sales-methodology-implementer-skill

Installation
SKILL.md

<quick_start> Mode A — "implement [methodology] across my team" (enablement package, internal):

  1. Confirm inputs: methodology, deal type, average deal size, sales cycle length (defaults: Epiphan AV hardware, $10K-$150K, 1-6 months).
  2. execute_sql on hubspot_deals (last 12 months, read crm://schema/hubspot_deals first) — stage durations, win rate, deal-size distribution → calibrate scoring thresholds and the 30/60/90 targets.
  3. Generate the guide from reference/output-template.md. Discovery questions and call-prep scripts are spoken to prospects → check_my_copy on each (Gate B).
  4. Deliver: markdown in chat + saved to the workspace (docs/ or the path Tim names); optionally create_file (Google Drive) when the team needs a shared copy.

Mode B — "score this deal using [methodology]" (one deal, evidence-based):

  1. hubspot_search_deals → hubspot_get_deal (stage, amount, close date, notes, associations) → hubspot_search_contacts for the company.
  2. qualify_lead per contact (Gate Q) — ATL/BTL tier + EB flag + exclusions. This is the only source for the Economic Buyer / Authority / Champion components.
  3. clari_list_calls → clari_get_call_summary (last 90 days) and search_calls (company name) — evidence for Metrics, Pain, Decision Criteria/Process, Need, Timeline.
  4. Score each component 0-10 with the evidence line filled from steps 1-3; overall 0-100; status QUALIFIED / PURSUE WITH CAUTION / DISQUALIFY.
  5. Write back: hubspot_create_contact_note (scorecard) on the champion; hubspot_create_contact_task for the next action (confirm-first). Deal-property changes are recommended, not written. </quick_start>
Installs
38
GitHub Stars
28
First Seen
Mar 22, 2026