Onboarding · Expansion · Field
Find your run. Plan your next Day.
A ski-trail map of agent skills Day AI customers actually deploy. Start at the lodge with the daily essentials, work your way up to creative use cases at the summit.
Legend
Beginner · daily efficiencyIntermediate · weekly analysisExpert · creative use casesPeak run · marquee skillLifts · ride up, ski downOff-Piste
How locals ride the mountain.
Patterns we keep seeing in customer setups — beyond which skills they pick. The stuff you’d hear at the lodge, not on the trail signs.
Starter pack
The "first four" for new sellers
An emerging onboarding curriculum — a specific starter set of skills customers recommend to every new rep. Meeting Prep is one of the four.
Used in one customer's onboarding playbook for new reps.
Rollout practice
Learning mode before autonomy
Most customers don't flip a skill straight to autonomous. They start in suggestion mode, let it propose changes, and graduate once trust is earned.
Standard playbook for Opportunity Creation & Stage Movement.
Popular combo
Morning Brief + Pipeline Review
These two run together almost everywhere. The brief tells you what's happening today; the review tells you what's at risk this week. Same coffee.
Recommended pairing across nearly every customer.
High-cadence loop
Every four hours, on autopilot
Some customers don't schedule skills — they let them run continuously. The agent stops being a runner and becomes a watcher.
Day AI runs sentiment monitoring on itself this way. Another team runs partner pipeline sync on the same loop.
Methodology overlay
MEDPICC scoring on call transcripts
Layer a sales methodology on top of a skill and Call Coaching stops giving generic feedback — it scores qualification on the framework the team already uses.
One customer piloting MEDPICC scoring from call transcripts.
Hybrid workflow
Day AI ↔ Zapier as connective tissue
Customers wire Day AI's outputs back into Day AI as inputs — using Zapier as the glue between agents and the rest of the stack.
One team logs Follow-Up drafts back as deal context notes via Zapier.
Named custom skill
When skills earn their own names
A custom skill that solves something painful enough stops being called by its function and starts being called by name. Suddenly it's a teammate, not an automation.
One customer built a skill called "Sync Sergeant" to catch verbal-vs-contract divergences.
Trail Report
Every run, in detail.
Pulled from 30+ onboarding and optimization calls, Feb–May 2026. Mention count is in the badge.
Base Lodge · Daily Skills
The recommended starting point for every new customer. Daily efficiency skills.
Morning / Daily Briefing
Scheduled summary of today's meetings, pipeline status, and priorities.
#1 most-requested skill. The recommended starting point on every onboarding.
Opportunity Creation & Stage Movement
Auto-creates deals from emails and meetings, suggests stage changes.
Most customers start in "learning mode" (suggestions only) before going autonomous.
Follow-Up Email Drafting
Drafts personalized follow-ups after meetings or based on email activity.
One team built a Zapier automation to log drafts back as context notes on the deal.
Pipeline Review / Analysis
Scheduled pipeline health checks — stalled deals, forecast prep, risk alerts.
Often paired with the morning briefing.
Mid-Mountain · Growth Tier
For customers who’ve nailed the daily skills and want weekly analysis depth.
Call Coaching / Post-Call Debrief
Reviews call transcripts to score and surface coaching moments.
Some teams are piloting methodology scoring (e.g., MEDPICC) on top. Leadership at others uses it for sales insight.
Meeting Prep
Pre-meeting briefing on attendees, deal status, and prior context.
Recommended as one of the first four skills for any new seller.
Action Items / Task Creation
Extracts to-dos from meetings, emails, and Slack — feeds the daily Follow-Up email drafting at the base.
Common pain point: users get overwhelmed if it fires on every event vs. a daily schedule.
Campaigns / Outbound Prospecting
Automates targeted outbound based on triggers, attendees, or segments.
Customer use cases include CEO-level prospecting and conference-attendee outreach.
Summit · Power User
Creative, niche, and often customer-invented skills. Ski with care.
Customer Health · Sentiment
Peak Run · Marquee
Continuous, autonomous monitoring of the customer base — sentiment, health, risk signals. Runs on a schedule, surfaces what changed.
Day AI runs this internally every 4 hours — the team's own reference deployment.
Contract / Compliance Monitoring
Flags when verbal agreements on calls diverge from contracts.
One customer built a named skill ("Sync Sergeant") for this.
Objection Handling Wiki
Living knowledge base ranking objection frequency and effective responses.
A customer vision — surfaces discovery questions that work.
Partner Pipeline Automation
Syncs referral and partner-sourced deal progression.
Run as a dedicated partner skill on a four-hour loop.
Proposal / Quote Drafting
Recap calls, map needs to value props, pre-populate proposal drafts.
A target use case for one customer.
Plan your next Day
See where your team starts. And where they could be skiing by Q3.
Walk the trail map with us. We’ll show you which runs your team is ready for today, and which to coach into existence next.
Book a demoSkill Trail Map v1 · Based on 30+ customer calls, Feb–May 2026.