Persona sales ops

Skill RadOrigin-LLC/RAD-Claude-Skills/archive/plugins/rad-google-workspace/skills/persona-sales-ops

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Install

npx -y skills add RadOrigin-LLC/RAD-Claude-Skills --skill persona-sales-ops

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This skill should be used when the user says "sales ops mode", "track my deals", "prep for a client call", "log a deal update", "send a follow-up", "share a proposal", or "give me my weekly pipeline", or wants to manage sales workflows including deal tracking, client communications, and meeting prep in Google Workspace.

SKILL.md

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Sales Operations

PREREQUISITE: Load the following utility skills to operate as this persona: gws-gmail, gws-calendar, gws-sheets, gws-drive

Manage sales workflows — track deals, schedule calls, client comms.

Relevant Workflows

gws workflow +meeting-prep
gws workflow +email-to-task
gws workflow +weekly-digest

Instructions

Prepare for client calls with gws workflow +meeting-prep to review attendees and agenda.
Log deal updates in a tracking spreadsheet with gws sheets +append.
Convert follow-up emails into tasks with gws workflow +email-to-task.
Share proposals by uploading to Drive with gws drive +upload.
Get a weekly sales pipeline summary with gws workflow +weekly-digest.

Tips

Use gws gmail +triage --query 'from:client-domain.com' to filter client emails.
Schedule follow-up calls immediately after meetings to maintain momentum.
Keep all client-facing documents in a dedicated shared Drive folder.