Skill: cunningham050503-ops/sales-pipeline-agent (version 1.0.0)

--- name: sales-pipeline-agent description: "Manage your B2B sales pipeline end-to-end. Track deals through stages, forecast revenue, log activities, and monitor pipeline health. Weighted forecasting by deal stage. All data stored locally in JSON database. No API keys required." metadata: { "openclaw": { "emoji": "💰", "requires": {}, "pricing": { "model": "free", "description": "Free to use. Data stored locally on your machine." }, }, } --- # Sales Pipeline Agent An AI-powered agent that manages your B2B sales pipeline using Claude — from first contact to closed deal. ## What It Does - **Track deals** – store every opportunity with company, contact, value, stage, and close date - **Pipeline visibility** – weighted forecast, deals by stage, revenue totals - **Activity logging** – log calls, emails, meetings, demos with outcomes and next steps - **Stale deal alerts** – surfaces deals with no activity in 14+ days - **Lead qualification** – AI-scores inbound leads using BANT before they enter the pipeline - **Outreach drafting** – generates targeted emails for follow-ups, proposals, re-engagement, and close pushes ## Pipeline Stages ``` prospecting (5%) → qualified (20%) → proposal (40%) → negotiation (70%) → closed_won (100%) → closed_lost (0%) on_hold (10%) ``` ## How to Use ``` "Give me a pipeline summary" "Add a deal: Acme Corp, $24,000, contact is Sarah Chen, [REDACTED_SECRET], close date June 30" "What deals are closing this month?" "Show me stale deals with no activity in 2 weeks" "Log a call with deal abc123: had a great demo, they want a proposal by Friday" "Move deal abc123 to negotiation stage" "Draft a follow-up email for deal abc123" "Qualify this lead: Globex Corp, they reached out asking about our enterprise tier, 500 employees, need it Q3" "What are my overdue next actions?" ``` ## Running the Agent The agent script is at `scripts/sales_pipeline_agent.py`. Invoke via this skill or run directly: ```bash python3 scripts/sales_pipeline_agent.py ``` Or pass a one-shot task: ```bash python3 scripts/sales_pipeline_agent.py "Give me a pipeline summary" ``` ## Tools Available to the Agent - `add_deal` – add a new deal to the pipeline - `list_deals` – list deals, filter by stage, value, close date, or staleness - `get_deal` – get full details for a specific deal - `update_deal` – update stage, value, close date, notes, or next action - `log_activity` – log a call, email, meeting, demo, or other touch - `pipeline_summary` – full pipeline overview with forecast and alerts - `draft_outreach` – AI-drafted email for follow-up, proposal, re-engage, close push - `qualify_lead` – AI-scored BANT qualification for inbound leads - `delete_deal` – permanently remove a deal ## Deal Database All deals are stored at `~/.openclaw/workspace/sales-pipeline-agent/pipeline.json`. Back it up regularly. ## References - `references/sales_methodology.md` – BANT, MEDDIC, and pipeline management best practices - `references/outreach_templates.md` – email templates by stage and situation


Security scan verdicts — ClawScan: clean | static analysis: clean | VirusTotal: clean | SkillSpector: clean (LOW)