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Transform your AI agent into a sales assistant that never lets leads slip through the cracks.\n\nTags: latest:1.0.0\n\nVersion history:\n\nv1.0.0 | 2026-02-06T20:42:26.021Z | auto\n\nInitial release of the Sales skill: transform your AI agent into a sales operations assistant.\n\n- Provides CRM integration, lead tracking, and outreach automation templates.\n- Includes lead qualification (BANT framework), customizable lead capture, and pipeline tracking tools.\n- Features pipeline dashboards, deal summary templates, and follow-up automation to ensure no leads slip through the cracks.\n- Supplies ready-made cold outreach sequences and meeting management checklists.\n- Offers objection handling tips and structured analytics for forecasting and performance tracking.\n\nArchive index:\n\nArchive v1.0.0: 5 files, 9107 bytes\n\nFiles: scripts/lead-tracker.sh (3914b), scripts/pipeline-report.sh (2657b), scripts/sales-init.sh (3101b), SKILL.md (11916b), _meta.json (124b)\n\nFile v1.0.0:SKILL.md\n\n---\nname: sales\nversion: 1.0.0\ndescription: \"CRM integration, lead tracking, outreach automation, and pipeline management. Transform your AI agent into a sales assistant that never lets leads slip through the cracks.\"\nauthor: openclaw\n---\n\n# Sales Skill 💼\n\n**Turn your AI agent into an elite sales operations partner.**\n\nTrack leads, manage pipelines, automate outreach, and never lose a deal to poor follow-up again.\n\n---\n\n## What This Skill Does\n\n✅ **Lead Tracking** — Capture, qualify, and track leads through your pipeline\n✅ **CRM Integration** — Work with your existing CRM or use built-in tracking\n✅ **Outreach Automation** — Generate personalized outreach sequences\n✅ **Pipeline Management** — Track deals, forecast revenue, identify bottlenecks\n✅ **Follow-up Automation** — Never miss a follow-up again\n✅ **Sales Analytics** — Track conversion rates, velocity, and win/loss reasons\n\n---\n\n## Quick Start\n\n1. Set up your sales workspace:\n```bash\n./scripts/sales-init.sh\n```\n\n2. Configure your preferences in `TOOLS.md`:\n```markdown\n### Sales\n- CRM: [HubSpot/Salesforce/Notion/Built-in]\n- Default pipeline stages: [Stages]\n- Follow-up cadence: [Days between touchpoints]\n- Meeting booking link: [URL]\n```\n\n3. Start tracking leads!\n\n---\n\n## Lead Management\n\n### Lead Qualification Framework (BANT)\n\n| Criteria | Question | Weight |\n|----------|----------|--------|\n| **Budget** | Can they afford it? | 25% |\n| **Authority** | Are they the decision-maker? | 25% |\n| **Need** | Do they have a real problem you solve? | 30% |\n| **Timeline** | When do they need a solution? | 20% |\n\n**Lead Score Thresholds:**\n- 80-100: Hot 🔥 — Contact immediately\n- 60-79: Warm — Nurture actively\n- 40-59: Cool — Keep in nurture sequence\n- 0-39: Cold — Low priority\n\n### Lead Capture Template\n\n```markdown\n# Lead: [Company Name]\n\n## Contact Info\n- **Name:** [Full Name]\n- **Title:** [Job Title]\n- **Email:** [Email]\n- **Phone:** [Phone]\n- **LinkedIn:** [URL]\n- **Company:** [Company]\n- **Website:** [URL]\n\n## Qualification (BANT)\n- **Budget:** [Yes/No/Unknown] — [Notes]\n- **Authority:** [Decision-maker/Influencer/User] — [Notes]\n- **Need:** [Strong/Moderate/Weak] — [Notes]\n- **Timeline:** [Immediate/1-3mo/3-6mo/6mo+] — [Notes]\n- **Lead Score:** [X/100]\n\n## Source\n- **How they found us:** [Source]\n- **First touchpoint:** [Date]\n- **Initial interest:** [What