Skill: alexeyvorobiev/tmp-skill (version 1.0.0)

--- name: sales version: 1.0.0 description: "CRM integration, lead tracking, outreach automation, and pipeline management. Transform your AI agent into a sales assistant that never lets leads slip through the cracks." author: openclaw --- # Sales Skill 💼 **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. --- ## What This Skill Does ✅ **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 --- ## Quick Start 1. Set up your sales workspace: ```bash ./scripts/sales-init.sh ``` 2. Configure your preferences in `TOOLS.md`: ```markdown ### Sales - CRM: [HubSpot/Salesforce/Notion/Built-in] - Default pipeline stages: [Stages] - Follow-up cadence: [Days between touchpoints] - Meeting booking link: [URL] ``` 3. Start tracking leads! --- ## Lead Management ### Lead Qualification Framework (BANT) | 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:** - 80-100: Hot 🔥 — Contact immediately - 60-79: Warm — Nurture actively - 40-59: Cool — Keep in nurture sequence - 0-39: Cold — Low priority ### Lead Capture Template ```markdown # 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] ``` --- ## Pipeline Management ### Standard Pipeline Stages | 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 | ### Pipeline Tracking Template ```markdown # 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 | |---------|-------|---------------|-------------------| ``` ### Pipeline Velocity Metrics | 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+ | --- ## Outreach Automation ### Cold Outreach Sequence **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] ``` ### Personalization Research Checklist Before outreach, gather: - [ ] Recent company news (funding, launch, hire) - [ ] LinkedIn activity (posts, comments, likes) - [ ] Company blog/newsletter - [ ] Mutual connections - [ ] Tech stack (if relevant) - [ ] Competitors they might use --- ## Follow-up System ### Never Miss a Follow-up **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 | ### Follow-up Reminder Template ```markdown # 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 Management ### Pre-Meeting Research Template ```markdown # 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] ``` ### Post-Meeting Notes Template ```markdown # 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 Handling ### Common Objections & Responses | 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]" | ### Objection Documentation Track objections to improve pitch: ```markdown # Objection Log | Date | Company | Objection | Our Response | Result | |------|---------|-----------|--------------|--------| | [Date] | [Co] | [Objection] | [Response] | Won/Lost | ``` --- ## Sales Analytics ### Weekly Sales Report Template ```markdown # 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 ```markdown # 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] ``` --- ## Scripts ### sales-init.sh Initialize your sales workspace with templates and tracking. ### lead-tracker.sh CLI tool for quick lead management. ```bash # Add new lead ./scripts/lead-tracker.sh add "Company Name" "Contact Name" "[REDACTED_SECRET]" # 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 ``` ### pipeline-report.sh Generate pipeline reports. ```bash # Weekly pipeline summary ./scripts/pipeline-report.sh weekly # Monthly forecast ./scripts/pipeline-report.sh forecast ``` --- ## CRM Integration ### Built-in Tracking 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/ ``` ### External CRM Integration **HubSpot:** Use HubSpot API for syncing **Salesforce:** Use Salesforce API for syncing **Notion:** Export/import via CSV or API --- ## Best Practices 1. **Follow up relentlessly** — 80% of sales need 5+ touchpoints 2. **Personalize everything** — Generic outreach = ignore 3. **Always have next step** — Every conversation ends with clear action 4. **Track why you lose** — More valuable than why you win 5. **Speed to lead** — Respond within 5 minutes when possible 6. **Listen more than talk** — Discovery > Pitching 7. **Document everything** — Your future self will thank you 8. **Review pipeline weekly** — Stale deals kill forecasts --- ## Common Mistakes ❌ **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 **License:** MIT — use freely, modify, distribute. --- *"Sales is not about selling anymore, but about building trust and educating." — Siva Devaki*


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