "write expansion outreach", "how do I pitch an upgrade to a customer".

Signals0

Ariel Cohen

Founding Growth Engineer

Handle a demo request

Use this skill when someone requests a demo through your website — a "Book a demo" form, a webhook carrying little more than a work email — and the question is what happens in the next sixty seconds. Enriches the person and company, decides fit and buyer persona separately, and routes the request down one of three paths: the qualified hand-raise that gets a booking email, the right company with the wrong person, and the account that should be sent to a free trial rather than a calendar. Covers inbound demo requests, form-fill routing, hand-raise qualification, MQL hygiene, and self-serve versus sales-assisted triage.

Signals1

Ariel Cohen

Founding Growth Engineer

Handle LinkedIn connection request signal

Use this skill when someone sends a team member an inbound LinkedIn connection request. An inbound request is a deliberate, ACTIVE first-party intent signal — meaningfully stronger than a passive profile view — and it deserves different scoring rules. The skill resolves and enriches the requester, gates them through dedup / internal / relationship / ICP checks, attaches the signal to the CRM, and scores it with active-signal overrides: a decision maker at a serious company is MQL-eligible on this lone signal, a weak persona caps at the awareness tier, and a request from a closed-lost account is treated as a reactivation candidate rather than ignored. Every ICP-relevant outcome posts to a visibility channel; replies and accepts stay human. It never sends outreach.

Signals28

Ariel Cohen

Founding Growth Engineer

Handle LinkedIn post engagement signal

Use this skill when monitoring comments and reactions on a team member's LinkedIn posts. Comments get the full treatment — ICP + persona gating, CRM and account-memory logging, lead scoring, and a high-value path to connection requests and Slack alerts — while lone reactions are logged as a light touch unless the account is top-tier or a repeat engager. Repeat engagers escalate to high intent after an active-buyer check, with a personalized multi-channel draft queued for review.

Signals40

Ariel Cohen

Founding Growth Engineer

Handle LinkedIn profile view signal

Use this skill when a profile-view webhook (e.g. LeadShark) fires for a new view on a team member's LinkedIn profile. It resolves the viewer's identity and company, applies dedup, internal, relationship, and ICP gates, and routes qualified viewers into the MQL pipeline — treating a profile view exactly like a website visit. The CRM is never polluted: only fully resolved, ICP-matched viewers reach a CRM write.

Outreach35

Ido Goldberg

Co-Founder & CPO

Handle reply

Processes inbound replies to outbound sequences. Classifies intent, drafts the right response or stop action, and updates CRM and Swan state without auto-sending.

Prospecting49

Ido Goldberg

Co-Founder & CPO

ICP

Defines and refines who the org sells to. Use for ICP discovery, segment refinement, new segment creation, persona definition, and tightening the rubric used by scoring and outreach.

RevOps29

Ido Goldberg

Co-Founder & CPO

Inbox zero

Triage a user inbox across email, Slack, LinkedIn, and Swan. Use for inbox sweeps where the agent should archive obvious noise, draft replies, and return a single summary of items needing attention.

Signals25

Ariel Cohen

Founding Growth Engineer

Influencer post engager capture

Use this skill when a tracked influencer publishes a LinkedIn post focused on your product (sponsored, review, or organic mention) and you want to capture the engagers as leads. It verifies the post is genuinely about you, scrapes the full engager list, filters to ICP-fit companies and buyer personas, runs lead scoring, and posts per-lead alerts plus a reconciled digest. Detection and scoring only — no outreach.

Leadership0

Amos Bar-Joseph

CEO & Co-Founder

Kill the wall of text

Use this skill when work is about to go from one person to another: a report, a plan, an analysis, a memo, meeting notes, research, a code change, a proposal, or a raw AI answer. Produces an interactive, human-readable page that the recipient can review in seconds, with a ten-second top, a two-minute body, and folded evidence, written in Simplified Technical English and signed by the sender after a review loop. Trigger phrasings: "make this digestible", "make this readable", "de-slop this", "turn this into an artifact", "one-pager", "exec view", "I need to forward this", "nobody will read this", "show me what I must decide".

Signals28

Ariel Cohen

Founding Growth Engineer

LinkedIn DM signal classifier

Use this skill to scan a team member's LinkedIn DMs daily and turn conversations into routed signals. It classifies each chat into a bucket (customer support, commercial, pipeline, re-engagement, prospect, partner, VC, community, and more), updates account memory and the CRM, scores qualified signals and routes them to your MQL channel, and closes every scored signal with a suggested next move — a drafted reply for the thread owner or an approval-queued sequence for the rest of the buying committee. It never auto-sends outreach.

Prospecting35

Ido Goldberg

Co-Founder & CPO

Map contacts

Maps the buying committee at a named account using CRM history, past interactions, LinkedIn, and prospect search. Produces persona coverage, relationship strength, gaps, and next moves.

Deals32

Ido Goldberg

Co-Founder & CPO

Multi-thread deals

Finds deals with single-threaded risk. Identifies missing stakeholders, recommends who to engage next, and hands off contact-specific next steps to outreach.

Outreach35

Jeremy Hurst

VP of Autonomous GTM

Outreach execution

Use this skill when a signal, account list, or named contact needs outreach — it loads sender voice and past approved messages, picks the right path for the situation, and drafts a multi-step sequence anchored on a real hook. It encodes production sender-assignment and approval rails: tiered senders, automatic executive multi-threading on large accounts, and a hard rule that AI-drafted sequences to senior executives are never auto-sent. Every sequence is staged with a written rationale for human approval, and approved copy feeds back into the voice library. Includes references for email/LinkedIn/breakup frameworks and objection handling.

