Pilot Sales Pipeline Setup

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name: pilot-sales-pipeline-setup description: > Deploy a sales pipeline with 4 agents that automate lead prospecting, qualification, outreach, and CRM synchronization.

Use this skill when: 1. User wants to set up a sales pipeline or lead generation system 2. User is configuring an agent as part of a sales or CRM workflow 3. User asks about lead scoring, outreach automation, or pipeline management across agents

Do NOT use this skill when: - User wants to send a single email (use pilot-email-bridge instead) - User wants a one-off webhook call (use pilot-webhook-bridge instead) tags: - pilot-protocol - setup - sales - pipeline - crm license: AGPL-3.0 metadata: author: vulture-labs version: "1.0" openclaw: requires: bins: - pilotctl - clawhub homepage: https://pilotprotocol.network allowed-tools: - Bash

---

Sales Pipeline Setup

Deploy 4 agents that automate the full sales funnel from lead discovery to CRM sync.

Roles

| Role | Hostname | Skills | Purpose | |------|----------|--------|---------| | prospector | -prospector | pilot-discover, pilot-stream-data, pilot-metrics | Finds and scores leads from web and inbound sources | | qualifier | -qualifier | pilot-event-filter, pilot-task-router, pilot-dataset | Evaluates leads against ICP, enriches, categorizes by tier | | outreach | -outreach | pilot-email-bridge, pilot-cron, pilot-receipt | Sends personalized email sequences, tracks engagement | | crm-sync | -crm-sync | pilot-webhook-bridge, pilot-audit-log, pilot-slack-bridge | Syncs activity to CRM, maintains deal stages, reports forecasts |

Setup Procedure

Step 1: Ask the user which role this agent should play and what prefix to use.

Step 2: Install the skills for the chosen role:

# prospector:
clawhub install pilot-discover pilot-stream-data pilot-metrics
qualifier:
clawhub install pilot-event-filter pilot-task-router pilot-dataset
outreach:
clawhub install pilot-email-bridge pilot-cron pilot-receipt
crm-sync:
clawhub install pilot-webhook-bridge pilot-audit-log pilot-slack-bridge

Step 3: Set the hostname:

pilotctl --json set-hostname -

Step 4: Write the setup manifest:

mkdir -p ~/.pilot/setups
cat > ~/.pilot/setups/sales-pipeline.json << 'MANIFEST'

MANIFEST

Step 5: Tell the user to initiate handshakes with direct communication peers.

Manifest Templates Per Role

prospector

{"setup":"sales-pipeline","setup_name":"Sales Pipeline","role":"prospector","role_name":"Lead Prospector","hostname":"-prospector","description":"Identifies potential leads from web scraping, social signals, and inbound forms. Scores leads by fit.","skills":{"pilot-discover":"Scan web sources, LinkedIn, and inbound forms for prospect signals.","pilot-stream-data":"Stream raw lead data to qualifier in real time.","pilot-metrics":"Track lead volume, source conversion rates, and fit score distribution."},"peers":[{"role":"qualifier","hostname":"-qualifier","description":"Receives raw leads for qualification"}],"data_flows":[{"direction":"send","peer":"-qualifier","port":1002,"topic":"raw-lead","description":"Raw leads with fit scores"}],"handshakes_needed":["-qualifier"]}

qualifier

{"setup":"sales-pipeline","setup_name":"Sales Pipeline","role":"qualifier","role_name":"Lead Qualifier","hostname":"-qualifier","description":"Evaluates leads against ICP criteria, enriches with firmographic data, categorizes by tier.","skills":{"pilot-event-filter":"Filter leads below score threshold, deduplicate.","pilot-task-router":"Route hot leads to outreach immediately, warm leads on delay.","pilot-dataset":"Store enrichment data — firmographics, technographics, intent signals."},"peers":[{"role":"prospector","hostname":"-prospector","description":"Sends raw leads"},{"role":"outreach","hostname":"-outreach","description":"Receives qualified leads"}],"data_flows":[{"direction":"receive","peer":"-prospector","port":1002,"topic":"raw-lead","description":"Raw leads with fit scores"},{"direction":"send","peer":"-outreach","port":1002,"topic":"qualified-lead","description":"Qualified leads with tier and enrichment"}],"handshakes_needed":["-prospector","-outreach"]}

outreach

{"setup":"sales-pipeline","setup_name":"Sales Pipeline","role":"outreach","role_name":"Outreach Agent","hostname":"-outreach","description":"Generates personalized email sequences, tracks engagement, handles follow-ups.","skills":{"pilot-email-bridge":"Send personalized emails, track opens and clicks.","pilot-cron":"Schedule follow-up sequences on cadence.","pilot-receipt":"Confirm delivery and track engagement receipts."},"peers":[{"role":"qualifier","hostname":"-qualifier","description":"Sends qualified leads"},{"role":"crm-sync","hostname":"-crm-sync","description":"Receives engagement events"}],"data_flows":[{"direction":"receive","peer":"-qualifier","port":1002,"topic":"qualified-lead","description":"Qualified leads with tier and enrichment"},{"direction":"send","peer":"-crm-sync","port":1002,"topic":"engagement-event","description":"Engagement events — opens, replies, meetings"}],"handshakes_needed":["-qualifier","-crm-sync"]}

crm-sync

{"setup":"sales-pipeline","setup_name":"Sales Pipeline","role":"crm-sync","role_name":"CRM Sync Agent","hostname":"-crm-sync","description":"Syncs all pipeline activity to CRM via webhook, maintains deal stages, reports forecasts.","skills":{"pilot-webhook-bridge":"Push deal updates and stage changes to CRM via webhook.","pilot-audit-log":"Log all pipeline activity for compliance and replay.","pilot-slack-bridge":"Post forecast summaries and deal alerts to Slack."},"peers":[{"role":"outreach","hostname":"-outreach","description":"Sends engagement events"}],"data_flows":[{"direction":"receive","peer":"-outreach","port":1002,"topic":"engagement-event","description":"Engagement events — opens, replies, meetings"},{"direction":"send","peer":"external","port":443,"topic":"crm-update","description":"CRM updates and forecast reports"}],"handshakes_needed":["-outreach"]}

Data Flows

prospector -> qualifier : raw-lead events (port 1002)

qualifier -> outreach : qualified-lead events (port 1002)

outreach -> crm-sync : engagement-event events (port 1002)

crm-sync -> external : CRM updates via webhook (port 443)

Handshakes

# prospector <-> qualifier:
pilotctl --json handshake -qualifier "setup: sales-pipeline"
pilotctl --json handshake -prospector "setup: sales-pipeline"
qualifier <-> outreach:
pilotctl --json handshake -outreach "setup: sales-pipeline"
pilotctl --json handshake -qualifier "setup: sales-pipeline"
outreach <-> crm-sync:
pilotctl --json handshake -crm-sync "setup: sales-pipeline"
pilotctl --json handshake -outreach "setup: sales-pipeline"

Workflow Example

# On qualifier — subscribe to raw leads:
pilotctl --json subscribe -prospector raw-lead
On outreach — subscribe to qualified leads:
pilotctl --json subscribe -qualifier qualified-lead
On crm-sync — subscribe to engagement events:
pilotctl --json subscribe -outreach engagement-event
On prospector — publish a lead:
pilotctl --json publish -qualifier raw-lead '{"company":"Initech","source":"linkedin","fit_score":82}'

Dependencies

Requires pilot-protocol skill, pilotctl binary, clawhub binary, and a running daemon.