Persona Sales Ops

Name: Persona Sales Ops
Author: fakoli

ASecurity

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

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Added May 28, 2026

ai-agentsapi

Works with

Security analysis

A100/100

Scanned May 28, 2026

npx -y skills add fakoli/fakoli-plugins --skill persona-sales-ops --agent claude-code

Installs into .claude/skills of the current project.

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SKILL.md

---
name: persona-sales-ops
description: "Manage sales workflows — track deals, schedule calls, client comms."
trigger:
  - keyword: sales ops
  - keyword: sales operations
  - keyword: deal tracking
version: 1.0.0
---

# Sales Operations

> **Related skills:** This persona uses the following service skills for detailed API reference: `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.