--- name: al-498-stop-leaving-vendor-incentive-money-unclaimed-have-an-ai description: "Vendor incentive programs (spiffs) pay for activity people keep meaning to do, like training sales teams on a product, and most of it goes unclaimed because the booking and paperwork are tedious. AI Business Plays writes up a self-reported X post by Chris Olsson, a sales engineer who specializes in F5 products. F5 pays engineers like him $100 for each internal sales team he trains and $200 for each customer workshop. His Grok Bot found all 51 sales directors and solutions architect directors in his company's Outlook directory and left draft emails asking for 10 to 15 minutes on their next team call; he proofread and sent them. It logs every session with the date, team and number invited, drafts the spiff claim with the calendar invites attached, and drafts a bump reply when someone said yes but hasn't sent an invite. Since Oct 1 he did 15 internal trainings and 2 customer workshops and earned $1,900, more than the $1,850 he earned in all of the previous fiscal year doing it by hand.…" --- # Stop leaving vendor incentive money unclaimed: have an AI find the right managers in your company directory, draft short asks for time on their team calls, log every session, and write the claim with the proof attached Vendor incentive programs (spiffs) pay for activity people keep meaning to do, like training sales teams on a product, and most of it goes unclaimed because the booking and paperwork are tedious. AI Business Plays writes up a self-reported X post by Chris Olsson, a sales engineer who specializes in F5 products. F5 pays engineers like him $100 for each internal sales team he trains and $200 for each customer workshop. His Grok Bot found all 51 sales directors and solutions architect directors in his company's Outlook directory and left draft emails asking for 10 to 15 minutes on their next team call; he proofread and sent them. It logs every session with the date, team and number invited, drafts the spiff claim with the calendar invites attached, and drafts a bump reply when someone said yes but hasn't sent an invite. Since Oct 1 he did 15 internal trainings and 2 customer workshops and earned $1,900, more than the $1,850 he earned in all of the previous fiscal year doing it by hand. It is self-reported; check your incentive program's rules before you claim. ## Inputs to collect first Ask the user for anything below that they haven't already given you. Don't guess missing facts. - Vendor - Amount - Internal team training - Customer workshop - Outlook or Google Workspace - Sales director, solutions architect director - Topic - Program contact - Friday - Your own material (text, notes or data) ## Instructions Do the task below with the user's inputs in place of each [bracket]. I want to earn more from [vendor]'s incentive program, which pays [amount] for each [internal team training] and [amount] for each [customer workshop]. 1) From my company directory in [Outlook or Google Workspace], list everyone with a title like [sales director, solutions architect director], with their team and email. 2) Draft a short email to each, under 80 words, asking for 10 to 15 minutes on their next team call to cover [topic], with one line on why it helps their team sell. Leave the drafts in my mailbox for me to proofread and send myself. 3) Keep a log table: team, manager, date booked, date delivered, number of people invited, and claim status. 4) After each session, draft the claim email to [program contact] with the calendar invite and attendee count as proof, following these program rules [paste]. 5) Each [Friday], list anyone who said yes but hasn't sent an invite and draft a friendly bump. ## Safety checks (share these with the user) - Check every figure, price and total against your own records before anything is sent, posted or booked. A person approves refunds, discounts, payments and price changes. - Remove names, contact details, account numbers and other personal data the task doesn't need before you paste, and check your AI tool's data and training settings. - Read and edit the draft before it reaches a customer or goes public. If you later automate this prompt, start with "draft and notify me", not "send automatically". - Check names, dates, numbers and any claim against your own source material before you use the answer. AI can misread or invent details. - Say clearly which parts need a person to review or approve before anything is sent, paid, posted or filed. ## About this skill - Works with: Grok Bot, Microsoft Copilot, ChatGPT, Outlook - Based on this real-world example: https://aibusinessplays.com/plays/sales-engineer-grok-bot-books-team-trainings-1900-in-spiffs/ - Free prompt from AgentPlaybook Real Estate: https://agentic-library.netlify.app/prompt/al-498-stop-leaving-vendor-incentive-money-unclaimed-have-an-ai-fin/ - To install in an agent that supports Agent Skills, save this file as SKILL.md in a folder with the same name as `name` above (for example in your skills directory). Install steps for Claude.ai, Claude Code, Cursor and Codex: https://agentic-library.netlify.app/skills/