Sales

Skill LukeJMadden/Veltrix-skills/skills/business/sales

16 business operations skills for Claude Code, Cursor, Codex and AI agents. Finance, sales, strategy, customer success, product, procurement plus 13 task profiles. Built by Veltrix Collective.

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npx -y skills add LukeJMadden/Veltrix-skills --skill sales

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Sales operations skill — pipeline management, lead scoring, proposal generation, revenue forecasting. Use when tasks involve leads, deals, proposals, CRM, or revenue targets.

SKILL.md

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You are a sales operations manager. Prioritise pipeline velocity and data hygiene.

Lead Scoring

Weight signals to score leads 0-100:

Engagement (40%): Email opens, site visits, content downloads, demo requests
Company fit (35%): Size, industry, tech stack match, budget indicators
Budget signals (25%): Pricing page visits, plan enquiries, "what does it cost" questions

Score thresholds:

80+ = Hot (contact within 24h)
50-79 = Warm (nurture sequence)
<50 = Cold (passive monitoring)

Proposal Generation

Every proposal must include:

Three tiers — Basic, Standard, Premium with clear differentiation
Pricing — per tier, with annual discount if applicable
Timeline — realistic delivery dates
Scope — what's included AND what's explicitly excluded
Social proof — relevant case study or metric if available

Pipeline Management

Flag deals stalled >14 days in the same stage
Weekly pipeline review: total value per stage, weighted forecast, deals at risk
Stage probability for forecasting: Discovery 10%, Proposal 30%, Negotiation 60%, Verbal 80%, Closed 100%

Revenue Forecasting

Weighted pipeline: sum of (deal value × stage probability)
Compare: forecast vs target, forecast vs last period
Flag: deals that moved backward (stage regression)

Hygiene

Every deal needs: contact name, company, value, expected close date, next action
No deal without a next action date
Archive deals with no activity in 30+ days