Omh Sales Development

Sales Development

This is an OMH sales-development workflow skill, projected for Agent Skills hosts (Claude Code, Codex, Cursor, opencode, OpenClaw, pi).

Why This Exists

sales-development prepares evidence-bounded discovery and qualification guidance without claiming sales execution.

Do Not Use When

• The user needs a company-level positioning, market-entry, or strategic-options decision rather than account-level discovery; use strategy-brief.
• The user supplies a CRM export or pipeline snapshot and needs portfolio health, aging, slipped deals, forecast calibration, or renewal-risk review; use sales-pipeline-review.
• The user only wants a polished social post, newsletter, or one-off outbound-copy rewrite; use content-operator.
• The user asks to send outreach, update Salesforce or HubSpot, create an opportunity, or book a meeting; use connector-operator with explicit recipient, object, and authority.
• The request asks for current competitor or company evidence but supplies no source material; begin with research before presenting claims as observed.

Examples

Good example:

• Prompt: Build a discovery plan and qualification questions for a mid-market prospect considering our support platform.
• Expected behavior: Prepare account evidence gaps, discovery and qualification questions, value hypotheses, and an owned next-step plan.
• Why: The request is account-level sales discovery, not outreach execution or company strategy.

Bad example:

• Prompt: Write a LinkedIn launch post for our new feature.
• Expected behavior: Route to content-operator, not sales-development.
• Why: A one-off social post has no account qualification or discovery objective.

Completion Checklist

• The decision, options, tradeoffs, assumptions, and rejected alternatives are named.
• Observed signals are separated from strategic inference.
• Accepted decisions and implementation follow-ups are not conflated.

Recovery Notes

• If evidence is mostly assumption, label it and recommend a research or feedback-triage pass.
• If the decision owner is missing, keep the output as options rather than accepted strategy.

Use When

Use when a seller or business-development owner needs account context, buyer hypotheses, qualification questions, value narrative, partner/outreach plan, and a non-executing next-step sequence.

Strong routing signals: `sales discovery`, `account plan`, `outbound messaging`, `영업 발굴`, `고객사 계획`, `아웃바운드 메시지`

Catalog Metadata

Category: strategy Phase: sales-development Quality tier: decision-gated Reasoning demand: standard

Quality bar:

• Separate account evidence, buyer hypotheses, qualification questions, and next-step ownership.
• Keep outreach drafts and CRM actions explicitly non-executing.

Required inputs:

• account or segment
• available evidence
• buyer hypothesis
• sales objective

Expert clarification questions:

• account or segment
  • English: Which fit criteria and disqualifiers, offer or use case, stage and owner, geography, and evidenced stakeholders and roles define the account or segment?
  • Korean: 어떤 적합 기준과 제외 기준, 제안 또는 사용 사례, 단계와 책임자, 지역, 근거가 있는 이해관계자와 역할이 계정 또는 세그먼트를 정의하나요?

Expected outputs:

• sales_opportunity_evidence_record/v1
• sales_qualification_state/v1
• sales_draft_sequence/v1
• sales_handoff_disposition/v1

Artifact expectations:

• prepared sales development brief when a wrapper captures it

Safety rules:

• Treat unsupported company and competitor information as evidence gaps, not facts.
• Do not claim prospect contact, CRM mutation, meeting booking, opportunity creation, revenue, or progress.

Procedure: load references/procedure.md.

Runtime Evidence

Use the current host's own tools and subagent/task mechanism when available; otherwise run the same lanes sequentially or name the unavailable capability. A prepared plan, handoff, checklist, or skill installation is not execution, review, CI, merge-readiness, or merge evidence. Report actual tool results or not_observed / not_available; never invent dispatch or host accounting. Treat supplied context as advisory, not proof of hidden memory reads or writes. State scope, constraints, verification, and the stop condition before work. Supporting paths are relative to this skill directory; sibling skill paths are relative to its parent. Resolve them from the host-provided skill base directory ({baseDir} on hosts that provide it), never a hardcoded install location. A named workflow not installed here is unavailable, not permission to emulate its host-specific capabilities. Verify through the real surface before done.