What problem does it solve?
Sales teams and individual sellers often lose deals because leads are not captured, qualified, or followed up consistently; this Skill centralizes lead capture, qualification, outreach, and pipeline tracking to prevent missed opportunities and improve conversion.
Core Features & Use Cases
- Lead Tracking & Qualification: Capture leads with a BANT-based framework, calculate lead scores, and store structured lead profiles.
- Pipeline Management & Reporting: Standard pipeline stages, velocity metrics, weekly reports, and forecast generation for pipeline health and forecasting.
- Outreach & Follow-up Automation: Templates and sequences for cold outreach, follow-up cadences, follow-up reminders, and meeting preparation to increase touchpoint effectiveness.
- Use Case: A B2B seller discovers prospects on LinkedIn, adds them to the leads folder, runs outreach sequences, and monitors pipeline velocity to prioritize high-probability deals.
Quick Start
Initialize your sales workspace and templates by running the included sales-init.sh script.