# Sales Rhythm Tracker > B2B sales pipeline manager powered by the Alibaba Iron Army (阿里铁军) methodology. Use this skill for daily sales briefings, lead management, pipeline health checks, weekly sprint planning, customer follow-up prioritization, and closing strategy. Triggered by phrases like: "morning sales brief", "add lead", "pipeline review", "who should I call today", "weekly sales plan", "sales update", "close rate", "follow up", "deal stuck", "customer type", "sales sprint". - Skill: `modbender/sales-rhythm-tracker` (Agent Skill, multi-file: 9 files) - Install (CLI): `npx skillmds@latest add modbender/sales-rhythm-tracker` - Raw SKILL.md: https://api.skillmd.com/api/skills/modbender/sales-rhythm-tracker/raw - Safety review: pending (external: skill-scanner PASS, skillspector PASS) - Works with: Claude Code, Claude.ai, OpenAI Codex - Category: DevOps & Infra - Author: modbender (https://skillmd.com/u/modbender) - Updated: 2026-09-09 - Page: https://skillmd.com/skills/modbender/sales-rhythm-tracker --- # Sales Rhythm Tracker ### Powered by the Alibaba Iron Army Methodology (阿里铁军方法论) > "Let 80% of your people achieve 80% of the top performer's results — through system, not talent." > — Alibaba Iron Army Core Principle --- ## What This Skill Does This skill transforms your OpenClaw agent into a personal B2B sales coach and pipeline manager. It applies the same methodology that built Alibaba's legendary direct sales force — the "Iron Army" that grew Alibaba.com from zero to market dominance across China's SMB sector. Unlike generic CRM tools, this skill encodes *sales thinking*, not just data storage. Your agent will tell you **who to call, when, why, and how** — based on proven rhythms, not gut feel. **Data lives locally.** No SaaS subscription. No API keys. Your pipeline in plain markdown files. --- ## The Methodology: Alibaba Iron Army Framework Before using this skill, understand the philosophy your agent now operates on: ### Principle 1: The Boiling Water Theory (烧水理论) Every customer relationship is like water heating toward boiling (closing). A first visit gets the water to 70°C. Consistent follow-up brings it to 100°C (close). **A gap that's too long lets the water cool back to cold** — and you restart from scratch. Your agent tracks the "temperature" of every lead and alerts you before deals go cold. ### Principle 2: Three-Step Sprint Cycle (三步一杀) Every 4-week cycle follows this rhythm: - **Week 1 — Seed (播种)**: Maximum outreach. Volume is the foundation. Target 40+ touches. - **Week 2 — Flip (翻牌)**: Filter ruthlessly. Identify the top 30% worth pursuing. Walk away from the rest. - **Week 3 — Harvest (采果)**: Close sprint. Push every qualified lead to YES or NO. No gray zones. - **Week 4 — Reset (机动)**: Handle onboarding, collect payment, start seeding next cycle. ### Principle 3: The 8-Visit Daily Structure (每日八访) A productive sales day consists of: - 4 × New customer visits/calls (seed phase) - 2 × Follow-up visits (nurture phase, 2nd or 3rd contact) - 2 × Closing visits (harvest phase, move to YES/NO) ### Principle 4: Four Customer Personality Types (四型客户) Every customer has a dominant style. Matching your approach to their type is the single highest-leverage sales skill: | Type | Chinese | Traits | What They Need | Your Approach | |------|---------|--------|---------------|---------------| | **Tiger** | 老虎型 | Direct, decisive, impatient, results-driven | Bottom line, ROI, fast answers | Lead with outcomes. Be brief. Skip small talk. Use data. | | **Peacock** | 孔雀型 | Enthusiastic, social, optimistic, status-conscious | Recognition, relationships, exciting vision | Build rapport first. Tell success stories. Be energetic. | | **Koala** | 无尾熊型 | Patient, loyal, risk-averse, team-oriented | Safety, proof, support, consensus | Build trust slowly. Provide case studies. Never rush. | | **Owl** | 猫头鹰型 | Analytical, precise, systematic, skeptical | Data, accuracy, process, completeness | Prepare detailed answers. Be precise. Address every concern. | ### Principle 5: The Traffic Light System (红黄绿) Every lead gets a status color at each review: - 🟢 **Green**: Momentum is healthy. Follow-up on schedule. Keep heating. - 🟡 **Yellow**: Stalled. Something slowed down. Needs diagnosis and intervention. - 🔴 **Red**: Relationship cooling. Urgent action required or acknowledge as lost. ### Principle 6: Four-Step Sales Conversation (四步销售法) Every customer interaction follows this sequence: 1. **挖需求 (Uncover)**: Ask questions to understand their real pain. 70% listening, 30% talking. 