Money-Making Overview

This pipeline converts leads into cash. Each stage advance increases deal probability: NEW (5%) → CONTACTED (10%) → QUALIFIED (25%) → DEMO (40%) → PROPOSAL (60%) → NEGOTIATION (80%) → CLOSED_WON (100%). Moving 10 leads through the full pipeline per month at $2K average deal size = $20K monthly revenue.

Overview

The sales pipeline automates B2B deal tracking from lead capture to close. It tracks leads through 7 stages (NEW → CONTACTED → QUALIFIED → DEMO → PROPOSAL → NEGOTIATION → CLOSED_WON), qualifies with BANT, generates proposals, schedules follow-ups, and provides daily sales analytics. Integrates with 1ai-engage for lead capture and 1ai-social for content-driven pipeline.

When Not to Use

Simple or one-off tasks — if the task is straightforward, direct execution is faster than structured methodology.
Already established workflows — follow existing team conventions rather than introducing new frameworks.
When automation overhead exceeds benefit — for very small scopes, the setup cost may not be justified.

Dependencies

Python 3.8+ or Node.js 18+
Access to relevant APIs/services for your specific use case
Basic understanding of the domain concepts

Commands

# Refer to the skill's usage section for specific commands
# Adapt these to your workflow

Revenue Streams

Your Own Sales ($2K-20K/deal) — Close your own services through the pipeline
Pipeline-as-a-Service ($1K-5K/mo) — Manage pipeline for clients: import their leads, qualify, track stages, generate proposals
Sales Analytics ($500-2K/mo) — Pipeline reporting as a service: weekly reports, conversion analysis, revenue forecasts for other businesses

First Action in 60 Minutes

#!/usr/bin/env bash
# Pipeline audit: measure current stage distribution
echo "=== Pipeline Audit ==="
echo "Leads by stage:"
echo "  NEW: $(sqlite3 ~/1ai-social/data.db 'SELECT COUNT(*) FROM sales_leads WHERE stage="NEW"' 2>/dev/null || echo 0)"
echo "  QUALIFIED: $(sqlite3 ~/1ai-social/data.db 'SELECT COUNT(*) FROM sales_leads WHERE stage="QUALIFIED"' 2>/dev/null || echo 0)"
echo "  PROPOSAL: $(sqlite3 ~/1ai-social/data.db 'SELECT COUNT(*) FROM sales_leads WHERE stage="PROPOSAL"' 2>/dev/null || echo 0)"
echo "  CLOSED_WON: $(sqlite3 ~/1ai-social/data.db 'SELECT COUNT(*) FROM sales_leads WHERE stage="CLOSED_WON"' 2>/dev/null || echo 0)"
echo ""
echo "Revenue target for this month: \$X"
echo "Deals needed at 60% proposal stage: X"

When to Use

Trigger phrases:

"sales pipeline"
"track deal"
"add lead to CRM"
"sales report"
"follow up"
"generate proposal"
"lead scoring"

Use cases:

Managing B2B sales pipeline from lead to close
Scoring and qualifying leads (BANT)
Generating proposals and outreach messages
Tracking follow-ups and daily sales queue
Importing 1ai-engage leads into sales pipeline

When NOT to use:

For marketing/social media tasks (use other 1ai-social tools)
For customer support (use customer-support skill)
When the prospect is not a good fit for your product
For markets where you have no distribution channel
When the deal size does not justify the effort

Architecture

Sales is built INTO 1ai-social as MCP tools (prefixed sales_).

1ai-social MCP Server (75 tools total)
├── Marketing tools (55) — content, social, engagement, growth
├── 1ai-engage tools — cold outreach pipeline
└── Sales tools (20) — lead → qualify → propose → close

Pipeline Stages — The Money Funnel

NEW → CONTACTED → QUALIFIED → DEMO → PROPOSAL → NEGOTIATION → CLOSED_WON
 🔍      📞          📋        🎯      📄          💬           🤝
                                                           └──▶ CLOSED_LOST ❌

Stage	Win Probability	Money Mindset
NEW	5%	Cold. Needs qualification or drop.
CONTACTED	10%	They know you exist. Get on their radar.
QUALIFIED	25%	Budget, authority, need, timeline confirmed. Real deal.
DEMO	40%	They saw value. Now prove it solves their problem.
PROPOSAL	60%	Halfway there. Don't stall — follow up within 24h.
NEGOTIATION	80%	Price objections. Hold value, offer options.
CLOSED_WON	100%	Money in the bank. Ask for referrals.

MCP Tools (20 sales_ tools)

Lead Management (Capture Every Prospect)

sales_add_lead — Add new lead
sales_list_leads — List with stage/grade filters
sales_get_lead — Full details + activities + proposals
sales_update_lead — Update fields

Qualification (Filter Tire-Kickers)

sales_qualify_lead — BANT qualification (auto-advances when all 4 confirmed)

BANT Checklist:

Budget — Can they afford it? Do they have a budget allocated?
Authority — Are they the decision maker? Can they sign?
Need — Do they clearly need what you offer? Is it a priority?
Timeline — When do they want to buy? Is there urgency?

A lead is qualified only when ALL 4 criteria are confirmed. Do not advance unqualified leads — they waste your pipeline capacity.

Pipeline (Move Deals Forward)

sales_move_lead — Move to specific stage
sales_advance_lead — Auto-advance to next stage

Activities (Track Every Interaction)

sales_log_activity — Log call/email/meeting/note
sales_get_activities — Activity history

Proposals (Close Deals)

sales_create_proposal — Create proposal
sales_send_proposal — Mark as sent
sales_get_proposals — List proposals
sales_generate_proposal_template — AI-generated template

Follow-ups (Don't Lose Money to Silence)

sales_schedule_follow_up — Schedule with due date
sales_complete_follow_up — Mark done
sales_get_follow_ups — List pending

Analytics (Measure Your Money Machine)

sales_pipeline_report — Full pipeline analytics
sales_daily_queue — Today's priority actions

Integration (Feed the Pipeline)

sales_import_from_engage — Guide for importing 1ai-engage leads
sales_generate_outreach — Personalized email/WA/LinkedIn

Workflow: 1ai-engage → Sales (Convert Cold to Cash)

1. engage_list_leads(status='replied')     → get warm leads
2. sales_add_lead(source='engage', ...)    → import to pipeline
3. sales_qualify_lead(budget=True, ...)    → BANT qualify
4. sales_advance_lead()                    → move through stages
5. sales_generate_proposal_template()      → generate proposal
6. sales_create_proposal() → sales_send_proposal()
7. sales_schedule_follow_up()              → track follow-ups
8. sales_pipeline_report()                 → analytics

Anti-Rationalization Table

Excuse	Truth
"Pipeline is empty this month"	Start with 10 cold outreaches RIGHT NOW
"I need more tools"	You have 20 tools; use them
"Deals always stall at proposal"	Follow up within 24h or lose the deal
"Cold outreach does not work"	It works when personalized and targeted. Generic spam does not.
"I will follow up later"	80% of sales require 5+ follow-ups. Follow up consistently.
"Price is the only factor"	Value, trust, and timing matter more than price. Sell outcomes.

Process

Prepare — Gather requirements, verify prerequisites, set up environment
Execute — Run sales pipeline workflow with configured parameters
Verify — Validate output meets requirements, document results

Verification

All steps executed successfully
Results validated against acceptance criteria
Error handling tested with edge cases
Documentation updated with findings

Output Format

On pipeline report: "[N] leads in pipeline, $[N] total value, [N]% to next stage, [N] deals closing this week"

sales-pipeline

SKILL.mdsales/pipeline/SKILL.md