Prospect

Lead Triage

anthropics

精選

為 HubSpot 進站潛在客戶評分，排出附談話要點的電話清單，起草後續郵件並建議行事曆時段。

Start

anthropics

精選

初始化個人工作力系統：任務清單、工作記憶檔案和儀表板。

Call Prep

anthropics

精選

為即將到來的客戶會議產出一頁式通話準備簡報，包含與會者、客戶歷史與通話計畫。

Account Research

anthropics

精選

針對潛在客戶公司與選用聯絡人產出附來源的研究簡報，檢查 CRM 歸屬並評估 ICP 契合度。

Competitive Brief

anthropics

精選

產出競爭分析簡報，涵蓋競品定位、功能比較、贏單／輸單模式與市場趨勢。

Ticket Deflector

anthropics

精選

Reads a forwarded customer email or ticket, pulls order and refund status from a payments connector (PayPal, Square, or Stripe) or Shopify, account history from the CRM, and open tickets from a support desk (Zoho Desk), drafts a tone-matched reply in the owner's writing voice, and can issue a refund through the payments connector with explicit owner approval. With Shopify connected it also runs a proactive order-triage mode that surfaces orders needing attention — unfulfilled past the promised window, payment problems, pending refunds, stuck shipments — and drafts the next action for each before the customer has to ask. Use when the user says "draft a response," "answer this customer," "where's my order," "I want a refund," "check my orders," or "anything about to blow up."

Deal Sourcing

anthropics

精選

引導私募股權案源開發流程：尋找目標公司、查核 CRM 往來紀錄，並草擬創辦人外聯郵件。

Investment Proposal

anthropics

精選

指導為潛在投資顧問客戶製作個人化投資建議書，涵蓋從需求訪談到簡報、PDF 與摘要的產出。

Content Strategy

anthropics

精選

把 PayPal、QuickBooks 或 Square 的銷售資料轉成排序過的 30 天內容簡報。

Call List

anthropics

精選

透過為潛在客戶排序、補充談話重點、建議行事曆時段並起草後續郵件，產生每日電話清單。

Lead Triage

anthropics

精選

依據 ICP 與資格框架為進站銷售潛在客戶評分與分流，並依優先順序為待處理名單排序。

Draft Outreach

anthropics

精選

撰寫個人化的冷開發或跟進業務外聯郵件，並產生可供審閱的草稿。