Create an Asset

Generate custom sales assets tailored to your prospect, audience, and goals. Supports interactive landing pages, presentation decks, executive one-pagers, and workflow/architecture demos.

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Triggers

Invoke this skill when:

• User says /create-an-asset or /create-an-asset [CompanyName]
• User asks to "create an asset", "build a demo", "make a landing page", "mock up a workflow"
• User needs a customer-facing deliverable for a sales conversation

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Overview

This skill creates professional sales assets by gathering context about:

• (a) The Prospect — company, contacts, conversations, pain points
• (b) The Audience — who's viewing, what they care about
• (c) The Purpose — goal of the asset, desired next action
• (d) The Format — landing page, deck, one-pager, or workflow demo

The skill then researches, structures, and builds a polished, branded asset ready to share with customers.

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Phase 0: Context Detection & Input Collection

Step 0.1: Detect Seller Context

From the user's email domain, identify what company they work for.

Actions:

1. Extract domain from user's email
2. Search: "[domain]" company products services site:linkedin.com OR site:crunchbase.com
3. Determine seller context:

Scenario	Action
Single-product company	Auto-populate seller context
Multi-product company	Ask: "Which product or solution is this asset for?"
Consultant/agency/generic domain	Ask: "What company or product are you representing?"
Unknown/startup	Ask: "Briefly, what are you selling?"

Store seller context:

seller:
  company: "[Company Name]"
  product: "[Product/Service]"
  value_props:
    - "[Key value prop 1]"
    - "[Key value prop 2]"
    - "[Key value prop 3]"
  differentiators:
    - "[Differentiator 1]"
    - "[Differentiator 2]"
  pricing_model: "[If publicly known]"

Persist to knowledge base for future sessions. On subsequent invocations, confirm: "I have your seller context from last time — still selling [Product] at [Company]?"

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Step 0.2: Collect Prospect Context (a)

Ask the user:

Field	Prompt	Required
Company	"Which company is this asset for?"	✓ Yes
Key contacts	"Who are the key contacts? (names, roles)"	No
Deal stage	"What stage is this deal?"	✓ Yes
Pain points	"What pain points or priorities have they shared?"	No
Past materials	"Upload any conversation materials (transcripts, emails, notes, call recordings)"	No

Deal stage options:

• Intro / First meeting
• Discovery
• Evaluation / Technical review
• POC / Pilot
• Negotiation
• Close

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Step 0.3: Collect Audience Context (b)

Ask the user:

Field	Prompt	Required
Audience type	"Who's viewing this?"	✓ Yes
Specific roles	"Any specific titles to tailor for? (e.g., CTO, VP Engineering, CFO)"	No
Primary concern	"What do they care most about?"	✓ Yes
Objections	"Any concerns or objections to address?"	No

Audience type options:

• Executive (C-suite, VPs)
• Technical (Architects, Engineers, Developers)
• Operations (Ops, IT, Procurement)
• Mixed / Cross-functional

Primary concern options:

• ROI / Business impact
• Technical depth / Architecture
• Strategic alignment
• Risk mitigation / Security
• Implementation / Timeline

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Step 0.4: Collect Purpose Context (c)

Ask the user:

Field	Prompt	Required
Goal	"What's the goal of this asset?"	✓ Yes
Desired action	"What should the viewer do after seeing this?"	✓ Yes

Goal options:

• Intro / First impression
• Discovery follow-up
• Technical deep-dive
• Executive alignment / Business case
• POC proposal
• Deal close

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Step 0.5: Select Format (d)

Ask the user: "What format works best for this?"

Format	Description	Best For
Interactive landing page	Multi-tab page with demos, metrics, calculators	Exec alignment, intros, value prop
Deck-style	Linear slides, presentation-ready	Formal meetings, large audiences
One-pager	Single-scroll executive summary	Leave-behinds, quick summaries
Workflow / Architecture demo	Interactive diagram with animated flow	Technical deep-dives, POC demos, integrations

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Step 0.6: Format-Specific Inputs

If "Workflow / Architecture demo" selected:

First, parse from user's description. Look for:

• Systems and components mentioned
• Data flows described
• Human interaction points
• Example scenarios

Then ask for any gaps:

If Missing...	Ask...
Components unclear	"What systems or components are involved? (databases, APIs, AI, middleware, etc.)"
Flow unclear	"Walk me through the step-by-step flow"
Human touchpoints unclear	"Where does a human interact in this workflow?"
Scenario vague	"What's a concrete example scenario to demo?"
Integration specifics	"Any specific tools or platforms to highlight?"

