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.

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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

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Quick Start

1. 1. Set up your sales workspace:

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1. 2. Configure your preferences in TOOLS.md:

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1. 3. Start tracking leads!

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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

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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

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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+ |

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Outreach Automation

Cold Outreach Sequence

Day 1: Initial Email
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Day 3: Follow-up 1
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Day 7: Follow-up 2 (Value Add)
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Day 14: Break-up Email
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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

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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

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Meeting Management

Pre-Meeting Research Template

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Post-Meeting Notes Template

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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:

# Objection Log

| Date | Company | Objection | Our Response | Result |
|------|---------|-----------|--------------|--------|
| [Date] | [Co] | [Objection] | [Response] | Won/Lost |

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Sales Analytics

Weekly Sales Report Template

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Win/Loss Analysis

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Scripts

sales-init.sh

Initialize your sales workspace with templates and tracking.

lead-tracker.sh

CLI tool for quick lead management.

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pipeline-report.sh

Generate pipeline reports.

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CRM Integration

Built-in Tracking

If you don't use an external CRM, use markdown files:

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External CRM Integration

HubSpot: Use HubSpot API for syncing
Salesforce: Use Salesforce API for syncing
Notion: Export/import via CSV or API

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Best Practices

1. 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

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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

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License

License: MIT — use freely, modify, distribute.

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"Sales is not about selling anymore, but about building trust and educating." — Siva Devaki