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Showing SKILL.md
| 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 |
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.
✅ 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
./scripts/sales-init.sh
TOOLS.md:### Sales
- CRM: [HubSpot/Salesforce/Notion/Built-in]
- Default pipeline stages: [Stages]
- Follow-up cadence: [Days between touchpoints]
- Meeting booking link: [URL]
| 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:
# 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]
| 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 |
# 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 |
|---------|-------|---------------|-------------------|
| 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+ |
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]
Before outreach, gather:
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 |
# 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。