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salesloft-cadences skill

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/plugins/babysitter/skills/babysit/process/specializations/domains/business/sales/skills/salesloft-cadences

This skill helps automate and optimize SalesLoft cadences, email templates, calls, and meetings with analytics and automation to boost engagement.

npx playbooks add skill a5c-ai/babysitter --skill salesloft-cadences

Review the files below or copy the command above to add this skill to your agents.

Files (1)

SKILL.md

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---
name: salesloft-cadences
description: SalesLoft cadence and sales engagement integration
allowed-tools:
  - Read
  - Write
  - Glob
  - Grep
  - Bash
  - WebFetch
metadata:
  specialization: sales
  domain: business
  priority: P1
  integration-points:
    - SalesLoft API
---

# SalesLoft Cadences

## Overview

The SalesLoft Cadences skill provides integration with SalesLoft for cadence management, email template performance tracking, call recording access, and meeting scheduling automation. This skill enables systematic, multi-touch sales engagement with performance insights.

## Capabilities

### Cadence Management
- Create and modify cadences
- Enroll and manage people in cadences
- Track cadence step completion
- Handle cadence branching logic

### Email Template Performance
- Access email template analytics
- Track open, click, and reply rates
- Identify top-performing templates
- A/B test template variations

### Call Recording Access
- Retrieve call recordings and transcripts
- Access call disposition data
- Track call outcomes and durations
- Analyze call performance patterns

### Meeting Automation
- Schedule meetings via SalesLoft
- Track meeting booking rates
- Manage calendar integrations
- Automate meeting reminders

## Usage

### Cadence Optimization
```
Analyze cadence performance metrics to identify bottlenecks and optimize step timing.
```

### Template Analysis
```
Review email template performance to surface best practices and update underperforming content.
```

### Call Review
```
Access call recordings for coaching opportunities and quality assurance review.
```

## Enhances Processes

- lead-routing-assignment
- sales-methodology-training

## Dependencies

- SalesLoft subscription
- Email and calendar integrations
- Phone system integration for calls

Overview

This skill integrates SalesLoft cadence and sales engagement features into agent workflows to manage multi-touch outreach and measure performance. It centralizes cadence creation, enrollment, and branching while exposing email template analytics, call recordings, and meeting automation. The skill is designed to help sales teams optimize touch sequences and coach reps with real performance data.

How this skill works

The skill connects to a SalesLoft account and uses cadence APIs to create, update, and monitor cadences and enrollments. It pulls template metrics (opens, clicks, replies), retrieves call recordings and transcripts, and automates meeting scheduling through calendar integrations. Agents can query performance data, run A/B comparisons, and trigger cadence updates or coaching actions based on detected patterns.

When to use it

When you need to design or modify multi-step outreach cadences programmatically.
To evaluate and A/B test email templates for open, click, and reply performance.
To retrieve call recordings and transcripts for coaching or compliance review.
When automating meeting scheduling and reminders linked to cadences.
To monitor cadence step completion and identify drop-off points in the funnel.

Best practices

Ensure SalesLoft subscription and required email/phone/calendar integrations are in place before deployment.
Use cadence performance metrics to iterate timing and branching rather than changing multiple variables at once.
Store and tag recordings/transcripts with coaching notes to build a searchable QA corpus.
Run controlled A/B tests on templates and use statistical significance thresholds before rolling out changes.
Limit automation edits to lower-risk steps during business hours to avoid unexpected recipient behavior.

Example use cases

Automatically create a 7-step cadence for a product launch and enroll newly qualified leads daily.
Detect an email template with falling reply rates, run A/B variants, and promote the winner across cadences.
Pull the last 30 call recordings for a rep, generate a coaching checklist, and schedule a training session.
Schedule discovery and follow-up meetings automatically when a prospect reaches a specified cadence step.
Identify cadence steps with high drop-off and suggest alternative step timing or channel mix.

FAQ

What integrations are required?

A SalesLoft subscription plus email, calendar, and phone system integrations are required to unlock full functionality.

Can I run A/B tests on templates through the skill?

Yes — the skill exposes template metrics and can run and compare A/B variations to surface top performers.