Pipeline, deals and customers: the jobs and their tools
Four decisions that turn a plan into revenue: how to fill the pipeline, how to run the sales conversation, how to close, and how to keep and grow customers. Each card is one job. It shows what you give, what you get back and where it runs.
Target account lists, list audits and a one account brief in TOPS order (technographics, organisation, person, situation), with a probe question for every finding.
The sequence type, the buyer you are writing to and your solution.
You get back
A series of emails with the day to send each one, plus sequence tips. The Claude skill drafts outbound and deal stage follow up using the facts you provide.
Tool: Email Sequence Generator. Claude skill: Sales sequences.
What you are launching, the launch type, target segments and goals.
You get back
A launch timeline, messaging for each segment, success metrics, risks and a pre launch checklist. The Claude skill adds verified press releases, regional releases, company updates and launch sequences.
Tool: Launch Commander. Claude skill: PR and launch pack.
The share events must deliver, the event portfolio and the cost per qualified lead, then a plan for each main event type, such as a roundtable, booth, webinar, podcast or workshop. Every figure is yours.
Script your webinar, panel or podcast with timings
What you give and get back
You give
The topic, the audience and the webinar type.
You get back
A run of show, a full script with timings, Q&A preparation and a follow up email sequence. The Claude skill adds panel question maps, speaker notes and stage demo kits.
Tool: Webinar Script. Claude skill: Event speaker kit.
Build a research asset where every number cites its source
What you give and get back
You give
The report or data you want to turn into content.
You get back
Post series, briefs, reports, benchmarks, white paper outlines and case studies where every number is checked against the publisher's own topline and locked across every asset.
Owned by: Sales and account executives, and founders who sell
How do we run the sales conversation?
Walk into the call knowing the account, the questions and who decides.
Start here
Prepare the questions for your next sales call
What you give and get back
You give
The discovery framework you use, such as MEDDPICC, BANT or SPICED.
You get back
Discovery questions for each part of it, with advice for the stage of the conversation. The Claude skill also maps who takes part in the buying decision.
Tool: Discovery Question Bank. Claude skill: Discovery and buying group.
What you sell, your deal size and typical champion.
You get back
A buying group map from champion to blocker, an influence map, a multi threading checklist and questions per role. The Claude skill writes champion, signer and evaluator hypotheses with validation questions.
Tool: Buyer Group Analyzer. Claude skill: Buying role hypotheses.
From a stalled deal to a signed one: the case, the proposal, the price and the plan.
Start here
A deal has stalled. Decide what to do this week
What you give and get back
You give
The deal name and its stage.
You get back
A deal health score, a stage strategy, actions for the next two days and this week, and coaching questions. The Claude skill reviews deal health and a dated close plan to agree with the buyer.
Tool: Deal Strategy Coach. Claude skill: Deal review and close plan.
A draft of that section, such as an executive summary, a solution overview or a pricing justification. The Claude skill builds a client facing deck or proposal. Give it a sample file from the client and it copies their colours and fonts.
Tool: Proposal Section Writer. Claude skill: Sales Proposal Builder.
The negotiation scenario, such as a discount request.
You get back
An assessment of your bargaining position, a negotiation strategy, answers to common pushback and a discount approval framework. The Claude skill prepares the price conversation and equips the buyer who supports the deal.
Tool: Pricing Negotiation Guide. Claude skill: Negotiation and champion.
Bring in Shashwat for the calls a tool cannot make
The tools are free and stay free. When two motions score close, when your leadership team disagrees on the buyer, or when the plan needs someone to run it, Shashwat works with growth stage B2B and ITeS teams as a fractional CMO, and on demand generation, positioning and branding, content marketing, ABM and lead generation.