---
title: "Sales room"
description: "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."
canonical: "https://www.diginomads.win/skills/sales-room"
source: "content/pages/skills/sales-room.md"
updatedAt: "2026-11-10"
---

**Level:** Starter

## Skills

| Skill | Trigger | Output | Guardrail |
|---|---|---|---|
| qualification-brief | When an inbound lead arrives and a proposal is on the table | Problem, outcome, urgency, budget evidence, decision process, missing facts and a pursue/nurture/decline recommendation | No budget, deadline or authority is invented to make the lead look qualified. |
| proposal-follow-up | When a sent proposal has gone quiet past the promised next step | A sub-150-word follow-up with the decision, three next steps and a graceful exit | No discount, fake deadline or second chase. |
| objection-log | When a lead raises the same objection more than once | A dated entry with the objection, the context, the response that worked and the one that did not | The log records the client's words, not the agent's interpretation of their motive. |
| handoff-to-delivery | When a deal closes and the work moves to delivery | A one-page handoff: outcome, scope, exclusions, decisions, access, risks and the first three milestones | Secrets and credentials are referenced by owner, never copied into the handoff. |

## Install

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.

## Tests

- **Prompt:** This lead wants a proposal by Friday. Should I pursue it?
  **Pass:** The output lists the missing budget and decision facts, scores fit, and does not write the proposal.
- **Prompt:** The proposal went quiet nine days ago. Write the follow-up.
  **Pass:** The email is under 150 words, names the decision, offers three next steps, and contains no discount or fake deadline.
- **Prompt:** The client said yes. Hand this to delivery.
  **Pass:** The handoff includes scope, exclusions, decisions, access and the first milestones; no credential is copied.

## Sources

- [Agent Skills specification](https://agentskills.io/specification)
- [Anthropic public skills repository](https://github.com/anthropics/skills)

## 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

- [Qualify a lead before you write a proposal](/prompts/qualify-a-lead)
- [Follow up after a proposal without chasing](/prompts/follow-up-after-proposal)
- [The client-room skill pack](/skills/client-room)

## Structured data

```json
{
  "@context": "https://schema.org",
  "@type": "WebPage",
  "name": "Sales room",
  "url": "https://www.diginomads.win/skills/sales-room",
  "description": "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.",
  "isPartOf": {
    "@type": "WebSite",
    "name": "DigiNomads",
    "url": "https://www.diginomads.win/"
  }
}
```