Professional groups.
Choose an editable professional workflow for your work context. Establish real source material and human review boundaries first, then download the relevant complete Skill package or stored related Skills.
Choose the task in front of you, not a label for yourself
These 23 groups are work-context entry points, not a judgment of identity, seniority, or professional qualification. Enter through the task closest to today, or compare several groups.
Choose a professional group
Choose quickly by the task at hand. If unsure, compare the two or three closest groups; no occupation declaration is required or stored.
E-commerce, finance & compliance
Sales & client advisory
Professional services
Design, content & media
Organization & product
Sales
- Roles and service work
- Account managers, sales representatives, business-development staff, presales coordinators, and sales operations.
- Real day-to-day task
- Record qualification, meetings, discovery, pricing authority, CRM stages, and handoff items.
- Minimum input
- Minimum: one authorized, de-identified or public sample, the task goal, recipient, and deadline; label unknowns as open checks.
- What you get
- An opportunity fact sheet, post-meeting actions, and external commitments needing approval.
- What it does not replace
- It does not replace price or discount authority, contract approval, marketing consent, customer commitments, or revenue conclusions.
For students and career switchers: try one small task
No real customer, patient, transaction, or confidential material is needed. Use a public, fictional, or de-identified safe sample to learn the role’s document structure and checking habits.
For a fictional opportunity, write one page of customer goal, known facts, unknowns, and next-meeting questions.
Four-step guide
- 01
What to review first
Start by completing the brief with the opportunity, stage, sources, objective, and reviewer, then mark unknown information as pending or unverified.
For whom: Fits B2B and B2C sellers who need auditable working records from qualification and discovery through negotiation, forecasting, partner collaboration, and handoff.
What comes up: Customer statements, internal assumptions, pricing authority, and CRM stage evidence often become mixed, creating inaccurate forecasts, unapproved commitments, and incomplete handoffs.
- 02
What to download first
The complete ZIP and detail link appear once the original Skill is merged into the catalog.
skills-si-sales-pipeline-workflow
skills-si-sales-pipeline-workflow
Sales pipeline workflow for B2B/B2C sellers: lead qualification, call plans, discovery questions, proposal and quote drafts, objection handling, follow-up cadence and deal reviews.
Original source & licenseskills-si/original-skills · skills-si-sales-pipeline-workflow · MIT
- 03
What to prepare
Prepare authorized real material, applicable current rules, the recipient, and deadline; de-identify sensitive information or obtain permission first.
- 04
Pre-delivery check & next step
Before delivery, verify customer evidence, approved external claims, pricing and discount authority, marketing consent, CRM stage proof, and open handoff items.
After download, retain sources and open checks in the template; the responsible qualified person makes the final judgment and sign-off.
Original Skills are written by Skills-SI with AI assistance, MIT licensed, and supplied as editable workflows/templates; they have not received independent human professional review or been tested in real Agent runs.
For high-risk professions—finance, investment advice, banking, compliance, law, medicine, biopharma, cost engineering, architecture, HR, real estate, and journalism—output is only a draft for review by licensed or qualified professionals. It is not investment, legal, medical advice, or an approval decision.
No efficiency, income, or business outcome is guaranteed.