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Skill pack

Sales room

Four skills for independent consultants: qualify a lead, follow up on a proposal, keep an objection log and hand the deal to delivery without losing the context.

Starter 4 skills Reviewed 10 November 2026 Markdown mirror
Skill

qualification-brief

Trigger
When an inbound lead arrives and a proposal is on the table
Output
Problem, outcome, urgency, budget evidence, decision process, missing facts and a pursue/nurture/decline recommendation
Guardrail
No budget, deadline or authority is invented to make the lead look qualified.
Skill

proposal-follow-up

Trigger
When a sent proposal has gone quiet past the promised next step
Output
A sub-150-word follow-up with the decision, three next steps and a graceful exit
Guardrail
No discount, fake deadline or second chase.
Skill

objection-log

Trigger
When a lead raises the same objection more than once
Output
A dated entry with the objection, the context, the response that worked and the one that did not
Guardrail
The log records the client's words, not the agent's interpretation of their motive.
Skill

handoff-to-delivery

Trigger
When a deal closes and the work moves to delivery
Output
A one-page handoff: outcome, scope, exclusions, decisions, access, risks and the first three milestones
Guardrail
Secrets and credentials are referenced by owner, never copied into the handoff.
Install

Put the pack in the project

  1. Create `skills/qualification-brief/`, `proposal-follow-up/`, `objection-log/` and `handoff-to-delivery/`.

  2. Keep the offer, capacity and decline rules in `references/`; they change more often than the procedure.

  3. Make the follow-up skill read the last contact date before it writes. A duplicate follow-up is worse than none.

  4. Run the tests below on a real (redacted) lead and a real proposal. Do not test only on a friendly example.

Folder layout 
skills/my-pack/
|-- SKILL.md
|-- references/
|-- scripts/
`-- assets/
Test

Prove the pack does something

This lead wants a proposal by Friday. Should I pursue it?

Pass condition: The output lists the missing budget and decision facts, scores fit, and does not write the proposal.

The proposal went quiet nine days ago. Write the follow-up.

Pass condition: The email is under 150 words, names the decision, offers three next steps, and contains no discount or fake deadline.

The client said yes. Hand this to delivery.

Pass condition: The handoff includes scope, exclusions, decisions, access and the first milestones; no credential is copied.

Why this pack

Independent consultants lose money at the seams between selling and delivering. A lead is qualified by enthusiasm, a proposal is followed up with a discount, and the deal that closes is handed over as a forwarded email.

This pack keeps the facts in one place: why the lead is a fit, what was promised, what objection keeps appearing, and what delivery needs on day one.

The rule behind the pack

A deal is a set of promises. Write them down before the work starts, and check them again when it ends. The agent can draft the memo; the consultant owns the promise.

Adapting it

  • For productized services, replace the fit score with an eligibility checklist.
  • For retainers, add monthly capacity and notice to the handoff.
  • For a solo practice, keep the objection log short; three recurring objections are enough to change the offer.

Failure modes

  • Every lead is a fit. A qualification skill that never recommends decline is a sales cheerleader.
  • The follow-up becomes a chase. One follow-up per decision is enough.
  • The handoff is a link dump. Delivery needs the decisions and the boundaries, not the whole CRM.

Related

Sources

What this pack is based on

Agent Skills specification
Official documentation
Open
Anthropic public skills repository
Official documentation
Open
Skills are instructions, not a security boundary. Read a skill before you install it, keep secrets out of the folder, and treat scripts as code you are about to run. The full pack is in the Markdown mirror at /skills/sales-room.md.

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