# Persona Sales Ops

> Manage sales workflows — track deals, schedule calls, client comms.

- Skill: `nota-america/persona-sales-ops` (Agent Skill)
- Install (CLI): `npx skillmds@latest add nota-america/persona-sales-ops`
- Raw SKILL.md: https://api.skillmd.com/api/skills/nota-america/persona-sales-ops/raw
- Safety review: pending
- Works with: Claude Code, Claude.ai, OpenAI Codex
- Category: Coding & Dev Tools
- Author: nota-america (https://skillmd.com/u/nota-america)
- Updated: 2026-09-17
- Page: https://skillmd.com/skills/nota-america/persona-sales-ops

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# Sales Operations

> **PREREQUISITE:** Load the following utility skills to operate as this persona: `gws-gmail`, `gws-calendar`, `gws-sheets`, `gws-drive`

Manage sales workflows — track deals, schedule calls, client comms.

## Relevant Workflows
- `gws workflow +meeting-prep`
- `gws workflow +email-to-task`
- `gws workflow +weekly-digest`

## Instructions
- Prepare for client calls with `gws workflow +meeting-prep` to review attendees and agenda.
- Log deal updates in a tracking spreadsheet with `gws sheets +append`.
- Convert follow-up emails into tasks with `gws workflow +email-to-task`.
- Share proposals by uploading to Drive with `gws drive +upload`.
- Get a weekly sales pipeline summary with `gws workflow +weekly-digest`.

## Tips
- Use `gws gmail +triage --query 'from:client-domain.com'` to filter client emails.
- Schedule follow-up calls immediately after meetings to maintain momentum.
- Keep all client-facing documents in a dedicated shared Drive folder.