Events0

Ariel Cohen

Founding Growth Engineer

Personal conference plan

Build a realistic personal or team conference itinerary from a shared agenda, existing meetings, selected sessions, booth duties, dinners, and travel. Use to resolve overlapping commitments and protect the correct people's availability while leaving room for networking.

Deals29

Ido Goldberg

Co-Founder & CPO

Pipeline review

Reviews pipeline health before forecast calls or recurring check-ins. Flags stuck, skipped, regressing, or at-risk deals and recommends one concrete action per issue.

Signals29

Ido Goldberg

Co-Founder & CPO

Post radar

Acts on engagement with monitored LinkedIn profiles. Qualifies commenters or reactors, checks fit, and drafts contextual follow-up tied to the actual post.

Events1

Jeremy Hurst

VP of Autonomous GTM

Post-conference outreach

Use this skill when the booth or badge-scan list comes back from a conference and every scan needs a follow-up that sounds like it was written by the teammate who actually had the conversation. It reads scanner initials to pick the sender, classifies each scan Hot, Warm, or Cold from facts rather than labels, lets the hottest temperature on an account win for every colleague scanned there, and routes Hot to a 2-step booked-meeting confirm and Warm/Cold to a 7-step nurture built on the booth notes. Every account is researched first. Nothing auto-sends.

Events0

Ariel Cohen

Founding Growth Engineer

Post-event ROI report

Use this skill when a GTM team needs to show what one or more events produced, at 30 and 60 days, by joining an event lead list with CRM deals. Covers attribution, excluding pre-existing pipeline, funnel counts, pipeline and closed-won math, checkpoints, breakdowns and follow-up health.

Deals30

Jeremy Hurst

VP of Autonomous GTM

Post-meeting execution

Use this skill when you want every sales meeting to produce its follow-through automatically: transcript pulled, outcome classified, account rescored, and a ready-to-send follow-up drafted in the meeting owner's voice within minutes of the call ending. It runs the full production loop — qualification scoring with a human-in-the-loop deal decision, contact and stakeholder loading, CRM lifecycle updates, and a single review post where the owner answers three Yes/No questions to trigger everything downstream. Built for teams where one person takes many external meetings and the follow-up quality (and CRM hygiene) shouldn't depend on their memory.

Events3

Jeremy Hurst

VP of Autonomous GTM

Pre-conference outreach

Use this skill when you have a conference attendee list and the goal is meetings booked before or during the event, not generic warm-up. Every row is researched first, routed to the teammate whose lens matches the contact's real job, and staged as a tight 4-step sequence: a sub-250-character email that names the conference plus one verified angle, a blank connection request, a verbatim side-door offer (exec dinner or a hands-on session), and a short LinkedIn nudge. Scoring tier never skips anyone. Nothing auto-sends.

Outreach48

Ido Goldberg

Co-Founder & CPO

Reach out

Use this skill whenever creating outreach — a cold email, a LinkedIn message, a follow-up, or a multi-step sequence — for a company, a contact, a list, or a signal. Use it even when the user doesn't say "outreach": any request to write to, contact, message, or get in front of a prospect or account goes through here. Covers picking the hook, matching the org's voice, choosing the sequence shape, and staging everything for approval. Trigger phrasings: "reach out to", "draft outreach", "email this company", "message this prospect", "follow up with", "build a sequence", "contact these visitors". Also use it for strategic outreach questions ("how should our cold emails sound", "what cadence should we run") — the output is then a point of view grounded in the org's saved voice, not a sequence.

Research43

Ido Goldberg

Co-Founder & CPO

Research

Researches a company, person, buying committee, signal, domain, stack, financial context, or competitor mention. Produces a focused answer with sources and confidence notes.

Deals30

Ido Goldberg

Co-Founder & CPO

Score

Qualifies and scores accounts against ICP and buying signals. Use for account fit, lead tiering, inbound signals, pipeline rescoring, re-engagement, and expansion potential.

Events0

Ariel Cohen

Founding Growth Engineer

Shared conference calendar

Create or maintain a shared conference reference calendar from an official agenda, including sessions, side events, sharing permissions, timezone checks, and duplicate-safe updates. Use when a participant or team wants a shared event calendar or an importable agenda.

RevOps32

Ido Goldberg

Co-Founder & CPO

Skillify

Turns useful work from the current conversation into a reusable org skill. Captures the trigger, outcome, procedure, and judgment so the play can be rerun.

Outreach0

Ariel Cohen

Founding Growth Engineer

Time-sensitive sequence

Use this skill when outreach is only worth sending until a moment passes and must stop by itself, with nobody remembering to stop it: pre-event meeting outreach, a dinner that needs same-day attendees after cancellations, a webinar invite, a closing offer. Produces one group of sequences per event, copy that stays true until the cutoff, and a scheduled kill job that stops everything left in the group at the cutoff. Also answers "self-killing sequence", "sequence that expires", "stop outreach after the event date", "last-minute dinner invites", "pre-event outreach".

Signals29

Ido Goldberg

Co-Founder & CPO

Visitor radar

Acts on content or website engagement from prospects. Qualifies the person, identifies the engagement hook, and drafts contextual follow-up based on their interest.

Deals0

Ariel Cohen

Founding Growth Engineer

Weekly expansion scan

Use this skill to run a weekly pass over every paying customer and decide which ones the team should talk to about upgrading this week. It scores each closed-won account on account tier, ACV potential, the gap between what they pay and what an account their size should pay, headcount against price, and how fast they are burning through their plan, sorts them into Critical, High and Medium urgency, and posts a ranked digest with a named contact, the signal and a concrete suggested reach-out for each. Works across the whole book in one run, rather than scoring one account at a time. Also answers "who should we upsell this week", "expansion digest", "which customers are outgrowing their plan".