sales-pipeline

What problem does it solve?

This Skill provides an operational framework to manage a commercial sales pipeline end-to-end, reducing missed opportunities and improving conversion by standardizing lead scoring, qualification, stage progression, and forecasting.

Core Features & Use Cases

• Lead Scoring: Combines firmographic signals (company size, sector, growth, tech alignment) and behavioral signals (email opens, replies, site visits, requests for meetings) with weighted scoring rules to prioritize outreach.
• CHAMP Qualification: Structured CHAMP qualification (Challenges, Authority, Money, Prioritization) with clear scoring thresholds to identify SQLs and actions to nurture or disqualify.
• Pipeline Stages & SLAs: Defines stages from Identified → Contacted → Engaged → Qualified → Proposal → Won/Lost with actions, maximum delays, and next-step instructions for each stage.
• Forecasting & Reporting: Stage-based probability forecasting, KPI definitions (open/reply rates, conversion rates, cycle times), and a weekly report template stored under memory/pipeline for recurring forecasting and follow-up.
• Use Case: Quickly score inbound leads, run CHAMP on prospects scoring >= 50, generate weekly pipeline reports, and compute a revenue forecast for prioritization and resource allocation.

Quick Start

Score a new lead with 30 employees in e-commerce that opened emails twice and requested a meeting, compute firmographic and behavioral scores, run CHAMP qualification, and recommend the next pipeline action.