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Phase 1: Research (Adaptive)

Assess Context Richness

Level	Indicators	Research Depth
Rich	Transcripts uploaded, detailed pain points, clear requirements	Light — fill gaps only
Moderate	Some context, no transcripts	Medium — company + industry
Sparse	Just company name	Deep — full research pass

Always Research:

1. Prospect basics

   • Search: "[Company]" annual report investor presentation 2025 2026
   • Search: "[Company]" CEO strategy priorities 2025 2026
   • Extract: Revenue, employees, key metrics, strategic priorities

2. Leadership

   • Search: "[Company]" CEO CTO CIO 2025
   • Extract: Names, titles, recent quotes on strategy/technology

3. Brand colors

   • Search: "[Company]" brand guidelines
   • Or extract from company website
   • Store: Primary color, secondary color, accent

If Moderate/Sparse Context, Also Research:

4. Industry context

   • Search: "[Industry]" trends challenges 2025 2026
   • Extract: Common pain points, market dynamics

5. Technology landscape

   • Search: "[Company]" technology stack tools platforms
   • Extract: Current solutions, potential integration points

6. Competitive context

   • Search: "[Company]" vs [seller's competitors]
   • Extract: Current solutions, switching signals

If Transcripts/Materials Uploaded:

7. Conversation analysis
   • Extract: Stated pain points, decision criteria, objections, timeline
   • Identify: Key quotes to reference (use their exact language)
   • Note: Specific terminology, acronyms, internal project names

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Phase 2: Structure Decision

Interactive Landing Page

Purpose	Recommended Sections
Intro	Company Fit → Solution Overview → Key Use Cases → Why Us → Next Steps
Discovery follow-up	Their Priorities → How We Help → Relevant Examples → ROI Framework → Next Steps
Technical deep-dive	Architecture → Security & Compliance → Integration → Performance → Support
Exec alignment	Strategic Fit → Business Impact → ROI Calculator → Risk Mitigation → Partnership
POC proposal	Scope → Success Criteria → Timeline → Team → Investment → Next Steps
Deal close	Value Summary → Pricing → Implementation Plan → Terms → Sign-off

Audience adjustments:

• Executive: Lead with business impact, ROI, strategic alignment
• Technical: Lead with architecture, security, integration depth
• Operations: Lead with workflow impact, change management, support
• Mixed: Balance strategic + tactical; use tabs to separate depth levels

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Deck-Style

Same sections as landing page, formatted as linear slides:

1. Title slide (Prospect + Seller logos, partnership framing)
2. Agenda
3-N. One section per slide (or 2-3 slides for dense sections)
N+1. Summary / Key takeaways
N+2. Next steps / CTA
N+3. Appendix (optional — detailed specs, pricing, etc.)

Slide principles:

• One key message per slide
• Visual > text-heavy
• Use prospect's metrics and language
• Include speaker notes

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One-Pager

Condense to single-scroll format:

┌─────────────────────────────────────┐
│ HERO: "[Prospect Goal] with [Product]" │
├─────────────────────────────────────┤
│ KEY POINT 1     │ KEY POINT 2     │ KEY POINT 3     │
│ [Icon + 2-3     │ [Icon + 2-3     │ [Icon + 2-3     │
│  sentences]     │  sentences]     │  sentences]     │
├─────────────────────────────────────┤
│ PROOF POINT: [Metric, quote, or case study] │
├─────────────────────────────────────┤
│ CTA: [Clear next action] │ [Contact info] │
└─────────────────────────────────────┘

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Workflow / Architecture Demo

Structure based on complexity:

