--- title: "Choose a skill template" slug: "choose-a-skill-template" updated: 2026-11-05T08:36:03Z published: 2026-11-09T14:00:14Z canonical: "help.gong.io/choose-a-skill-template" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.gong.io/llms.txt > Use this file to discover all available pages before exploring further. # Choose a skill template > **Who can use this**: Team members with the required permission > > **Available on**: Gong Foundation > > **Required permissions:** Manage company agents, skills and automations Gong provides built-in templates to help you create skills for common jobs, such as preparing for a call, inspecting a deal, or following up with a buyer. Each template is a ready-made set of instructions that you publish and then add to the agents that should follow it. Find the category that matches the job, then read the template descriptions to pick one. Learn more about [creating a skill](/docs/create-and-manage-custom-skills) and [adding skills to agents](/docs/add-custom-skills-to-agents). > [!TIP] > Tip: > > Choose a skill template when several agents should follow the same guidance, such as how to analyze a deal. A skill never runs on its own, so you add it to an agent. If you want a task done, choose an agent template instead, because an agent runs it. Learn more about [choosing an agent template](/docs/choose-an-agent-template). ## Accounts Templates in this category help you prepare for an account call, plan how to grow an account, or give a new owner the context they need. ### Account recap Prepare for a call with an account snapshot covering goals, pain points, stakeholders, risks, and next steps. The skill adjusts to the fields you name and to any length limit you set. ### Strategic account plan Build a plan for a single account from your customer conversations, with CRM, product usage, and external data added where connected. The plan covers the account's current state, its stakeholders and their roles, where it could grow, its goals and risks, and a 30/60/90 action plan. It states where evidence is missing. ### Account handover summary Give the next owner of an account a working document covering account context, pain points, what was sold, and open concerns. ## Competitive Templates in this category give you positioning against one named competitor, drawn from what customers have said about them. ### Competitive battlecard builder Create a battlecard for a specific competitor, covering strengths, weaknesses, and positioning drawn from the customer conversations that mention them. The battlecard appears in the chat and is not saved as a separate asset, so copy it out if you want to keep it. ## Deals Templates in this category help you check an open deal, answer an objection, or learn from a closed deal. ### MEDDICC deal inspection report Inspect a specific open opportunity with a report that maps stakeholders, frames the business value, and analyzes gaps for each MEDDICC component. The report ends with an executive assessment that gives a deal health score and forecast category. Each score cites its evidence, so you can check where it comes from. ### Objection handling guide Respond to a specific objection from a call, such as price or timing, using approaches that worked in your company's similar deals. It also works for a deal that has gone quiet, lost access to its champion, or stalled internally, where it suggests a next move. ### Win loss deal analysis Find out why a specific closed deal was won or lost, based on what was said across the deal's calls. The skill analyzes one deal at a time, so name the deal you mean. Ask for a re-engagement plan if you also want a next move for the account. ## Onboarding Templates in this category help you plan the first 90 days for a new hire in a given role. ### Role onboarding plan builder Create a 30/60/90-day onboarding plan for a new hire in a specific role. The plan can include call examples and quotes from named top performers when they are available. ## Outreach Templates in this category help you follow up with an executive buyer after a discovery or demo call. ### Executive value email Follow up after a discovery or demo call with a one-page email for an executive buyer. The email pairs a business-value message about the customer's priorities, challenges, and potential ROI with your follow-up. Because it is written for the customer, it leaves out information meant only for your team. ## Qualification Templates in this category help you plan discovery, capture MEDDICC notes from a call, and share a qualification summary. ### Discovery guide builder Prepare for or run a discovery conversation with tailored questions for an upcoming call or persona. When a sale involves several stakeholders, the skill can also coach you through discovery across multiple calls. ### MEDDICC qualification analyzer Extract MEDDICC notes from a call, in this order: Metrics, Economic Buyer, Decision Criteria, Decision Process, Identify Pain, Champion, and Competition. The notes show what the call covered, what is missing, and the call moments that support each finding. ### Qualification summary writer Turn qualification notes and call details into a structured summary you can share outside the deal team. ## Summaries Templates in this category help you share what happened on a call with leadership, or log it in your CRM. ### Call summary for executives Summarize one call for a leader. The summary covers what happened, what matters, and what comes next, and leaves out detail meant for the deal team. ### CRM note composer Turn a call transcript into two outputs: a short note that fits your CRM field length limits, and a longer set of call notes for internal use that includes takeaways and next steps. Gong’s core platform for gaining advanced visibility into your revenue operations. Also the prerequisite license needed for Gong’s add-on packages. Access to features depends on your [company’s plan and your assigned seat](/v1/docs/plans-and-seats).