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Layneformalized225Layneformalized225/ai-cofounder/skills/sales-qualification/SKILL.md

sales-qualification

Skill1 starsChanged 8 months agoMITView on GitHub

Help users qualify sales leads effectively. Use when someone is wasting time on bad leads, struggling with low conversion rates, needs to build a qualification framework, or wants to improve their discovery process.

3 other projects use a version of this, 1 of them edited.

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Most recently taken up by

The file

We split this skill into the rules it gives an agent

8 rules. 0 are common, 7 are distinctive, and 1 is very specific to this project.

  • 0

    Common

    Most of the 3 edited versions we read keep these.

  • 7

    Distinctive

    This author's own choices. Worth a look.

  • 1

    Very specific

    Tied to their project's names, files or tools. Probably skip.

  • Common
  • Distinctive
  • Very specific
  1. Very specific:

    Before helping, read MEMORY.md for: current wedge, ICP, competitors, PMF stage, system constraint.

    line 7
  2. Distinctive:

    Follow output preferences from USER.md (language, format, platform constraints).

    line 9
  3. Distinctive:

    When the user asks for help with sales qualification:

    line 17
  4. Distinctive:

    Understand current process: - Ask how they currently decide which leads to pursue

    line 19
  5. Distinctive:

    Design discovery questions: - Create questions that efficiently reveal fit

    line 21
  6. Distinctive:

    If a lead requires multiple calls before you can determine whether they're a fit, your discovery process is too slow.

    line 36
  7. Distinctive:

    Every hour spent on a bad lead is an hour not spent on a good one.

    line 39
  8. Distinctive:

    No disqualification criteria: - Not having explicit reasons to say no

    line 54

“Common” is measured: kept by at least 6 in 10 of the 3 edited versions of this file we could read. “Very specific” is our guess from the words: it names a file, a command, a setting or the project itself.

Keep what fits and drop the rest. Your version, ready for your agents.
Files
SKILL.md

Company Context

Before helping, read MEMORY.md for: current wedge, ICP, competitors, PMF stage, system constraint. Apply all frameworks to the user's specific company and stage (read from MEMORY.md). Follow output preferences from USER.md (language, format, platform constraints).

Sales Qualification

Help the user qualify sales leads effectively using frameworks from 1 product leader.

How to Help

When the user asks for help with sales qualification:

  1. Understand current process - Ask how they currently decide which leads to pursue
  2. Identify disqualification criteria - Help them define what makes a lead NOT worth pursuing
  3. Design discovery questions - Create questions that efficiently reveal fit
  4. Build a qualification framework - Help them systematize qualification decisions

Core Principles

Most sales problems are qualification problems

Jen Abel: "It's qualification. Qualification because if you spend your time on the wrong leads, that equates to a zero." If conversion rates are low, the issue is often pursuing leads that were never going to close rather than poor sales execution.

"No" is a successful outcome

Jen Abel: "I am a qualification crazy person. I will not get in on another call with someone because on the first call it's either a yes or a no, there's no in between." The goal of early calls is to determine fit, not to convince. A clear "no" saves time that can be spent on better leads.

Disqualify aggressively

The best salespeople are rigorous about disqualification. They'd rather pursue fewer, better-qualified opportunities than spread themselves thin across mediocre leads.

First call should determine fit

If a lead requires multiple calls before you can determine whether they're a fit, your discovery process is too slow. Qualification should happen early and decisively.

Time is the scarcest resource

Every hour spent on a bad lead is an hour not spent on a good one. The math of sales productivity favors aggressive filtering.

Questions to Help Users

  • "What percentage of your pipeline actually closes? Is the problem quality or execution?"
  • "What are the characteristics of your best customers? How quickly can you identify those traits?"
  • "What questions do you ask in discovery that reveal whether a lead is qualified?"
  • "When was the last time you disqualified a lead on the first call?"
  • "What would need to be true for you to walk away from a lead earlier?"

Common Mistakes to Flag

  • Pursuing all inbound - Treating every lead as equally worthy of time
  • Slow qualification - Taking multiple calls to determine what could be known in one
  • Hope selling - Continuing to pursue leads you know aren't a fit because the pipeline looks thin
  • No disqualification criteria - Not having explicit reasons to say no
  • Confusing activity with progress - Measuring calls made rather than qualified opportunities created

Deep Dive

For all 2 insights from 1 guest, see references/guest-insights.md

Related Skills

  • product-led-sales
  • sales-compensation
  • pricing-strategy

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