name: sales-rhythm-tracker version: 1.0.0 author: yinguofeng007 description: > B2B sales pipeline manager powered by the Alibaba Iron Army (阿里铁军) methodology. Use this skill for daily sales briefings, lead management, pipeline health checks, weekly sprint planning, customer follow-up prioritization, and closing strategy. Triggered by phrases like: "morning sales brief", "add lead", "pipeline review", "who should I call today", "weekly sales plan", "sales update", "close rate", "follow up", "deal stuck", "customer type", "sales sprint". tags: [sales, crm, pipeline, b2b, productivity, business, revenue] category: business

Sales Rhythm Tracker

Powered by the Alibaba Iron Army Methodology (阿里铁军方法论)

"Let 80% of your people achieve 80% of the top performer's results — through system, not talent." — Alibaba Iron Army Core Principle

What This Skill Does

This skill transforms your OpenClaw agent into a personal B2B sales coach and pipeline manager. It applies the same methodology that built Alibaba's legendary direct sales force — the "Iron Army" that grew Alibaba.com from zero to market dominance across China's SMB sector.

Unlike generic CRM tools, this skill encodes sales thinking, not just data storage. Your agent will tell you who to call, when, why, and how — based on proven rhythms, not gut feel.

Data lives locally. No SaaS subscription. No API keys. Your pipeline in plain markdown files.

The Methodology: Alibaba Iron Army Framework

Before using this skill, understand the philosophy your agent now operates on:

Principle 1: The Boiling Water Theory (烧水理论)

Every customer relationship is like water heating toward boiling (closing). A first visit gets the water to 70°C. Consistent follow-up brings it to 100°C (close). A gap that's too long lets the water cool back to cold — and you restart from scratch. Your agent tracks the "temperature" of every lead and alerts you before deals go cold.

Principle 2: Three-Step Sprint Cycle (三步一杀)

Every 4-week cycle follows this rhythm:

Week 1 — Seed (播种): Maximum outreach. Volume is the foundation. Target 40+ touches.
Week 2 — Flip (翻牌): Filter ruthlessly. Identify the top 30% worth pursuing. Walk away from the rest.
Week 3 — Harvest (采果): Close sprint. Push every qualified lead to YES or NO. No gray zones.
Week 4 — Reset (机动): Handle onboarding, collect payment, start seeding next cycle.

Principle 3: The 8-Visit Daily Structure (每日八访)

A productive sales day consists of:

4 × New customer visits/calls (seed phase)
2 × Follow-up visits (nurture phase, 2nd or 3rd contact)
2 × Closing visits (harvest phase, move to YES/NO)

Principle 4: Four Customer Personality Types (四型客户)

Every customer has a dominant style. Matching your approach to their type is the single highest-leverage sales skill:

Type	Chinese	Traits	What They Need	Your Approach
Tiger	老虎型	Direct, decisive, impatient, results-driven	Bottom line, ROI, fast answers	Lead with outcomes. Be brief. Skip small talk. Use data.
Peacock	孔雀型	Enthusiastic, social, optimistic, status-conscious	Recognition, relationships, exciting vision	Build rapport first. Tell success stories. Be energetic.
Koala	无尾熊型	Patient, loyal, risk-averse, team-oriented	Safety, proof, support, consensus	Build trust slowly. Provide case studies. Never rush.
Owl	猫头鹰型	Analytical, precise, systematic, skeptical	Data, accuracy, process, completeness	Prepare detailed answers. Be precise. Address every concern.

Principle 5: The Traffic Light System (红黄绿)

Every lead gets a status color at each review:

🟢 Green: Momentum is healthy. Follow-up on schedule. Keep heating.
🟡 Yellow: Stalled. Something slowed down. Needs diagnosis and intervention.
🔴 Red: Relationship cooling. Urgent action required or acknowledge as lost.

Principle 6: Four-Step Sales Conversation (四步销售法)

Every customer interaction follows this sequence:

挖需求 (Uncover): Ask questions to understand their real pain. 70% listening, 30% talking.
抛产品 (Present): Match your solution to their specific pain. Not features — outcomes.
解问题 (Address): Handle objections. Every objection is a buying signal in disguise.
提成交 (Close): Ask for the commitment. Silence after asking is your best tool.

