The course
Work these in order — the first arms the pitch, the second closes and routes the deal. Ten minutes gets you selling AI-powered service with confidence.1
The AI-service pitch
What customers actually see — chat-first, after-hours coverage — and the four products that anchor the story. Start here →
2
Quote & hand off
Use the Skill Library to quote, scope a SOW, mine tickets for expansion, and route won deals into delivery. Read →
Your starter kit
The Skill Library has a dedicated Sales & Quoting set. These four run from Super Magic — press⌘K in Inbox and search the skill name to launch any of them on the ticket in front of you.
Quote Preparation
Structured options (good/better/best, 1-year vs 3-year) with explicit assumptions, ready for the sales owner to price.
SOW Drafting
A brief scope of work from the ticket — deliverables, assumptions, exclusions, and a T&M-vs-fixed recommendation.
Tickets to Opportunities
Mine recent tickets for expansion signals — refresh, growth, absorbed out-of-scope work — into a per-client report.
Sales Handoff Routing
Move a purchase, renewal, or pricing ticket to the sales board and the account owner with a clean summary.
Browse all Sales & Business Development skills
Every Super Magic skill tagged for your role — quoting, proposals, and turning service work into opportunities.
Your deal-cycle ritual
No morning-huddle skill for sales — the ritual is a loop you run per deal, not per day. Make it muscle memory:- Before every pitch, open Customer value messaging and lead with outcomes, not features.
- When a quote is asked for, run Quote Preparation on the ticket — don’t build options in a spreadsheet from scratch.
- When work is project-shaped, run SOW Drafting before you price it, so assumptions and exclusions are on paper.
- When a “support” ticket is really a buying signal, run Sales Handoff Routing — never let a purchase ask die on the service board.
- Before every renewal or QBR, run Tickets to Opportunities on the client so you walk in knowing where the expansion is.
Pro tips & FAQ
What's the one-line pitch for AI-powered service?
What's the one-line pitch for AI-powered service?
Clients get instant, chat-first support in the tools they already live in — with an AI agent answering 24/7 and Voice AI catching every call — and your desk resolves faster with less busywork. You’re selling a better experience and a more scalable desk. See The AI-service pitch.
Can I show a prospect a live demo?
Can I show a prospect a live demo?
Yes — Messenger is the in-Teams/Slack chat experience clients love, and it demos in seconds. Pair it with the Triage Agent story so they see a request answered instantly, not just a chat box.
Do these skills send anything to the client?
Do these skills send anything to the client?
No. Every Sales & Quoting skill is a draft — quotes, SOWs, and handoff notes are prepared for the sales owner to verify and send. Nothing money-facing leaves the building without a human. That guardrail is deliberate; lean on it when you promise a client “let me get you real numbers.”
Who owns pricing and contract terms?
Who owns pricing and contract terms?
The sales owner, always. The skills structure the options and surface the assumptions; they never invent discounts, SKUs, or commit multi-year pricing. Term and renewal claims about an existing agreement need the agreement evidence — the skills flag those for you to confirm.
Where does a won deal go next?
Where does a won deal go next?
Into delivery. Use Sales Handoff Routing to move the ticket to the right board and put the account owner on it with a summary, so the client never repeats themselves. Quote & hand off walks the full path.