This Claude skill provides a comprehensive framework for end-to-end B2B sales management and customer success optimization. It streamlines the creation of structured sales funnels, BANT-based lead qualification, and CRM pipeline architectures, while also offering data-driven strategies for health scoring and proactive churn reduction to maximize customer lifetime value (LTV).
Use Cases
Designing a structured B2B sales playbook to standardize lead qualification using BANT (Budget, Authority, Need, Timeline) criteria.
Setting up and optimizing CRM pipeline stages with clear conversion targets and probability weights for better revenue forecasting.
Implementing a customer health scoring system to monitor engagement and proactively intervene with at-risk accounts to reduce churn.
Developing a full-funnel growth strategy that tracks KPIs from initial awareness through to loyalty and expansion (NRR).
name
Sales and CRM Management
description
Complete sales funnel design, B2B sales playbook, CRM setup, and customer success management. Use when building sales processes or reducing churn.
