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sales-process-design

Designs a staged sales pipeline with exit criteria, conversion targets, and KPIs.

Updated Aug 22, 2026
Search Tags:#crm#forecasting#process design#sales pipeline#qualification#conversion rates#exit criteria
One-click install
npx skills add https://github.com/fritzgeraldz/Vibe-Managing --skill sales-process-design-fritzgeraldz
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: sales-process-design
Source: https://github.com/fritzgeraldz/Vibe-Managing/tree/main/skills/sales/sales-process-design
Command: npx skills add https://github.com/fritzgeraldz/Vibe-Managing --skill sales-process-design-fritzgeraldz

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve? Founders often sell ad-hoc with deals living in their head or a messy spreadsheet, making revenue unpredictable and impossible to forecast. This Skill turns that into a repeatable, measurable pipeline with named stages, objective exit criteria, conversion targets, and health KPIs. ## Core Features & Use Cases - Stage Design: Maps sales stages to the buyer's journey, adapting the stage count for B2B, B2G, or transactional B2C sales motions. - Exit Criteria & Qualification: Defines verifiable conditions to advance each deal, anchored on Need, Budget, Authority, and Timing. - Volume & Capacity Math: Calculates leads required, pipeline coverage multiples, and seller capacity gaps against the revenue target. - Use Case: A founder selling a $12k B2B service with 20 leads per month and a $600k annual target gets a 6-stage pipeline, a 20% assumed conversion plan, and flagged top-of-funnel and capacity gaps. ## Quick Start Help me build a repeatable sales pipeline for my B2B service with defined stages, exit criteria, and conversion targets.

Frequently Asked Questions about sales-process-design

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

FAQPage Schema
How do I build a sales pipeline from scratch?▼

Define stages that mirror your buyer's journey, write an objective exit criterion for each stage, assign a next action and owner, and set conversion targets per transition. Qualification at entry uses Need, Budget, Authority, and Timing.

What stages should a B2B sales process have?▼

A baseline B2B process uses Lead, Discovery/Qualify, Requirements/Spec, Solution/Demo, Proposal, Negotiation, Closed-Won, and Onboard/Retain. B2G adds a formal RFP variant of Proposal, while transactional sales collapse to about three stages.

How many leads do I need to hit my revenue target?▼

Divide your monthly revenue target by the product of overall conversion rate and average deal value. For example, $50k per month at 20% conversion and $12k deal size requires about 21 qualified leads per month.

What is a good pipeline coverage ratio for forecasting?▼

Pipeline coverage needed equals your period target divided by overall win rate, commonly 3x to 5x of target when win rates are 20-33%. These are planning defaults to replace with observed rates once deal data accrues.

When should I not design a new sales process?▼

Do not design a new process when you need to diagnose an existing pipeline or build a forecast, draft a specific proposal, or prepare a negotiation. Also define your customer value proposition and marketing funnel first, since the sales process begins at the qualified-lead handoff.

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