| 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
- Identify deal stage: lead, qualified, discovery, proposal, negotiation, closed/won, closed/lost, dormant.
- Capture buyer, pain, urgency, budget, decision process, next step, and risks.
- Prepare the next interaction with a clear objective and questions.
- Create concise follow-up that confirms value, commitments, owner, and date.
- 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.
