[HINT] Download the complete skill directory including SKILL.md and all related files
| name | sales |
| version | 1.0.0 |
| description | 销售助手技能。CRM集成、线索跟踪、外联自动化、Pipeline管理。当用户说"销售管理"、"跟踪客户"、"销售自动化"时使用。 |
| triggers | ["销售","销售管理"] |
| author | openclaw |
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.
✅ 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
./scripts/sales-init.sh
TOOLS.md:### Sales
- CRM: [HubSpot/Salesforce/Notion/Built-in]
- Default pipeline stages: [Stages]
- Follow-up cadence: [Days between touchpoints]
- Meeting booking link: [URL]
| 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:
# 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]
| 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 |
# 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 |
|---------|-------|---------------|-------------------|
| 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+ |
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]
Before outreach, gather:
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 |
# 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 | 🔥/⚠️ |
# 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]
# 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]
| 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]" |
Track objections to improve pitch:
# Objection Log
| Date | Company | Objection | Our Response | Result |
|------|---------|-----------|--------------|--------|
| [Date] | [Co] | [Objection] | [Response] | Won/Lost |
# 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 — [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]
Initialize your sales workspace with templates and tracking.
CLI tool for quick lead management.
# Add new lead
./scripts/lead-tracker.sh add "Company Name" "Contact Name" "email@company.com"
# 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
Generate pipeline reports.
# Weekly pipeline summary
./scripts/pipeline-report.sh weekly
# Monthly forecast
./scripts/pipeline-report.sh forecast
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/
HubSpot: Use HubSpot API for syncing Salesforce: Use Salesforce API for syncing Notion: Export/import via CSV or API
❌ 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
License: MIT — use freely, modify, distribute.
"Sales is not about selling anymore, but about building trust and educating." — Siva Devaki