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Module 03 · Personas

Sales

Coming soon

Coming soon. Sales gives every deal a dated next step, preps your calls, drafts follow-ups, and tracks proposals, with every CRM change and send behind Approve.

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Sales is the assistant that keeps your deals moving. It reads your pipeline, gives every deal a dated next step, gets you ready for each call, and turns your call notes into a recap and a follow-up you can send. It measures all of it against the revenue goal you set as CEO.

What it will do#

  • Review the pipeline and give every open deal a dated next step and an owner.
  • Flag deals that have gone quiet or have no next step.
  • Research an account before outreach or a call: what the company does, who to talk to, and your history with it.
  • Prep a call with an agenda, discovery questions, likely objections, and the ask.
  • Turn call notes or a Fireflies transcript into a recap, action items, and a one-to-one follow-up draft.
  • Track proposals and contracts that are out, and who still has to sign.
  • Build a short, ranked list of prospects from Apollo.io that fits your ideal customer.
  • Report progress against your revenue goal.

Skills#

SkillWhat it will do, in plain words
Pipeline next stepsThe first win. Reviews your open deals and gives each one a dated next step, an owner, and a flag when it has gone quiet.
Pipeline reviewChecks the health of the whole pipeline by stage, finds stalled deals and risks, and sets it against your revenue goal.
Account researchResearches one company before outreach or a call: what it does, recent news, the right people, and your history with it.
Call prepWrites a one-page brief for a call: who attends, the goal, questions to ask, likely objections, and the next step to aim for.
Call follow-upTurns a finished call into a recap, action items with owners and dates, a proposed CRM update, and a follow-up draft.
Follow-up emailDrafts one short email to one person about an open deal, with one clear ask.
Objection handlingSuggests a short, honest answer to a prospect's objection and a question to ask back.
Proposal trackerLists the proposals and contracts that are out, their signature status, how long they have waited, and a suggested nudge.
Prospect listBuilds a short, ranked list of companies and people to approach from an Apollo.io search that matches your ideal customer.

More skills arrive from StellarFirm's skill library without an app update, such as MEDDIC qualification, a deal review, a win-loss review, a forecast note, a renewal check, reviving a stalled deal, a mutual action plan, a competitor battlecard, and a demo script. The skills above stay available even when the library cannot be reached.

Integrations#

IntegrationStatusUsed for
CloseComing soonLeads, opportunities, and call and email activity
Apollo.ioComing soonFinding prospects and reading contacts and sequences
SalesforceComing soonAccounts, contacts, and opportunities
FirefliesComing soonCall transcripts and action items
GmailComing soonFollow-up drafts
Google CalendarComing soonUpcoming calls and invites
Google DriveComing soonProposals and call notes
DocusignComing soonSignature status of proposals and contracts
NotionComing soonAccount notes and sales plans
SlackComing soonChatting and sharing updates

Example goals#

  • Close three new customers this quarter, with a next step on every open deal by Friday.
  • Get ready for this week's demos so every call ends with a clear ask.
  • Follow up on every call within a day.
  • Know which proposals are still waiting for a signature, and why.

Prompts for when it opens#

PromptGive every deal a next step

Sales, our goal this quarter is [revenue goal]. Review the open deals in Close CRM, give each one a dated next step and an owner, and flag the ones that have gone quiet.

PromptReview the pipeline

Sales, review our pipeline by stage. Tell me which deals are stalled, which are at risk, and how far we are from [revenue goal].

PromptResearch an account

Sales, research [company] before my call. Tell me what they do, who we should talk to, any recent news, and our history with them in the CRM and in mail.

PromptPrep a call

Sales, prep my call with [person] at [company] on [date]. Give me an agenda, five discovery questions, the objections I should expect, and the next step to ask for.

PromptFollow up after a call

Sales, read the Fireflies transcript of my call with [company]. Write a recap with action items, propose the CRM update, and draft a follow-up email to [person]. Do not send or change anything.

PromptAnswer an objection

Sales, [prospect] said "[objection]". Suggest a short, honest reply and one question I can ask back.

PromptCheck what is waiting for a signature

Sales, list the proposals and contracts that are out, who has not signed yet, and how long each has waited. Suggest a nudge for the oldest one.

PromptFind prospects

Sales, our ideal customer is [industry] companies in [region] with [size] people. Find ten people in [role] in Apollo.io and rank them by fit.

What it never does#

It never quotes an amount, a discount, or terms you did not give it. It writes one-to-one mail only: bulk mail and campaigns are the job of Marketing.