2. **抛产品 (Present)**: Match your solution to their specific pain. Not features — outcomes. 3. **解问题 (Address)**: Handle objections. Every objection is a buying signal in disguise. 4. **提成交 (Close)**: Ask for the commitment. Silence after asking is your best tool. ### Principle 7: Phone Call Protocol (电话拜访规则) - Optimal call length: **3–5 minutes** (maximum 6 minutes) - Before every call: Write down your ONE objective for this call - Best use cases: Follow-up confirmation, closing push, payment collection - After every call: Log the result within 10 minutes while memory is fresh ### Principle 8: ASK Growth System Every sales improvement requires development in three dimensions: - **A — Attitude (心态)**: Belief in the product, resilience, ownership mindset - **S — Skill (技能)**: Prospecting, questioning, objection handling, closing - **K — Knowledge (知识)**: Industry, product, competition, customer context --- ## Pipeline Stages Leads move through 8 stages. Your agent tracks stage and days-in-stage: | Stage | Label | Description | Healthy Duration | |-------|-------|-------------|-----------------| | 1 | `prospect` | Identified, not yet contacted | — | | 2 | `connected` | First contact made, initial interest | 1–3 days | | 3 | `qualified` | Pain confirmed, budget exists | 3–7 days | | 4 | `presented` | Solution presented | 3–7 days | | 5 | `proposal` | Formal proposal submitted | 3–10 days | | 6 | `negotiation` | Active negotiation on terms | 3–14 days | | 7 | `closing` | Final push — YES or NO this week | 1–5 days | | 8 | `won` | Closed. Onboarding. Collect payment. | — | | 9 | `lost` | Lost. Record reason. Learn. | — | **Alert rule**: Any lead stuck in the same stage for more than double the healthy duration = 🔴 Red status. --- ## Lead Scoring (0–100) Your agent automatically scores each lead to prioritize your daily actions: | Factor | Max Points | How It's Calculated | |--------|-----------|---------------------| | Stage progression | 25 | Higher stage = more points | | Recency of contact | 20 | Last contact < 3 days = 20pts; < 7 days = 10pts; > 14 days = 0pts | | Engagement level | 20 | Customer-initiated contact = high; passive = low | | Deal size | 15 | Relative to your average deal size | | Time pressure | 20 | Customer deadline approaching = high score | **Score interpretation**: - 80–100: 🔥 Hot — close this week - 60–79: ✅ Warm — maintain rhythm, don't let cool - 40–59: 🟡 Lukewarm — needs intervention or deprioritize - Below 40: 🔴 Cold — decide: revive or move on --- ## Commands & Usage ### Daily Commands **Morning Brief** (run every morning before 9am): > "Morning sales brief" / "Who should I call today?" / "Sales priorities today" Agent will: Scan pipeline → Score all leads → Generate top 3–5 priority actions → Suggest approach for each based on customer type. **Log Activity** (after every call/meeting): > "Log: [customer name] — [what happened] — [next step]" > Example: "Log: Sarah Chen at TechBridge — she's interested but wants to loop in her CEO — next step: send exec summary by Thursday" Agent will: Record activity → Update lead status → Recalculate score → Flag if rhythm is at risk. **Add New Lead**: > "New lead: [Name] at [Company] — [context]" > Example: "New lead: David Park at Sunrise Manufacturing — met at trade show, interested in reducing procurement costs" Agent will: Create lead profile → Classify personality type from context → Set stage to connected → Add to next morning brief. **Check Deal Status**: > "How is [customer name] doing?" / "Update on [company]" Agent will: Pull customer profile → Show stage, score, last contact, temperature → Recommend next action. ### Weekly Commands **Weekly Sprint Plan** (every Monday morning): > "Weekly sprint plan" / "Monday sales planning" Agent will: Apply Three-Step Sprint logic to current week in the cycle → Categorize all leads by this week's priority tier → Generate a concrete 5-day action plan → Identify leads that need a YES/NO decision this week. **Pipeline Health Review** (every Friday): > "Pipeline review" / "End