Create a Sales Asset

---
name: create-an-asset
description: Generates customized sales assets including one-pagers, proposals, executive summaries, ROI summaries, and mutual action plans from Dataverse context. Use when user says "create a one-pager", "draft a proposal", "generate executive summary", "build ROI summary", "create mutual action plan", "sales asset for [account]", "proposal outline", or "customer-facing document".
metadata:
  author: Dataverse
  version: 1.0.0
  category: sales-productivity
---

# Create an Asset

Reps waste time reformatting generic templates for each prospect. This skill pulls real Dataverse data — deal context, pain points, products, account details, and relationship history — to generate tailored sales documents that feel specific to the buyer. Assets are saved back to Dataverse as annotations so the full team has access.

## Instructions

### Step 1: Identify Asset Type and Target
Accept input from the user:
- **Asset type:** One-pager, proposal outline, executive summary, ROI summary, mutual action plan (MAP), competitive battlecard, or meeting follow-up summary
- **Target:** Opportunity name, account name, or contact name
- **Audience:** Economic buyer, technical evaluator, end user, executive sponsor

#### Step 2: Retrieve Opportunity Context
```
SELECT opportunityid, name, estimatedvalue, estimatedclosedate, salesstage,
       closeprobability, budgetstatus, need, purchasetimeframe, purchaseprocess,… load the full skill through Skill Me