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persona-sales-ops

Log deals, prepare calls, and convert follow-ups into tasks across Google Workspace.

1|Updated Dec 21, 2025
Search Tags:#workflow#sales#tasks#calendar#emails#deal-tracking
One-click install
npx skills add https://github.com/cdrguru/portable-agent-kit --skill persona-sales-ops-cdrguru
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: persona-sales-ops
Source: https://github.com/cdrguru/portable-agent-kit/tree/main/.agent/skills/persona-sales-ops
Command: npx skills add https://github.com/cdrguru/portable-agent-kit --skill persona-sales-ops-cdrguru

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Sales teams often juggle multiple tools and channels to track deals, schedule client calls, and respond to messages, leading to lost context and delays.

Core Features & Use Cases

  • Centralized deal tracking in a sheet with real-time updates.
  • Schedule and prep for client calls using calendar integrations.
  • Convert follow-ups into tasks and align them with workflows across Gmail, Calendar, Sheets, and Drive.

Quick Start

Set up a new deal in the tracking sheet and schedule the next client call using the gws workflow and calendar tools.

Frequently Asked Questions about persona-sales-ops

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I track sales deals and client calls in Google Sheets?▼

Convert email follow-ups into tasks by integrating Gmail with Calendar and Sheets. This workflow aligns client communications into actionable items across your Google Workspace suite.

Can I use Google Calendar to prepare for client calls and track deal progress?▼

Yes, Google Calendar schedules and preps client calls while Sheets tracks deal progress. This integration aligns call schedules with your sales workflow.

Do I need Google Workspace to manage sales workflows and deal tracking?▼

Yes, the gws suite including gws-gmail, gws-calendar, gws-sheets, and gws-drive is required to manage sales workflows. These integrations log deals and convert follow-ups into tasks.

How do I convert Gmail follow-ups into tasks for my sales workflow?▼

Convert Gmail follow-ups into tasks by linking email communications with Calendar and Sheets. This process turns follow-up messages into actionable workflow items across Google Workspace.

What is the best way to centralize deal tracking and avoid losing sales context?▼

Centralize deal tracking by logging new deals in a tracking sheet with real-time updates. This approach prevents lost context by aligning calls, emails, and tasks across Google Workspace.

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