sales

name	sales
description	CRM integration, lead tracking, outreach automation, and pipeline management. Transform your AI agent into a sales assistant that never lets leads slip through the cracks.

Sales Skill 💼

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.

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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

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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!

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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]

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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+

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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

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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] |

## Overdue
| Lead | Stage | Days Overdue | Priority |
|------|-------|--------------|----------|
| [Co] | [Stage] | [X] days | 🔥/⚠️ |

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Meeting Management

Pre-Meeting Research Template

# Meeting Prep: [Company]
**Date:** [Date/Time]
**Attendees:** [Names, titles]

## Company Research
- Founded: [Year]
- Size: [Employees]
- Funding: [Stage/Amount]
- Recent news: [Key items]

## Attendee Research
- [Name 1]: [Background, relevant info]
- [Name 2]: [Background, relevant info]

## Their Likely Pain Points
1. [Pain point based on research]
2. [Pain point based on research]

## Questions to Ask
1. [Discovery question]
2. [Discovery question]
3. [Qualification question]

## Our Value Proposition for Them
[Customized pitch based on research]

## Objections to Expect
1. [Likely objection] → [Response]
2. [Likely objection] → [Response]

## Meeting Goals
1. [Specific goal]
2. [Specific goal]

Post-Meeting Notes Template

# Meeting Notes: [Company] — [Date]

## Attendees
- [Name, Title]

## Key Takeaways
1. [Insight]
2. [Insight]

## Pain Points Confirmed
- [Pain point]

## Decision Process
- Decision maker: [Name]
- Influencers: [Names]
- Timeline: [When]
- Budget: [Range if discussed]

## Objections Raised
- [Objection]: [How we handled it]

## Next Steps
- [ ] [Action] — Owner: [Name] — Due: [Date]
- [ ] [Action] — Owner: [Name] — Due: [Date]

## Follow-up Email
[Draft the follow-up email here]

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Objection Handling

Common Objections & Responses

Objection	Response Framework
"Too expensive"	Explore value vs cost: "What's the cost of NOT solving this?"
"We use [competitor]"	"What made you choose them? What's working/not working?"
"Not the right time"	"What would make it the right time? Can we reconnect then?"
"Need to think about it"	"Of course. What specifically do you want to think through?"
"Send me info"	"Happy to. What specifically would be most helpful to see?"
"We're too small"	"That's actually perfect for [reason]. [Similar customer example]"

Objection Documentation

Track objections to improve pitch:

# Objection Log

| Date | Company | Objection | Our Response | Result |
|------|---------|-----------|--------------|--------|
| [Date] | [Co] | [Objection] | [Response] | Won/Lost |

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Sales Analytics

Weekly Sales Report Template

# Sales Report — Week of [Date]

## Summary
- New leads: [X]
- Deals advanced: [X]
- Deals closed won: [X] ($[X])
- Deals closed lost: [X]

## Pipeline Health
- Total pipeline: $[X]
- Change from last week: +/-[X]%
- Weighted pipeline: $[X]
- Forecast this month: $[X]

## Activity Metrics
- Outreach sent: [X]
- Meetings held: [X]
- Proposals sent: [X]
- Follow-ups completed: [X]

## Wins
| Company | Value | Time to Close | Key Factor |
|---------|-------|---------------|------------|
| [Name] | $[X] | [X] days | [What won it] |

## Losses
| Company | Value | Stage Lost | Reason |
|---------|-------|------------|--------|
| [Name] | $[X] | [Stage] | [Why] |

## Focus for Next Week
1. [Priority]
2. [Priority]

Win/Loss Analysis

# Win/Loss Analysis — [Quarter]

## Win Patterns
- Common traits of won deals: [Patterns]
- Average deal size: $[X]
- Average sales cycle: [X] days
- Top win reasons:
  1. [Reason]
  2. [Reason]

## Loss Patterns
- Where deals die: [Stage]
- Common objections: [List]
- Top loss reasons:
  1. [Reason]
  2. [Reason]

## Insights & Actions
- [Insight] → [Action to take]

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Scripts

sales-init.sh

Initialize your sales workspace with templates and tracking.

lead-tracker.sh

CLI tool for quick lead management.

# Add new lead
./scripts/lead-tracker.sh add "Company Name" "Contact Name" "[e-mail]"

# List all leads
./scripts/lead-tracker.sh list

# Update lead stage
./scripts/lead-tracker.sh update "Company Name" --stage "demo"

# Get daily follow-ups
./scripts/lead-tracker.sh followups

pipeline-report.sh

Generate pipeline reports.

# Weekly pipeline summary
./scripts/pipeline-report.sh weekly

# Monthly forecast
./scripts/pipeline-report.sh forecast

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CRM Integration

Built-in Tracking

If you don't use an external CRM, use markdown files:

sales/
├── leads/
│   ├── company-name.md
│   └── ...
├── pipeline.md
├── analytics/
│   ├── weekly-YYYY-MM-DD.md
│   └── ...
└── templates/

External CRM Integration

HubSpot: Use HubSpot API for syncing Salesforce: Use Salesforce API for syncing Notion: Export/import via CSV or API

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Best Practices

1. Follow up relentlessly — 80% of sales need 5+ touchpoints
2. Personalize everything — Generic outreach = ignore
3. Always have next step — Every conversation ends with clear action
4. Track why you lose — More valuable than why you win
5. Speed to lead — Respond within 5 minutes when possible
6. Listen more than talk — Discovery > Pitching
7. Document everything — Your future self will thank you
8. Review pipeline weekly — Stale deals kill forecasts

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Common Mistakes

❌ Pitching before understanding — Do discovery first ❌ Forgetting to follow up — Use reminders religiously ❌ Vanity metrics — Calls made matters less than meetings held ❌ Ignoring closed-lost — They can become wins later ❌ No CRM hygiene — Bad data = bad decisions

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License

License: MIT — use freely, modify, distribute.

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"Sales is not about selling anymore, but about building trust and educating." — Siva Devaki