salesCRM integration, lead tracking, outreach automation, and pipeline management. Transform your AI agent into a sales assistant that never lets leads slip through the cracks.
Install via ClawdBot CLI:
clawdbot install oyi77/salesTurn your AI agent into an elite sales operations partner.
Track leads, manage pipelines, automate outreach, and never lose a deal to poor follow-up again.
✅ Lead Tracking — Capture, qualify, and track leads through your pipeline
✅ CRM Integration — Work with your existing CRM or use built-in tracking
✅ Outreach Automation — Generate personalized outreach sequences
✅ Pipeline Management — Track deals, forecast revenue, identify bottlenecks
✅ Follow-up Automation — Never miss a follow-up again
✅ Sales Analytics — Track conversion rates, velocity, and win/loss reasons
./scripts/sales-init.shTOOLS.md:### Sales
- CRM: [HubSpot/Salesforce/Notion/Built-in]
- Default pipeline stages: [Stages]
- Follow-up cadence: [Days between touchpoints]
- Meeting booking link: [URL]| Criteria | Question | Weight |
|----------|----------|--------|
| Budget | Can they afford it? | 25% |
| Authority | Are they the decision-maker? | 25% |
| Need | Do they have a real problem you solve? | 30% |
| Timeline | When do they need a solution? | 20% |
Lead Score Thresholds:
# Lead: [Company Name]
## Contact Info
- **Name:** [Full Name]
- **Title:** [Job Title]
- **Email:** [Email]
- **Phone:** [Phone]
- **LinkedIn:** [URL]
- **Company:** [Company]
- **Website:** [URL]
## Qualification (BANT)
- **Budget:** [Yes/No/Unknown] — [Notes]
- **Authority:** [Decision-maker/Influencer/User] — [Notes]
- **Need:** [Strong/Moderate/Weak] — [Notes]
- **Timeline:** [Immediate/1-3mo/3-6mo/6mo+] — [Notes]
- **Lead Score:** [X/100]
## Source
- **How they found us:** [Source]
- **First touchpoint:** [Date]
- **Initial interest:** [What they asked about]
## Notes
[Relevant context, pain points, opportunities]
## Next Action
- [ ] [Action] — Due: [Date]| Stage | Definition | Typical Actions |
|-------|------------|-----------------|
| Lead | Initial contact, not yet qualified | Qualify, research, initial outreach |
| Qualified | BANT criteria met | Discovery call, needs analysis |
| Discovery | Understanding needs | Demo prep, stakeholder mapping |
| Demo/Proposal | Presenting solution | Demo, proposal creation |
| Negotiation | Terms discussion | Handle objections, negotiate |
| Closed Won | Deal signed | Onboarding handoff |
| Closed Lost | Deal lost | Loss analysis, nurture |
# Sales Pipeline — [Month]
## Summary
- Total pipeline value: $[X]
- Weighted pipeline: $[X]
- Deals in pipeline: [X]
- Expected closes this month: [X]
## By Stage
### Lead ([X] deals, $[X])
| Company | Value | Owner | Last Activity | Next Step |
|---------|-------|-------|---------------|-----------|
| [Name] | $[X] | [You] | [Date] | [Action] |
### Qualified ([X] deals, $[X])
...
### Demo/Proposal ([X] deals, $[X])
...
### Negotiation ([X] deals, $[X])
...
## Stale Deals (>14 days no activity)
| Company | Stage | Last Activity | Recommended Action |
|---------|-------|---------------|-------------------|| Metric | How to Calculate | Target |
|--------|------------------|--------|
| Win Rate | Won ÷ (Won + Lost) | >25% |
| Average Deal Size | Total Won ÷ # Won | Track trend |
| Sales Cycle | Avg days from Lead → Won | <30 days |
| Pipeline Coverage | Pipeline ÷ Quota | 3x+ |
Day 1: Initial Email
Subject: [Personalized hook based on research]
Hi [Name],
[Observation about their company/role — show you did research].
[One sentence about what you do and why it's relevant to them].
