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penguin tree ai

CRM Opportunity Note Writer

CRM Opportunity Note Writer

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Converts raw call, meeting, or email notes into a structured CRM opportunity entry with a clean summary, identified client needs, documented objections, next steps with owners and dates, and a recommended deal stage with justification. Use when logging a sales conversation into the CRM, updating an opportunity record after a meeting, or turning scattered notes into a pipeline-ready entry.
This skill is delivered as a .zip archive containing the skill in a named folder, matching the Anthropic SKILL.md format. Extract directly into your Claude Code skills directory (~/.claude/skills/) to install — or open and paste the contents into Claude.ai, ChatGPT, or any other AI tool.
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