revops

An agent skill by coreyhaines31, from coreyhaines31/marketingskills. Tags: automation, data, integration, sales, workflow.

What it does

When the user wants help with revenue operations, lead lifecycle management, or marketing-to-sales handoff processes. Also use when the user mentions 'RevOps,' 'revenue operations,' 'lead scoring,' 'lead routing,' 'MQL,' 'SQL,' 'pipeline stages,' 'deal desk,' 'CRM automation,' 'marketing-to-sales handoff,' 'data hygiene,' 'leads aren't getting to sales,' 'pipeline management,' 'lead qualification,' or 'when should marketing hand off to sales.' Use this for anything involving the systems and processes that connect marketing to revenue. For cold outreach emails, see cold-email. For email drip campaigns, see emails. For pricing decisions, see pricing.

Install

With the skills CLI, which installs into Claude Code, Codex, Cursor and other agents:

npx skills add coreyhaines31/marketingskills --skill revops

Or copy the skill folder into Claude Code's skills directory by hand (~/.claude/skills for every project, or .claude/skills inside one):

git clone --depth 1 https://github.com/coreyhaines31/marketingskills
cp -r marketingskills/skills/revops ~/.claude/skills/revops

Safety box score

Grade B, low risk: 11 of 100 risk points, rated 2026-10-15. The grade rates what the skill and its scripts can reach on the machine of whoever installs it, across eight categories from shell execution to secrets access. How the score works.

This is a documentation-only RevOps skill: it helps design CRM lifecycle, scoring, routing, and reporting workflows, but ships no executable code or installers. The main risks are indirect—reading optional local context files and proposing automations that can change live CRM ownership, stages, and notifications if implemented without sandboxing.

Category levels, from 0 (none) to 3 (high)
Category	Level	Why
Code & shell execution	0 (none)	No shell commands, scripts, code evaluation, or native executables are shipped in the skill files.
Network access	1 (low)	The skill points to external GitHub/docs links such as the tools registry and scikit-learn references, so an agent may browse outside the repo, but it does not download or post data by itself.
Filesystem reach	1 (low)	It explicitly asks to read optional local context files like `.agents/product-marketing.md` / `.claude/product-marketing.md` / `product-marketing-context.md`, but only for bounded context and not for writes outside the workspace.
Secrets & credentials	0 (none)	There is no request to read credential stores, `.env` files, browser sessions, or other secrets, and no credential-handling code is present.
Privilege & persistence	0 (none)	Nothing in the skill requires sudo, global installs, services, shell startup edits, or other privilege changes.
Instruction hijack surface	0 (none)	The files do not tell the agent to ignore its rules, skip confirmations, hide behavior, or follow remote instructions; they instead say to treat provider text as data.
Irreversible actions	1 (low)	The playbooks describe automations that would rotate owners, update lifecycle stages, send Slack/email alerts, and reassign leads, but the skill itself frames these as design templates and says to seek approval when a proposed write is outside authorization.
Transparency	0 (none)	All shipped content is plain markdown; there are no binaries, minified blobs, decoded-at-runtime code, or unpinned installers.

Before installing

Review any `.agents/product-marketing.md` / `.claude/product-marketing.md` file first and remove sensitive notes if you do not want them read.
Test any generated HubSpot/Salesforce workflows in a sandbox or dev org before connecting live contacts.
Decide whether you want the agent to follow the linked external docs, since the skill includes GitHub and other web references.
Confirm the CRM actions it proposes (owner changes, stage updates, alerts) are acceptable under your internal approval process.

Rated 2026-10-15 by an automated review of 7 files from the skill's repository.

Source

Repository: coreyhaines31/marketingskills (all skills from this repository)
Path: skills/revops/SKILL.md
Branch: main
Collection: marketingskills
Updated: 2026-09-21

churn-prevention — When the user wants to reduce churn, build cancellation flows, set up save offers, recover failed payments, or implement retention strategies.
cold-email — Write B2B cold emails and follow-up sequences that get replies.
emails — When the user wants to create or optimize an email sequence, drip campaign, automated email flow, or lifecycle email program.
events — When the user wants to plan, run, sponsor, speak at, or get pipeline from events — webinars, conferences, trade shows, meetups, dinners, workshops.
marketing-loops — When the user wants to set up a recurring, self-running marketing workflow — a repeatable loop an AI agent runs on a cadence (weekly, daily.
programmatic-seo — When the user wants to create SEO-driven pages at scale using templates and data.