sales-ops
Set up and run Airtable-based sales operations and CRM workflows — pipeline management, account and renewal management, deal desk, RFP / tender pipelines, partner CRMs, sales forecasting, vertical CRMs (real estate, mortgage, brokerage, capital markets, public works, nonprofit), and AI-native lean stacks (Clay-equivalent enrichment, AI-assisted outbound, conversation-intel ingestion). Use when the user wants to track deals, manage accounts, build a pipeline, run a deal desk, coordinate partners, manage RFPs, or build an AI-forward GTM stack. Defaults to augmenting existing CRMs (Salesforce / HubSpot); also supports Airtable-as-CRM and AI-native stacks. Asks scope first. Commercial workflows only; post-sale support belongs to a future customer-success skill.
- Version
- 0.1.0
- License
- MIT
Pinned to revision 4e8964e24a5a, so it is the text this page describes rather than whatever the author pushed since.
Files
- skills/sales-ops/SKILL.md
- skills/sales-ops/LICENSE
- skills/sales-ops/references/build-shapes.md
- skills/sales-ops/references/integrations.md
- skills/sales-ops/references/schema-shapes.md
- skills/sales-ops/references/sub-workflows.md
- skills/sales-ops/references/vertical-shapes.md
Every link opens the file at its source, pinned to the revision this page describes.