B2B_Sales_Agent_Skill

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B2B_Sales_Agent_Skill

(★ 54)

A skill for B2B sales workflows: lead qualification, safe product Q&A, demo booking, CRM note writing, and human handoff.

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# B2B Sales Agent Skill

A skill for B2B sales workflows: lead qualification, safe product Q&A, demo booking, CRM note writing, and human handoff.

## What It Does

- Runs natural lead conversations without jumping into hard selling.
- Collects company size, industry, pain points, budget, decision maker, and timeline.
- Answers product questions only from approved knowledge-base evidence.
- Requires email, timezone, and demo purpose before booking demos.
- Writes CRM notes with pain points, stage, next action, and confidence level.
- Escalates high-risk legal, security, contract, and custom quote requests.

## Repository Layout

```text
b2b-sales-agent/
  SKILL.md
  agents/openai.yaml
  references/
  scripts/
scripts/
tests/
examples/
docs/superpowers/
```

## Install Locally

Copy the `b2b-sales-agent` directory into your Codex skills directory:

```powershell
Copy-Item -Recurse .\b2b-sales-agent "$env:USERPROFILE\.codex\skills\b2b-sales-agent"
```

Then invoke it with:

```text
Use $b2b-sales-agent to qualify this lead and decide the next sales action.
```

## Test

```powershell
python -m unittest discover -s tests -v
python scripts/validate_skill.py .\b2b-sales-agent
python scripts/validate_test_cases.py tests\fixtures\improved_agent_test_cases.json
python scripts/evaluate_dialogue_policy.py tests\fixtures\problem_dialogues.json
```

## Tool Assumptions

The skill expects the host agent environment to expose these tools:

- `get_lead_context(lead_id)`
- `search_knowledge_base(query)`
- `check_calendar(timezone, duration_minutes)`
- `book_demo(lead_id, slot_id, attendee_email, summary)`
- `write_crm_note(lead_id, summary, qualification_level, next_action)`
- `handoff_to_human(lead_id, reason, urgency)`

The local scripts do not call live systems. They provide deterministic helpers and tests for the skill's workflow rules.

## Contact Me
lchang1125@163.com

B2B_Sales_Agent_Skill

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