Sales & Revenue Skill
Comprehensive B2B sales skill: outreach, revenue operations, and demo execution.
Quick Reference
| Domain |
Key Components |
Reference File |
| Outreach |
Cold email, sequences, domain warming, lead scoring |
reference/outreach.md |
| Revenue Ops |
Pipeline metrics, forecasting, dashboards, attribution |
reference/revenue-ops.md |
| Discovery |
MEDDIC, SPIN, demo flow, objection handling |
reference/discovery.md |
Part 1: Sales Outreach
The GTM Pipeline
Lead Scraping → Lead Scoring → Domain Warming → Sequences → Reply Detection
↓ ↓ ↓ ↓ ↓
dealer-scraper sales-agent cold-reach cold-reach sales-agent
Lead Tiering
| Tier |
Criteria |
Priority |
Action |
| GOLD |
Multi-trade, $5-50M, website, reviews |
Immediate |
Personalized sequence |
| SILVER |
Single trade, has reviews or website |
Week 1 |
Standard sequence |
| BRONZE |
Basic listing only |
Nurture |
Drip campaign |
Lead Scoring (0-100)
scoring_factors = {
'icp_fit': 0-30, # Match to ideal customer profile
'intent_signals': 0-25, # Buying signals detected
'engagement': 0-20, # Email opens, clicks, replies
'timing': 0-15, # Budget cycle, seasonality
'budget_signals': 0-10 # Company size, funding
}
# Thresholds: Hot: 70+ | Warm: 40-69 | Nurture: <40
6-Agent Architecture
| Agent |
Role |
Output |
| RESEARCHER |
Company intel, tech stack |
Enriched company data |
| QUALIFIER |
ICP fit scoring |
0-100 score + tier |
| ENRICHER |
Contact discovery |
Verified emails, org chart |
| WRITER |
Personalized sequences |
Multi-step email campaign |
| ANALYZER |
Reply intent |
Route to next action |
| ROUTER |
Orchestration |
Next-best-action |
Cold Email Principles
- Short and specific - Under 100 words
- Problem-forward - Lead with their pain
- Clear CTA - One ask (usually 10-min call)
- Personalization - Company name, specific detail
Email Sequence Structure
| Step |
Timing |
Purpose |
| 1 |
Day 0 |
Initial outreach - problem statement |
| 2 |
Day 3 |
Follow-up - different angle |
| 3 |
Day 7 |
Value add - insight or resource |
| 4 |
Day 10 |
Break-up - last chance |
Part 2: Revenue Operations
Core Metrics
Pipeline Metrics
pipeline_coverage:
formula: "Pipeline Value / Quota"
healthy: "3-4x for SMB, 4-5x for Enterprise"
warning: "Below 3x"
pipeline_velocity:
formula: "(# Opps x Win Rate x Avg Deal) / Cycle Days"
use: "Predict monthly revenue"
weighted_pipeline:
formula: "Sum of (Deal Value x Stage Probability)"
Conversion Funnel
| Stage |
Formula |
Benchmark |
| Lead to MQL |
MQLs / Total Leads |
15-30% |
| MQL to SQL |
SQLs / MQLs |
30-50% |
| SQL to Opp |
Opportunities / SQLs |
50-70% |
| Opp to Win |
Closed Won / Opportunities |
20-30% |
| Overall |
Closed Won / Total Leads |
1-5% |
Unit Economics
| Metric |
Formula |
Healthy |
| CAC |
(Sales + Marketing) / New Customers |
Depends on ACV |
| LTV |
(ARPU x Gross Margin) / Churn Rate |
- |
| LTV:CAC |
LTV / CAC |
>3:1 |
| Payback |
CAC / (ARPU x Gross Margin) |
<12 months |
Pipeline Stages
| Stage |
Probability |
Entry Criteria |
| Lead |
5% |
Contact captured |
| MQL |
10% |
Meets ICP |
| SQL |
20% |
BANT confirmed |
| Discovery |
30% |
Meeting scheduled |
| Demo |
50% |
Demo completed |
| Proposal |
70% |
Proposal sent |
| Negotiation |
85% |
Terms discussed |
| Closed Won |
100% |
Contract signed |
Forecasting Methods
| Method |
Formula |
Best For |
| Pipeline-based |
Sum(Deal x Stage Probability) |
Simple, data-driven |
| Historical |
Historical conversion x Pipeline |
Past performance |
| Commit-based |
Rep commits + Manager adjustment |
Incorporates judgment |
Part 3: Demo & Discovery
Call Structure
| Stage |
Goal |
Duration |
| Opening |
Build rapport, set agenda |
2-3 min |
| Discovery |
Uncover pain, qualify |
15-20 min |
| Demo |
Show relevant value |
15-20 min |
| Close |
Agree next steps |
5 min |
SPIN Questioning
| Type |
Purpose |
Example |
| Situation |
Understand context |
"Walk me through your current process..." |
| Problem |
Surface pain |
"What challenges do you face with...?" |
| Implication |
Deepen pain |
"What happens when that goes wrong?" |
| Need-Payoff |
Envision solution |
"If you could fix that, what would change?" |
MEDDIC Qualification
| Letter |
Element |
Key Question |
| M |
Metrics |
What's the measurable impact? |
| E |
Economic Buyer |
Who controls budget? |
| D |
Decision Criteria |
How will they decide? |
| D |
Decision Process |
What are steps to buy? |
| I |
Identify Pain |
What's compelling reason to act? |
| C |
Champion |
Who's selling internally? |
Demo Best Practices
1. RECAP (2 min)
"Based on our discovery, you mentioned [pain 1], [pain 2]..."
