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persona-sales-ops

Manage sales workflows including deal tracking, call scheduling, and client communications via Google Workspace.

Updated Nov 9, 2023
Search Tags:#sales#crm#pipeline#email triage#google workspace#gws#deal tracking
One-click install
npx skills add https://github.com/oresttokovenko/dot-files --skill persona-sales-ops-oresttokovenko
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: persona-sales-ops
Source: https://github.com/oresttokovenko/dot-files/tree/main/chezmoi/dot_agents/skills/persona-sales-ops
Command: npx skills add https://github.com/oresttokovenko/dot-files --skill persona-sales-ops-oresttokovenko

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve? Sales professionals juggle deal tracking, meeting preparation, follow-up emails, and proposal sharing across multiple tools. This Skill consolidates those sales operations into a single persona that orchestrates Gmail, Calendar, Sheets, and Drive through the gws CLI. ## Core Features & Use Cases - Meeting Preparation: Review attendees and agendas before client calls using the meeting-prep workflow. - Deal Tracking: Log deal updates into a tracking spreadsheet and generate weekly pipeline summaries. - Follow-up Automation: Convert follow-up emails into tasks and share proposals by uploading them to Drive. - Use Case: After a client call, triage emails from the client domain, log the deal status in your tracking sheet, convert action items into tasks, and upload the updated proposal to a shared Drive folder. ## Quick Start Ask the assistant to prepare for your next client call and log the latest deal update in your sales tracking spreadsheet.

Frequently Asked Questions about persona-sales-ops

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

FAQPage Schema
How do I prepare for a client sales call with Google Workspace?▼

Run the gws workflow +meeting-prep command to review attendees and the agenda before your call. This pulls relevant context from Calendar and Gmail so you enter the meeting informed.

How do I track sales deals in a spreadsheet?▼

Use gws sheets +append to log each deal update as a new row in your tracking spreadsheet. You can then run the weekly-digest workflow to get a pipeline summary.

What dependencies does the sales ops persona require?▼

It requires the gws CLI binary plus four utility skills: gws-gmail, gws-calendar, gws-sheets, and gws-drive. All of these must be loaded before the persona can operate.

Can I filter emails from a specific client domain?▼

Yes, use gws gmail +triage with a query like 'from:client-domain.com' to filter emails from a specific client. This helps prioritize client communications over general inbox noise.

How do I share sales proposals with clients?▼

Upload proposals to Google Drive with gws drive +upload and keep them in a dedicated shared folder. This ensures clients always access the latest version of your documents.

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