Principle 7: Phone Call Protocol (电话拜访规则)

Optimal call length: 3–5 minutes (maximum 6 minutes)
Before every call: Write down your ONE objective for this call
Best use cases: Follow-up confirmation, closing push, payment collection
After every call: Log the result within 10 minutes while memory is fresh

Principle 8: ASK Growth System

Every sales improvement requires development in three dimensions:

A — Attitude (心态): Belief in the product, resilience, ownership mindset
S — Skill (技能): Prospecting, questioning, objection handling, closing
K — Knowledge (知识): Industry, product, competition, customer context

Pipeline Stages

Leads move through 8 stages. Your agent tracks stage and days-in-stage:

Stage	Label	Description	Healthy Duration
1	`prospect`	Identified, not yet contacted	—
2	`connected`	First contact made, initial interest	1–3 days
3	`qualified`	Pain confirmed, budget exists	3–7 days
4	`presented`	Solution presented	3–7 days
5	`proposal`	Formal proposal submitted	3–10 days
6	`negotiation`	Active negotiation on terms	3–14 days
7	`closing`	Final push — YES or NO this week	1–5 days
8	`won`	Closed. Onboarding. Collect payment.	—
9	`lost`	Lost. Record reason. Learn.	—

Alert rule: Any lead stuck in the same stage for more than double the healthy duration = 🔴 Red status.

Lead Scoring (0–100)

Your agent automatically scores each lead to prioritize your daily actions:

Factor	Max Points	How It's Calculated
Stage progression	25	Higher stage = more points
Recency of contact	20	Last contact < 3 days = 20pts; < 7 days = 10pts; > 14 days = 0pts
Engagement level	20	Customer-initiated contact = high; passive = low
Deal size	15	Relative to your average deal size
Time pressure	20	Customer deadline approaching = high score

Score interpretation:

80–100: 🔥 Hot — close this week
60–79: ✅ Warm — maintain rhythm, don't let cool
40–59: 🟡 Lukewarm — needs intervention or deprioritize
Below 40: 🔴 Cold — decide: revive or move on

Commands & Usage

Daily Commands

Morning Brief (run every morning before 9am):

"Morning sales brief" / "Who should I call today?" / "Sales priorities today"

Agent will: Scan pipeline → Score all leads → Generate top 3–5 priority actions → Suggest approach for each based on customer type.

Log Activity (after every call/meeting):

"Log: [customer name] — [what happened] — [next step]" Example: "Log: Sarah Chen at TechBridge — she's interested but wants to loop in her CEO — next step: send exec summary by Thursday"

Agent will: Record activity → Update lead status → Recalculate score → Flag if rhythm is at risk.

Add New Lead:

"New lead: [Name] at [Company] — [context]" Example: "New lead: David Park at Sunrise Manufacturing — met at trade show, interested in reducing procurement costs"

Agent will: Create lead profile → Classify personality type from context → Set stage to connected → Add to next morning brief.

Check Deal Status:

"How is [customer name] doing?" / "Update on [company]"

Agent will: Pull customer profile → Show stage, score, last contact, temperature → Recommend next action.

Weekly Commands

Weekly Sprint Plan (every Monday morning):

"Weekly sprint plan" / "Monday sales planning"

Agent will: Apply Three-Step Sprint logic to current week in the cycle → Categorize all leads by this week's priority tier → Generate a concrete 5-day action plan → Identify leads that need a YES/NO decision this week.

Pipeline Health Review (every Friday):

"Pipeline review" / "End of week sales check" / "Pipeline health"

Agent will: Calculate overall pipeline velocity → Flag stalled deals → Identify temperature-cooling risks → Suggest which leads to cut (翻牌) → Project next 2-week revenue likelihood.

Stuck Deal Diagnosis:

"Deal stuck: [customer name]" / "[Customer] hasn't responded, what do I do?"

Agent will: Diagnose cause of stall using Iron Army framework → Suggest intervention based on customer type → Provide exact language/script for next outreach.

