Does this skill integrate with my existing CRM?

The skill outputs a structured JSON object compatible with the client.json schema, which is designed to be easily parsed and imported into administrative tools, databases, or CRMs.

Can I use this for existing clients or only new leads?

While optimized for new prospects, it can be used on existing clients to perform periodic research, identifying new business units or service expansion opportunities based on recent company news.

What information do I need to provide for the skill to work?

You primarily need to provide a company name. However, providing a website URL or industry hint significantly improves the accuracy and depth of the generated intelligence brief.

How does it identify specific client pain points?

It uses web search and webpage fetching tools to scan for operational signals—such as mentions of manual invoicing, shipping logistics, or marketing needs—and maps them against a predefined service matrix.

Client Discovery Intelligence

Name: Client Discovery Intelligence
Author: simplysmartai

bysimplysmartai

0•

Marketing Automation

Researches prospects and generates structured intelligence briefs to accelerate sales onboarding and service positioning.

The Client Discovery skill automates the initial research phase for sales and operations teams by performing deep web analysis on potential clients. It evaluates business models, identifies operational friction points, and maps them directly to 5 Cypress service offerings like QBO Invoicing and ShipStation automation. By producing both a detailed Markdown intelligence brief and pre-populated JSON data, this skill ensures that sales teams enter every discovery call with actionable hooks and data-driven insights ready for their CRM.

Key Features

01Automated company research via semantic web search and page fetching

02Business model analysis and operational complexity assessment

030 GitHub stars

04Generation of pre-populated JSON data matching standard client schemas

05Strategic pain point mapping to specific agency service capabilities

06Actionable engagement hooks and personalized first-call talking points

Use Cases

01Standardizing client onboarding data for administrative systems and CRMs

02Preparing for high-stakes discovery calls with comprehensive business intelligence

03Automating prospect research when a new lead enters the sales pipeline

What are Skills?·How to Install

Install with 🐟 Skill.Fish

npx skillfish add simplysmartai/5cypressautomation client-discovery

For use in Claude.ai and ChatGPT

Key Features

01Automated company research via semantic web search and page fetching

02Business model analysis and operational complexity assessment

030 GitHub stars

04Generation of pre-populated JSON data matching standard client schemas

05Strategic pain point mapping to specific agency service capabilities

06Actionable engagement hooks and personalized first-call talking points

Use Cases

01Standardizing client onboarding data for administrative systems and CRMs

02Preparing for high-stakes discovery calls with comprehensive business intelligence

03Automating prospect research when a new lead enters the sales pipeline

What are Skills?·How to Install

Install with 🐟 Skill.Fish

npx skillfish add simplysmartai/5cypressautomation client-discovery

For use in Claude.ai and ChatGPT