Sales process

Generic B2B pipeline on DataPool opportunities: stages, quality gates, DoD for won / ready for Delivery.

Document information

Field	Value
Canonical URL	`/docs/07_ai-agents-and-mcp/model_skills/20_sales/sales-process`
Version (published date)	`2026-08-26`
Tags	`ai`, `skills`, `sales`, `datapool`, `playbooks`

Kind

Sequential procedure.

Depends on

tenant-data-model. Optional: crm-field-mapping.

Prerequisites

id	question	search	if_missing_or_ambiguous	default_to_propose	binds_to
`opportunities_schema`	DataPool opportunities schema	`tenant-data-model`	Import it first	`opportunities`	Tenant `SKILL.md`

Import contract

Field	Value
`suggested_skill_id`	`sales-process`
`version`	`1.0.0`
`capabilities.tools`	`describe_datapool_table`, `query_datapool`, `insert_datapool_rows`, `update_datapool_rows`, `request_human_input`
Paired model agent	`won-opportunity-handover-watcher`

Procedure (generic B2B)

Stages: discovery → proposal → negotiation → won or lost.

Stage	Quality gate to exit
discovery	Problem, economic buyer (or named blocker), and next step recorded in `next_gate`
proposal	Scope and commercial outline exist (`amount` set, or `next_gate` explains why amount is TBD)
negotiation	Remaining objections listed in `next_gate` or cleared
won	`stage=won`; `close_date` set; then `sales-to-delivery-handover`
lost	`stage=lost`; `lost_reason` required

DoD — ready for Delivery: stage=won and handover playbook completed (handovers.status=accepted for kind=sales_to_delivery). Winning in CRM only is not DoD.

Tenant SKILL.md (copy this body)

# Sales process

Operate opportunities in DataPool schema `{{opportunities_schema}}`. Load `datapool` and tenant skill `tenant-data-model`.

## Sequence

1. `describe_datapool_table` then `query_datapool`.
2. Advance one stage at a time. Do not skip gates.
3. Keep `next_gate` equal to the unmet exit criterion, or clear it when the gate passes.
4. On `won`, do not start delivery work in this skill. Run `sales-to-delivery-handover`.
5. On `lost`, require `lost_reason`.

## Stop

- Do not invent amount or close date.
- Do not mark won to bypass a gate.
- Do not write CRM-native stage names into `stage` unless they were mapped at import.

Optional skill.json

{
  "name": "sales-process",
  "version": "1.0.0",
  "description": "Sales stages, quality gates, and DoD on DataPool opportunities.",
  "capabilities": {
    "prompt": ["One stage at a time. Won requires handover to Delivery."],
    "resources": [],
    "tools": ["describe_datapool_table", "query_datapool", "insert_datapool_rows", "update_datapool_rows", "request_human_input"]
  }
}