B2B Sales Pipeline Workflow
Build a complete B2B marketing-to-sales pipeline.
Pre-Flight
Check for .agents/product-marketing-context.md. If missing, invoke product-marketing-context first — this is critical for B2B where positioning drives everything.
Phase 1: Revenue Operations Foundation
Step 1A — RevOps Setup
Invoke revops:
- Lead lifecycle stages (Subscriber → MQL → SQL → Opportunity → Customer)
- Lead scoring model (demographic + behavioral signals)
- Routing rules (which leads go to which reps/teams)
- Marketing-to-sales handoff criteria
- CRM automation specs
Step 1B — Pricing & Packaging
Invoke pricing-strategy (if not already set):
- Tier structure aligned to B2B buying motion
- Enterprise vs. self-serve packaging
- Annual vs. monthly, per-seat vs. usage
Gate: User approves lifecycle stages, scoring model, and pricing.
Phase 2: Sales Collateral
Step 2A — Sales Enablement Suite
Invoke sales-enablement to create:
- Pitch deck (slide-by-slide outline)
- One-pager / leave-behind
- Objection handling document
- Demo script / talk track
- ROI calculator framework
- Buyer persona cards
Step 2B — Competitor Battle Cards
Invoke competitor-alternatives:
- "Us vs. Them" comparison pages
- "Alternatives to [Competitor]" pages
- Feature matrices with honest positioning
- Internal battle cards for sales team
Step 2C — Schema for Sales Pages
Invoke schema-markup for:
- Product, FAQ, and Organization schema on key pages
Gate: User reviews collateral before outbound begins.
Phase 3: Outbound Engine
Step 3A — Cold Email Sequences
Invoke cold-email for each ICP segment:
- Initial outreach email (3 angle variations)
- 3-5 touch follow-up sequence per variation
- Subject line alternatives
- Personalization framework by signal type
Step 3B — Email Nurture (Inbound Leads)
Invoke email-sequence for:
- MQL nurture sequence (education → demo request)
- Post-demo follow-up sequence
- Stalled deal re-engagement sequence
Step 3C — Social Selling Content
Invoke social-content focused on:
- LinkedIn thought leadership for sales team
- Content that supports outbound conversations
- Case study and proof point distribution
Phase 4: Measurement & Optimization
Step 4A — Pipeline Analytics
Invoke analytics-tracking:
- Pipeline stage conversion rates
- Lead source attribution
- Email engagement metrics
- Sales cycle length tracking
Step 4B — A/B Testing
Invoke ab-test-setup:
- Cold email subject line tests
- Landing page variations for demo requests
- Pricing page experiments
Skill Chain Summary
Foundation: revops → pricing-strategy
Collateral: sales-enablement → competitor-alternatives → schema-markup
Outbound: cold-email → email-sequence → social-content
Measurement: analytics-tracking → ab-test-setup
Rules
- RevOps (Phase 1) must come first — it defines the pipeline that everything else feeds.
- Collateral (Phase 2) before outbound (Phase 3) — don't start emailing without materials.
- If user only needs outbound emails, can skip to Phase 3 but recommend Phase 2.
- Cold email sequences should have at least 3 angle variations per ICP.