Skills & Objectives

Your AI Toolkit

The Skills & Objectives framework is at the heart of Ricavi’s Workspace. It organises the full range of sales tasks into 6 skill categories, each containing specific objectives that the AI can execute on your behalf. Select any objective, and a new chat opens pre-loaded with the right AI instructions and your CRM context.

The 6 Skill Categories

Write

Generate polished sales communications with AI assistance. Objectives include:

• Outreach Email - Craft compelling first-touch emails to prospects

• Follow-up Email - Write timely follow-ups after meetings or interactions

• Recap Email - Summarise meeting outcomes and next steps

• Value Prop Email - Articulate your value proposition clearly for specific prospects

• Cold LinkedIn Message - Write engaging LinkedIn connection messages

• InMail - Compose professional LinkedIn InMail outreach

• Call Script - Prepare scripts for outbound calls

• Talking Points - Generate key discussion points for meetings

• Summary Note - Create concise summaries of conversations or meetings

Build

Create strategic sales assets and planning documents. Objectives include:

• Business Case - Build compelling business cases with ROI arguments

• Mutual Action Plan - Create shared plans with prospects to drive deals forward

• Sequence / Cadence - Design multi-touch outreach sequences

• Proposal - Draft professional proposals tailored to prospect needs

• Pricing Sheet - Prepare pricing documentation

• ROI Calculator - Build return-on-investment models for prospects

• Stakeholder Map - Map out the buying committee and key influencers

• Sales Campaign - Plan and structure sales campaigns

• Competitor Comparison - Create side-by-side competitor analyses

Research

Gather intelligence to prepare for conversations and strengthen your positioning. Objectives include:

• Account & Contact Research - Deep-dive into prospect companies and individuals

• Industry News - Stay current on industry trends and developments

• Recent Funding / Financials - Review prospect financial activity

• Company Initiatives - Understand strategic initiatives and priorities

• Pain Points - Identify common challenges and needs

• Competitors - Research competitive landscape

Strategize

Plan your approach and develop winning strategies. Objectives include:

• Next Steps on a Deal - Get AI recommendations for advancing opportunities

• Multi-threading Plan - Build strategies to engage multiple stakeholders

• Executive Alignment - Plan approaches for engaging C-level buyers

• Renewal & Negotiation Strategy - Prepare for renewals and complex negotiations

• Close Plan - Develop tactical plans for closing deals

• Account Expansion - Identify and plan upsell and cross-sell opportunities

Respond

Handle objections and respond to prospect requests with confidence. Objectives include:

• Pricing Objection - Address concerns about cost and pricing

• Competitor Objection - Counter competitive comparisons

• “No Budget” - Respond to budget-related pushback

• “Not Now” - Handle timing objections effectively

• “Send More Info” - Craft responses that advance the conversation

• Technical Question - Answer product and technical queries

• Legal / Security Request - Respond to compliance and security inquiries

• RFP / RFI - Draft responses to formal requests for proposals

Lead

Prepare for and lead high-stakes meetings. Objectives include:

• Discovery Call - Plan and structure effective discovery conversations

• Demo - Prepare tailored product demonstrations

• Qualification - Structure qualification conversations using your methodology

• Multi-stakeholder Meeting - Prepare for complex meetings with multiple attendees

• Negotiation - Plan negotiation strategies and tactics

• QBR / Account Review - Structure quarterly business reviews

• Onboarding Kickoff - Plan customer onboarding sessions

How It Works

When you select an objective, Ricavi opens a new chat session pre-loaded with the right AI instructions and your CRM context. The AI generates the output - whether it’s an email, a business case, or a negotiation strategy - and you refine it through conversation until it’s exactly right. Every output is informed by your company’s playbooks and methodology.