they asked about]\n\n## Notes\n[Relevant context, pain points, opportunities]\n\n## Next Action\n- [ ] [Action] — Due: [Date]\n```\n\n---\n\n## Pipeline Management\n\n### Standard Pipeline Stages\n\n| Stage | Definition | Typical Actions |\n|-------|------------|-----------------|\n| **Lead** | Initial contact, not yet qualified | Qualify, research, initial outreach |\n| **Qualified** | BANT criteria met | Discovery call, needs analysis |\n| **Discovery** | Understanding needs | Demo prep, stakeholder mapping |\n| **Demo/Proposal** | Presenting solution | Demo, proposal creation |\n| **Negotiation** | Terms discussion | Handle objections, negotiate |\n| **Closed Won** | Deal signed | Onboarding handoff |\n| **Closed Lost** | Deal lost | Loss analysis, nurture |\n\n### Pipeline Tracking Template\n\n```markdown\n# Sales Pipeline — [Month]\n\n## Summary\n- Total pipeline value: $[X]\n- Weighted pipeline: $[X]\n- Deals in pipeline: [X]\n- Expected closes this month: [X]\n\n## By Stage\n\n### Lead ([X] deals, $[X])\n| Company | Value | Owner | Last Activity | Next Step |\n|---------|-------|-------|---------------|-----------|\n| [Name] | $[X] | [You] | [Date] | [Action] |\n\n### Qualified ([X] deals, $[X])\n...\n\n### Demo/Proposal ([X] deals, $[X])\n...\n\n### Negotiation ([X] deals, $[X])\n...\n\n## Stale Deals (>14 days no activity)\n| Company | Stage | Last Activity | Recommended Action |\n|---------|-------|---------------|-------------------|\n```\n\n### Pipeline Velocity Metrics\n\n| Metric | How to Calculate | Target |\n|--------|------------------|--------|\n| **Win Rate** | Won ÷ (Won + Lost) | >25% |\n| **Average Deal Size** | Total Won ÷ # Won | Track trend |\n| **Sales Cycle** | Avg days from Lead → Won | <30 days |\n| **Pipeline Coverage** | Pipeline ÷ Quota | 3x+ |\n\n---\n\n## Outreach Automation\n\n### Cold Outreach Sequence\n\n**Day 1: Initial Email**\n```\nSubject: [Personalized hook based on research]\n\nHi [Name],\n\n[Observation about their company/role — show you did research].\n\n[One sentence about what you do and why it's relevant to them].\n\n[Specific question or soft CTA].\n\nBest,\n[Your name]\n```\n\n**Day 3: Follow-up 1**\n```\nSubject: Re: [Original subject]\n\nHi [Name],\n\nWanted to make sure this didn't get buried — [brief restate of value].\n\n[New angle or additional value point].\n\nWorth a quick chat?\n\n[Your name]\n```\n\n**Day 7: Follow-up 2 (Value Add)**\n```\nSubject: [Related resource or insight]\n\nHi [Name],\n\nFound this [article/resource/insight] and thought of you: [link]\n\n[Brief explanation of why it's relevant].\n\nIf this resonates, happy to share how we helped [similar company] with [similar challenge].\n\n[Your name]\n```\n\n**Day 14: Break-up Email**\n```\nSubject: Should I close your file?\n\nHi [Name],\n\nI haven't heard back, so I'm assuming the timing isn't right.\n\nNo worries — I'll close out my notes for now.\n\nIf things change, feel free to reply anytime.\n\n[Your name]\n```\n\n### Personalization Research Checklist\n\nBefore outreach, gather:\n- [ ] Recent company news (funding, launch, hire)\n- [ ] LinkedIn activity (posts, comments, likes)\n- [ ] Company blog/newsletter\n- [ ] Mutual connections\n- [ ] Tech stack (if relevant)\n- [ ] Competitors they might use\n\n---\n\n## Follow-up System\n\n### Never Miss a Follow-up\n\n**The Rule:** Every deal has a next action with a due date. No exceptions.