persona-sales-ops
Manage sales workflows — track deals, schedule calls, client comms.
Works with
Claude CodeCursorCodex CLIGitHub CopilotGemini CLI
--- name: persona-sales-ops description: Manage sales workflows — track deals, schedule calls, client comms. license: Apache-2.0 --- # 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.
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