2. AGENDA (1 min)
"I'll show how we address each. Stop me anytime."
3. SHOW VALUE (15-20 min)
Pain -> Feature -> Benefit -> Proof (repeat for each pain)
4. SUMMARIZE (2 min)
"So you'd be able to [benefit 1], [benefit 2]..."
5. NEXT STEPS (5 min)
"What questions? What's our next step?"
Demo Rules
- Show, don't tell - Open the product, demonstrate
- Connect to pain - Every feature tied to their problem
- Pause for reactions - "How does that compare to current?"
Objection Handling (LAER)
L - Listen (fully, don't interrupt)
A - Acknowledge (validate the concern)
E - Explore (understand the root)
R - Respond (address specifically)
| Objection |
Response Framework |
| "Too expensive" |
Acknowledge -> "Compared to what?" -> Show ROI |
| "Not ready" |
Acknowledge -> "What would need to change?" -> Pilot option |
| "Looking at [competitor]" |
Acknowledge -> "What draws you?" -> Differentiate |
| "Need boss approval" |
Acknowledge -> "What will they ask?" -> Offer to join |
Call Prep Checklist
### Research (10 min)
- [ ] Company website - recent news
- [ ] LinkedIn - prospect background
- [ ] Tech stack - BuiltWith, job postings
- [ ] Competitors they might use
### Preparation (5 min)
- [ ] Hypothesis: Why might they need us?
- [ ] 3 discovery questions ready
- [ ] Demo environment ready
- [ ] Clear next step in mind
### Mindset
- [ ] Curiosity, not pitch mode
- [ ] Understand their world first
Weekly Pipeline Review Template
### Coverage Check
- Current pipeline: $___
- Quota this month: $___
- Coverage ratio: ___x (target: 3-4x)
### Stage Movement
| Stage | Start | End | Net |
|-------|-------|-----|-----|
| Discovery | | | |
| Demo | | | |
| Proposal | | | |
### Deals at Risk
| Deal | Amount | Days in Stage | Risk |
|------|--------|---------------|------|
### Action Items
- [ ] Stalled deals to address
- [ ] Proposals to follow up
- [ ] Deals to close this week
Integration Notes
- Email Tools: Instantly.ai, Apollo.io, custom SMTP
- CRM: Salesforce, HubSpot, Airtable
- Enrichment: Clearbit, ZoomInfo, LinkedIn, Hunter.io
- Related Projects: cold-reach, sales-agent, dealer-scraper-mvp
Reference Files
reference/outreach.md - Email templates, domain warming, agent architecture
reference/revenue-ops.md - Metrics, dashboards, forecasting
reference/discovery.md - MEDDIC scorecard, demo scripts, objection library
1---2name: sales-revenue-23description: B2B sales - cold outreach, lead scoring, pipeline metrics, MEDDIC/BANT qualification, discovery calls, demos, objection handling. Use when: cold email, lead scoring, pipeline, forecast, discovery call, demo, MEDDIC, BANT, CAC, LTV, win rate, sales metrics, outreach sequence.4---56# Sales & Revenue Skill78Comprehensive B2B sales skill: outreach, revenue operations, and demo execution.910## Quick Reference1112| Domain | Key Components | Reference File |13|--------|---------------|----------------|14| **Outreach** | Cold email, sequences, domain warming, lead scoring | `reference/outreach.md` |15| **Revenue Ops** | Pipeline metrics, forecasting, dashboards, attribution | `reference/revenue-ops.md` |16| **Discovery** | MEDDIC, SPIN, demo flow, objection handling | `reference/discovery.md` |1718---1920## Part 1: Sales Outreach2122### The GTM Pipeline2324```25Lead Scraping → Lead Scoring → Domain Warming → Sequences → Reply Detection26 ↓ ↓ ↓ ↓ ↓27 dealer-scraper sales-agent cold-reach cold-reach sales-agent28```2930### Lead Tiering3132| Tier | Criteria | Priority | Action |33|------|----------|----------|--------|34| GOLD | Multi-trade, $5-50M, website, reviews | Immediate | Personalized sequence |35| SILVER | Single