sales

What This Skill Does

The Sales skill acts as an AI-powered growth engine for your organization. It streamlines lead tracking, manages complex pipelines, and automates outreach sequences to ensure no potential revenue opportunity is missed. By integrating directly with your CRM or acting as a standalone tracking system, it provides a unified view of your sales process. The skill enables automated qualification using the BANT framework (Budget, Authority, Need, Timeline) and helps teams prioritize outreach based on calculated lead scores. It empowers your AI agent to handle the heavy lifting of CRM data entry, pipeline status updates, and timely follow-up scheduling, ultimately increasing sales velocity.

Installation

To integrate the Sales skill into your agent, run the following command in your terminal: clawhub install openclaw/skills/skills/alexeyvorobiev/tmp-skill

Once installed, you must configure the tool settings within your TOOLS.md file. Specify your CRM provider, define your default pipeline stages, set your preferred follow-up cadence, and provide your calendar booking link to ensure the agent can operate within your existing business workflows effectively.

Use Cases

• Automating lead qualification for inbound marketing inquiries.
• Generating personalized email outreach sequences for cold-email campaigns.
• Synchronizing data between web lead capture forms and your CRM.
• Managing sales pipelines by identifying bottlenecks or overdue follow-ups.
• Standardizing discovery notes and BANT scoring for sales teams.

Example Prompts

1. "Check the current pipeline for any leads that haven't been contacted in over 3 days and draft a friendly follow-up email for them."
2. "Analyze the latest lead from Acme Corp; here are their details. Perform a BANT qualification and add them to our CRM with a score of 75."
3. "Summarize the current sales velocity for this month and identify which pipeline stages have the highest conversion drop-off."

Tips & Limitations

To maximize effectiveness, ensure that the CRM credentials provided to the agent have appropriate read/write permissions. While the AI is excellent at drafting outreach, it is recommended to review all automated emails before they are sent to ensure tone consistency. Note that performance is heavily dependent on the quality of data entered into the system; consistent tagging of leads and accurate stage updates are critical for generating reliable sales analytics.