Copy into Claude Desktop after install. DCOS pulls Salesforce + your watchlist, researches the web, and formats output for your role. Replace bracketed placeholders with real account and opp names.
Pre-qualify I, M, C — trigger events, ICP fit, and discovery questions mapped to Elastic Observability, Search, and Security.
Run dcos_user_profile, then dcos_sfdc_sync. I'm an SDR researching [Account Name] before my first conversation with the [Observability | Search | Security] team. 1. dcos_search — prior notes, industry, and any existing Elastic footprint 2. Jina — past 30 days: earnings, layoffs/hiring, cloud migration, breach/SOC news, GenAI initiatives 3. dcos_sfdc_query — open tasks, recent activities, and related contacts if in CRM Output: ## Trigger events (ranked) ## ICP fit — Observability / Search / Security (1–5 each with evidence) ## Discovery questions (8–10) - 3 for Observability (OTel, tool sprawl, MTTR, log volume) - 3 for Search / GenAI (RAG, vector, customer-facing search) - 3 for Security (SIEM, endpoint, alert fatigue, consolidation vs Splunk) ## Outbound hook (2 sentences, no EB claims) ## MEDDPIC pre-qual: I, M, C only — gaps to validate on the call Do not invent ACV, stage, or contacts not in CRM.
I just spoke with [Title] at [Account] about [pain theme]. Summarize MEDDPIC pre-qual (I, M, C). Draft a follow-up email that ties their pain to Elastic [Observability | Search | Security]. Suggest the right AE/SA handoff and dcos_add_note with source: sdr_discovery.
Standard SA format for deal reviews, Slack updates, and StratTrack notes — path to tech win, last week, this week.
Run dcos_user_profile and dcos_sfdc_sync. Produce a Solution Architect 1-2-3 update for opportunity [Opp Name] at [Account]. Use dcos_sfdc_get_opportunity, dcos_search (MEDDPIC + technical blockers), and Jina for competitive context. Format exactly: [Today's date] - [My initials] 1. THE PATH TO TECH WIN IS... [One paragraph: decision criteria, architecture outcome, competitive angle, $ metrics tied to D and M in MEDDPIC] 2. LAST WEEK. I... [Past tense bullets: workshops, PoC progress, criteria validated, EB/technical buyer meetings] 3. THIS WEEK. I... [Forward actions with owners: waiting-on names, deliverables, close blockers] Rules: - Ground $ amounts and dates from CRM only - Name Elastic products (Observability/OTel, Security/SIEM, Search/vector) - End with one technical risk + mitigation - dcos_add_note with the 1-2-3 text (source: sa_123)
SA technical brief for [Account] — eval stage. Build decision criteria matrix (customer requirements vs Elastic vs [Competitor]). PoC scope: success metrics, timeline, data sources, out-of-scope. Blocker list with owner (SA/AE/customer) and resolution path. Use dcos_search for prior architecture notes.
Scorecard, talk track, and next action from live pipeline — never invent CRM fields.
Run dcos_user_profile and dcos_sfdc_sync. Coach me on [Account] — opportunity [Opp Name], close date [from CRM]. Output: ## MEDDPIC scorecard (0–3 per letter with evidence from dcos_sfdc_get_opportunity + dcos_search) ## Weakest letter + why it matters now ## Talk track for my next call (3 bullets) ## Discovery questions to close gaps (5) ## Competitive positioning vs [Competitor if known] ## One next action — owner, date, success criteria dcos_add_note with material MEDDPIC changes (source: ae_coach).
For [Opp Name] at [Account]: map known contacts from CRM and notes. Who is missing for E and C in MEDDPIC? Suggest 3 personas to engage (EB, champion, technical buyer). Draft intro ask for my champion to open a door.
Territory rollup — heat map, talking points, one action per rep. Ideal for morning routines or Monday staff meetings.
Run dcos_user_profile and dcos_sfdc_sync.
Produce my AVP Executive Daily Brief for [Quarter].
1. dcos_sfdc_list_opportunities — open pipeline on my watchlist
2. Per account: dcos_search + Jina (qdr:w) for material changes
3. Jina — Elastic/competitive news + my region from profile
4. Compare to prior dcos_search notes — MEDDPIC deltas only
Output (plain English, scannable — like an executive morning brief):
# Executive Daily Brief — {territory}
**Updated:** {date/time}
## What matters today
## What to watch
## What this means for me
## Today's game plan
## Your priority actions today
## Sales + executive implications
## Deals at risk today
## Territory snapshot
## High-priority setups
## World / macro
## Markets
## {Region} — local context
## Elastic
## Rep handoffs
dcos_add_note summarizing territory changes (source: avp_brief).
QBR prep for [Rep Name]'s patch. Roll up: commit vs best case, deals at risk (weakest E or P), coaching theme for the quarter. 3 questions I should ask in the 1:1 based on MEDDPIC gaps in their top 5 opps.
Existing customers — adoption signals, expansion use cases, and reference potential.
Run dcos_user_profile and dcos_sfdc_sync. Customer Architect brief for [Account] (status: customer). Filter watchlist for status: customer. Use dcos_search for deployment notes, support themes, expansion history. Jina — customer news, earnings, engineering initiatives (past 90 days). Output: ## Health signals (usage/adoption themes from notes — trend ↑/↓/→) ## Expansion opportunities (use case → Elastic product → impact) ## Risk signals (layoffs, competitor POC, leadership change) ## Reference / advocacy potential (1–5 + rationale) ## Recommended actions (CA, AE, SA) with dates Reframe MEDDPIC for expansion: new M, E for expansion BU, I in adjacent team, C for next product line.
Prepare a Customer Architect QBR deck outline for [Account]. Sections: value delivered (metrics from notes), adoption roadmap, expansion plays (Observability → Security cross-sell), open support themes, and 3 questions for their VP sponsor.