\n\n**Follow-up Cadence by Stage:**\n| Stage | Check-in Frequency |\n|-------|--------------------|\n| Lead | Every 3-5 days |\n| Qualified | Every 2-3 days |\n| Demo/Proposal | Every 1-2 days |\n| Negotiation | Daily |\n\n### Follow-up Reminder Template\n\n```markdown\n# Daily Follow-up Queue\n\n## Due Today\n| Lead | Stage | Last Contact | Reason | Next Action |\n|------|-------|--------------|--------|-------------|\n| [Co] | [Stage] | [Date] | [Context] | [Action] |\n\n## Overdue\n| Lead | Stage | Days Overdue | Priority |\n|------|-------|--------------|----------|\n| [Co] | [Stage] | [X] days | 🔥/⚠️ |\n```\n\n---\n\n## Meeting Management\n\n### Pre-Meeting Research Template\n\n```markdown\n# Meeting Prep: [Company]\n**Date:** [Date/Time]\n**Attendees:** [Names, titles]\n\n## Company Research\n- Founded: [Year]\n- Size: [Employees]\n- Funding: [Stage/Amount]\n- Recent news: [Key items]\n\n## Attendee Research\n- [Name 1]: [Background, relevant info]\n- [Name 2]: [Background, relevant info]\n\n## Their Likely Pain Points\n1. [Pain point based on research]\n2. [Pain point based on research]\n\n## Questions to Ask\n1. [Discovery question]\n2. [Discovery question]\n3. [Qualification question]\n\n## Our Value Proposition for Them\n[Customized pitch based on research]\n\n## Objections to Expect\n1. [Likely objection] → [Response]\n2. [Likely objection] → [Response]\n\n## Meeting Goals\n1. [Specific goal]\n2. [Specific goal]\n```\n\n### Post-Meeting Notes Template\n\n```markdown\n# Meeting Notes: [Company] — [Date]\n\n## Attendees\n- [Name, Title]\n\n## Key Takeaways\n1. [Insight]\n2. [Insight]\n\n## Pain Points Confirmed\n- [Pain point]\n\n## Decision Process\n- Decision maker: [Name]\n- Influencers: [Names]\n- Timeline: [When]\n- Budget: [Range if discussed]\n\n## Objections Raised\n- [Objection]: [How we handled it]\n\n## Next Steps\n- [ ] [Action] — Owner: [Name] — Due: [Date]\n- [ ] [Action] — Owner: [Name] — Due: [Date]\n\n## Follow-up Email\n[Draft the follow-up email here]\n```\n\n---\n\n## Objection Handling\n\n### Common Objections & Responses\n\n| Objection | Response Framework |\n|-----------|-------------------|\n| **\"Too expensive\"** | Explore value vs cost: \"What's the cost of NOT solving this?\" |\n| **\"We use [competitor]\"** | \"What made you choose them? What's working/not working?\" |\n| **\"Not the right time\"** | \"What would make it the right time? Can we reconnect then?\" |\n| **\"Need to think about it\"** | \"Of course. What specifically do you want to think through?\" |\n| **\"Send me info\"** | \"Happy to. What specifically would be most helpful to see?\" |\n| **\"We're too small\"** | \"That's actually perfect for [reason]. [Similar customer example]\" |\n\n### Objection Documentation\n\nTrack objections to improve pitch:\n```markdown\n# Objection Log\n\n| Date | Company | Objection | Our Response | Result |\n|------|---------|-----------|--------------|--------|\n| [Date] | [Co] | [Objection] | [Response] | Won/Lost |\n```\n\n---\n\n## Sales Analytics\n\n### Weekly Sales Report Template\n\n```markdown\n# Sales Report — Week of [Date]\n\n## Summary\n- New leads: [X]\n- Deals advanced: [X]\n- Deals closed won: [X] ($[X])\n- Deals closed lost: [X]\n\n## Pipeline Health\n- Total pipeline: $[X]\n- Change from last week: +/-[X]%\n- Weighted pipeline: $[X]\n- Forecast this month: $[X]\n\n## Activity Metrics\n- Outreach sent: [X]\n- Meetings held: [X]\n- Proposals sent: [X]\n- Follow-ups completed: [X]\n\n## Wins\n| Company | Value | Time to Close | Key Factor |\n|---------|-------|---------------|------------|\n| [Name] | $[X] | [X] days | [What won it] |\n\n## Losses\n| Company | Value | Stage Lost | Reason |\n|---------|-------|------------|--------|\n| [Name] | $[X] | [Stage] | [Why] |\n\n## Focus for Next Week\n1. [Priority]\n2. [Priority]\n```\n\n### Win/Loss Analysis\n\n```markdown\n# Win/Loss Analysis — [Quarter]\n\n## Win Patterns\n- Common traits of won deals: [Patterns]\n- Average deal size: $[X]\n- Average sales cycle: [X] days\n- Top win reasons:\n  1. [Reason]\n  2. [Reason]\n\n## Loss Patterns\n- Where deals die: [Stage]\n- Common objections: [List]\n- Top loss reasons:\n  1. [Reason]\n  2. [Reason]\n\n## Insights & Actions\n- [Insight] → [Action to take]\n```\n\n---\n\n## Scripts\n\n### sales-init.sh\nInitialize your sales workspace with templates and tracking.\n\n### lead-tracker.sh\nCLI tool for quick lead management.\n\n```bash\n# Add new lead\n./scripts/lead-tracker.sh add \"Company Name\" \"Contact Name\" \"email@company.com\"\n\n# List all leads\n./scripts/lead-tracker.sh list\n\n# Update lead stage\n./scripts/lead-tracker.sh update \"Company Name\" --stage \"demo\"\n\n# Get daily follow-ups\n./scripts/lead-tracker.sh followups\n```\n\n### pipeline-report.sh\nGenerate pipeline reports.\n\n```bash\n# Weekly pipeline summary\n./scripts/pipeline-report.sh weekly\n\n# Monthly forecast\n./scripts/pipeline-report.sh forecast\n```\n\n---\n\n## CRM Integration\n\n### Built-in Tracking\n\nIf you don't use an external CRM, use markdown files:\n\n```\nsales/\n├── leads/\n│   ├── company-name.md\n│   └── ...\n├── pipeline.md\n├── analytics/\n│   ├── weekly-YYYY-MM-DD.md\n│   └── ...\n└── templates/\n```\n\n### External CRM Integration\n\n**HubSpot:** Use HubSpot API for syncing\n**Salesforce:** Use Salesforce API for syncing\n**Notion:** Export/import via CSV or API\n\n---\n\n## Best Practices\n\n1. **Follow up relentlessly** — 80% of sales need 5+ touchpoints\n2. **Personalize everything** — Generic outreach = ignore\n3. **Always have next step** — Every conversation ends with clear action\n4. **Track why you lose** — More valuable than why you win\n5. **Speed to lead** — Respond within 5 minutes when possible\n6. **Listen more than talk** — Discovery > Pitching\n7. **Document everything** — Your future self will thank you\n8. **Review pipeline weekly** — Stale deals kill forecasts\n\n---\n\n## Common Mistakes\n\n❌ **Pitching before understanding** — Do discovery first\n❌ **Forgetting to follow up** — Use reminders religiously\n❌ **Vanity metrics** — Calls made matters less than meetings held\n❌ **Ignoring closed-lost** — They can become wins later\n❌ **No CRM hygiene** — Bad data = bad decisions\n\n---\n\n## License\n\n**License:** MIT — use freely, modify, distribute.\n\n---\n\n*\"Sales is not about selling anymore, but about building trust and educating.\" — Siva Devaki*\n\nFile v1.0.0:_meta.json\n\n{\n  \"ownerId\": \"kn7cpmgq5bpf1mp69bpd7n9as180nssd\",\n  \"slug\": \"sales\",\n  \"version\": \"1.0.0\",\n  \"publishedAt\": 1770410546021\n}","readmeExcerpt":"Skill: Sales Owner: oyi77 Summary: CRM integration, lead tracking, outreach automation, and pipeline management. Transform your AI agent into a sales assistant that never lets leads slip through the cracks. 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Transform your AI agent into a sales assistant that never lets leads slip through the cracks.\"\nauthor: openclaw\n---\n\n# Sales Skill 💼\n\n**Turn your AI agent into an elite sales operations partner.