Swan AI - GTM agent skills by the Swan AI team

Deals24

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.

Deals30

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.

RevOps1,010

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.

Research767

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.

Research758

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.

Prospecting1,045

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.

Signals35

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).

RevOps1,011

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.

Prospecting31

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.

Signals730

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.

Deals27

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.

Signals729

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.

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.

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.

Signals0

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.

Signals27

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.

Signals38

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.

Outreach1,017

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.

Prospecting776

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.

RevOps729

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.

Signals24

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.

Signals26

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.

Prospecting1,017

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.

Deals760

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.

Outreach34

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.

Deals758

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.

Signals732

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.

Deals29

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.

Outreach777

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.

Research772

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.

Deals760

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.

RevOps1,014

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.

Signals730

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.