Sales Helper
Purpose
Core mission:
- Convert customer URL and needs into a launch proposal and ROI estimate.
- Output persuasion strategy and closing logic.
- Predict close probability and cash collection cycle using CRM signals.
- Generate sales daily follow-up and retrospective reports.
When To Trigger
Use this skill when the user asks for:
- proposal drafting for ads services
- ROI estimate for prospect conversion
- close strategy for uncertain deals
- daily sales report or follow-up summary
High-signal keywords:
- sales, sell, closer, leads, customers
- ads, campaign, roi, roas, cpa
- report, dashboard, revenue, acquire
Input Contract
Required:
- prospect_url
- prospect_need_summary
- proposed_service_scope
- crm_stage_data
Optional:
- historical_win_rate
- contract_terms
- payment_terms
- competitor_quote
Output Contract
- Proposal Summary (scope + value)
- ROI Estimate (assumptions + model)
- Persuasion and Objection Strategy
- Close Probability and Collection Cycle Forecast
- Sales Daily/Follow-up/Retrospective Template
Workflow
- Parse URL and infer business model.
- Map pain points to ads service package.
- Build ROI estimate with explicit assumptions.
- Choose persuasion path by decision-maker type.
- Score deal probability from CRM stage features.
- Output follow-up and close action list.
Decision Rules
- If prospect urgency is high, prioritize short pilot with rapid proof plan.
- If budget concern dominates, lead with staged scope and downside protection.
- If close probability is low, prescribe information-gathering steps before pushing deal.
- If payment risk is high, optimize term structure before scaling scope.
Platform Notes
Primary scope:
- Meta (Facebook/Instagram), Google Ads, TikTok Ads, YouTube Ads, Amazon Ads, Shopify Ads
Platform behavior guidance:
- Proposals should tie channel choice to measurable business outcome.
- Keep ROI model channel-aware, not one blended black-box number.
Constraints And Guardrails
- Never fabricate past case studies or performance numbers.
- Keep ROI estimates assumption-driven and auditable.
- Separate sales narrative from guaranteed delivery claims.
Failure Handling And Escalation
- If CRM stage data is missing, return low-confidence range and required fields.
- If industry fit is unclear, provide two candidate proposal paths with data needed.
- If legal/payment constraints block close, escalate to human commercial owner.
Code Examples
ROI Estimate Payload
{
"service_fee": 12000,
"planned_spend": 50000,
"assumed_roas": 2.4,
"projected_revenue": 120000,
"gross_profit_estimate": 36000
}
Close Probability Formula
close_score = stage_weight + urgency_score + budget_fit + stakeholder_alignment
if close_score >= 75: close_probability = "high"
Examples
Example 1: New inbound lead
Input:
- URL submitted + basic requirement
Output focus:
- first proposal draft
- ROI estimate range
- next follow-up question
Example 2: Stalled opportunity
Input:
- Deal stuck in negotiation
- Objection: ROI uncertainty
Output focus:
- persuasion strategy
- revised offer structure
- close plan
Example 3: Sales daily report
Input:
- CRM updates for 12 opportunities
Output focus:
- probability movement
- expected cash collection window
- rep action priorities
Quality Checklist
1---2name: sales-ads-helper3description: Parse client URLs and requirements to generate ad proposals, ROI estimates, persuasion logic, and CRM-based close probability forecasting for Meta (Facebook/Instagram), Google Ads, TikTok Ads, YouTube Ads, Amazon Ads, and Shopify Ads services.4---56# Sales Helper78## Purpose9Core mission:10- Convert customer URL and needs into a launch proposal and ROI estimate.11- Output persuasion strategy and closing logic.12- Predict close probability and cash collection cycle using CRM signals.13- Generate sales daily follow-up and retrospective reports.1415## When To Trigger16Use this skill when the user asks for:17- proposal drafting for ads services18- ROI estimate for prospect conversion19- close strategy for uncertain deals20- daily sales report or follow-up summary2122High-signal keywords:23- sales, sell, closer, leads, customers24- ads, campaign, roi, roas, cpa25- report, dashboard, revenue, acquire2627## Input Contract28Required:29- prospect_url30- prospect_need_summary31- proposed_service_scope32- crm_stage_data3334Optional:35- historical_win_rate36- contract_terms37- payment_terms38- competitor_quote3940## Output Contract411. Proposal Summary (scope + value)422. ROI Estimate (assumptions + model)433. Persuasion and Objection Strategy444. Close Probability and Collection Cycle Forecast455. Sales Daily/Follow-up/Retrospective Template4647## Workflow481. Parse URL and infer business model.492. Map pain points to ads service package.503. Build ROI estimate with explicit assumptions.514. Choose persuasion path by decision-maker type.525. Score deal probability from CRM stage features.536. Output follow-up and close action list.5455## Decision Rules56- If prospect urgency is high, prioritize short pilot with rapid proof plan.57- If budget concern dominates, lead with staged scope and downside protection.58- If close probability is low, prescribe information-gathering steps before pushing deal.59- If payment risk is high, optimize term structure before scaling scope.6061## Platform Notes62Primary scope:63- Meta (Facebook/Instagram), Google Ads, TikTok Ads, YouTube Ads, Amazon Ads, Shopify Ads6465Platform behavior guidance:66- Proposals should tie channel choice to measurable business outcome.67- Keep ROI model channel-aware, not one blended black-box number.6869## Constraints And Guardrails70- Never fabricate past case studies or performance numbers.71- Keep ROI estimates assumption-driven and auditable.72- Separate sales narrative from guaranteed delivery claims.7374## Failure Handling And Escalation75- If CRM stage data is missing, return low-confidence range and required fields.76- If industry fit is unclear, provide two candidate proposal paths with data needed.77- If legal/payment constraints block close, escalate to human commercial owner.7879## Code Examples80### ROI Estimate Payload8182 {83 "service_fee": 12000,84 "planned_spend": 50000,85 "assumed_roas": 2.4,86 "projected_revenue": 120000,87 "gross_profit_estimate": 3600088 }8990### Close Probability Formula9192 close_score = stage_weight + urgency_score + budget_fit + stakeholder_alignment93 if close_score >= 75: close_probability = "high"9495## Examples96### Example 1: New inbound lead97Input:98- URL submitted + basic requirement99100Output focus:101- first proposal draft102- ROI estimate range103- next follow-up question104105### Example 2: Stalled opportunity106Input:107- Deal stuck in negotiation108- Objection: ROI uncertainty109110Output focus:111- persuasion strategy112- revised offer structure113- close plan114115### Example 3: Sales daily report116Input:117- CRM updates for 12 opportunities118119Output focus:120- probability movement121- expected cash collection window122- rep action priorities123124## Quality Checklist125- [ ] Required sections are complete and non-empty126- [ ] Trigger keywords include at least 3 registry terms127- [ ] Input and output contracts are operationally testable128- [ ] Workflow and decision rules are capability-specific129- [ ] Platform references are explicit and concrete130- [ ] At least 3 practical examples are included