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next-best-action

Skill

Recommend the next best action on a deal or relationship, grounded in the current conversation state. Uses conversation_intelligence as the primary source, with account_research for deal context. Identify the account or contact by ZoomInfo ID (preferred) or name (triggers a lookup), or point it at a

0Automation

Install

git clone https://github.com/Zoominfo/zoominfo-mcp-plugin.git ~/.claude/skills/next-best-action

What is next-best-action?

Recommend the next best action on a deal or relationship, grounded in the current conversation state. Uses conversation_intelligence as the primary source, with account_research for deal context. Identify the account or contact by ZoomInfo ID (preferred) or name (triggers a lookup), or point it at a specific engagement. Use when someone asks "what should I do next with Acme", "what's my next move here", "how do I advance this deal", or wants an evidence-based recommendation rather than a generic playbook. Reasons over the last few engagements only.

What this can do

Capabilities declared in this component's own frontmatter — not inferred.

Inherit all session tools

Declares no tool restrictions — inherits every session tool

~139 tokens of context used while enabled, before you invoke anything

Documentation

README · ~2 min read

Next-Best-Action

Read the current state of the conversation and recommend the one or two moves most likely to advance it.

Prerequisites

conversation_intelligence requires at least one connected email or meeting source; conversation_intelligence and account_research consume AI credits. If no conversation data exists, base the recommendation on account_research and say the read is limited, pointing the user to their ZoomInfo admin.

Input

Provided via $ARGUMENTS:

  • Scope (required) — an account, a contact, or a specific engagement (ID, or a name to resolve).
  • Goal (optional) — e.g. "get to a technical eval", "close this quarter", "re-engage a stalled deal". Sharpens the recommendation.

Workflow

  1. Resolve scope. Use a ZoomInfo ID directly, or resolve via search_companies / search_contacts and confirm an ambiguous match before spending credits (conversation_intelligence and account_research both cost AI credits, so a wrong resolution burns them). For a specific call not named, offer a browse_engagements shortlist first.

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