Sales Enablement — Full Sales Enablement Pipeline
An agent team collaborates to generate the full B2B sales pipeline in one pass: Customer Analysis → Proposal → Presentation → Follow-up.
Execution Mode
Agent Team — 5 agents communicate directly via SendMessage and cross-verify each other's work.
Agent Composition
| Agent |
File |
Role |
Type |
| customer-analyst |
.claude/agents/customer-analyst.md |
Customer profiling, needs, DMU analysis |
general-purpose |
| proposal-writer |
.claude/agents/proposal-writer.md |
Customized proposal, ROI, pricing design |
general-purpose |
| presenter |
.claude/agents/presenter.md |
Presentation storyline, slide structure |
general-purpose |
| followup-manager |
.claude/agents/followup-manager.md |
Follow-up schedule, objection handling, negotiation |
general-purpose |
| sales-reviewer |
.claude/agents/sales-reviewer.md |
Cross-verification, consistency checking |
general-purpose |
Workflow
Phase 1: Preparation (Performed directly by the orchestrator)
- Extract from user input:
- Customer Info: Customer company name, industry, size, contact person
- Our Info: Product/service, strengths, price range
- Sales Situation: Deal stage, competitive landscape, timeline
- Existing Materials (optional): Customer analysis, existing proposals, etc.
- Create the
_workspace/ directory at the project root
- Organize input and save as
_workspace/00_input.md
- If existing files are present, copy them to
_workspace/ and skip the corresponding phase
Phase 2: Team Assembly and Execution
| Order |
Task |
Owner |
Dependencies |
Deliverable |
| 1 |
Customer analysis |
customer-analyst |
None |
_workspace/01_customer_analysis.md |
| 2 |
Proposal writing |
proposal-writer |
Task 1 |
_workspace/02_proposal.md |
| 3a |
Presentation design |
presenter |
Tasks 1, 2 |
_workspace/03_presentation.md |
| 3b |
Follow-up planning |
followup-manager |
Tasks 1, 2 |
_workspace/04_followup_plan.md |
| 4 |
Sales review |
sales-reviewer |
Tasks 1, 2, 3a, 3b |
_workspace/05_review_report.md |
Tasks 3a (Presentation) and 3b (Follow-up) execute in parallel. Both depend on Tasks 1 (Customer Analysis) and 2 (Proposal), so they start simultaneously after the proposal is complete.
Inter-agent communication flow:
- customer-analyst completes → sends pain points and BANT assessment to proposal-writer
- proposal-writer completes → sends value proposition and ROI to presenter; sends pricing and objections to followup-manager
- presenter completes → sends Q&A predictions to followup-manager
- sales-reviewer cross-verifies all deliverables. When RED Must Fix items are found, sends revision requests to the relevant agent → rework → re-verify (up to 2 iterations)
Phase 3: Integration and Final Deliverables
- Verify all files in
_workspace/
- Confirm that all RED Must Fix items from the review report have been addressed
- Report the final summary to the user
Execution Modes by Request Scope
| User Request Pattern |
Execution Mode |
Agents Deployed |
| "Create a full sales package" |
Full Pipeline |
All 5 agents |
| "Just write a proposal" |
Proposal Mode |
customer-analyst + proposal-writer + reviewer |
| "Build a sales presentation" (proposal exists) |
Presentation Mode |
presenter + reviewer |
| "Plan a follow-up strategy" |
Follow-up Mode |
followup-manager + reviewer |
| "Review this proposal" |
Review Mode |
reviewer only |
Data Transfer Protocol
| Strategy |
Method |
Purpose |
| File-based |
_workspace/ directory |
Store and share major deliverables |
| Message-based |
SendMessage |
Real-time key information transfer, revision requests |
Error Handling
| Error Type |
Strategy |
| Insufficient customer info |
Build a hypothesis-based profile using industry/size, tag with "HYPOTHESIS-BASED" |
| Insufficient product info |
Draft using a general B2B solution framework, tag with "PRODUCT INFO NEEDED" |
| Web search failure |
Proceed with general knowledge, tag with "DATA LIMITED" |
| Agent failure |
Retry once → if still failing, proceed without that deliverable and note the omission in the review report |
| RED found in review |
Send revision request to the relevant agent → rework → re-verify (up to 2 iterations) |
Test Scenarios
Normal Flow
Prompt: "We want to propose our cloud security solution to Acme Corp. It's a $500K annual contract, and the CISO is the decision-maker. They currently use Competitor P's solution."