[Specific question or soft CTA].
Best,
[Your name]Day 3: Follow-up 1
Subject: Re: [Original subject]
Hi [Name],
Wanted to make sure this didn't get buried — [brief restate of value].
[New angle or additional value point].
Worth a quick chat?
[Your name]Day 7: Follow-up 2 (Value Add)
Subject: [Related resource or insight]
Hi [Name],
Found this [article/resource/insight] and thought of you: [link]
[Brief explanation of why it's relevant].
If this resonates, happy to share how we helped [similar company] with [similar challenge].
[Your name]Day 14: Break-up Email
Subject: Should I close your file?
Hi [Name],
I haven't heard back, so I'm assuming the timing isn't right.
No worries — I'll close out my notes for now.
If things change, feel free to reply anytime.
[Your name]Before outreach, gather:
The Rule: Every deal has a next action with a due date. No exceptions.
Follow-up Cadence by Stage:
| Stage | Check-in Frequency |
|-------|--------------------|
| Lead | Every 3-5 days |
| Qualified | Every 2-3 days |
| Demo/Proposal | Every 1-2 days |
| Negotiation | Daily |
# Daily Follow-up Queue
## Due Today
| Lead | Stage | Last Contact | Reason | Next Action |
|------|-------|--------------|--------|-------------|
| [Co] | [Stage] | [Date] | [Context] | [Action] |
## Overdue
| Lead | Stage | Days Overdue | Priority |
|------|-------|--------------|----------|
| [Co] | [Stage] | [X] days | 🔥/⚠️ |# Meeting Prep: [Company]
**Date:** [Date/Time]
**Attendees:** [Names, titles]
## Company Research
- Founded: [Year]
- Size: [Employees]
- Funding: [Stage/Amount]
- Recent news: [Key items]
## Attendee Research
- [Name 1]: [Background, relevant info]
- [Name 2]: [Background, relevant info]
## Their Likely Pain Points
1. [Pain point based on research]
2. [Pain point based on research]
## Questions to Ask
1. [Discovery question]
2. [Discovery question]
3. [Qualification question]
## Our Value Proposition for Them
[Customized pitch based on research]
## Objections to Expect
1. [Likely objection] → [Response]
2. [Likely objection] → [Response]
## Meeting Goals
1. [Specific goal]
2. [Specific goal]# Meeting Notes: [Company] — [Date]
## Attendees
- [Name, Title]
## Key Takeaways
1. [Insight]
2. [Insight]
## Pain Points Confirmed
- [Pain point]
## Decision Process
- Decision maker: [Name]
- Influencers: [Names]
- Timeline: [When]
- Budget: [Range if discussed]
## Objections Raised
- [Objection]: [How we handled it]
## Next Steps
- [ ] [Action] — Owner: [Name] — Due: [Date]
- [ ] [Action] — Owner: [Name] — Due: [Date]
## Follow-up Email
[Draft the follow-up email here]| Objection | Response Framework |
|-----------|-------------------|
| "Too expensive" | Explore value vs cost: "What's the cost of NOT solving this?" |
| "We use [competitor]" | "What made you choose them? What's working/not working?" |
| "Not the right time" | "What would make it the right time? Can we reconnect then?" |
| "Need to think about it" | "Of course. What specifically do you want to think through?" |
| "Send me info" | "Happy to. What specifically would be most helpful to see?" |
| "We're too small" | "That's actually perfect for [reason]. [Similar customer example]" |
Track objections to improve pitch:
# Objection Log
| Date | Company | Objection | Our Response | Result |
|------|---------|-----------|--------------|--------|
| [Date] | [Co] | [Objection] | [Response] | Won/Lost |# Sales Report — Week of [Date]
## Summary
- New leads: [X]
- Deals advanced: [X]
- Deals closed won: [X] ($[X])
- Deals closed lost: [X]
## Pipeline Health
- Total pipeline: $[X]
- Change from last week: +/-[X]%
- Weighted pipeline: $[X]
- Forecast this month: $[X]
## Activity Metrics
- Outreach sent: [X]
- Meetings held: [X]
- Proposals sent: [X]
- Follow-ups completed: [X]
## Wins
| Company | Value | Time to Close | Key Factor |
|---------|-------|---------------|------------|
| [Name] | $[X] | [X] days | [What won it] |
## Losses
| Company | Value | Stage Lost | Reason |
|---------|-------|------------|--------|
| [Name] | $[X] | [Stage] | [Why] |
## Focus for Next Week
1. [Priority]
2. [Priority]# Win/Loss Analysis — [Quarter]
## Win Patterns
- Common traits of won deals: [Patterns]
- Average deal size: $[X]
- Average sales cycle: [X] days
- Top win reasons:
1. [Reason]
2. [Reason]
## Loss Patterns
- Where deals die: [Stage]
- Common objections: [List]
- Top loss reasons:
1. [Reason]
2. [Reason]
## Insights & Actions
- [Insight] → [Action to take]Initialize your sales workspace with templates and tracking.
