pilot-sales-pipeline-setup

# Sales Pipeline Setup Deploy 4 agents that automate the full sales funnel from lead discovery to CRM sync. ## Roles | Role | Hostname | Skills | Purpose | |------|----------|--------|---------| | prospector | `<prefix>-prospector` | pilot-discover, pilot-stream-data, pilot-metrics | Finds and scores leads from web and inbound sources | | qualifier | `<prefix>-qualifier` | pilot-event-filter, pilot-task-router, pilot-dataset | Evaluates leads against ICP, enriches, categorizes by tier | | outreach | `<prefix>-outreach` | pilot-email-bridge, pilot-cron, pilot-receipt | Sends personalized email sequences, tracks engagement | | crm-sync | `<prefix>-crm-sync` | pilot-webhook-bridge, pilot-audit-log, pilot-slack-bridge | Syncs activity to CRM, maintains deal stages, reports forecasts | ## Setup Procedure **Step 1:** Ask the user which role this agent should play and what prefix to use. **Step 2:** Install the skills for the chosen role: ```bash # prospector: clawhub install pilot-discover pilot-stream-data pilot-metrics # qualifier: clawhub install pilot-event-filter pilot-task-router pilot-dataset # outreach: clawhub install pilot-email-bridge pilot-cron pilot-receipt # crm-sync: clawhub install pilot-webhook-bridge pilot-audit-log pilot-slack-bridge ``` **Step 3:** Set the hostname: ```bash pilotctl --json set-hostname <prefix>-<role> ``` **Step 4:** Write the setup manifest: ```bash mkdir -p ~/.pilot/setups cat > ~/.pilot/setups/sales-pipeline.json << 'MANIFEST' <USE ROLE TEMPLATE BELOW> MANIFEST ``` **Step 5:** Tell the user to initiate handshakes with direct communication peers. ## Manifest Templates Per Role ### prospector ```json {"setup":"sales-pipeline","setup_name":"Sales Pipeline","role":"prospector","role_name":"Lead Prospector","hostname":"<prefix>-prospector","description":"Identifies potential leads from web scraping, social signals, and inbound forms. Scores leads by fit.","skills":{"pilot-discover":"Scan web sources, LinkedIn, and inbound forms for prospect signals.","pilot-stream-data":"Stream raw lead data to qualifier in real time.","pilot-metrics":"Track lead volume, source conversion rates, and fit score distribution."},"peers":[{"role":"qualifier","hostname":"<prefix>-qualifier","description":"Receives raw leads for qualification"}],"data_flows":[{"direction":"send","peer":"<prefix>-qualifier","port":1002,"topic":"raw-lead","description":"Raw leads with fit scores"}],"handshakes_needed":["<prefix>-qualifier"]} ``` ### qualifier ```json {"setup":"sales-pipeline","setup_name":"Sales Pipeline","role":"qualifier","role_name":"Lead Qualifier","hostname":"<prefix>-qualifier","description":"Evaluates leads against ICP criteria, enriches with firmographic data, categorizes by tier.","skills":{"pilot-event-filter":"Filter leads below score threshold, deduplicate.","pilot-task-router":"Route hot leads to outreach immediately, warm leads on delay.","pilot-dataset":"Store enrichment data — firmographics, technographics, intent signals."},"peers":[{"role":"prospector","hostname":"<prefix>-prospector","description":"Sends raw leads"},{"role":"outreach","hostname":"<prefix>-outreach","description":"Receives qualified leads"}],"data_flows":[{"direction":"receive","peer":"<prefix>-prospector","port":1002,"topic":"raw-lead","description":"Raw leads with fit scores"},{"direction":"send","peer":"<prefix>-outreach","port":1002,"topic":"qualified-lead","description":"Qualified leads with tier and enrichment"}],"handshakes_needed":["<prefix>-prospector","<prefix>-outreach"]} ``` ### outreach ```json {"setup":"sales-pipeline","setup_name":"Sales Pipeline","role":"outreach","role_name":"Outreach Agent","hostname":"<prefix>-outreach","description":"Generates personalized email sequences, tracks engagement, handles follow-ups.","skills":{"pilot-email-bridge":"Send personalized emails, track opens and clicks.","pilot-cron":"Schedule follow-up sequences on cadence.","pilot-receipt":"Confirm delivery and track engagement receipts."},"peers":[{"role":"qualifier","hostname":"<prefix>-qualifier","description":"Sends qualified leads"},{"role":"crm-sync","hostname":"<prefix>-crm-sync","description":"Receives engagement events"}],"data_flows":[{"direction":"receive","peer":"<prefix>-qualifier","port":1002,"topic":"qualified-lead","description":"Qualified leads with tier and enrichment"},{"direction":"send","peer":"<prefix>-crm-sync","port":1002,"topic":"engagement-event","description":"Engagement events — opens, replies, meetings"}],"handshakes_needed":["<prefix>-qualifier","<prefix>-crm-sync"]} ``` ### crm-sync ```json {"setup":"sales-pipeline","setup_name":"Sales Pipeline","role":"crm-sync","role_name":"CRM Sync Agent","hostname":"<prefix>-crm-sync","description":"Syncs all pipeline activity to CRM via webhook, maintains deal stages, reports forecasts.","skills":{"pilot-webhook-bridge":"Push deal updates and stage changes to CRM via webhook.","pilot-audit-log":"Log all pipeline activity for compliance and replay.","pilot-slack-bridge":"Post forecast summaries and deal alerts to Slack."},"peers":[{"role":"outreach","hostname":"<prefix>-outreach","description":"Sends engagement events"}],"data_flows":[{"direction":"receive","peer":"<prefix>-outreach","port":1002,"topic":"engagement-event","description":"Engagement events — opens, replies, meetings"},{"direction":"send","peer":"external","port":443,"topic":"crm-update","description":"CRM updates and forecast reports"}],"handshakes_needed":["<prefix>-outreach"]} ``` ## Data Flows - `prospector -> qualifier` : raw-lead events (port 1002) - `qualifier -> outreach` : qualified-lead events (port 1002) - `outreach -> crm-sync` : engagement-event events (port 1002) - `crm-sync -> external` : CRM updates via webhook (port 443) ## Handshakes ```bash # prospector <-> qualifier: pilotctl --json handshake <prefix>-qualifier "setup: sales-pipeline" pilotctl --json handshake <prefix>-prospector "setup: sales-pipeline" # qualifier <-> outreach: pilotctl --json handshake <prefix>-outreach "setup: sales-pipeline" pilotctl --json handshake <prefix>-qualifier "setup: sales-pipeline" # outreach <-> crm-sync: pilotctl --json handshake <prefix>-crm-sync "setup: sales-pipeline" pilotctl --json handshake <prefix>-outreach "setup: sales-pipeline" ``` ## Workflow Example ```bash # On qualifier — subscribe to raw leads: pilotctl --json subscribe <prefix>-prospector raw-lead # On outreach — subscribe to qualified leads: pilotctl --json subscribe <prefix>-qualifier qualified-lead # On crm-sync — subscribe to engagement events: pilotctl --json subscribe <prefix>-outreach engagement-event # On prospector — publish a lead: pilotctl --json publish <prefix>-qualifier raw-lead '{"company":"Initech","source":"linkedin","fit_score":82}' ``` ## Dependencies Requires `pilot-protocol` skill, `pilotctl` binary, `clawhub` binary, and a running daemon.