From file to useful result
How to ask with this skill installed
Installing the skill gives your AI a method. Your request still has to provide the case-specific facts, constraints and expected output.
1Name the real task
Describe the decision or deliverable, not just the topic.
2Provide the evidence
Add source material, audience, limits and known facts.
3Define done
Set format, quality criteria and checks.
Source example
Replace the brackets with your case
When to use it
- Setting up a CRM for a new company or team from scratch
- Migrating from one CRM to another (and need a clean setup in the new platform)
- The current CRM is a mess and needs a rebuild without losing historical data
- Onboarding a new sales team and need consistent CRM hygiene standards
- Implementing a CRM for a specific vertical with unique data requirements
Mistakes to avoid
- Setting up 200 custom fields on day one — you're guessing what you'll need; start with 20 essential fields and add as you learn
- Migrating everything from the old CRM because "we might need it someday" — historical deals that were never updated are noise, not data; migrate only open deals and active contacts
- Giving all users admin access "temporarily" — this becomes permanent; start with minimum permissions and escalate only when justified
- Not configuring field-level security from the start — if every rep can see every deal's internal margin, you've created a problem; configure sharing rules early
- Skipping the training phase and expecting reps to "figure it out" — the CRM will be abandoned within 90 days if there's no structured training and accountability