# Sales Pipeline > Manages a B2B sales pipeline within 1ai-social: tracks leads through stages, qualifies with BANT, generates proposals, schedules follow-ups, and produces daily analytics. - Skill: `oyi77/sales-pipeline` (Agent Skill) - Install (CLI): `npx skillmds add oyi77/sales-pipeline` - Raw SKILL.md: https://api.skillmd.com/api/skills/oyi77/sales-pipeline/raw - Safety review: PASS (external: skill-scanner PASS, skillspector PASS) - Works with: Claude Code, Claude.ai, OpenAI Codex - Category: Productivity, Task Management - Tags: 1ai Social, B2b Sales, Bant Qualification, Follow Ups, Lead Tracking, Proposals, Sales Analytics, Sales Pipeline - License: Apache-2.0 - Author: oyi77 (https://skillmd.com/u/oyi77) - Updated: 2026-08-22 - Page: https://skillmd.com/skills/oyi77/sales-pipeline --- # Money-Making Overview This pipeline converts leads into cash. Each stage advance increases deal probability: NEW (5%) → CONTACTED (10%) → QUALIFIED (25%) → DEMO (40%) → PROPOSAL (60%) → NEGOTIATION (80%) → CLOSED_WON (100%). Moving 10 leads through the full pipeline per month at $2K average deal size = $20K monthly revenue. ## When Not to Use - **Simple or one-off tasks** — if the task is straightforward, direct execution is faster than structured methodology. - **Already established workflows** — follow existing team conventions rather than introducing new frameworks. - **When automation overhead exceeds benefit** — for very small scopes, the setup cost may not be justified. ## Dependencies - Python 3.8+ or Node.js 18+ - Access to relevant APIs/services for your specific use case - Basic understanding of the domain concepts ## Commands ```bash # Refer to the skill's usage section for specific commands # Adapt these to your workflow ``` ## Revenue Streams 1. **Your Own Sales ($2K-20K/deal)** — Close your own services through the pipeline 2. **Pipeline-as-a-Service ($1K-5K/mo)** — Manage pipeline for clients: import their leads, qualify, track stages, generate proposals 3. **Sales Analytics ($500-2K/mo)** — Pipeline reporting as a service: weekly reports, conversion analysis, revenue forecasts for other businesses ## First Action in 60 Minutes ```bash #!/usr/bin/env bash # Pipeline audit: measure current stage distribution echo "=== Pipeline Audit ===" echo "Leads by stage:" echo " NEW: $(sqlite3 ~/1ai-social/data.db 'SELECT COUNT(*) FROM sales_leads WHERE stage="NEW"' 2>/dev/null || echo 0)" echo " QUALIFIED: $(sqlite3 ~/1ai-social/data.db 'SELECT COUNT(*) FROM sales_leads WHERE stage="QUALIFIED"' 2>/dev/null || echo 0)" echo " PROPOSAL: $(sqlite3 ~/1ai-social/data.db 'SELECT COUNT(*) FROM sales_leads WHERE stage="PROPOSAL"' 2>/dev/null || echo 0)" echo " CLOSED_WON: $(sqlite3 ~/1ai-social/data.db 'SELECT COUNT(*) FROM sales_leads WHERE stage="CLOSED_WON"' 2>/dev/null || echo 0)" echo "" echo "Revenue target for this month: \$X" echo "Deals needed at 60% proposal stage: X" ``` --- ## When to Use **Trigger phrases:** - "sales pipeline" - "track deal" - "add lead to CRM" - "sales report" - "follow up" - "generate proposal" - "lead scoring" **Use cases:** - Managing B2B sales pipeline from lead to close - Scoring and qualifying leads (BANT) - Generating proposals and outreach messages - Tracking follow-ups and daily sales queue - Importing 1ai-engage leads into sales pipeline **When NOT to use:** - For marketing/social media tasks (use other 1ai-social tools) - For customer support (use customer-support skill) - When the prospect is not a good fit for your product - For markets where you have no distribution channel - When the deal size does not justify the effort --- ## Architecture Sales is built INTO 1ai-social as MCP tools (prefixed `sales_`). ``` 1ai-social MCP Server (75 tools total) ├── Marketing tools (55) — content, social, engagement, growth ├── 1ai-engage tools — cold outreach pipeline └── Sales tools (20) — lead → qualify → propose → close ``` --- ## Pipeline Stages — The Money Funnel ``` NEW → CONTACTED → QUALIFIED → DEMO → PROPOSAL → NEGOTIATION → CLOSED_WON 🔍 📞 📋 🎯 📄 💬 🤝 └──▶ CLOSED_LOST ❌ ``` | Stage | Win Probability | Money Mindset | |-------|-----------------|---------------| | NEW | 5% | Cold. Needs qualification or drop. | | CONTACTED | 10% | They know you exist. Get on their radar. | | QUALIFIED | 25% | Budget, authority, need, timeline confirmed. Real deal. | | DEMO | 40% | They saw value. Now prove it solves their problem. | | PROPOSAL | 60% | Halfway there. Don't stall — follow up within 24h. | | NEGOTIATION | 80% | Price objections. Hold value, offer options. | | CLOSED_WON | 100% | Money in the bank. Ask for referrals. | --- ## MCP Tools (20 sales_ tools) ### Lead Management (Capture Every Prospect) - `sales_add_lead` — Add new lead - `sales_list_leads` — List with stage/grade filters - `sales_get_lead` — Full details + activities + proposals - `sales_update_lead` — Update fields ### Qualification (Filter Tire-Kickers) - `sales_qualify_lead` — BANT qualification (auto-advances when all 4 confirmed) **BANT Checklist:** - **B**udget — Can they afford it? Do they have a budget allocated? - **A**uthority — Are they the decision maker? Can they sign? - **N**eed — Do they clearly need what you offer? Is it a priority? - **T**imeline — When do they want to buy? Is there urgency? A lead is qualified only when ALL 4 criteria are confirmed. Do not advance unqualified leads — they waste your pipeline capacity. ### Pipeline (Move Deals Forward) - `sales_move_lead` — Move to specific stage - `sales_advance_lead` — Auto-advance to next stage ### Activities (Track Every Interaction) - `sales_log_activity` — Log call/email/meeting/note - `sales_get_activities` — Activity history ### Proposals (Close Deals) - `sales_create_proposal` — Create proposal - `sales_send_proposal` — Mark as sent - `sales_get_proposals` — List proposals - `sales_generate_proposal_template` — AI-generated template ### Follow-ups (Don't Lose Money to Silence) - `sales_schedule_follow_up` — Schedule with due date - `sales_complete_follow_up` — Mark done - `sales_get_follow_ups` — List pending ### Analytics (Measure Your Money Machine) - `sales_pipeline_report` — Full pipeline analytics - `sales_daily_queue` — Today's priority actions ### Integration (Feed the Pipeline) - `sales_import_from_engage` — Guide for importing 1ai-engage leads - `sales_generate_outreach` — Personalized email/WA/LinkedIn --- ## Workflow: 1ai-engage → Sales (Convert Cold to Cash) ``` 1. engage_list_leads(status='replied') → get warm leads 2. sales_add_lead(source='engage', ...) → import to pipeline 3. sales_qualify_lead(budget=True, ...) → BANT qualify 4. sales_advance_lead() → move through stages 5. sales_generate_proposal_template() → generate proposal 6. sales_create_proposal() → sales_send_proposal() 7. sales_schedule_follow_up() → track follow-ups 8. sales_pipeline_report() → analytics ``` --- ## Anti-Rationalization Table | Excuse | Truth | |--------|-------| | "Pipeline is empty this month" | Start with 10 cold outreaches RIGHT NOW | | "I need more tools" | You have 20 tools; use them | | "Deals always stall at proposal" | Follow up within 24h or lose the deal | | "Cold outreach does not work" | It works when personalized and targeted. Generic spam does not. | | "I will follow up later" | 80% of sales require 5+ follow-ups. Follow up consistently. | | "Price is the only factor" | Value, trust, and timing matter more than price. Sell outcomes. | --- ## Process 1. **Prepare** — Gather requirements, verify prerequisites, set up environment 2. **Execute** — Run sales pipeline workflow with configured parameters 3. **Verify** — Validate output meets requirements, document results ## Verification - [ ] All steps executed successfully - [ ] Results validated against acceptance criteria - [ ] Error handling tested with edge cases - [ ] Documentation updated with findings ## Output Format On pipeline report: "[N] leads in pipeline, $[N] total value, [N]% to next stage, [N] deals closing this week"