Sales Ops Revenue Workflow Pro Skill
by Roy Yuen
Professional sales execution and RevOps toolkit for lead qualification, pipeline coaching, and account briefing.
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Works with the AI tools you already use
See it in action
You say
Please qualify the TechCorp account and provide a summary including the score, next actions, and an objection-handling plan for a potential budget freeze.
Your agent does
AE MODE: LEAD QUALIFICATION SUMMARY Account: TechCorp. Score: 85/100 (Strong BANT alignment). Next Steps: 1. Send follow-up sequence 'Economic Buyer Intro'. 2. Book technical deep-dive. Objection Plan: Addressing 'budget freeze' with ROI-offset model. Draft Brief: [Ready for export]
What you get
About this skill
Automate Revenue Operations and Sales Execution
The Sales Ops Revenue Workflow Pro skill is a comprehensive toolkit designed to eliminate the friction between lead qualification and closing. It streamlines the sales cycle by providing structured, data-driven insights for Account Executives, Sales Managers, and RevOps professionals.
What it does
This skill operates in three specialized modes to serve your entire revenue team:
- AE Mode: Automates lead qualification, generates follow-up sequences, prepares objection-handling plans, and builds proposal-ready account briefs.
- Manager Mode: Diagnoses stalled pipelines, identifies forecast risks, and provides specific coaching actions for sales reps.
- RevOps Mode: Audits stage hygiene, enforces routing rules, identifies pipeline bottlenecks, and ensures SLA adherence across the funnel.
Why use this skill?
Generic AI prompts often lack the context of formal sales methodologies. This skill uses built-in logic for scoring, stage progression, and cadence planning. It acts as an automated sales assistant that understands the nuances of deal velocity and pipeline integrity, producing professional outputs that are ready for immediate use in CRM updates or client meetings.
Technical Integration
Built for developers and revenue teams, it includes dedicated Python scripts for lead scoring and rendering complex documents like account briefs and pipeline reviews. It integrates seamlessly with frameworks supporting YAML-based agent configurations and provides multi-language support (English and Chinese) for global sales teams.
How to install
Drop the file into your AI Agent. Works with Claude, Cursor, ChatGPT, and 20+ more.
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Creator
1092+ total installs · 111 skills on Agensi
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