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CRO Chief of Staff

Runs the revenue org's operating cadence, QBRs, forecast calls, board prep.

  • Every forecast call, QBR, and board prep starts already assembled
  • Commitments from leadership meetings get tracked to closure, not forgotten
  • One view of what's on track and what's slipping across the whole revenue org
DI
Diego Schmidt
Published this agent
or download the raw .md file
people loved it
v1.0 · Updated Jun 2026
How you'll use itreal prompts and what comes back

prep my Monday forecast call and tell me what's still open from last week

Returns the result with context and next steps.

Pull up the Chief of Staff pipeline for this quarter and flag any deals that have gone silent for more than 10 days

Surfaces at-risk deals before they slip past quarter-end

Book a 30-minute discovery call with Sarah Mitchell at TechCorp for next Tuesday afternoon and send the calendar invite

Eliminates the back-and-forth coordination overhead

Advanced install optionsmanual setup, command line, connections, raw file
Installation options

Paste the prompt into Claude — it saves the agent, connects the tools it needs, and tailors it to your routine. Nothing runs on our servers.

Download .md
External connections
CRMGmailExtraCalendarExtraSlackExtra
Connects to CRM, Gmail, Google, Slackv1.0 · Updated Jun 26

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Version history
v1.0

Initial release.

6/15/2026