Sales

Sales Skill 💼

Skill Graph： 领域 → [[_index-conversion|报价与转化领域]] | 上游 ← [[sales|Pipeline数据]] | 下游 → [[smart-quote|智能报价]] / [[holo-sales-trainer|销售培训]]

Turn your AI agent into an elite sales operations partner.

Track leads, manage pipelines, automate outreach, and never lose a deal to poor follow-up again.

What This Skill Does

✅ Lead Tracking — Capture, qualify, and track leads through your pipeline ✅ CRM Integration — Work with your existing CRM or use built-in tracking ✅ Outreach Automation — Generate personalized outreach sequences ✅ Pipeline Management — Track deals, forecast revenue, identify bottlenecks ✅ Follow-up Automation — Never miss a follow-up again ✅ Sales Analytics — Track conversion rates, velocity, and win/loss reasons

Quick Start

1. Set up your sales workspace:

./scripts/sales-init.sh

2. Configure your preferences in TOOLS.md:

### Sales
- CRM: [HubSpot/Salesforce/Notion/Built-in]
- Default pipeline stages: [Stages]
- Follow-up cadence: [Days between touchpoints]
- Meeting booking link: [URL]

3. Start tracking leads!

Lead Management

Lead Qualification Framework (BANT)

Lead Score Thresholds:

• 80-100: Hot 🔥 — Contact immediately
• 60-79: Warm — Nurture actively
• 40-59: Cool — Keep in nurture sequence
• 0-39: Cold — Low priority

Lead Capture Template

# Lead: [Company Name]

## Contact Info
- **Name:** [Full Name]
- **Title:** [Job Title]
- **Email:** [Email]
- **Phone:** [Phone]
- **LinkedIn:** [URL]
- **Company:** [Company]
- **Website:** [URL]

## Qualification (BANT)
- **Budget:** [Yes/No/Unknown] — [Notes]
- **Authority:** [Decision-maker/Influencer/User] — [Notes]
- **Need:** [Strong/Moderate/Weak] — [Notes]
- **Timeline:** [Immediate/1-3mo/3-6mo/6mo+] — [Notes]
- **Lead Score:** [X/100]

## Source
- **How they found us:** [Source]
- **First touchpoint:** [Date]
- **Initial interest:** [What they asked about]

## Notes
[Relevant context, pain points, opportunities]

## Next Action
- [ ] [Action] — Due: [Date]

Pipeline Management

Standard Pipeline Stages

Pipeline Tracking Template

# Sales Pipeline — [Month]

## Summary
- Total pipeline value: $[X]
- Weighted pipeline: $[X]
- Deals in pipeline: [X]
- Expected closes this month: [X]

## By Stage

### Lead ([X] deals, $[X])
| Company | Value | Owner | Last Activity | Next Step |
|---------|-------|-------|---------------|-----------|
| [Name] | $[X] | [You] | [Date] | [Action] |

### Qualified ([X] deals, $[X])
...

### Demo/Proposal ([X] deals, $[X])
...

### Negotiation ([X] deals, $[X])
...

## Stale Deals (>14 days no activity)
| Company | Stage | Last Activity | Recommended Action |
|---------|-------|---------------|-------------------|

Pipeline Velocity Metrics

Outreach Automation

Cold Outreach Sequence

Day 1: Initial Email

Subject: [Personalized hook based on research]

Hi [Name],

[Observation about their company/role — show you did research].

[One sentence about what you do and why it's relevant to them].

[Specific question or soft CTA].

Best,
[Your name]

Day 3: Follow-up 1

Subject: Re: [Original subject]

Hi [Name],

Wanted to make sure this didn't get buried — [brief restate of value].

[New angle or additional value point].

Worth a quick chat?

[Your name]

Day 7: Follow-up 2 (Value Add)

Subject: [Related resource or insight]

Hi [Name],

Found this [article/resource/insight] and thought of you: [link]

[Brief explanation of why it's relevant].

If this resonates, happy to share how we helped [similar company] with [similar challenge].

[Your name]

Day 14: Break-up Email

Subject: Should I close your file?

Hi [Name],

I haven't heard back, so I'm assuming the timing isn't right.

No worries — I'll close out my notes for now.

If things change, feel free to reply anytime.

[Your name]

Personalization Research Checklist

Before outreach, gather:

• Recent company news (funding, launch, hire)
• LinkedIn activity (posts, comments, likes)
• Company blog/newsletter
• Mutual connections
• Tech stack (if relevant)
• Competitors they might use

Follow-up System

Never Miss a Follow-up

The Rule: Every deal has a next action with a due date. No exceptions.

Follow-up Cadence by Stage:

Follow-up Reminder Template

# Daily Follow-up Queue

## Due Today
| Lead | Stage | Last Contact | Reason | Next Action |
|------|-------|--------------|--------|-------------|
| [Co] | [Stage] | [Date] | [Context] | [Action] |

---

## 详细参考

> 以下内容已拆分到 [[references/extended-guide.md]]，仅在需要时读取：
> - Overdue
> - Meeting Management
> - Company Research
> - Attendee Research
> - Their Likely Pain Points
> - Questions to Ask
> - Our Value Proposition for Them
> - Objections to Expect
> - Meeting Goals
> - Attendees
> - Key Takeaways
> - Pain Points Confirmed
> - Decision Process
> - Objections Raised
> - Next Steps
> - Follow-up Email
> - Objection Handling
> - Sales Analytics
> - Summary
> - Pipeline Health
> - Activity Metrics
> - Wins
> - Losses
> - Focus for Next Week
> - Win Patterns
> - Loss Patterns
> - Insights & Actions
> - Scripts
> - CRM Integration
> - Best Practices
> - Common Mistakes
> - License
>
> 何时读取：需要查阅详细步骤、模板、配置或示例时。