**\n\nTrack leads, manage pipelines, automate outreach, and never lose a deal to poor follow-up again.\n\n---\n\n## What This Skill Does\n\n✅ **Lead Tracking** — Capture, qualify, and track leads through your pipeline\n✅ **CRM Integration** — Work with your existing CRM or use built-in tracking\n✅ **Outreach Automation** — Generate personalized outreach sequences\n✅ **Pipeline Management** — Track deals, forecast revenue, identify bottlenecks\n✅ **Follow-up Automation** — Never miss a follow-up again\n✅ **Sales Analytics** — Track conversion rates, velocity, and win/loss reasons\n\n---\n\n## Quick Start\n\n1. Set up your sales workspace:\n```bash\n./scripts/sales-init.sh\n```\n\n2. Configure your preferences in `TOOLS.md`:\n```markdown\n### Sales\n- CRM: [HubSpot/Salesforce/Notion/Built-in]\n- Default pipeline stages: [Stages]\n- Follow-up cadence: [Days between touchpoints]\n- Meeting booking link: [URL]\n```\n\n3. Start tracking leads!\n\n---\n\n## Lead Management\n\n### Lead Qualification Framework (BANT)\n\n| Criteria | Question | Weight |\n|----------|----------|--------|\n| **Budget** | Can they afford it? | 25% |\n| **Authority** | Are they the decision-maker? | 25% |\n| **Need** | Do they have a real problem you solve? | 30% |\n| **Timeline** | When do they need a solution? | 20% |\n\n**Lead Score Thresholds:**\n- 80-100: Hot 🔥 — Contact immediately\n- 60-79: Warm — Nurture actively\n- 40-59: Cool — Keep in nurture sequence\n- 0-39: Cold — Low priority\n\n### Lead Capture Template\n\n```markdown\n# Lead: [Company Name]\n\n## Contact Info\n- **Name:** [Full Name]\n- **Title:** [Job Title]\n- **Email:** [Email]\n- **Phone:** [Phone]\n- **LinkedIn:** [URL]\n- **Company:** [Company]\n- **Website:** [URL]\n\n## Qualification (BANT)\n- **Budget:** [Yes/No/Unknown] — [Notes]\n- **Authority:** [Decision-maker/Influencer/User] — [Notes]\n- **Need:** [Strong/Moderate/Weak] — [Notes]\n- **Timeline:** [Immediate/1-3mo/3-6mo/6mo+] — [Notes]\n- **Lead Score:** [X/100]\n\n## Source\n- **How they found us:** [Source]\n- **First touchpoint:** [Date]\n- **Initial interest:** [What they asked about]\n\n## Notes\n[Relevant context, pain points, opportunities]\n\n## Next Action\n- [ ] [Action] — Due: [Date]\n```\n\n---\n\n## Pipeline Management\n\n### Standard Pipeline Stages\n\n| Stage | Definition | Typical Actions |\n|-------|------------|-----------------|\n| **Lead** | Initial contact, not yet qualified | Qualify, research, initial outreach |\n| **Qualified** | BANT criteria met | Discovery call, needs analysis |\n| **Discovery** | Understanding needs | Demo prep, stakeholder mapping |\n| **Demo/Proposal** | Presenting solution | Demo, proposal creation |\n| **Negotiation** | Terms discussion | Handle objections, negotiate |\n| **Closed Wo"},{"path":"_meta.json","content":"{\n  \"ownerId\": \"kn7cpmgq5bpf1mp69bpd7n9as180nssd\",\n  \"slug\": \"sales\",\n  \"version\": \"1.0.0\",\n  \"publishedAt\": 1770410546021\n}"}],"languages":[],"docsSourceLabel":"CLAWHUB","editorialOverview":"CRM integration, lead tracking, outreach automation, and pipeline management. Transform your AI agent into a sales assistant that never lets leads slip through the cracks. Skill: Sales Owner: oyi77 Summary: CRM integration, lead tracking, outreach automation, and pipeline management. Transform your AI agent into a sales assistant that never lets leads slip through the cracks. 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