# next-best-action

> Claude/Codex skill by [@zoominfo](https://omgskills.com/library/zoominfo/index.md) · 9 stars · Updated 2026-09-30

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.

## Install

```sh
git clone https://github.com/Zoominfo/zoominfo-mcp-plugin /tmp/zoominfo-mcp-plugin && ln -s /tmp/zoominfo-mcp-plugin/skills/next-best-action ~/.claude/skills/next-best-action
```

## From README

Next-Best-Action Read the current state of the conversation and recommend the one or two moves most likely to advance it. Prerequisites conversationintelligence requires at least one connected email or meeting source; conversationintelligence and accountresearch consume AI credits. If no conversation data exists, base the recommendation on accountresearch 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 Resolve scope. Use a ZoomInfo ID directly, or resolve via searchcompanies / searchcontacts and confirm an ambiguous match before spending credits (conversationintelligence and accountresearch both cost AI credits, so a wrong resolution burns them).

## Links

- HTML page: https://omgskills.com/library/zoominfo/zoominfo-mcp-plugin/skills/next-best-action/
- GitHub: https://github.com/Zoominfo/zoominfo-mcp-plugin
- Author: [@zoominfo](https://omgskills.com/library/zoominfo/index.md)

## More from this repo

- [account-health](https://omgskills.com/library/zoominfo/zoominfo-mcp-plugin/skills/account-health/index.md) — Assess the health of an account from its recent conversations — sentiment trajectory and risk signals — backed by an...
   - [@zoominfo](https://omgskills.com/library/zoominfo/index.md) · 9 stars
- [account-relationship-recap](https://omgskills.com/library/zoominfo/zoominfo-mcp-plugin/skills/account-relationship-recap/index.md) — Recap where things stand with a company across recent conversations, with emphasis on how the relationship is evolving.
   - [@zoominfo](https://omgskills.com/library/zoominfo/index.md) · 9 stars
- [account-research](https://omgskills.com/library/zoominfo/zoominfo-mcp-plugin/skills/account-research/index.md) — Produce a full intelligence brief on a target company — firmographics, CRM/account context, intent signals, recent...
   - [@zoominfo](https://omgskills.com/library/zoominfo/index.md) · 9 stars