@thierryteisseire/sales-operations-setup

v1.0.1

Published

5 days ago

Comprehensive sales operations setup assistant for Claude Code - implements lead management, forecasting, sales enablement, data analysis, process optimization, and team building

Downloads

181

Sales Operations Setup Skill

A comprehensive AI-powered skill for setting up, optimizing, and scaling sales operations.

Quick Start

Installation

One-Line Install (Recommended):

curl -fsSL https://raw.githubusercontent.com/thierryteisseire/business_skills/main/install-skill.sh | bash -s sales-operations-setup

Or via npm:

npm install -g @thierryteisseire/sales-operations-setup

Both methods automatically install the skill to your Claude Code skills directory.

Usage

# In Claude Code
/sales-operations-setup

Overview

This skill provides end-to-end guidance for building world-class sales operations infrastructure. Whether you're starting from scratch or optimizing existing processes, this skill helps you implement proven frameworks, metrics, and best practices.

What's Included

Core Skill

SKILL.md - Main skill prompt with comprehensive sales operations guidance

Reference Materials

lead-scoring-frameworks.md - BANT, MEDDIC, CHAMP, and behavioral scoring models
pipeline-stages.md - Pipeline stage definitions for different sales models
sales-metrics-kpis.md - 30+ critical sales metrics with formulas and benchmarks

Templates

forecasting-model.md - Multi-method forecasting templates and models

Key Capabilities

1. Foundation Setup

Sales operations strategy and charter
Organizational structure and roles
Governance and processes
Technology stack planning

2. Lead Management

Lead scoring models (BANT, MEDDIC, CHAMP)
Pipeline stage definitions
Lead routing and assignment
Qualification frameworks

3. Revenue Forecasting

Weighted pipeline forecasting
Historical trend analysis
Sales capacity planning
Forecast accuracy tracking

4. Sales Enablement

Sales playbooks and battlecards
Training and onboarding programs
Content library management
Competitive intelligence

5. Metrics & Analytics

KPI dashboard design
Performance tracking
Pipeline health monitoring
Win/loss analysis

6. Process Optimization

Sales process mapping
Bottleneck identification
Workflow automation
Territory planning

7. Technology Implementation

CRM configuration
Sales engagement platforms
Analytics and reporting tools
Integration architecture

8. Team Building

Team structure design
Hiring and onboarding
Coaching frameworks
Performance management

Usage Examples

Setting Up Lead Management

"I need to set up a lead management system for our B2B SaaS company with a 90-day sales cycle"

Claude will create:

Lead scoring criteria
Pipeline stage definitions
Lead routing rules
SLAs and processes
Metrics and dashboards

Building a Forecasting Model

"Help me create an accurate revenue forecasting model for our enterprise sales team"

Claude will deliver:

Forecasting methodology recommendations
Stage-based probability weightings
Forecast accuracy tracking
Pipeline coverage requirements
Deal inspection processes

CRM Configuration

"Guide me through configuring Salesforce for our sales team"

Claude will provide:

Custom objects and fields design
Pipeline stages and opportunity types
Automated workflows
Reports and dashboards
Data governance policies

Sales Playbook Creation

"Create a comprehensive sales playbook for our new product launch"

Claude will generate:

Product positioning and messaging
Customer personas
Discovery question frameworks
Demo flows and objection handling
Competitive battlecards
ROI calculators

When to Use This Skill

Use this skill when you need to:

✅ Set up sales operations from scratch
✅ Scale from startup to enterprise
✅ Fix underperforming sales processes
✅ Implement new sales tools (CRM, forecasting, etc.)
✅ Build sales playbooks and enablement materials
✅ Design metrics and dashboards
✅ Create forecasting models
✅ Optimize pipeline management
✅ Automate sales workflows
✅ Train and onboard sales teams

Frameworks Included

Lead Qualification

BANT (Budget, Authority, Need, Timeline)
MEDDIC (Metrics, Economic Buyer, Decision Criteria, Decision Process, Identify Pain, Champion)
CHAMP (Challenges, Authority, Money, Prioritization)
GPCT (Goals, Plans, Challenges, Timeline)

Sales Methodologies

Challenger Sale
SPIN Selling
Sandler
Solution Selling
Account-Based Selling

Forecasting Methods

Weighted pipeline
Historical trend analysis
Run rate projections
Sales capacity modeling
Multi-method blending

Key Metrics

Pipeline coverage and velocity
Conversion rates by stage
Win/loss rates
CAC, LTV, and Magic Number
Forecast accuracy
Quota attainment

Sample Deliverables

The skill can generate:

📊 Sales operations strategy documents
📈 Forecasting models and templates
📋 Pipeline stage definitions
🎯 Lead scoring rubrics
📚 Sales playbooks and battlecards
📊 KPI dashboards and reports
🔄 Process flow diagrams
📖 Training materials and onboarding guides
💼 CRM configuration guides
📝 Performance review templates
💰 Compensation plan structures

Implementation Approach

The skill follows a phased approach:

Phase 1: Foundation (Weeks 1-4)

Define vision and objectives
Assess current state
Establish core metrics
Identify quick wins

Phase 2: Core Systems (Weeks 5-12)

Implement CRM and technology
Design pipeline management
Create forecasting framework
Build reporting infrastructure

Phase 3: Enablement (Weeks 13-20)

Develop sales playbooks
Create training programs
Build content library
Launch coaching framework

Phase 4: Optimization (Weeks 21+)

Implement automation
Refine processes
Scale successful initiatives
Continuous improvement

Best Practices

🎯 Process Before Technology - Design processes first, then select tools
📊 Data-Driven Decisions - Use metrics to guide strategy
🔄 Continuous Improvement - Regular review and optimization
🤝 Sales-Marketing Alignment - Define clear handoffs and SLAs
📈 Scalable Frameworks - Build systems that grow with your business
📝 Documentation - Maintain clear, accessible processes
🎓 Training & Enablement - Invest in team development
💡 Customer-Centric - Design around customer journey

Alternative Installation Methods

Manual Installation

If you prefer to install manually:

# Clone the repository
git clone https://github.com/thierryteisseire/business_skills.git

# Copy the skill
cp -r business_skills/skills/sales-operations-setup ~/.agents/skills/

# Create symlink
cd ~/.claude/skills
ln -s ../../.agents/skills/sales-operations-setup sales-operations-setup

Verify Installation

# Check if skill is installed
ls -la ~/.claude/skills/sales-operations-setup

# You should see the skill directory and contents

Prerequisites

None required. This skill works with:

Any CRM system (Salesforce, HubSpot, etc.)
Any sales model (B2B, B2C, SaaS, Enterprise)
Any company stage (startup to enterprise)
Any industry vertical

Getting Started

Invoke the skill: /sales-operations-setup or use the Skill tool
Describe your current state and objectives
Follow Claude's guidance to implement your sales operations framework
Reference the included templates and frameworks as needed

Tips for Best Results

Be Specific: Describe your business model, sales process, and challenges in detail
Provide Context: Share relevant information about your team, tools, and customers
Ask Follow-ups: Request deeper dives on specific topics
Iterate: Review outputs and refine based on feedback
Request Examples: Ask for specific templates or examples for your use case

Support

This skill is based on proven sales operations frameworks from leading SaaS companies, industry research, and best practices. The guidance provided is designed to be actionable, practical, and tailored to your specific needs.