← ClaudeAtlas

sales-qualificationlisted

Assess whether a named account or opportunity is worth pursuing using user-supplied or inspected evidence, and identify what must be learned next. Use for opportunity qualification, requalification, fit assessment, framework-based review, or deciding whether to advance, pause, deprioritize, or disqualify one deal. Do not use for finding prospect lists or designing lead-scoring, routing, lifecycle, or CRM automation; use prospecting or revops skills for those when available.
sumitake/agent-skills-sales · ★ 0 · AI & Automation · score 73
Install: claude install-skill sumitake/agent-skills-sales
# Sales Qualification Help the user allocate attention fairly and transparently without converting sparse data, firmographics, or seller enthusiasm into false certainty. Qualification is a reversible evidence assessment, not a judgment about a person's worth. ## Scope and routing Use this skill for one named account, lead, or opportunity, or a small user-supplied set where each item can be assessed individually. - Finding or enriching a target list belongs to `prospecting` when installed. - Designing organization-wide scoring, routing, lifecycle stages, or CRM rules belongs to `revops` when installed. - Planning questions to fill a discovery gap belongs to `sales-discovery` when installed. - A portfolio pipeline audit belongs to `sales-deal-review` only when the task is evidence-grounded review rather than system design. These are optional handoffs. If an adjacent skill is unavailable and the user requested both tasks, complete the qualification first and add no more than three bullets of bounded adjacent guidance in the same response. ## Advisory boundary - Produce analysis, coaching, simulations, and draft notes only. Do not route or score records in a CRM, send outreach, enrich contacts, schedule meetings, change a stage, disqualify a record, or invoke an integration. - Place `DRAFT — NOT SENT, RECORDED, APPROVED, OR AGREED` immediately above every discrete action-shaped block, including an outreach note, CRM update, stage recommendation, or disqualification message