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Sales Workflow Bundle

Prep meetings, follow up after calls, and build deal strategy from CRM and account data

Source Download skill
Repository
XiaomiMiMo/MiMo-Code
Stars
13,743
Licence
MIT
Files
15 files

What it does

This is a bundle of sales playbooks for an AI agent. Once installed, when you ask about a customer meeting, call follow-up, account research, deal strategy, business case, competitive brief, or rep coaching, the agent routes your request to the matching focused workflow and follows its step-by-step instructions. It uses CRM, email, calendar, or sales-intelligence tools only when your environment has them connected, and it is told not to invent customer facts when sources are missing.

Great for

  • Sales reps preparing for customer calls and meetings
  • Sales managers reviewing deal strategy or coaching reps
  • Account teams building business cases or competitive briefs

Skip it if

  • Teams without CRM or sales tools connected, since most workflows depend on those sources and will fall back to limited output
  • Anyone expecting it to send emails or update CRM records automatically; the skill requires confirmation before external actions, so it is not fully hands-off

Try asking

  • “Prepare me for my meeting with Acme Corp tomorrow using their CRM history”
  • “Summarize my follow-up notes from today's call and draft next steps”
  • “Build a business case for upgrading our customer's analytics platform”
  • “Create a competitive brief against our main rival for the Q3 deal”
Step-by-step guide: how to use Sales Workflow BundleInstall, first run, examples, tips and FAQs

Install in 3 steps

  1. 1

    Download the skill

    The ZIP contains the 15 original files, the MIT licence and an attribution note.

    sales.zip
  2. 2

    Add it to your agent

    Claude Code (all projects)

    mkdir -p ~/.claude/skills && unzip sales.zip -d ~/.claude/skills/

    Claude Code / Agent SDK (this project only)

    mkdir -p .claude/skills && unzip sales.zip -d .claude/skills/

    Claude apps (web/desktop): Settings → Capabilities → Skills → Upload skill, and choose the ZIP.

  3. 3

    Ask for the task

    No special command needed — the agent reads the skill's description and loads it when your request matches. Try one of the prompts above.

Get better results

  • Name the account, contact, or deal explicitly so the agent can pick the right workflow and source
  • Connect your CRM first; without it the agent can only work from what you paste in
  • Review any draft message or CRM update before approving it, since the skill asks for confirmation but you remain responsible

What's inside

  • SKILL.md
  • workflows/analyze-account-signals/SKILL.md
  • workflows/answers-ask-user-input/SKILL.md
  • workflows/apollo/SKILL.md
  • workflows/build-business-case/SKILL.md
  • workflows/build-competitive-brief/SKILL.md
  • workflows/enrich-company-and-contact-data/SKILL.md
  • workflows/find-customer-quotes/SKILL.md
  • workflows/find-key-internal-sources/SKILL.md
  • workflows/follow-up-after-call/SKILL.md
  • workflows/get-rep-call-feedback/SKILL.md
  • workflows/hubspot/SKILL.md
  • workflows/index/SKILL.md
  • workflows/plan-deal-strategy/SKILL.md
  • workflows/prepare-for-meeting/SKILL.md

Redistributed unmodified from XiaomiMiMo/MiMo-Code under the MIT licence. The assessment was drafted with AI from the skill's files on 2026-10-29. Skills can instruct your agent to run code — read SKILL.md and any scripts before installing.