sales-enablement

name

sales-enablement

description

A full B2B sales enablement pipeline. An agent team collaborates to produce customer analysis, customized proposals, presentations, and follow-up plans. Use this skill for 'create a sales proposal,' 'analyze a customer,' 'write a proposal,' 'build a sales presentation,' 'follow-up plan,' 'sales materials,' 'sales strategy,' 'customer proposal,' and 'B2B proposal' — across the full spectrum of sales enablement. It also supports supplementing and extending existing customer analyses or proposals. Note: CRM system implementation, real-time pipeline dashboards, contract legal review, and actual email sending are outside the scope of this skill.

Sales Enablement — Full Sales Enablement Pipeline

An agent team collaborates to generate the full B2B sales pipeline in one pass: Customer Analysis → Proposal → Presentation → Follow-up.

Execution Mode

Agent Team — 5 agents communicate directly via SendMessage and cross-verify each other's work.

Agent Composition

Agent	File	Role	Type
customer-analyst	.claude/agents/customer-analyst.md	Customer profiling, needs, DMU analysis	general-purpose
proposal-writer	.claude/agents/proposal-writer.md	Customized proposal, ROI, pricing design	general-purpose
presenter	.claude/agents/presenter.md	Presentation storyline, slide structure	general-purpose
followup-manager	.claude/agents/followup-manager.md	Follow-up schedule, objection handling, negotiation	general-purpose
sales-reviewer	.claude/agents/sales-reviewer.md	Cross-verification, consistency checking	general-purpose

Workflow

Phase 1: Preparation (Performed directly by the orchestrator)

1. Extract from user input:
   • Customer Info: Customer company name, industry, size, contact person
   • Our Info: Product/service, strengths, price range
   • Sales Situation: Deal stage, competitive landscape, timeline
   • Existing Materials (optional): Customer analysis, existing proposals, etc.
2. Create the _workspace/ directory at the project root
3. Organize input and save as _workspace/00_input.md
4. If existing files are present, copy them to _workspace/ and skip the corresponding phase

Phase 2: Team Assembly and Execution

Order	Task	Owner	Dependencies	Deliverable
1	Customer analysis	customer-analyst	None	_workspace/01_customer_analysis.md
2	Proposal writing	proposal-writer	Task 1	_workspace/02_proposal.md
3a	Presentation design	presenter	Tasks 1, 2	_workspace/03_presentation.md
3b	Follow-up planning	followup-manager	Tasks 1, 2	_workspace/04_followup_plan.md
4	Sales review	sales-reviewer	Tasks 1, 2, 3a, 3b	_workspace/05_review_report.md

Tasks 3a (Presentation) and 3b (Follow-up) execute in parallel. Both depend on Tasks 1 (Customer Analysis) and 2 (Proposal), so they start simultaneously after the proposal is complete.

Inter-agent communication flow:

• customer-analyst completes → sends pain points and BANT assessment to proposal-writer
• proposal-writer completes → sends value proposition and ROI to presenter; sends pricing and objections to followup-manager
• presenter completes → sends Q&A predictions to followup-manager
• sales-reviewer cross-verifies all deliverables. When RED Must Fix items are found, sends revision requests to the relevant agent → rework → re-verify (up to 2 iterations)

Phase 3: Integration and Final Deliverables

1. Verify all files in _workspace/
2. Confirm that all RED Must Fix items from the review report have been addressed
3. Report the final summary to the user

Execution Modes by Request Scope

User Request Pattern	Execution Mode	Agents Deployed
"Create a full sales package"	Full Pipeline	All 5 agents
"Just write a proposal"	Proposal Mode	customer-analyst + proposal-writer + reviewer
"Build a sales presentation" (proposal exists)	Presentation Mode	presenter + reviewer
"Plan a follow-up strategy"	Follow-up Mode	followup-manager + reviewer
"Review this proposal"	Review Mode	reviewer only

Data Transfer Protocol

Strategy	Method	Purpose
File-based	_workspace/ directory	Store and share major deliverables
Message-based	SendMessage	Real-time key information transfer, revision requests

Error Handling

Error Type	Strategy
Insufficient customer info	Build a hypothesis-based profile using industry/size, tag with "HYPOTHESIS-BASED"
Insufficient product info	Draft using a general B2B solution framework, tag with "PRODUCT INFO NEEDED"
Web search failure	Proceed with general knowledge, tag with "DATA LIMITED"
Agent failure	Retry once → if still failing, proceed without that deliverable and note the omission in the review report
RED found in review	Send revision request to the relevant agent → rework → re-verify (up to 2 iterations)

Test Scenarios

Normal Flow

Prompt: "We want to propose our cloud security solution to Acme Corp. It's a $500K annual contract, and the CISO is the decision-maker. They currently use Competitor P's solution." Expected Result:

• Customer Analysis: Profile based on Acme Corp's public info + DMU mapping
• Proposal: Cloud security-specific value proposition + differentiators vs. Competitor P + 3-tier ROI
• Presentation: CISO-perspective messaging emphasis, security ROI visualization
• Follow-up: Reflects enterprise decision cycle (4-8 weeks), 5+ objection responses

Existing File Flow

Prompt: "I have this customer analysis. Just create the proposal and presentation from it." + attached file Expected Result:

• Copy existing analysis to _workspace/01_customer_analysis.md
• Skip customer-analyst; deploy proposal-writer + presenter + reviewer

Error Flow

Prompt: "Create a sales proposal. The customer is a mid-sized company." Expected Result:

• Insufficient customer info → Ask follow-up questions about industry/product
• If only minimal info is provided, generate a general mid-market framework proposal
• Tag with "CUSTOMER CUSTOMIZATION NEEDED"

Agent Extension Skills

Extension skills that enhance each agent's domain expertise:

Skill	File	Target Agent	Role
roi-calculator	.claude/skills/roi-calculator/skill.md	proposal-writer, presenter	ROI/TCO/Payback formulas, value quantification framework, 3-stage presentation
objection-handler	.claude/skills/objection-handler/skill.md	followup-manager, proposal-writer	BANT+C objection classification, LAER response framework, severity assessment, negotiation strategy