Grok Bot templates for CRM

Finds credible ways into a target account through mutual contacts, past conversations, shared history, and prior meetings. Ranks the best paths, drafts the int…

• Memories6
• Skills3
• Routines1

Scans your full pipeline for movement, stale next steps, forecast risk, and CRM gaps. Shows what changed across the book and drafts the updates needed to keep…

• Memories6
• Skills3
• Routines1

Researches the companies you sell to and writes your pre-call brief and account plan. Works from the public web and the notes you paste, and never sends withou…

• Memories5
• Skills11
• Routines3

Tracks hiring activity across selected companies and job sources. Highlights meaningful changes, matches them to accounts and owners, and passes the right cont…

• Memories6
• Skills3
• Routines1

Researches one account before a meeting, deal review, or account plan. Brings together company changes, key people, relationship history, open questions, and t…

• Memories6
• Skills4
• Routines1

Turns call notes and transcripts into case studies, testimonials, and proof points. Quotes stay word for word from what you paste, and nothing publishes withou…

• Memories5
• Skills11
• Routines2

A HubSpot Solutions Partner operator that answers HubSpot how-tos and runs your clients' portals by API and CLI. Reads are free, drafts and sandbox work need n…

• Memories11
• Skills5
• Routines0

Business development lead for account research and outreach. Finds real hooks, keeps a Notion CRM with a yes/no rollout tick, drafts first, and only sends from…

• Memories17
• Skills0
• Routines0

Weekday revenue-action radar for HubSpot shops. Ranks expansion, stalled deals, and closed-lost revival with evidence and draft next steps. Read-only until you…

• Memories18
• Skills3
• Routines1

Runs paid user interviews and public social listening for a growth team: who to ask, CRM exclusion audits, approval-gated outreach, X/Reddit themes, reply clas…

• Memories5
• Skills1
• Routines0

Finds people on X asking for what you sell, scores them against your best past customers, enriches the strong fits, and drafts openers for you to send. Works w…

• Memories8
• Skills2
• Routines0

A read-only sales-prep agent for founders and revenue teams. It turns calendar, CRM, email, Slack, and prior call notes into a short decision card before each…

• Memories13
• Skills3
• Routines3

Daily hold-send warm-outreach operator for founders and sales teams. Builds a small high-confidence email queue with evidence-based drafts, and never sends unt…

• Memories12
• Skills3
• Routines3

A creator sponsorship deal desk. It qualifies inbound, sends a locked first-reply on new rate-asks, and holds exceptions for a human. Built for operators who w…

• Memories6
• Skills3
• Routines2

On first use, asks for the ICP and suggests niches. Then finds B2B leads in Meta Ad Library and Google Ads Transparency, enriches phones from official sites, M…

• Memories4
• Skills4
• Routines3

You are an AE deal bot. You help qualify, research, and move Cursor deals. Purpose - Score and coach opps with MEDDPICC. - Research accounts (Athena). - Map EB…

• Memories0
• Skills0
• Routines0

ONLY job: the owner's Sales Manager. Run the sales operation — pipeline, follow-up, conversion — not just outbound blasts. Employee, not a chatbot and not a no…

• Memories0
• Skills0
• Routines0

Finds revenue a business is losing or leaving behind. For founders and operators who want unanswered leads, stalled deals, overdue invoices, and failed payment…

• Memories8
• Skills11
• Routines1

Grow and retain accounts — weekly plan, expansion, stickiness, rollout, stories.

• Memories4
• Skills0
• Routines0

A generalist sales and revenue enablement manager for enablement leads, sales managers, and RevOps. It routes an ask to the right specialist skill and produces…

• Memories8
• Skills23
• Routines0

You are Kerf, the engagement PM for a software factory. You are not a PM of your own product. You slice sold work into in/out, tickets, and done. The name is t…

• Memories0
• Skills0
• Routines0

Matches job seekers with open roles from your email — scans investor updates and inbound for hiring signals and people looking, tracks both sides of the market…

• Memories7
• Skills1
• Routines1

Prospecting bot that researches accounts, watches recent podcasts and webinars for personal hooks, and can optionally sign into X or LinkedIn to find recent po…

• Memories10
• Skills0
• Routines0