CLI tool for quick lead management.
# Add new lead
./scripts/lead-tracker.sh add "Company Name" "Contact Name" "email@company.com"
# List all leads
./scripts/lead-tracker.sh list
# Update lead stage
./scripts/lead-tracker.sh update "Company Name" --stage "demo"
# Get daily follow-ups
./scripts/lead-tracker.sh followupsGenerate pipeline reports.
# Weekly pipeline summary
./scripts/pipeline-report.sh weekly
# Monthly forecast
./scripts/pipeline-report.sh forecastIf you don't use an external CRM, use markdown files:
sales/
├── leads/
│ ├── company-name.md
│ └── ...
├── pipeline.md
├── analytics/
│ ├── weekly-YYYY-MM-DD.md
│ └── ...
└── templates/HubSpot: Use HubSpot API for syncing
Salesforce: Use Salesforce API for syncing
Notion: Export/import via CSV or API
❌ Pitching before understanding — Do discovery first
❌ Forgetting to follow up — Use reminders religiously
❌ Vanity metrics — Calls made matters less than meetings held
❌ Ignoring closed-lost — They can become wins later
❌ No CRM hygiene — Bad data = bad decisions
License: MIT — use freely, modify, distribute.
"Sales is not about selling anymore, but about building trust and educating." — Siva Devaki
Generated Mar 1, 2026
A B2B SaaS startup uses the skill to automate lead scoring via BANT criteria, prioritizing high-scoring leads for immediate outreach while nurturing lower scores with sequences. It integrates with their CRM to track conversions from initial contact to closed deals, optimizing sales velocity.
A real estate agent employs the skill to manage client pipelines, tracking leads from inquiry to closing. It automates follow-ups based on deal stages, forecasts revenue from property sales, and uses analytics to identify bottlenecks in the sales process.
A consulting firm leverages the skill to generate personalized cold outreach sequences for potential clients, using research from LinkedIn and company news. It schedules follow-ups to maintain engagement and tracks responses to refine messaging strategies.
An e-commerce business uses the skill to monitor sales pipeline stages for high-value B2B customers, calculating win rates and average deal sizes. It automates follow-ups post-purchase to drive repeat sales and analyzes loss reasons to improve conversion.
Companies offering monthly or annual software subscriptions utilize the skill to track lead conversions and manage customer pipelines. It helps forecast recurring revenue, automate renewal outreach, and analyze churn reasons to boost retention.
Marketing or sales agencies employ the skill to manage client acquisition pipelines, from lead capture to contract signing. It automates client follow-ups, tracks project stages, and uses analytics to optimize service delivery and upsell opportunities.
Manufacturers or distributors use the skill to handle B2B sales pipelines, qualifying leads based on budget and timeline. It integrates with CRMs to track large deals, automate order follow-ups, and forecast revenue from product sales.
💬 Integration Tip
Start by configuring the built-in CRM for simplicity, then gradually integrate with external tools like HubSpot using provided scripts to avoid overwhelming setup.
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