Sales Strategy

When to Use

Trigger phrases:

• "sales strategy"
• "Help me with sales strategy"

Use cases:

• When the task matches this skill's domain expertise

When NOT to use:

• For tasks outside this skill's scope

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.

---

When NOT to Use

• 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

Overview

Sales Strategy drives revenue generation with systematic processes.

Pipeline Stages

1. Prospect — Identify and qualify potential customers
2. Connect — Initial outreach and conversation
3. Discover — Understand needs and pain points
4. Propose — Present tailored solution
5. Close — Negotiate and finalize agreement
6. Onboard — Hand off to success team

Key Metrics

• Pipeline velocity (deals × value × win rate ÷ cycle time)
• Conversion rate per stage
• Average deal size
• Customer lifetime value (CLV)
• Win/loss ratio

Best Practices

• Qualify early — disqualify fast
• Listen more than you talk (70/30 rule)
• Follow up consistently (5+ touches)
• Track everything in CRM
• Ask for referrals after every closed deal

Workflow

# Example: Lead scoring
def score_lead(lead: dict) -> int:
    score = 0
    if lead.get("company_size", 0) > 100: score += 20
    if lead.get("budget", 0) > 10000: score += 25
    if lead.get("timeline") == "immediate": score += 30
    if lead.get("engagement_level", 0) > 3: score += 25
    return min(score, 100)

1. Understand requirements — Clarify objectives and scope
2. Set up tools — Configure required tools and access
3. Execute — Perform the core operations
4. Validate — Verify results meet quality standards
5. Document — Record findings and decisions

Anti-Rationalization Table

Rationalization	Reality
"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

1. Prepare — Gather requirements, verify prerequisites, set up environment
2. Execute — Run sales strategy workflow with configured parameters
3. 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