Expected Result:
- Customer Analysis: Profile based on Acme Corp's public info + DMU mapping
- Proposal: Cloud security-specific value proposition + differentiators vs. Competitor P + 3-tier ROI
- Presentation: CISO-perspective messaging emphasis, security ROI visualization
- Follow-up: Reflects enterprise decision cycle (4-8 weeks), 5+ objection responses
Existing File Flow
Prompt: "I have this customer analysis. Just create the proposal and presentation from it." + attached file
Expected Result:
- Copy existing analysis to
_workspace/01_customer_analysis.md
- Skip customer-analyst; deploy proposal-writer + presenter + reviewer
Error Flow
Prompt: "Create a sales proposal. The customer is a mid-sized company."
Expected Result:
- Insufficient customer info → Ask follow-up questions about industry/product
- If only minimal info is provided, generate a general mid-market framework proposal
- Tag with "CUSTOMER CUSTOMIZATION NEEDED"
Agent Extension Skills
Extension skills that enhance each agent's domain expertise:
| Skill |
File |
Target Agent |
Role |
| roi-calculator |
.claude/skills/roi-calculator/skill.md |
proposal-writer, presenter |
ROI/TCO/Payback formulas, value quantification framework, 3-stage presentation |
| objection-handler |
.claude/skills/objection-handler/skill.md |
followup-manager, proposal-writer |
BANT+C objection classification, LAER response framework, severity assessment, negotiation strategy |
1---2name: sales-enablement3description: A full B2B sales enablement pipeline. An agent team collaborates to produce customer analysis, customized proposals, presentations, and follow-up plans. Use this skill for 'create a sales proposal,' 'analyze a customer,' 'write a proposal,' 'build a sales presentation,' 'follow-up plan,' 'sales materials,' 'sales strategy,' 'customer proposal,' and 'B2B proposal' — across the full spectrum of sales enablement. It also supports supplementing and extending existing customer analyses or proposals. Note: CRM system implementation, real-time pipeline dashboards, contract legal review, and actual email sending are outside the scope of this skill.4---56# Sales Enablement — Full Sales Enablement Pipeline78An agent team collaborates to generate the full B2B sales pipeline in one pass: Customer Analysis → Proposal → Presentation → Follow-up.910## Execution Mode1112**Agent Team** — 5 agents communicate directly via SendMessage and cross-verify each other's work.1314## Agent Composition1516| Agent | File | Role | Type |17|-------|------|------|------|18| customer-analyst | `.claude/agents/customer-analyst.md` | Customer profiling, needs, DMU analysis | general-purpose |19| proposal-writer | `.claude/agents/proposal-writer.md` | Customized proposal, ROI, pricing design | general-purpose |20| presenter | `.claude/agents/presenter.md` | Presentation storyline, slide structure | general-purpose |21| followup-manager | `.claude/agents/followup-manager.md` | Follow-up schedule, objection handling, negotiation | general-purpose |22| sales-reviewer | `.claude/agents/sales-reviewer.md` | Cross-verification, consistency checking | general-purpose |2324## Workflow2526### Phase 1: Preparation (Performed directly by the orchestrator)27281. Extract from user input:29 - **Customer Info**: Customer company name, industry, size, contact person30 - **Our Info**: Product/service, strengths, price range31 - **Sales Situation**: Deal stage, competitive landscape, timeline32 - **Existing Materials** (optional): Customer analysis, existing proposals, etc.332. Create the `_workspace/` directory at the project root343. Organize input and save as `_workspace/00_input.md`354. If existing files are present, copy them to `_workspace/` and skip the corresponding phase3637### Phase 2: Team Assembly and Execution3839| Order | Task | Owner | Dependencies | Deliverable |40|-------|------|-------|-------------|-------------|41| 1 | Customer analysis | customer-analyst | None | `_workspace/01_customer_analysis.md` |42| 2 | Proposal writing | proposal-writer | Task 1 | `_workspace/02_proposal.md` |43| 3a | Presentation design | presenter | Tasks 1, 2 | `_workspace/03_presentation.md` |44| 3b | Follow-up planning | followup-manager | Tasks 1, 2 | `_workspace/04_followup_plan.md` |45| 4 | Sales review | sales-reviewer | Tasks 1, 2, 3a, 3b | `_workspace/05_review_report.md` |4647Tasks 3a (Presentation) and 3b (Follow-up) execute **in parallel**. Both depend on Tasks 1 (Customer Analysis) and 2 (Proposal), so they start simultaneously after the proposal is complete.4849**Inter-agent communication flow:**50- customer-analyst completes → sends pain points and BANT assessment to proposal-writer51- proposal-writer completes → sends value proposition and ROI to presenter; sends pricing and objections to followup-manager52- presenter completes → sends Q&A predictions to followup-manager53- sales-reviewer cross-verifies all deliverables. When RED Must Fix items are found, sends revision requests to the relevant agent → rework → re-verify (up to 2 iterations)5455### Phase 3: Integration and Final Deliverables56571. Verify all files in `_workspace/`582. Confirm that all RED Must Fix items from the review report have been addressed593. Report the final summary to the user6061## Execution Modes by Request Scope6263| User Request Pattern | Execution Mode | Agents Deployed |64|---------------------|---------------|----------------|65| "Create a full sales package" | **Full Pipeline** | All 5 agents |66| "Just write a proposal" | **Proposal Mode** | customer-analyst + proposal-writer + reviewer |67| "Build a sales presentation" (proposal exists) | **Presentation Mode** | presenter + reviewer |68| "Plan a follow-up strategy" | **Follow-up Mode** | followup-manager + reviewer |69| "Review this proposal" | **Review Mode** | reviewer only |7071## Data Transfer Protocol7273| Strategy | Method | Purpose |74|----------|--------|---------|75| File-based | `_workspace/` directory | Store and share major deliverables |76| Message-based | SendMessage | Real-time key information transfer, revision requests |7778## Error Handling7980| Error Type | Strategy |81|-----------|----------|82| Insufficient customer info | Build a hypothesis-based profile using industry/size, tag with "HYPOTHESIS-BASED" |83| Insufficient product info | Draft using a general B2B solution framework, tag with "PRODUCT INFO NEEDED" |84| Web search failure | Proceed with general knowledge, tag with "DATA LIMITED" |85| Agent failure | Retry once → if still failing, proceed without that deliverable and note the omission in the review report |86| RED found in review | Send revision request to the relevant agent → rework → re-verify (up to 2 iterations) |8788## Test Scenarios8990### Normal Flow91**Prompt**: "We want to propose our cloud security solution to Acme Corp. It's a $500K annual contract, and the CISO is the decision-maker. They currently use Competitor P's solution."92**Expected Result**:93- Customer Analysis: Profile based on Acme Corp's public info + DMU mapping94- Proposal: Cloud security-specific value proposition + differentiators vs. Competitor P + 3-tier ROI95- Presentation: CISO-perspective messaging emphasis, security ROI visualization96- Follow-up: Reflects enterprise decision cycle (4-8 weeks), 5+ objection responses9798### Existing File Flow99**Prompt**: "I have this customer analysis. Just create the proposal and presentation from it." + attached file100**Expected Result**:101- Copy existing analysis to `_workspace/01_customer_analysis.md`102- Skip customer-analyst; deploy proposal-writer + presenter + reviewer103104### Error Flow105**Prompt**: "Create a sales proposal. The customer is a mid-sized company."106**Expected Result**:107- Insufficient customer info → Ask follow-up questions about industry/product108- If only minimal info is provided, generate a general mid-market framework proposal109- Tag with "CUSTOMER CUSTOMIZATION NEEDED"110111## Agent Extension Skills112113Extension skills that enhance each agent's domain expertise:114115| Skill | File | Target Agent | Role |116|-------|------|-------------|------|117| roi-calculator | `.claude/skills/roi-calculator/skill.md` | proposal-writer, presenter | ROI/TCO/Payback formulas, value quantification framework, 3-stage presentation |118| objection-handler | `.claude/skills/objection-handler/skill.md` | followup-manager, proposal-writer | BANT+C objection classification, LAER response framework, severity assessment, negotiation strategy |
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