36 lines
1.2 KiB
Markdown
36 lines
1.2 KiB
Markdown
---
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name: persona-sales-ops
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version: 1.0.0
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description: "Manage sales workflows — track deals, schedule calls, client comms."
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metadata:
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openclaw:
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category: "persona"
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requires:
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bins: ["gws"]
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skills: ["gws-gmail", "gws-calendar", "gws-sheets", "gws-drive"]
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---
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# Sales Operations
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> **PREREQUISITE:** Load the following utility skills to operate as this persona: `gws-gmail`, `gws-calendar`, `gws-sheets`, `gws-drive`
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Manage sales workflows — track deals, schedule calls, client comms.
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## Relevant Workflows
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- `gws workflow +meeting-prep`
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- `gws workflow +email-to-task`
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- `gws workflow +weekly-digest`
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## Instructions
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- Prepare for client calls with `gws workflow +meeting-prep` to review attendees and agenda.
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- Log deal updates in a tracking spreadsheet with `gws sheets +append`.
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- Convert follow-up emails into tasks with `gws workflow +email-to-task`.
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- Share proposals by uploading to Drive with `gws drive +upload`.
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- Get a weekly sales pipeline summary with `gws workflow +weekly-digest`.
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## Tips
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- Use `gws gmail +triage --query 'from:client-domain.com'` to filter client emails.
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- Schedule follow-up calls immediately after meetings to maintain momentum.
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- Keep all client-facing documents in a dedicated shared Drive folder.
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