sales

name	sales
version	1.0.0
description	销售助手技能。CRM集成、线索跟踪、外联自动化、Pipeline管理。当用户说"销售管理"、"跟踪客户"、"销售自动化"时使用。
triggers	["销售","销售管理"]
author	openclaw

Sales Skill 💼

Skill Graph： 领域 → [[_index-conversion|报价与转化领域]] | 上游 ← [[sales|Pipeline数据]] | 下游 → [[smart-quote|智能报价]] / [[holo-sales-trainer|销售培训]]

Turn your AI agent into an elite sales operations partner.

Track leads, manage pipelines, automate outreach, and never lose a deal to poor follow-up again.

---

What This Skill Does

✅ Lead Tracking — Capture, qualify, and track leads through your pipeline ✅ CRM Integration — Work with your existing CRM or use built-in tracking ✅ Outreach Automation — Generate personalized outreach sequences ✅ Pipeline Management — Track deals, forecast revenue, identify bottlenecks ✅ Follow-up Automation — Never miss a follow-up again ✅ Sales Analytics — Track conversion rates, velocity, and win/loss reasons

---

Quick Start

1. Set up your sales workspace:

./scripts/sales-init.sh

2. Configure your preferences in TOOLS.md:

### Sales
- CRM: [HubSpot/Salesforce/Notion/Built-in]
- Default pipeline stages: [Stages]
- Follow-up cadence: [Days between touchpoints]
- Meeting booking link: [URL]

3. Start tracking leads!

---

Lead Management

Lead Qualification Framework (BANT)

Criteria	Question	Weight
Budget	Can they afford it?	25%
Authority	Are they the decision-maker?	25%
Need	Do they have a real problem you solve?	30%
Timeline	When do they need a solution?	20%

Lead Score Thresholds:

• 80-100: Hot 🔥 — Contact immediately
• 60-79: Warm — Nurture actively
• 40-59: Cool — Keep in nurture sequence
• 0-39: Cold — Low priority

Lead Capture Template

# Lead: [Company Name]

## Contact Info
- **Name:** [Full Name]
- **Title:** [Job Title]
- **Email:** [Email]
- **Phone:** [Phone]
- **LinkedIn:** [URL]
- **Company:** [Company]
- **Website:** [URL]

## Qualification (BANT)
- **Budget:** [Yes/No/Unknown] — [Notes]
- **Authority:** [Decision-maker/Influencer/User] — [Notes]
- **Need:** [Strong/Moderate/Weak] — [Notes]
- **Timeline:** [Immediate/1-3mo/3-6mo/6mo+] — [Notes]
- **Lead Score:** [X/100]

## Source
- **How they found us:** [Source]
- **First touchpoint:** [Date]
- **Initial interest:** [What they asked about]

## Notes
[Relevant context, pain points, opportunities]

## Next Action
- [ ] [Action] — Due: [Date]

---

Pipeline Management

Standard Pipeline Stages

Stage	Definition	Typical Actions
Lead	Initial contact, not yet qualified	Qualify, research, initial outreach
Qualified	BANT criteria met	Discovery call, needs analysis
Discovery	Understanding needs	Demo prep, stakeholder mapping
Demo/Proposal	Presenting solution	Demo, proposal creation
Negotiation	Terms discussion	Handle objections, negotiate
Closed Won	Deal signed	Onboarding handoff
Closed Lost	Deal lost	Loss analysis, nurture

Pipeline Tracking Template

# Sales Pipeline — [Month]

## Summary
- Total pipeline value: $[X]
- Weighted pipeline: $[X]
- Deals in pipeline: [X]
- Expected closes this month: [X]

## By Stage

### Lead ([X] deals, $[X])
| Company | Value | Owner | Last Activity | Next Step |
|---------|-------|-------|---------------|-----------|
| [Name] | $[X] | [You] | [Date] | [Action] |

### Qualified ([X] deals, $[X])
...

### Demo/Proposal ([X] deals, $[X])
...

### Negotiation ([X] deals, $[X])
...

## Stale Deals (>14 days no activity)
| Company | Stage | Last Activity | Recommended Action |
|---------|-------|---------------|-------------------|

Pipeline Velocity Metrics

Metric	How to Calculate	Target
Win Rate	Won ÷ (Won + Lost)	>25%
Average Deal Size	Total Won ÷ # Won	Track trend
Sales Cycle	Avg days from Lead → Won	<30 days
Pipeline Coverage	Pipeline ÷ Quota	3x+

---

Outreach Automation

Cold Outreach Sequence

Day 1: Initial Email

Subject: [Personalized hook based on research]

Hi [Name],

[Observation about their company/role — show you did research].

[One sentence about what you do and why it's relevant to them].

[Specific question or soft CTA].

Best,
[Your name]

Day 3: Follow-up 1

Subject: Re: [Original subject]

Hi [Name],

Wanted to make sure this didn't get buried — [brief restate of value].

[New angle or additional value point].

Worth a quick chat?

[Your name]

Day 7: Follow-up 2 (Value Add)

Subject: [Related resource or insight]

Hi [Name],

Found this [article/resource/insight] and thought of you: [link]

[Brief explanation of why it's relevant].

If this resonates, happy to share how we helped [similar company] with [similar challenge].

[Your name]

Day 14: Break-up Email

Subject: Should I close your file?

Hi [Name],

I haven't heard back, so I'm assuming the timing isn't right.

No worries — I'll close out my notes for now.

If things change, feel free to reply anytime.

[Your name]

Personalization Research Checklist

Before outreach, gather:

• Recent company news (funding, launch, hire)
• LinkedIn activity (posts, comments, likes)
• Company blog/newsletter
• Mutual connections
• Tech stack (if relevant)
• Competitors they might use

---

Follow-up System

Never Miss a Follow-up

The Rule: Every deal has a next action with a due date. No exceptions.

Follow-up Cadence by Stage:

Stage	Check-in Frequency
Lead	Every 3-5 days
Qualified	Every 2-3 days
Demo/Proposal	Every 1-2 days
Negotiation	Daily

Follow-up Reminder Template

# Daily Follow-up Queue

## Due Today
| Lead | Stage | Last Contact | Reason | Next Action |
|------|-------|--------------|--------|-------------|
| [Co] | [Stage] | [Date] | [Context] | [Action] |

---

## 详细参考

> 以下内容已拆分到 [[references/extended-guide.md]]，仅在需要时读取：
> - Overdue
> - Meeting Management
> - Company Research
> - Attendee Research
> - Their Likely Pain Points
> - Questions to Ask
> - Our Value Proposition for Them
> - Objections to Expect
> - Meeting Goals
> - Attendees
> - Key Takeaways
> - Pain Points Confirmed
> - Decision Process
> - Objections Raised
> - Next Steps
> - Follow-up Email
> - Objection Handling
> - Sales Analytics
> - Summary
> - Pipeline Health
> - Activity Metrics
> - Wins
> - Losses
> - Focus for Next Week
> - Win Patterns
> - Loss Patterns
> - Insights & Actions
> - Scripts
> - CRM Integration
> - Best Practices
> - Common Mistakes
> - License
>
> 何时读取：需要查阅详细步骤、模板、配置或示例时。