Complexity	Components	Structure
Simple	3-5	Single-view diagram with step annotations
Medium	5-10	Zoomable canvas with step-by-step walkthrough
Complex	10+	Multi-layer view (overview → detailed) with guided tour

Standard elements:

1. Title bar: [Scenario Name] — Powered by [Seller Product]
2. Component nodes: Visual boxes/icons for each system
3. Flow arrows: Animated connections showing data movement
4. Step panel: Sidebar explaining current step in plain language
5. Controls: Play / Pause / Step Forward / Step Back / Reset
6. Annotations: Callouts for key decision points and value-adds
7. Data preview: Sample payloads or transformations at each step

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Phase 3: Content Generation

General Principles

All content should:

• Reference specific pain points from user input or transcripts
• Use prospect's language — their terminology, their stated priorities
• Map seller's product → prospect's needs explicitly
• Include proof points where available (case studies, metrics, quotes)
• Feel tailored, not templated

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Section Templates

Hero / Intro

Headline: "[Prospect's Goal] with [Seller's Product]"
Subhead: Tie to their stated priority or top industry challenge
Metrics: 3-4 key facts about the prospect (shows we did homework)

Their Priorities (if discovery follow-up)

Reference specific pain points from conversation:
- Use their exact words where possible
- Show we listened and understood
- Connect each to how we help

Solution Mapping

For each pain point:
├── The challenge (in their words)
├── How [Product] addresses it
├── Proof point or example
└── Outcome / benefit

Use Cases / Demos

3-5 relevant use cases:
├── Visual mockup or interactive demo
├── Business impact (quantified if possible)
├── "How it works" — 3-4 step summary
└── Relevant to their industry/role

ROI / Business Case

Interactive calculator with:
├── Inputs relevant to their business (from research)
│   ├── Number of users/developers
│   ├── Current costs or time spent
│   └── Expected improvement %
├── Outputs:
│   ├── Annual value / savings
│   ├── Cost of solution
│   ├── Net ROI
│   └── Payback period
└── Assumptions clearly stated (editable)

Why Us / Differentiators

├── Differentiators vs. alternatives they might consider
├── Trust, security, compliance positioning
├── Support and partnership model
└── Customer proof points (logos, quotes, case studies)

Next Steps / CTA

├── Clear action aligned to Purpose (c)
├── Specific next step (not vague "let's chat")
├── Contact information
├── Suggested timeline
└── What happens after they take action

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Workflow Demo Content

Component Definitions

For each system, define:

component:
  id: "snowflake"
  label: "Snowflake Data Warehouse"
  type: "database"  # database | api | ai | middleware | human | document | output
  icon: "database"
  description: "Financial performance data"
  brand_color: "#29B5E8"

Component types:

• human — Person initiating or receiving
• document — PDFs, contracts, files
• ai — AI/ML models, agents
• database — Data stores, warehouses
• api — APIs, services
• middleware — Integration platforms, MCP servers
• output — Dashboards, reports, notifications

Flow Steps

For each step, define:

step:
  number: 1
  from: "human"
  to: "claude"
  action: "Initiates performance review"
  description: "Sarah, a Brand Analyst at [Prospect], kicks off the quarterly review..."
  data_example: "Review request: Nike brand, Q4 2025"
  duration: "~1 second"
  value_note: "No manual data gathering required"

Scenario Narrative

Write a clear, specific walkthrough:

Step 1: Human Trigger
"Sarah, a Brand Performance Analyst at Centric Brands, needs to review
Q4 performance for the Nike license agreement. She opens the review
dashboard and clicks 'Start Review'..."

Step 2: Contract Analysis
"Claude retrieves the Nike contract PDF and extracts the performance
obligations: minimum $50M revenue, 12% margin requirement, quarterly
reporting deadline..."

Step 3: Data Query
"Claude formulates a query and sends it to Workato DataGenie:
'Get Q4 2025 revenue and gross margin for Nike brand from Snowflake'..."

Step 4: Results & Synthesis
"Snowflake returns the data. Claude compares actuals vs. obligations:
Revenue $52.3M ✓ (exceede