The Payment Recovery skill teaches an agent how to win back failed and overdue payments. It covers dunning sequences, diagnosing why a charge failed, and the retention tactics that keep a recovery from turning into a cancellation. The agent stays firm, polite, and on-brand through every touch.
Timed multi-touch flows that escalate tone without burning the relationship.
How to read decline reasons and tailor the next message to the actual cause.
Offers and framing that turn a churning customer into a saved one.
When to pause, when to push, and when to hand the account to a human.
Open any agent, pick this skill from the library, and it loads the frameworks into that agent.
Override the prompt context for one agent without changing the library copy. One skill, many variants.
Combine skills on a single agent so it carries every framework the job needs at once.
Cold and warm outreach cadences, templates, pipeline stages, and BANT qualification.
Profiling rivals from public sources, positioning maps, feature and pricing comparison, and battlecards.
Battlecards, one-pagers, pitch decks, discovery scripts, objection handling, and the marketing-to-sales handoff.
Skills are included on every Helm plan. Enable this one on any agent and it starts applying the frameworks right away.