Turn Every Call Into a Repeatable Skill
Pre-work
Have your Session 3 materials ready: the call transcript or your SPICED summary, plus the scorecard. Decide which asset matters most in your lane (proposal, demo deck outline, QBR brief, or expansion plan) so you can commit to it fast in the live session.
Think about the workflow from this course you would want to run every week without ever typing the prompt again. That is your Skill candidate.
From a great prompt (you retype it) to a saved Skill (it runs on demand, every time, with guardrails). This session is meta by design: you are learning to build the kind of deck this course was pitched with.
By the end of this session
- Turn a discovery call into a customer-facing asset that leads with quantified Impact and the Critical Event, then the recommendation, the plan, and the ask.
- Encode a proven workflow as a reusable Skill: the trigger, inputs, steps, connected sources, output format, and guardrails so it never invents facts.
- Run your Skill live against your own book and refine it.
- Identify the next workflows on your team worth turning into Skills.
The build: two acts
Managers encode a deal-inspection or pipeline-review Skill for their team cadence.
Before you finish, write your personal AI use policy in five lines: what customer data you will and will not paste, what you always verify before it goes to a customer, and where you disclose that AI helped. Put it at the top of your Skill's guardrails. Your future self, your customers, and your IT team all thank you.
The team build: your content machine
In the live session, your team builds a five-step content machine, one step at a time, on one real idea, and comes out holding a real post. The reps who publish consistently are not more talented, they run a system. This is a proven version of it. Everything is on one page.
Idea mines your real week for what is worth saying. Voice teaches the AI to write like you. Interview pulls the real story out of you out loud, and this is the step that kills the slop. Draft writes it in your voice. Edit scores it and revises until it clears the bar.
Open the build: ai-gtm-s4.pages.dev — five prompts in order, each with a copy button. Then codify the one step you will use most as a Skill, using the template below.
Content is pipeline. Buyers research the sellers they buy from, and the blocker was never ability, it was the time it takes to write consistently. This machine removes the time cost. It is the same prompt-to-Skill jump as your final exam, applied to the one workflow that builds your own inbound.
The Skill template
Every Skill you build, in this course or after it, uses the same six parts. This is the best-practice template. Copy it, fill in the blanks for the one workflow you run most, and you have a Skill that runs on demand, every time, with guardrails.
# Skill: [name it in three words] ## Trigger When I say: "[the short phrase I type to run it]" ## Inputs Before doing anything, check what you can reach yourself (CRM, calendar, email, call recordings, web search) and name what you will use. Then ask me, one question at a time, only for what you cannot get yourself: - [input 1, e.g. the account, the call, the idea] - [input 2] Prefer asking me to paste raw material over asking me to summarize it. ## Steps 1. [first step, in order] 2. [second step] 3. [third step] ## Output Return exactly this, every time: [the shape: sections, length, format I paste into CRM or send] ## Guardrails - Never invent a fact, a number, a name, or a quote. If a source is missing, say so. - Flag anything you inferred rather than found. - Hold to the length I specify. - [my one-line AI use policy: what I will and will not paste, what I always verify, where I disclose AI helped]
The Final Exam: your Skill
Submit to the LMS: the Skill you built in Session 4, plus proof it runs. This is the certification hurdle. For the first three assignments you showed us your work; for the final, show us the output.
- The final Skill text: trigger, inputs, steps, connected sources, output format, and guardrails.
- The output from one live run of the Skill against your real book. For the Selling lane, the proposal or deck outline it produced.
- A short note, three to five sentences, on what you would build next with what you now know.
Grading: the Skill itself is reviewed. A working Skill with real guardrails, run against real data, earns the certificate. Combined with 75 percent or higher on each of Assignments 1 through 3, you are certified.
The PDF goes on LinkedIn. The Skill goes to work every week. You are leaving with the one that matters.