of week sales check" / "Pipeline health" Agent will: Calculate overall pipeline velocity → Flag stalled deals → Identify temperature-cooling risks → Suggest which leads to cut (翻牌) → Project next 2-week revenue likelihood. **Stuck Deal Diagnosis**: > "Deal stuck: [customer name]" / "[Customer] hasn't responded, what do I do?" Agent will: Diagnose cause of stall using Iron Army framework → Suggest intervention based on customer type → Provide exact language/script for next outreach. --- ## File Structure This skill uses local files in your workspace: ``` ~/.openclaw/workspace/sales/ ├── pipeline.md ← Your CRM: all active leads ├── activity-log.md ← Every interaction logged ├── weekly-sprint.md ← Current week's plan └── closed-deals.md ← Won/lost deals (for learning) ``` To initialize: run `scripts/init-pipeline.sh` once. --- ## Morning Brief Format Every morning brief follows this structure: ``` 📊 SALES MORNING BRIEF — [Date] Cycle: Week [1/2/3/4] of [Month] Sprint 🔥 TOP PRIORITY TODAY (must-do): 1. [Customer] — [Stage] — Score: [X] — [Why urgent] — [Recommended action] 2. [Customer] — [Stage] — Score: [X] — [Why urgent] — [Recommended action] ✅ MAINTAIN RHYTHM (important): 3. [Customer] — [Stage] — Last contact: [X days ago] — [Action] 4. [Customer] — [Stage] — Last contact: [X days ago] — [Action] ⚡ SEED TODAY (new outreach): - [Target sector/type for today's cold outreach] 📈 PIPELINE SNAPSHOT: - Active leads: [N] - This week's close targets: [N] - Deals cooling (>7 days no contact): [N] - 🔴 Red alerts: [N] ``` --- ## Weekly Sprint Plan Format ``` 🗓 WEEKLY SPRINT — Week [N] of [Month] — [3-Step Phase] Phase: [SEED / FLIP / HARVEST / RESET] PHASE OBJECTIVE: [What this week is about based on the 3-step cycle] MONDAY — Launch: TUESDAY — Deepen: WEDNESDAY — Accelerate: THURSDAY — Push: FRIDAY — Review & Reset: THIS WEEK'S CLOSE TARGETS (need YES or NO): 1. [Customer] — [Stage] — Closing script: [approach] 2. [Customer] — [Stage] — Closing script: [approach] LEADS TO FLIP (qualify or drop): - [Customer] — [Reason to decide] SEED TARGETS (new outreach, 4+ per day): - [Target profile for this week] FRIDAY SUCCESS CRITERIA: □ [N] deals moved forward at least one stage □ [N] YES or NO decisions obtained □ [N] new leads added to pipeline ``` --- ## Stuck Deal Scripts (by Customer Type) ### Tiger (老虎型) — deal stalled: > "I know you're busy, so I'll be direct: the question on the table is X. If we move forward by [date], you get [specific benefit]. If not, I completely understand. Which is it?" ### Peacock (孔雀型) — deal stalled: > "Hey [name], I was just showing your situation to a colleague and they immediately said this reminded them of [success story]. Made me think — let's get the team together for a quick 20-min call this week. When works for you?" ### Koala (无尾熊型) — deal stalled: > "I wanted to check in and share something that might help ease the decision. Three other companies in your industry have been through exactly this situation — here's what they found. No rush at all — just want to make sure you have everything you need to feel confident." ### Owl (猫头鹰型) — deal stalled: > "I realized I hadn't sent over the complete technical spec and the full pricing breakdown with all variables. Sending that now. Let me know if any number looks different from what you expected — I'd rather address it directly than have any ambiguity." --- ## Integration Notes - Works with any messaging channel (Telegram, WhatsApp, Slack, Discord) - No external API required — all data stored locally - Pairs well with: `gog` skill (Google Calendar integration for scheduling follow-ups) - Compatible with: `memo` (brew) for quick voice-to-text lead logging - Daily cron suggested: `0 8 * * 1-5` for automatic morning brief delivery --- ## Quick Start ```bash # 1. Install skill cp -r sales-rhythm-tracker ~/.openclaw/skills/ # 2. Initialize your pipeline workspace ~/.openclaw/skills/sales-rhythm-tracker/scripts/init-pipeline.sh # 3. Add your first lead (via your messaging app): # "New lead: [Name] at [Company] — [context of how you met]" # 4. Get your first morning brief: # "Morning sales brief" ``` --- *Built on the Alibaba Iron Army (阿里铁军) methodology — the sales system that trained 10,000+ B2B salespeople and generated billions in SMB revenue across China.*