Tmp Skill

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

2. 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]

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:

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: [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

# 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:

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

# 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

# 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

# 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:

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

Sales Analytics

Weekly Sales Report Template

# 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

# 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

lead-tracker.sh

# Add new lead
./scripts/lead-tracker.sh add "Company Name" "Contact Name" "email@company.com"
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

# 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*

1. Set up your sales workspace:

./scripts/sales-init.sh

2. 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]

3. Start tracking leads!

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