B2b Sales Automation

---
name: b2b-sales-automation
description: Use when | > Full B2B sales pipeline automation — from cold prospect
  to onboarded client. Covers ICP definition, lead sourcing, outreach sequences, proposal
  generation, CRM tracking, and deal alerts via Telegram. Targets SMEs needing AI
  automation, digital products, and content services.
domain: sales
author: oyi77
license: Apache-2.0
subdomain: sales
tags:
- sales
- b2b
- crm
- outreach
- proposal
- pipeline
- indonesian
version: 1.0.0
language: id-ID / en
scripts: "|\n  - scripts/lead_scorer.py\n    - scripts/proposal_gen.py\n    - scripts/outreach_sequencer.py\n"
category: sales
---

# B2B Sales Automation

## When to Use

**Trigger phrases:**
- "b2b sales automation"
- "Help me with b2b sales automation"

**Use cases:**
- When the task matches this skill's domain expertise

**When NOT to use:**
- For tasks outside this skill's scope


Complete B2B sales pipeline: **Prospect → Qualify → Demo → Proposal → Negotiate → Close → Onboard**

---


## When NOT to Use

- When the prospect is not a good fit for your product
- For markets where you have no distribution channel
- When the deal size does not justify the effort


## Overview

B2B Sales Automation drives revenue generation with systematic processes.

## Pipeline Stages

1. **Prospect** — Identify and qualify potential customers
2. **Connect** — Initial outreach and conversation
3. **Discover** — Understand needs and pain points
4. **Propose** — Present tailored solution
5. **Close** — Negotiate and finalize agreement
6. **Onboard** — Hand off to success team

## Key Metrics

- Pipeline velocity (deals × value × win rate ÷ cycle time)
- Conversion rate per stage
- Average deal size
- Customer lifetime value (CLV)
- Win/loss ratio

## Best Practices

- Qualify early — disqualify fast
- Listen more than you talk (70/30 rule)
- Follow up consistently (5+ touches)
- Track everything in CRM
- Ask for referrals after every closed deal


## Workflow

```python
# Example: Lead scoring
def score_lead(lead: dict) -> int:
    score = 0
    if lead.get("company_size", 0) > 100: score += 20
    if lead.get("budget", 0) > 10000: score += 25
    if lead.get("timeline") == "immediate": score += 30
    if lead.get("engagement_level", 0) > 3: score += 25
    return min(score, 100)
```

1. **Understand requirements** — Clarify objectives and scope
2. **Set up tools** — Configure required tools and access
3. **Execute** — Perform the core operations
4. **Validate** — Verify results meet quality standards
5. **Document** — Record findings and decisions

## Anti-Rationalization Table

| Rationalization | Reality |
|---|---|
| "Cold outreach does not work" | It works when personalized and targeted. Generic spam does not. |
| "I will follow up later" | 80% of sales require 5+ follow-ups. Follow up consistently. |
| "Price is the only factor" | Value, trust, and timing matter more than price. Sell outcomes. |


## Process

1. **Prepare** — Gather requirements, verify prerequisites, set up environment
1. **Execute** — Run b2b sales automation workflow with configured parameters
1. **Verify** — Validate output meets requirements, document results

## Verification

- [ ] All steps executed successfully
- [ ] Results validated against acceptance criteria
- [ ] Error handling tested with edge cases
- [ ] Documentation updated with findings