⛳Sales Caddie
Sales Caddie: So sales people can focus on selling.
Automate follow-ups, prep for meetings, keep your CRM updated, and never miss a buying signal. Your Sales Caddie learns your deals and works them 24/7.
Skills
What Sales Caddie does
Pre-built skills that run automatically. Each one is trainable to your workflow.
Trainable to you
Every Sales Caddie is unique. Train it to match your exact workflow.
skills.md
# Sales Caddie - skills.md
## Rules
- Always check CRM before suggesting a follow-up
- Use casual tone for existing clients, formal for prospects
- Include deal value in all pipeline reports
- Morning roundup by 8:15am, never later
- Flag any deal over $50k that hasn't been touched in 5 days
## Preferences
- CRM: HubSpot (primary), Salesforce (for enterprise accounts)
- Follow-up cadence: 3 days for warm leads, 7 days for cold
- Meeting prep: include LinkedIn profiles + last 3 email exchanges
- Pipeline reports: group by stage, sort by close date💬
Train by talking
Just tell your Caddie how you like things done. It remembers and adapts.
👍
Train by feedback
Thumbs up or thumbs down on any action. Your Caddie learns from every interaction.
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Train by editing
Edit your skills.md directly to set rules, preferences, and workflows.
Connected tools
Sales Caddie integrates with all of these out of the box.
Slack
Gmail
Google Calendar
HubSpot
Salesforce
Attio
LinkedIn