Sales Conversion Enablement
Core Workflow
- Identify buyer role, stage, pain, desired outcome, buying process, decision criteria, alternatives, and next milestone.
- Prepare discovery around business impact, current process, urgency, constraints, stakeholders, success criteria, and risk.
- Tailor demos and collateral to the buyer's stated problem; avoid feature tours.
- Convert objections into diagnosis: value, risk, timing, trust, fit, authority, procurement, or change management.
- Use mutual action plans for complex deals: steps, owners, dates, dependencies, legal/security/procurement, and success criteria.
- Handoff cleanly to onboarding/customer success with promises, risks, stakeholders, and value case preserved.
Enablement Assets
- Discovery call plan
- Demo flow
- Objection map
- Proposal outline
- Business case
- Mutual action plan
- Competitive positioning
- Post-sale handoff brief
Review Standard
Sales material should help the buyer make a decision, not merely describe the product. Lead with buyer outcomes, proof, risk reduction, implementation path, and cost of inaction.
Freshness Rule
Verify current CRM, e-signature, proposal, procurement, security-review, and enablement-platform documentation before giving platform-specific setup guidance. Keep buyer strategy separate from vendor UI details.
Deliverable Shape
For sales conversion work, provide:
- Deal or buyer context
- Stage and desired next milestone
- Discovery or demo plan
- Buyer-specific value case
- Objection and risk map
- Mutual action plan or proposal outline
- Follow-up and handoff notes
References
- Read
references/conversion-enablement-checklist.md when preparing or reviewing sales conversion work.
1---2name: sales-conversion-enablement3description: Improve sales discovery, demos, proposals, business cases, objection handling, negotiation, mutual action plans, procurement, handoffs, and sales enablement assets. Use when Codex is asked to help convert opportunities, write sales collateral, create demo flows, prepare call plans, handle objections, or improve close rates.4license: MIT5---6
7# Sales Conversion Enablement
8
9## Core Workflow
10
111. Identify buyer role, stage, pain, desired outcome, buying process, decision criteria, alternatives, and next milestone.
122. Prepare discovery around business impact, current process, urgency, constraints, stakeholders, success criteria, and risk.
133. Tailor demos and collateral to the buyer's stated problem; avoid feature tours.
144. Convert objections into diagnosis: value, risk, timing, trust, fit, authority, procurement, or change management.
155. Use mutual action plans for complex deals: steps, owners, dates, dependencies, legal/security/procurement, and success criteria.
166. Handoff cleanly to onboarding/customer success with promises, risks, stakeholders, and value case preserved.
17
18## Enablement Assets
19
20- Discovery call plan
21- Demo flow
22- Objection map
23- Proposal outline
24- Business case
25- Mutual action plan
26- Competitive positioning
27- Post-sale handoff brief
28
29## Review Standard
30
31Sales material should help the buyer make a decision, not merely describe the product. Lead with buyer outcomes, proof, risk reduction, implementation path, and cost of inaction.
32
33## Freshness Rule
34
35Verify current CRM, e-signature, proposal, procurement, security-review, and enablement-platform documentation before giving platform-specific setup guidance. Keep buyer strategy separate from vendor UI details.
36
37## Deliverable Shape
38
39For sales conversion work, provide:
40
41- Deal or buyer context
42- Stage and desired next milestone
43- Discovery or demo plan
44- Buyer-specific value case
45- Objection and risk map
46- Mutual action plan or proposal outline
47- Follow-up and handoff notes
48
49## References
50
51- Read `references/conversion-enablement-checklist.md` when preparing or reviewing sales conversion work.
gabrielmoreira