Skill detail

persona-sales-ops

Manages sales workflows — tracking deals, scheduling calls, and client communications — via Google Workspace CLI workflows. Adjacent to agency client/account operations.

Why we recommend it: Sales-ops persona for deal tracking and client comms is adjacent to agency client operations.

MatchPossibleRecommended for Sales
Sourcegoogleworkspace/​cliExternal source
Reported installs28,960Popularity signal only

Inspect before use

Read the source instructions and check the requirements before you install this skill.

Saved source preview

SKILL.md

The saved excerpt is a snapshot from when this skill was listed. The external source remains the complete and most current version.

---
name: persona-sales-ops
description: "Manage sales workflows — track deals, schedule calls, client comms."
metadata:
  version: 0.22.5
  openclaw:
    category: "persona"
    requires:
      bins:
        - gws
      skills:
        - gws-gmail
        - gws-calendar
        - gws-sheets
        - gws-drive
---

# 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.

Read the full source on GitHub (opens external page)
Context

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