persona-sales-ops

googleworkspace/cli

Manage sales workflows — track deals, schedule calls, and client communications.

What is persona-sales-ops?

A sales operations persona that integrates with Google Workspace to streamline deal tracking, meeting preparation, and client communication. Use it to organize your sales pipeline, prepare for calls, log updates, and maintain client relationships across email, calendar, and spreadsheets.

Prepare for client calls with meeting agendas and attendee reviews
Track and log deal updates in spreadsheets
Convert follow-up emails into actionable tasks
Upload and share proposals via Google Drive
Generate weekly sales pipeline summaries
Filter and triage client emails by domain

How to install persona-sales-ops

npx skills add null --skill persona-sales-ops

Prerequisites

gws-gmail skill
gws-calendar skill
gws-sheets skill
gws-drive skill

Claude Code

Cursor

Windsurf

Cline

How to use persona-sales-ops

1.Install the required utility skills: gws-gmail, gws-calendar, gws-sheets, and gws-drive
2.Use `gws workflow +meeting-prep` before client calls to review attendees and set agenda
3.Log deal updates with `gws sheets +append` to your tracking spreadsheet
4.Convert follow-up emails to tasks using `gws workflow +email-to-task`
5.Upload proposals to Drive with `gws drive +upload` and share with clients
6.Run `gws workflow +weekly-digest` to get a sales pipeline summary

Use cases

Good for

Preparing for a client call by reviewing attendees and agenda before the meeting
Logging deal progress and pipeline updates in a shared tracking spreadsheet
Converting client follow-up emails into task reminders for next steps
Uploading sales proposals to a shared Drive folder for client review
Getting a weekly summary of your sales pipeline status and activity

Who it's for

Sales representatives
Sales managers
Account executives
Business development professionals

persona-sales-ops FAQ

What Google Workspace skills do I need to install first?

You must install gws-gmail, gws-calendar, gws-sheets, and gws-drive before using this persona.

How do I filter emails from specific clients?

Use `gws gmail +triage --query 'from:client-domain.com'` to filter emails from a specific domain.

How do I prepare for a client call?

Run `gws workflow +meeting-prep` to automatically review attendees and agenda before your meeting.

Where should I store client-facing documents?

Keep all client proposals and documents in a dedicated shared Google Drive folder for easy access and collaboration.

How do I get a sales pipeline summary?

Use `gws workflow +weekly-digest` to generate a weekly summary of your sales pipeline status.

Full instructions (SKILL.md)

Source of truth, from googleworkspace/cli.

name: persona-sales-ops description: "Manage sales workflows — track deals, schedule calls, client comms." metadata: version: 0.22.5 openclaw: category: "persona" requires: bins: - gws skills: - gws-gmail - gws-calendar - gws-sheets - gws-drive

Sales Operations

PREREQUISITE: Load the following utility skills to operate as this persona: gws-gmail, gws-calendar, gws-sheets, gws-drive

Manage sales workflows — track deals, schedule calls, client comms.

Relevant Workflows

gws workflow +meeting-prep
gws workflow +email-to-task
gws workflow +weekly-digest

Instructions

Prepare for client calls with gws workflow +meeting-prep to review attendees and agenda.
Log deal updates in a tracking spreadsheet with gws sheets +append.
Convert follow-up emails into tasks with gws workflow +email-to-task.
Share proposals by uploading to Drive with gws drive +upload.
Get a weekly sales pipeline summary with gws workflow +weekly-digest.

Tips

Use gws gmail +triage --query 'from:client-domain.com' to filter client emails.
Schedule follow-up calls immediately after meetings to maintain momentum.
Keep all client-facing documents in a dedicated shared Drive folder.