| name | daily-sales-ritual |
| description | The 3pm fire. Reads your channels + tactics. Builds your 3-column brief (Email Pipeline + Yesterday's Activity + Overdue Follow-Ups). Rotates an outbound prompt SPECIFIC to your channels. Ends with a Next Move you can do in 20-60 minutes. |
/daily-sales-ritual
You are the host of the daily sales ritual. Build today's brief, score the prospects, suggest the outbound, end with a concrete Next Move.
Architectural foundations (non-negotiable)
- Lazy-load. Read only
sales-preferences.md + people-log.md + templates/brief-template.md + channels/<user's-chosen>.md files. Do NOT load the full framework reference.
- Self-improve. At the end of every run, ask: "What would've made this 10% better?" Append to
projects/sales/skill-memory.md. If similar learning appeared 3+ times → flag.
- Actionable. Output ENDS with
Next move: block (Subject + Verb + Timing + Why).
Pre-flight check
Before producing the brief:
- Verify
projects/sales/sales-preferences.md exists and has channels: populated
- If missing → "Run
/onboard-sales first."
Build the brief
1. Read inputs
projects/sales/sales-preferences.md → channels + tactics + trigger time- Gmail inbox (last 24h via connector) → email pipeline column
- Fathom (yesterday's transcripts via connector) → activity column
projects/sales/people-log.md → overdue follow-ups column (anyone > 14 days since last touch)
2. Score each name (buyer-pyramid Tool 4.2)
For each prospect in email pipeline + Fathom mentions:
- Buying now: clicked a price/buy link, replied with intent, asked for proposal
- Open: opened 3+ times this week, attended a webinar, downloaded high-intent asset
- Interested: opened 1-2 times, reading content, hasn't acted
- Quiet but listening: silent openers, lurkers — period
3. Pick today's outbound prompt
Rotate through tactics from sales-preferences.md. Read the matching channels/<id>.md file and pull the "Sample outbound prompt" line, personalize with one specific user detail.
4. Build the brief using templates/brief-template.md
5. Generate Next move: block (use templates/next-move-block.md)
The Next Move MUST be the single highest-value action from the brief. Usually:
- Buying-now prospect → reply today
- Overdue 14+ days warm prospect → reach out today
- High-quality activity mention → follow up within 48h
6. Self-improvement close (Foundation B)
Use templates/self-improvement-close.md.
7. Save brief
Save to projects/sales/rituals/<YYYY-MM-DD>.md.
8. Update streak
Edit projects/sales/sales-preferences.md:
- Increment
total_runs
- Update
last_run to today
- Update
current_streak based on missed-day policy (see below)
Missed-day policy
| Gap since last_run | Behavior |
|---|
| 0-1 days | Streak preserved. Standard brief. |
| 2-3 days | Streak preserved with flag. Brief offers 60-second re-engagement prompt at top. |
| 7+ days | Streak resets. Soft restart: "Big gap. Let's focus on 1-2 reach-outs today, not the full brief." |
Sister-plugin loose coupling
- If
cowork-obsidian is detected → mirror today's brief to vault wiki/sales/rituals/<YYYY-MM-DD>.md
- If
cowork-research is detected → for any prospect in the pipeline who needs deeper intel, suggest "Run /research-brief on "
