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Cómo pedir trabajo con esta skill instalada
Instalar la skill da un método a tu IA. Tu petición todavía debe aportar los hechos del caso, las restricciones y el entregable esperado.
1Nombra la tarea real
Describe la decisión o el entregable, no solo el tema.
2Aporta la información
Añade materiales, público, límites y hechos conocidos.
3Define qué significa acabado
Fija formato, criterios de calidad y comprobaciones.
Ejemplo de origen
Sustituye los corchetes por tu caso
Cuándo usarla
- 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
Errores que conviene evitar
- 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