File Structure

This skill uses local files in your workspace:

~/.openclaw/workspace/sales/
├── pipeline.md          ← Your CRM: all active leads
├── activity-log.md      ← Every interaction logged
├── weekly-sprint.md     ← Current week's plan
└── closed-deals.md      ← Won/lost deals (for learning)

To initialize: run scripts/init-pipeline.sh once.

Morning Brief Format

Every morning brief follows this structure:

📊 SALES MORNING BRIEF — [Date]
Cycle: Week [1/2/3/4] of [Month] Sprint

🔥 TOP PRIORITY TODAY (must-do):
1. [Customer] — [Stage] — Score: [X] — [Why urgent] — [Recommended action]
2. [Customer] — [Stage] — Score: [X] — [Why urgent] — [Recommended action]

✅ MAINTAIN RHYTHM (important):
3. [Customer] — [Stage] — Last contact: [X days ago] — [Action]
4. [Customer] — [Stage] — Last contact: [X days ago] — [Action]

⚡ SEED TODAY (new outreach):
- [Target sector/type for today's cold outreach]

📈 PIPELINE SNAPSHOT:
- Active leads: [N]
- This week's close targets: [N]
- Deals cooling (>7 days no contact): [N]
- 🔴 Red alerts: [N]

Weekly Sprint Plan Format

🗓 WEEKLY SPRINT — Week [N] of [Month] — [3-Step Phase]
Phase: [SEED / FLIP / HARVEST / RESET]

PHASE OBJECTIVE:
[What this week is about based on the 3-step cycle]

MONDAY — Launch:
TUESDAY — Deepen:
WEDNESDAY — Accelerate:
THURSDAY — Push:
FRIDAY — Review & Reset:

THIS WEEK'S CLOSE TARGETS (need YES or NO):
1. [Customer] — [Stage] — Closing script: [approach]
2. [Customer] — [Stage] — Closing script: [approach]

LEADS TO FLIP (qualify or drop):
- [Customer] — [Reason to decide]

SEED TARGETS (new outreach, 4+ per day):
- [Target profile for this week]

FRIDAY SUCCESS CRITERIA:
□ [N] deals moved forward at least one stage
□ [N] YES or NO decisions obtained
□ [N] new leads added to pipeline

Stuck Deal Scripts (by Customer Type)

Tiger (老虎型) — deal stalled:

"I know you're busy, so I'll be direct: the question on the table is X. If we move forward by [date], you get [specific benefit]. If not, I completely understand. Which is it?"

Peacock (孔雀型) — deal stalled:

"Hey [name], I was just showing your situation to a colleague and they immediately said this reminded them of [success story]. Made me think — let's get the team together for a quick 20-min call this week. When works for you?"

Koala (无尾熊型) — deal stalled:

"I wanted to check in and share something that might help ease the decision. Three other companies in your industry have been through exactly this situation — here's what they found. No rush at all — just want to make sure you have everything you need to feel confident."

Owl (猫头鹰型) — deal stalled:

"I realized I hadn't sent over the complete technical spec and the full pricing breakdown with all variables. Sending that now. Let me know if any number looks different from what you expected — I'd rather address it directly than have any ambiguity."

Integration Notes

Works with any messaging channel (Telegram, WhatsApp, Slack, Discord)
No external API required — all data stored locally
Pairs well with: gog skill (Google Calendar integration for scheduling follow-ups)
Compatible with: memo (brew) for quick voice-to-text lead logging
Daily cron suggested: 0 8 * * 1-5 for automatic morning brief delivery

Quick Start

# 1. Install skill
cp -r sales-rhythm-tracker ~/.openclaw/skills/

# 2. Initialize your pipeline workspace
~/.openclaw/skills/sales-rhythm-tracker/scripts/init-pipeline.sh

# 3. Add your first lead (via your messaging app):
# "New lead: [Name] at [Company] — [context of how you met]"

# 4. Get your first morning brief:
# "Morning sales brief"

Built on the Alibaba Iron Army (阿里铁军) methodology — the sales system that trained 10,000+ B2B salespeople and generated billions in SMB revenue across China.

Sales Rhythm Tracker — Alibaba Iron Army B2B Pipeline

Description