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sales

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.

alexeyvorobiev0 source installs☆ 0 Repository starsv1.0.0

Installation

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Skill instructions

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:
./scripts/sales-init.sh
  1. Configure your preferences in TOOLS.md:
### Sales
- CRM: [HubSpot/Salesforce/Notion/Built-in]
- Default pipeline stages: [Stages]
- Follow-up cadence: [Days between touchpoints]
- Meeting booking link: [URL]
  1. 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
# 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:**...

Source information

Source
github
Repository
openclaw/skills
Path
skills/alexeyvorobiev/tmp-skill
Version
1.0.0
Commit
2d7ba5ddc34bb03a7f3d71ac053d2a3d81acc345
Classification source
rules
Status
active
Visibility
public

These signals come from indexed source analysis and may lag behind changes. Check the current source files.

Extracted content

SKILL.md
# 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:**...

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