Agent Skills: Create an Asset

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.

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

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.

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]?"

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

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

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

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 |

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?" |

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

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

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

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] │
└─────────────────────────────────────┘

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

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

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

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 ✓ (exceeded by $2.3M)
Margin 11.2% ⚠️ (0.8% below threshold)..."

Step 5: Insight Delivery
"Claude synthesizes findings into an executive summary with
recommendations: 'Review promotional spend allocation to improve
margin performance...'"

Phase 4: Visual Design

Color System

:root {
    /* === Prospect Brand (Primary) === */
    --brand-primary: #[extracted from research];
    --brand-secondary: #[extracted];
    --brand-primary-rgb: [r, g, b]; /* For rgba() usage */

    /* === Dark Theme Base === */
    --bg-primary: #0a0d14;
    --bg-elevated: #0f131c;
    --bg-surface: #161b28;
    --bg-hover: #1e2536;

    /* === Text === */
    --text-primary: #ffffff;
    --text-secondary: rgba(255, 255, 255, 0.7);
    --text-muted: rgba(255, 255, 255, 0.5);

    /* === Accent === */
    --accent: var(--brand-primary);
    --accent-hover: var(--brand-secondary);
    --accent-glow: rgba(var(--brand-primary-rgb), 0.3);

    /* === Status === */
    --success: #10b981;
    --warning: #f59e0b;
    --error: #ef4444;
}

Typography

/* Primary: Clean, professional sans-serif */
font-family: 'Inter', -apple-system, BlinkMacSystemFont, sans-serif;

/* Headings */
h1: 2.5rem, font-weight: 700
h2: 1.75rem, font-weight: 600
h3: 1.25rem, font-weight: 600

/* Body */
body: 1rem, font-weight: 400, line-height: 1.6

/* Captions/Labels */
small: 0.875rem, font-weight: 500

Visual Elements

Cards:

• Background: var(--bg-surface)
• Border: 1px solid rgba(255,255,255,0.1)
• Border-radius: 12px
• Box-shadow: subtle, layered
• Hover: slight elevation, border glow

Buttons:

• Primary: var(--accent) background, white text
• Secondary: transparent, accent border
• Hover: brightness increase, subtle scale

Animations:

• Transitions: 200-300ms ease
• Tab switches: fade + slide
• Hover states: smooth, not jarring
• Loading: subtle pulse or skeleton

Workflow Demo Specific

Component Nodes:

.node {
    background: var(--bg-surface);
    border: 2px solid var(--brand-primary);
    border-radius: 12px;
    padding: 16px;
    min-width: 140px;
}

.node.active {
    box-shadow: 0 0 20px var(--accent-glow);
    border-color: var(--accent);
}

.node.human {
    border-color: #f59e0b; /* Warm color for humans */
}

.node.ai {
    background: linear-gradient(135deg, var(--bg-surface), var(--bg-elevated));
    border-color: var(--accent);
}

Flow Arrows:

.arrow {
    stroke: var(--text-muted);
    stroke-width: 2;
    fill: none;
    marker-end: url(#arrowhead);
}

.arrow.active {
    stroke: var(--accent);
    stroke-dasharray: 8 4;
    animation: flowDash 1s linear infinite;
}

Canvas:

.canvas {
    background:
        radial-gradient(circle at center, var(--bg-elevated) 0%, var(--bg-primary) 100%),
        url("data:image/svg+xml,..."); /* Subtle grid pattern */
    overflow: auto;
}

Phase 5: Clarifying Questions (REQUIRED)

Before building any asset, always ask clarifying questions. This ensures alignment and prevents wasted effort.

Step 5.1: Summarize Understanding

First, show the user what you understood:

"Here's what I'm planning to build:

**Asset**: [Format] for [Prospect Company]
**Audience**: [Audience type] — specifically [roles if known]
**Goal**: [Purpose] → driving toward [desired action]
**Key themes**: [2-3 main points to emphasize]

[For workflow demos, also show:]
**Components**: [List of systems]
**Flow**: [Step 1] → [Step 2] → [Step 3] → ...

Step 5.2: Ask Standard Questions (ALL formats)

| Question | Why | |----------|-----| | "Does this match your vision?" | Confirm understanding | | "What's the ONE thing this must nail to succeed?" | Focus on priority | | "Tone preference? (Bold & confident / Consultative / Technical & precise)" | Style alignment | | "Focused and concise, or comprehensive?" | Scope calibration |

Step 5.3: Ask Format-Specific Questions

Interactive Landing Page:

• "Which sections matter most for this audience?"
• "Any specific demos or use cases to highlight?"
• "Should I include an ROI calculator?"
• "Any competitor positioning to address?"

Deck-Style:

• "How long is the presentation? (helps with slide count)"
• "Presenting live, or a leave-behind?"
• "Any specific flow or narrative arc in mind?"

One-Pager:

• "What's the single most important message?"
• "Any specific proof point or stat to feature?"
• "Will this be printed or digital?"

Workflow / Architecture Demo:

• "Let me confirm the components: [list]. Anything missing?"
• "Here's the flow I understood: [steps]. Correct?"
• "Should the demo show realistic sample data, or keep it abstract?"
• "Any integration details to highlight or downplay?"
• "Should viewers be able to click through steps, or auto-play?"

Step 5.4: Confirm and Proceed

After user responds:

"Got it. I have what I need. Building your [format] now..."

Or, if still unclear:

"One more quick question: [specific follow-up]"

Max 2 rounds of questions. If still ambiguous, make a reasonable choice and note: "I went with X — easy to adjust if you prefer Y."