trade, has reviews or website | Week 1 | Standard sequence |36| BRONZE | Basic listing only | Nurture | Drip campaign |3738### Lead Scoring (0-100)3940```python41scoring_factors = {42 'icp_fit': 0-30, # Match to ideal customer profile43 'intent_signals': 0-25, # Buying signals detected44 'engagement': 0-20, # Email opens, clicks, replies45 'timing': 0-15, # Budget cycle, seasonality46 'budget_signals': 0-10 # Company size, funding47}48# Thresholds: Hot: 70+ | Warm: 40-69 | Nurture: <4049```5051### 6-Agent Architecture5253| Agent | Role | Output |54|-------|------|--------|55| RESEARCHER | Company intel, tech stack | Enriched company data |56| QUALIFIER | ICP fit scoring | 0-100 score + tier |57| ENRICHER | Contact discovery | Verified emails, org chart |58| WRITER | Personalized sequences | Multi-step email campaign |59| ANALYZER | Reply intent | Route to next action |60| ROUTER | Orchestration | Next-best-action |6162### Cold Email Principles63641. **Short and specific** - Under 100 words652. **Problem-forward** - Lead with their pain663. **Clear CTA** - One ask (usually 10-min call)674. **Personalization** - Company name, specific detail6869### Email Sequence Structure7071| Step | Timing | Purpose |72|------|--------|---------|73| 1 | Day 0 | Initial outreach - problem statement |74| 2 | Day 3 | Follow-up - different angle |75| 3 | Day 7 | Value add - insight or resource |76| 4 | Day 10 | Break-up - last chance |7778---7980## Part 2: Revenue Operations8182### Core Metrics8384#### Pipeline Metrics8586```yaml87pipeline_coverage:88 formula: "Pipeline Value / Quota"89 healthy: "3-4x for SMB, 4-5x for Enterprise"90 warning: "Below 3x"9192pipeline_velocity:93 formula: "(# Opps x Win Rate x Avg Deal) / Cycle Days"94 use: "Predict monthly revenue"9596weighted_pipeline:97 formula: "Sum of (Deal Value x Stage Probability)"98```99100#### Conversion Funnel101102| Stage | Formula | Benchmark |103|-------|---------|-----------|104| Lead to MQL | MQLs / Total Leads | 15-30% |105| MQL to SQL | SQLs / MQLs | 30-50% |106| SQL to Opp | Opportunities / SQLs | 50-70% |107| Opp to Win | Closed Won / Opportunities | 20-30% |108| Overall | Closed Won / Total Leads | 1-5% |109110#### Unit Economics111112| Metric | Formula | Healthy |113|--------|---------|---------|114| CAC | (Sales + Marketing) / New Customers | Depends on ACV |115| LTV | (ARPU x Gross Margin) / Churn Rate | - |116| LTV:CAC | LTV / CAC | >3:1 |117| Payback | CAC / (ARPU x Gross Margin) | <12 months |118119### Pipeline Stages120121| Stage | Probability | Entry Criteria |122|-------|-------------|----------------|123| Lead | 5% | Contact captured |124| MQL | 10% | Meets ICP |125| SQL | 20% | BANT confirmed |126| Discovery | 30% | Meeting scheduled |127| Demo | 50% | Demo completed |128| Proposal | 70% | Proposal sent |129| Negotiation | 85% | Terms discussed |130| Closed Won | 100% | Contract signed |131132### Forecasting Methods133134| Method | Formula | Best For |135|--------|---------|----------|136| Pipeline-based | Sum(Deal x Stage Probability) | Simple, data-driven |137| Historical | Historical conversion x Pipeline | Past performance |138| Commit-based | Rep commits + Manager adjustment | Incorporates judgment |139140---141142## Part 3: Demo & Discovery143144### Call Structure145146| Stage | Goal | Duration |147|-------|------|----------|148| Opening | Build rapport, set agenda | 2-3 min |149| Discovery | Uncover pain, qualify | 15-20 min |150| Demo | Show relevant value | 15-20 min |151| Close | Agree next steps | 5 min |152153### SPIN Questioning154155| Type | Purpose | Example |156|------|---------|---------|157| **S**ituation | Understand context | "Walk me through your current process..." |158| **P**roblem | Surface pain | "What challenges do you face with...?" |159| **I**mplication | Deepen pain | "What happens when that goes wrong?" |160| **N**eed-Payoff | Envision solution | "If you could fix that, what would change?" |161162### MEDDIC Qualification163164| Letter | Element | Key Question |165|--------|---------|--------------|166| **M** | Metrics | What's the measurable impact? |167| **E** | Economic Buyer | Who controls budget? |168| **D** | Decision Criteria | How will they decide? |169| **D** | Decision Process | What are steps to buy? |170| **I** | Identify Pain | What's compelling reason to act? |171| **C** | Champion | Who's selling internally? |172173### Demo Best Practices174175```1761. RECAP (2 min)177 "Based on our discovery, you mentioned [pain 1], [pain 2]..."1781792. AGENDA (1 min)180 "I'll show how we address each. Stop me anytime."1811823. SHOW VALUE (15-20 min)183 Pain -> Feature -> Benefit -> Proof (repeat for each pain)1841854. SUMMARIZE (2 min)186 "So you'd be able to [benefit 1], [benefit 2]..."1871885. NEXT STEPS (5 min)189 "What questions? What's our next step?"190```191192### Demo Rules1931941. **Show, don't tell** - Open the product, demonstrate1952. **Connect to pain** - Every feature tied to their problem1963. **Pause for reactions** - "How does that compare to current?"197198### Objection Handling (LAER)199200```201L - Listen (fully, don't interrupt)202A - Acknowledge (validate the concern)203E - Explore (understand the root)204R - Respond (address specifically)205```206207| Objection | Response Framework |208|-----------|-------------------|209| "Too expensive" | Acknowledge -> "Compared to what?" -> Show ROI |210| "Not ready" | Acknowledge -> "What would need to change?" -> Pilot option |211| "Looking at [competitor]" | Acknowledge -> "What draws you?" -> Differentiate |212| "Need boss approval" | Acknowledge -> "What will they ask?" -> Offer to join |213214---215216## Call Prep Checklist217218```markdown219### Research (10 min)220- [ ] Company website - recent news221- [ ] LinkedIn - prospect background222- [ ] Tech stack - BuiltWith, job postings223- [ ] Competitors they might use224225### Preparation (5 min)226- [ ] Hypothesis: Why might they need us?227- [ ] 3 discovery questions ready228- [ ] Demo environment ready229- [ ] Clear next step in mind230231### Mindset232- [ ] Curiosity, not pitch mode233- [ ] Understand their world first234```235236---237238## Weekly Pipeline Review Template239240```markdown241### Coverage Check242- Current pipeline: $___243- Quota this month: $___244- Coverage ratio: ___x (target: 3-4x)245246### Stage Movement247| Stage | Start | End | Net |248|-------|-------|-----|-----|249| Discovery | | | |250| Demo | | | |251| Proposal | | | |252253### Deals at Risk254| Deal | Amount | Days in Stage | Risk |255|------|--------|---------------|------|256257### Action Items258- [ ] Stalled deals to address259- [ ] Proposals to follow up260- [ ] Deals to close this week261```262263---264265## Integration Notes266267- **Email Tools:** Instantly.ai, Apollo.io, custom SMTP268- **CRM:** Salesforce, HubSpot, Airtable269- **Enrichment:** Clearbit, ZoomInfo, LinkedIn, Hunter.io270- **Related Projects:** cold-reach, sales-agent, dealer-scraper-mvp271272## Reference Files273274- `reference/outreach.md` - Email templates, domain warming, agent architecture275- `reference/revenue-ops.md` - Metrics, dashboards, forecasting276- `reference/discovery.md` - MEDDIC scorecard, demo scripts, objection library