CRM integration, lead tracking, outreach automation, and pipeline management. Transform your AI agent into a sales assistant that never lets leads slip through the cracks.
**Turn 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
---
1. Set up your sales workspace:
```bash
./scripts/sales-init.sh
```
2. Configure your preferences in `TOOLS.md`:
```markdown
```
3. Start tracking leads!
---
| 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:**
```markdown
[Relevant context, pain points, opportunities]
```
---
| 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 |
```markdown
| Company | Value | Owner | Last Activity | Next Step |
|---------|-------|-------|---------------|-----------|
| [Name] | $[X] | [You] | [Date] | [Action] |
...
...
...
| 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 |
```markdown
| Lead | Stage | Last Contact | Reason | Next Action |
|------|-------|--------------|--------|-------------|
| [Co] | [Stage] | [Date] | [Context] | [Action] |
| Lead | Stage | Days Overdue | Priority |
|------|-------|--------------|----------|
| [Co] | [Stage] | [X] days | 🔥/⚠️ |
```
---
```markdown
**Date:** [Date/Time]
**Attendees:** [Names, titles]
1. [Pain point based on research]
2. [Pain point based on research]
1. [Discovery question]
2. [Discovery question]
3. [Qualification question]
[Customized pitch based on research]
1. [Likely objection] → [Response]
2. [Likely objection] → [Response]
1. [Specific goal]
2. [Specific goal]
```
```markdown
1. [Insight]
2. [Insight]
[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:
```markdown
| Date | Company | Objection | Our Response | Result |
|------|---------|-----------|--------------|--------|
| [Date] | [Co] | [Objection] | [Response] | Won/Lost |
```
---
```markdown
| Company | Value | Time to Close | Key Factor |
|---------|-------|---------------|------------|
| [Name] | $[X] | [X] days | [What won it] |
| Company | Value | Stage Lost | Reason |
|---------|-------|------------|--------|
| [Name] | $[X] | [Stage] | [Why] |
1. [Priority]
2. [Priority]
```
```markdown
1. [Reason]
2. [Reason]
1. [Reason]
2. [Reason]
```
---
Initialize your sales workspace with templates and tracking.
CLI tool for quick lead management.
```bash
./scripts/lead-tracker.sh add "Company Name" "Contact Name" "[email protected]"
./scripts/lead-tracker.sh list
./scripts/lead-tracker.sh update "Company Name" --stage "demo"
./scripts/lead-tracker.sh followups
```
Generate pipeline reports.
```bash
./scripts/pipeline-report.sh weekly
./scripts/pipeline-report.sh forecast
```
---
If 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
---
1. **Follow up relentlessly** — 80% of sales need 5+ touchpoints
2. **Personalize everything** — Generic outreach = ignore
3. **Always have next step** — Every conversation ends with clear action
4. **Track why you lose** — More valuable than why you win
5. **Speed to lead** — Respond within 5 minutes when possible
6. **Listen more than talk** — Discovery > Pitching
7. **Document everything** — Your future self will thank you
8. **Review pipeline weekly** — Stale deals kill forecasts
---
❌ **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*
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