Phase 6: Build & Deliver

Build the Asset

Following all specifications above:

1. Generate structure based on Phase 2
2. Create content based on Phase 3
3. Apply visual design based on Phase 4
4. Ensure all interactive elements work
5. Test responsiveness (if applicable)

Output Format

All formats: Self-contained HTML file

• All CSS inline or in <style> tags
• All JS inline or in <script> tags
• No external dependencies (except Google Fonts)
• Single file for easy sharing

File naming: [ProspectName]-[format]-[date].html

• Example: CentricBrands-workflow-demo-2026-01-28.html

Delivery Message

## ✓ Asset Created: [Prospect Name]

[View your asset](computer:///path/to/file.html)

---

**Summary**
- **Format**: [Interactive Page / Deck / One-Pager / Workflow Demo]
- **Audience**: [Type and roles]
- **Purpose**: [Goal] → [Desired action]
- **Sections/Steps**: [Count and list]

---

**Deployment Options**

To share this with your customer:
- **Static hosting**: Upload to Netlify, Vercel, GitHub Pages, AWS S3, or any static host
- **Password protection**: Most hosts offer this (e.g., Netlify site protection)
- **Direct share**: Send the HTML file directly — it's fully self-contained
- **Embed**: The file can be iframed into other pages if needed

---

**Customization**

Let me know if you'd like to:
- Adjust colors or styling
- Add, remove, or reorder sections
- Refine any messaging or copy
- Change the flow or architecture (for workflow demos)
- Add more interactive elements
- Export as PDF or static images

Phase 7: Iteration Support

After delivery, be ready to iterate:

| User Request | Action | |--------------|--------| | "Change the colors" | Regenerate with new palette, keep content | | "Add a section on X" | Insert new section, maintain flow | | "Make it shorter" | Condense, prioritize key points | | "The flow is wrong" | Rebuild architecture based on correction | | "Use our brand instead" | Switch from prospect brand to seller brand | | "Add more detail on step 3" | Expand that section specifically | | "Can I get this as a PDF?" | Provide print-optimized version |

Remember: Default to prospect's brand colors, but seller can adjust to their own brand or a neutral palette after initial build.

Quality Checklist

Before delivering, verify:

Content

• [ ] Prospect company name spelled correctly throughout
• [ ] Leadership names are current (not outdated)
• [ ] Pain points accurately reflect input/transcripts
• [ ] Seller's product accurately represented
• [ ] No placeholder text remaining
• [ ] Proof points are accurate and sourced

Visual

• [ ] Brand colors applied correctly
• [ ] All text readable (contrast)
• [ ] Animations smooth, not distracting
• [ ] Mobile responsive (if interactive page)
• [ ] Dark theme looks polished

Functional

• [ ] All tabs/sections load correctly
• [ ] Interactive elements work (calculators, demos)
• [ ] Workflow steps animate properly (if applicable)
• [ ] Navigation is intuitive
• [ ] CTA is clear and clickable

Professional

• [ ] Tone matches audience
• [ ] Appropriate level of detail for purpose
• [ ] No typos or grammatical errors
• [ ] Feels tailored, not templated

Examples

Example 1: Executive Landing Page

Input:

• Prospect: Acme Corp (manufacturing)
• Audience: C-suite
• Purpose: Exec alignment after discovery
• Format: Interactive landing page

Output structure:

[Tabs]
Strategic Fit | Business Impact | ROI Calculator | Security & Trust | Next Steps

[Strategic Fit tab]
- Acme's stated priorities (from discovery call)
- How [Product] aligns
- Relevant manufacturing customers

Example 2: Technical Workflow Demo

Input:

• Prospect: Centric Brands
• Audience: IT architects
• Purpose: POC proposal
• Format: Workflow demo
• Components: Claude, Workato DataGenie, Snowflake, PDF contracts

Output structure:

[Interactive canvas with 5 nodes]
Human → Claude → PDF Contracts → Workato → Snowflake
         ↓
    [Results back to Human]

[Step-by-step walkthrough with sample data]
[Controls: Play | Pause | Step | Reset]

Example 3: Sales One-Pager

Input:

• Prospect: TechStart Inc
• Audience: VP Engineering
• Purpose: Leave-behind after first meeting
• Format: One-pager

Output structure:

Hero: "Accelerate TechStart's Product Velocity"
Point 1: [Dev productivity]
Point 2: [Code quality]
Point 3: [Time to market]
Proof: "Similar companies saw 40% faster releases"
CTA: "Schedule technical deep-dive"

Appendix: Component Icons

For workflow demos, use these icon mappings:

| Type | Icon | Example | |------|------|---------| | human | 👤 or person SVG | User, Analyst, Admin | | document | 📄 or file SVG | PDF, Contract, Report | | ai | 🤖 or brain SVG | Claude, AI Agent | | database | 🗄️ or cylinder SVG | Snowflake, Postgres | | api | 🔌 or plug SVG | REST API, GraphQL | | middleware | ⚡ or hub SVG | Workato, MCP Server | | output | 📊 or screen SVG | Dashboard, Report |

Appendix: Brand Color Fallbacks

If brand colors cannot be extracted:

| Industry | Primary | Secondary | |----------|---------|-----------| | Technology | #2563eb | #7c3aed | | Finance | #0f172a | #3b82f6 | | Healthcare | #0891b2 | #06b6d4 | | Manufacturing | #ea580c | #f97316 | | Retail | #db2777 | #ec4899 | | Energy | #16a34a | #22c55e | | Default | #3b82f6 | #8b5cf6 |

Skill created for generalized sales asset generation. Works for any seller, any product, any prospect.