# Sales

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

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 does

- 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.
- Write a sales playbook from how you already sell, and a call script for one call.
- Draft one cold email to one person. Bulk mail stays with Marketing.

## Skills

| Skill | What it does, in plain words |
| --- | --- |
| Pipeline next steps | The 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 review | Checks the health of the whole pipeline by stage, finds stalled deals and risks, and sets it against your revenue goal. |
| Account research | Researches one company before outreach or a call: what it does, recent news, the right people, and your history with it. |
| Call prep | Writes 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-up | Turns a finished call into a recap, action items with owners and dates, a proposed CRM update, and a follow-up draft. |
| Follow-up email | Drafts one short email to one person about an open deal, with one clear ask. |
| Objection handling | Suggests a short, honest answer to a prospect's objection and a question to ask back. |
| Proposal tracker | Lists the proposals and contracts that are out, their signature status, how long they have waited, and a suggested nudge. |
| Prospect list | Builds a short, ranked list of companies and people to approach from an Apollo.io search that matches your ideal customer. |
| Sales playbook | Writes how you already sell as steps a teammate can follow. |

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

| Integration | Used for |
| --- | --- |
| [Close](/docs/integrations/close) | Leads, opportunities, and call and email activity |
| [Apollo.io](/docs/integrations/apollo) | Finding prospects and reading contacts and sequences |
| [Salesforce](/docs/integrations/salesforce) | Accounts, contacts, and opportunities |
| [Fireflies](/docs/integrations/fireflies) | Call transcripts and action items |
| [Gmail](/docs/integrations/gmail) | Follow-up drafts |
| [Google Calendar](/docs/integrations/google-calendar) | Upcoming calls and invites |
| [Google Drive](/docs/integrations/google-drive) | Proposals and call notes |
| [Docusign](/docs/integrations/docusign) | Signature status of proposals and contracts |
| [Notion](/docs/integrations/notion) | Account notes and sales plans |
| [lemlist](/docs/integrations/lemlist), [Instantly](/docs/integrations/instantly) | Reading outreach campaigns and replies |
| [Similarweb](/docs/integrations/similarweb) | Sizing an account by its website traffic |
| [Firecrawl](/docs/integrations/firecrawl), [Exa](/docs/integrations/exa), [Tavily](/docs/integrations/tavily), [Jina AI](/docs/integrations/jina) | Account research with a source for every fact |
| [Vapi](/docs/integrations/vapi) | Reading call history before a follow-up |
| [Slack](/docs/integrations/slack) | Chatting 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

```prompt title="Give 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.
```

```prompt title="Review 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].
```

```prompt title="Research 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.
```

```prompt title="Prep 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.
```

```prompt title="Follow 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.
```

```prompt title="Answer an objection"
Sales, [prospect] said "[objection]". Suggest a short, honest reply and one question I can ask back.
```

```prompt title="Check 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.
```

```prompt title="Find 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

> [!IMPORTANT]
> Anything that reaches other people waits for your Approve. Sales does not send an email or a calendar invite, or post a comment, until you say so. Drafts, CRM records you asked for, and new files saved to Drive run on their own, and drafts are shown to you first.

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](/docs/personas/marketing).

---

Source: https://stellarfirm.ai/docs/personas/sales