sales-pipeline-codex

name	sales-pipeline-codex
description	Use for sales pipeline management, prospect research, account plans, discovery call prep, objection handling, follow-up emails, forecasting, competitive intelligence, qualification, CRM hygiene, and consulting/business development.

Sales Pipeline Codex

Use this for practical sales work, especially consulting and advisory pipelines.

Sales Workflow

1. Identify deal stage: lead, qualified, discovery, proposal, negotiation, closed/won, closed/lost, dormant.
2. Capture buyer, pain, urgency, budget, decision process, next step, and risks.
3. Prepare the next interaction with a clear objective and questions.
4. Create concise follow-up that confirms value, commitments, owner, and date.
5. Forecast based on evidence, not optimism.

Qualification

Use a light MEDDICC-style check when appropriate:

• Metrics: quantified business impact.
• Economic buyer: who owns budget.
• Decision criteria and process.
• Identified pain.
• Champion.
• Competition and status quo.

Outputs

• Call prep: account context, likely pains, questions, proof points, objection plan.
• Follow-up: recap, value summary, actions, date/time, CTA.
• Forecast: stage, probability, amount, close date, confidence, risks, next action.
• Competitive intel: customer need, alternatives, differentiation, landmines.

Source Notes

Synthesized from the user’s requested official Sales plugin role and adapted for Codex workflows.