persona-sales-ops
Manage sales workflows — track deals, schedule calls, client comms.
Best use case
persona-sales-ops is best used when you need a repeatable AI agent workflow instead of a one-off prompt.
Manage sales workflows — track deals, schedule calls, client comms.
Teams using persona-sales-ops should expect a more consistent output, faster repeated execution, less prompt rewriting.
When to use this skill
- You want a reusable workflow that can be run more than once with consistent structure.
When not to use this skill
- You only need a quick one-off answer and do not need a reusable workflow.
- You cannot install or maintain the underlying files, dependencies, or repository context.
Installation
Claude Code / Cursor / Codex
Manual Installation
- Download SKILL.md from GitHub
- Place it in
.claude/skills/persona-sales-ops/SKILL.mdinside your project - Restart your AI agent — it will auto-discover the skill
How persona-sales-ops Compares
| Feature / Agent | persona-sales-ops | Standard Approach |
|---|---|---|
| Platform Support | Not specified | Limited / Varies |
| Context Awareness | High | Baseline |
| Installation Complexity | Unknown | N/A |
Frequently Asked Questions
What does this skill do?
Manage sales workflows — track deals, schedule calls, client comms.
Where can I find the source code?
You can find the source code on GitHub using the link provided at the top of the page.
SKILL.md Source
# Sales Operations > **PREREQUISITE:** Load the following utility skills to operate as this persona: `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.
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