Skip to content

AI in TIC Playbook · AI skills

Which TIC sales AI skills can you buy one at a time?

Two, at US$19 each: W2 regulatory triggers from Volume 1 and K4 customer strategy reader from Volume 2. Every other workflow comes with its report: a licence includes all twelve of that volume's workflows as skills, at no extra cost.

A skill is a file you add to an AI assistant, so a workflow runs without pasting a prompt into the chat. Buy one when you own one step of the sales process and do not need the whole report.

By Allen Chen, Deep Dive Reports, Wellington, New Zealand · Published 23 September 2026 · The skills were adapted from the reports with AI assistance under a fixed method, and Allen Chen holds editorial responsibility for them. How the research is done

What you can buy Will it work on your plan?

For sale

Two workflows, sold as skill files.

Both read public material, so you can try one without taking a customer's file out of your own systems.

Volume 1 · Stage 1 · Find

W2 Regulatory triggers

A regulatory change classified as structured data, and a short outreach email.

You attach: the regulatory announcement.

It does not: find companies for you. It classifies the change and drafts one email.

See a full run of W2, start to finish

US$19

Buy W2

Volume 2 · Decide and price

K4 Customer strategy reader

Dated, sourced signals of what a customer is doing, ranked by what each one cost them.

You attach: the customer's public sources.

It does not: say what to do about the signals. It reads only the sources you give it.

See a full run of K4, start to finish

US$19

Buy K4

Each is one workflow and its prompts, copied word for word from the report it belongs to. Everything a skill writes is a draft for a person to check, and none of them sends anything.

Video · 66 seconds

What is actually in the file you upload.

Written and directed by Allen Chen, who holds editorial responsibility for it. The narration is a synthetic voice and the frames were drawn for this video. Published 23 September 2026.

Before you buy

Will a skill work on your plan?

Uploading a skill file needs a particular plan in every assistant. Pasting the skill's text into a chat works on any of them.

Assistant	To upload the skill file	To paste its text instead
Microsoft 365 Copilot	A preview, open only to organisations in the Microsoft Frontier Program with a Copilot licence. Not available in tenants using Purview Information Barriers. An agent takes up to eight skills.	Any plan
Claude	Free, Pro, Max, Team and Enterprise, with code execution switched on. On Team and Enterprise an owner switches it on.	Any plan
ChatGPT	Business, Enterprise, Healthcare and Edu accounts, if your workspace administrator allows it. Not Free, Go, Plus or Pro.	Any plan
Gemini	Gemini Spark only: a personal Google account rather than a work one, 18 or over, with AI Pro or Ultra. Not available in the European Economic Area, the United Kingdom, Switzerland or Nigeria.	Any plan

If your plan will not load a skill file, you can still use it. A skill is plain text, so you open the file and paste its text into a chat instead. That is how we tested it in ChatGPT, Gemini and Microsoft Copilot Chat. Inside the file is SKILL.md; if it opens in an unexpected program, right-click it and choose Open with, then Notepad on Windows or TextEdit on a Mac.

Read at each maker's own pages, 18 to 20 September 2026. They change often, and we do not control them, so the maker's page is the authority. Your organisation's settings can also block skills whatever your plan allows. Every skill comes with a guide that links each maker's instructions.

What we tested, and what happened

Uploaded as a skill file and run in Claude on 18 September 2026. Pasted as text and run on 20 September 2026 in ChatGPT and Gemini, each on a free account, and in Microsoft Copilot Chat (Basic) in the Microsoft 365 Copilot app, signed in with a work or school account. We have not tested uploading a skill file to Microsoft 365 Copilot, which needs the Frontier Program. We do not claim what we have not tested.

Assistants differ, and we saw it. Asked for a detail we had not given, ChatGPT and Gemini stopped and asked for it; Microsoft Copilot drafted the email and left the missing details in brackets, marked "Draft for review only". Neither invented one. Wording varies between assistants, and between one run and the next.

What you download

Two files: a two-page start-here guide with each assistant maker's own install steps, and the skill file (.zip). Upload the skill file to your assistant as it is, without opening or unzipping it.

The rules come with it

The skill carries the report's guardrails, not just its prompt: read only what you attach, write “not found” instead of guessing, never invent a figure so that a calculation can finish, and leave the decision to a person. That makes a made-up answer much less likely. It cannot make it impossible, so check anything material against its source.

It changes nothing about your AI security

A skill is a text file of instructions. It sends us nothing, collects nothing and connects to nothing. Whether your customer material is safe depends on the AI plan and settings your firm uses, not on the skill. Use it only in an AI plan whose terms say your data is not used to train its models.

Your licence

Each skill is licensed to one named person, for the AI accounts that person uses. It may not be shared, published to a workspace, resold or posted online. See the Terms of Sale.

Before you check out

Checkout is run by Lemon Squeezy, which sells the skill to you as merchant of record. Prices include any sales tax or VAT, and your download link arrives in your receipt email.

A skill bought on its own is refunded if it will not install in an assistant listed above as tested, on a plan and settings that allow skills, and we cannot fix it. See the Refund Policy.

Not sold separately

What the other workflows do.

These come with their report. Each page shows what the workflow does, with the opening of a real run.

Volume 1 · The AI-Augmented TIC Sales Machine

W1 Account intelligence – An eight-section account briefing, and a flash brief before a meeting.
W3 Enquiry qualification – An enquiry in a fixed format with a fit score, and an acknowledgement reply.
W4 Rapid quotation – A proposed programme for engineer review, with no prices, and a quote cover note.
W5 Tender response – A bid or no-bid recommendation, answers from your own library with gaps marked, and a review of the assembled bid.
W7 Battlecards – A battlecard built from your evidence, and objection practice with a score.
W8 Renewal guardian – A renewal risk level with the three signals behind it, and a renewal-opening email.
W10 Win/loss – A structured debrief record, and a quarterly pattern report.
W11 CRM hygiene – CRM fields filled from an email or transcript, left blank where it says nothing.

Volume 2 · AI for Key Account Management

K1 Fit and permission – Two verdicts for each customer need: can we do it, and may we under our accreditation scope.
K2 Buying group – The customer's roles, and which of your people reaches each one.
K5 Revenue base – A banded revenue forecast for the next twelve months, showing what each band rests on.
K7 Credit and exposure – Days beyond terms month by month, and the exposure carried for the account and each related entity.
K12 Knowledge capture – Candidate entries for the account record, each sourced, dated and marked observed or inferred.

A workflow is sold on its own only when it runs on its own. The other nine workflows have no page here. Each needs another workflow's output before it can start, so a run of one on its own would show something no firm would ever do. Every workflow, page or no page, comes with its report as a ready-made skill file at no extra cost.

15 of 24

workflows across the two volumes that need no other workflow's output to run

Volume 1, Chapter 4 and Volume 2, Exhibit 2.3, checked against what each workflow asks you to attach · Derived