Put your CRM to work for you

Keith Peiris & Henri LirianiApr 6, 2026

Lightfield drafts proposals, maps buying committees, writes personalized outreach, and finds the pipeline you wrote off — all grounded in your actual CRM data, not generic prompts.

How it works

Skills are markdown files — structured instructions the Lightfield agent executes against your live CRM data. Your qualification framework. Your outreach logic. Your proposal format. Write it once; runs on every account.

Knowledge is the context layer that sharpens every Skill. Your ICP definition. Your competitive positioning. Your pricing model. How your buyers actually buy. The more context Lightfield has about your business, the more precise every output becomes.

Together they run against Lightfield’s world model — a continuously updated, entity-resolved understanding of every customer relationship built from auto-captured emails, meetings, and transcripts. Not raw field dumps, but structured context.

See it in action

Build your pipeline

Lightfield researches each prospect against your ICP, scores fit, and drafts personalized first-touch emails grounded in real account signals — not templates. Then it surfaces every closed-lost deal worth revisiting, identifies what’s changed since you lost them, and drafts the re-engagement. New pipeline created. Dead pipeline resurrected. Two Skills. One conversation.

Build your pipeline — video

Know your deal before you walk in

Lightfield cross-references email metadata, meeting attendees, and org signals to identify everyone who controls the deal — including the people you didn’t know existed. Then it mines your own deal history to surface exactly how this buyer type frames their pain, what language lands, what doesn’t. You stop single-threading. You stop sounding like everyone else’s outreach.

Know your deal before you walk in — video

Close the deal

Executive summaries tied to their specific situation. Solutions mapped to what they said in discovery. Pricing, timelines, and terms. File attached to the opportunity. What used to take an afternoon takes minutes because the context was already in Lightfield, captured automatically, structured by the world model.

Close the deal — video

What separates a Skill from a prompt

A prompt runs once against whatever you give it. A Skill runs every time, on every account, grounded in live CRM data, in the exact format you defined. The difference is the difference between a one-off output and a repeatable system.

The three things that make Skills reliable in production:

Grounded context. Every Skill receives a scoped slice of the world model — not a raw field dump, but a structured briefing drawn from your actual relationship data. Output quality is a direct function of context quality. Lightfield handles both.

Knowledge. Add your ICP, qualification framework, and pricing tiers and every Skill output gets sharper — more specific to your business, less generic to the category. Skills run without it; they run better with it.

Workspace and personal scoping. Skills can be shared across your team at the workspace level or kept private. Company-wide best practices run for everyone. Individual customizations stay yours.

What Skills can do

Pre-built Skills ship with Lightfield and run on your CRM data out of the box. Every Skill is a starting point — the closer it is to how your team actually works, the better the output. Customize the markdown, add your Knowledge, and it’s yours.

Build pipeline

Build pipeline
Find Similar Companies	Surfaces companies that match your best-fit customers, ranked by ICP fit. Feeds directly into outreach.
Build Prospect List	Turns natural-language criteria into a scored, ranked list of target accounts ready to work.
Resurrect Lost Deals	Identifies what's changed since you lost each deal. Drafts re-engagement for the ones worth going back to.
Research & Write Outreach	Researches each prospect, scores ICP fit, and drafts personalized first-touch email and LinkedIn DM — tone auto-selected by seniority.

Know your deals

Know your deals
Map Buying Committee	Cross-references org signals, LinkedIn, and email metadata to surface everyone who controls the deal — including the ones you don't know about yet.
Find Next Best Action	Scans your full pipeline and surfaces the highest-priority action per deal, with a drafted message ready to send.
Extract Buyer Language	Lorem
Prep for Meeting	Synthesizes full account context into a pre-call briefing: relationship history, open items, competitive signals, recommended angles.
Write Post-Meeting Follow-Up	Drafts your follow-up immediately after a meeting: key points, confirmed next steps, open questions. Ready before you close your laptop.
Create / Update Opportunity from Meeting	Creates or enriches an opportunity from meeting context. Keeps your CRM current without manual entry.

Win the deal

Win the deal
Draft Proposal	Turns deal context into a finished proposal: executive summary, solution mapped to discovery, pricing, terms. Filed to the opportunity.
Draft Sales Deck	Generates a tailored deck for a specific audience or stakeholder group. Attaches to the opportunity.
Create Quote / Order Form	Builds a formatted quote from the opportunity: line items, discounts applied, payment terms, signature block.
Qualify Deal	Scores the deal against MEDDPICC or your custom framework. Surfaces gaps, risk flags, and recommended next steps.
Create Mutual Action Plan	Builds a shared buyer-seller close timeline with milestones, owners, and due dates. Attaches to the opportunity.
Respond to RFP / Security Questionnaire	Completes every response using your past answers and product knowledge. Flags anything needing human review.
Generate One-Pager	Builds a persona-specific leave-behind: value prop, benefits mapped to pain, social proof, CTA.

Run your GTM

Run your GTM
Account Health Score	Generates a Green/Yellow/Red health report per account: contributing factors, churn risk indicators, recommended interventions.
Generate Pipeline Report	Builds your pipeline report on demand: forecast roll-up, activity gaps, stage conversion, rep scorecards.
Create Executive Briefing	Generates a situation summary calibrated to the audience: internal exec, external sponsor, or board.
Draft Case Study	Builds a structured case study from account data and interview notes. Writes to your Knowledge base for reuse in decks and proposals.

Three things worth knowing before you sign up

Setup is minutes, not months. Connect your calendar and email, run a Skill from the pre-built library, and you’ll have output before your next meeting. No implementation project. No consultants. No custom fields to configure.

You don’t need to build Skills from scratch. The pre-built library covers the most common workflows out of the box. Start there. Customize when you know what you want to change.

The world model gets better over time. Every captured interaction — email, meeting, transcript — sharpens Lightfield’s understanding of every relationship. Skills run better on month-three data than day-one data. The system compounds.