Agency OS Skill Library

Sales Closer

Preps you for one live sales call end to end: research brief, discovery guide, objection responses, close plan and follow-up, all grounded in your own offers and proof.

Funnel and Sales sales-closer
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What it does

Works one deal and one conversation at a time. Give it a named prospect and a call on the calendar and it produces the prep: a one-page research brief, a discovery guide with questions written for that business, responses to the objections the prospect actually raised, a close plan with a defined next-step ask, and the follow-up sequence for after the call. It sells consultatively by design, built on SPIN Selling, Gap Selling, Challenger, Sandler, MEDDPICC and value-based frameworks, matched to the size of the deal. Everything it writes uses your configured offers, your qualifying criteria and your consented proof, never a script borrowed from someone else's business.

Do not confuse it with sales-conversion-engine. That skill builds the sales system itself: the repeatable process, scripts, stages and automations every deal moves through. Sales Closer preps you for one specific call with one specific person. System there, conversation here.

Say this to start

This skill has no button. You start it by saying what you want. Any of these will do it:

> prep me for my call with [name] tomorrow
> discovery call guide for [prospect]
> they said it's too expensive, how do I respond
> follow up with [prospect], they went dark
> close plan for the [offer] deal with [name]

When to reach for it

When NOT to use it

If you actually wantUse this instead
building the repeatable sales system: process, scripts, pipeline stages and CRM automations for every dealsales-conversion-engine
the finished proposal, quote or SOW document that follows the call; the templates here only shape what you promise on the callproposals
triaging the whole board of open deals and finding what has gone coldpipeline
chasing an unpaid invoice after the deal closedcollections
designing the offer, tiers or price points being soldoffer-architect

Before you start

What you needWhy
Brand configuration: business name, offer matrix, qualifying criteriaevery call guide steers toward one of your offers and qualifies against your criteria; without this context the skill asks for it before generating anythingRequired
Deal context: who the call is with, what they have said so far, where the lead came from, which offer is on the tablethe unit of work is one live deal; the prep is only as specific as what you tell it about this prospectRequired
verified-claims.md populated with consented proofevery result, testimonial or named client deployed in an objection reframe must trace to the registry, or it gets flagged instead of citedRequired
positioning.md and audience.md brand filesmarket position and real pain points sharpen the talking points and discovery questions; loaded under the freshness rules when presentOptional
CRM, call recordings, email and public profile accessused for pre-call research when connected; the skill works fine with whatever context you paste in by handOptional
Your own close rate data by lead sourcereplaces the skill's internal baselines so call length and trust-building effort are calibrated to your realityOptional

How it runs

  1. Load brand memoryReads your positioning, audience and offer context under the freshness rules, applies any learnings.md entries tagged sales-closer, and picks up its own accumulated memory of which frameworks and responses have worked for you before.
  2. Identify the modeYour ask routes to one of six modes: pre-call research, discovery call guide, proposal shaping, objection handling, follow-up sequence or a light pipeline check. It also determines which of your offers is most likely the right fit for this prospect.
  3. Research the prospectPulls whatever is available: CRM notes, call recordings, email threads, public profiles. Builds a one-page brief covering the company, lead source, likely pain points, prior interactions, recommended offer, talking points, the objections most likely to surface and the closest matching case study from your registry.
  4. Match the framework to the dealA small deal gets a value-based approach where ROI must be obvious. A mid-size deal gets SPIN plus Gap Selling. A complex multi-stakeholder deal gets the full stack with Challenger teaching. A retainer gets relationship selling. The framework fits the sale, not the other way round.
  5. Build the call guideA timed call structure with a Sandler up-front contract, then situation, problem, implication and need-payoff questions written for this prospect's industry and business. When budget is unknown, budget-qualifying questions go in; an assumed price sensitivity does not.
  6. Prep objections and evidenceEach stated objection gets a response in listen-acknowledge-explore-respond structure: what the prospect really means underneath, the reframe, and which piece of registry-verified evidence to deploy. Objections nobody raised get a short likely-objections list from the lead source, nothing more.
  7. Close plan and follow-upThe close makes the value math obvious and asks for a defined next step with a date, never pressure. After the call: a recap email within 30 minutes, then a sequence matched to deal status, hot, warm, stalled or lost, each with its own cadence and a graceful breakup at the end.
  8. Log and learnThe deliverable is logged to assets.md tagged sales-closer, you are asked how the output performed, and the answer feeds learnings.md and the skill's own memory so the next prep starts smarter.

What you get

Honest limits

Read this before you rely on it

Where people go wrong

The mistakeDo this instead
Asking for the pitch or the price before discovery is doneLet it diagnose first. The solution bridge comes after the prospect has described the gap in their own words, and it lands harder for the wait.
Telling it the prospect can afford the offer when you have not askedSay the budget is unknown. The prep will build the qualifying questions that surface it on the call instead of scripting a discount you never needed to give.
Padding objection prep with every objection you have ever heardFeed it the prospect's exact words. Stated objections get full responses; everything else stays a short watch-list so the prep stays about this call.
Ending the call with 'I'll send you some info'Use the close plan as written: a specific deliverable, a specific date, and a scheduled walk-through. A call without a next step is a deal going cold politely.
Citing a client result from memory during the callDeploy only the evidence the prep pulled from your registry. A number you half-remember is an unverified claim the moment you say it out loud.
Running it to design your whole sales machineOne deal per run. When you want the repeatable process, stages and automations behind every deal, that is sales-conversion-engine.
Worth knowing

Name the lead source before you ask for prep. A warm referral arrives with trust already in place and usually needs only a short discovery; a cold lead needs the longer call, more credibility building and more proof deployed. The skill calibrates the whole guide off that one fact, so it is the highest-value piece of context you can give it.