# Sales

> Coming soon. Sales gives every deal a dated next step, preps your calls, drafts follow-ups, and tracks proposals, with every CRM change and send behind Approve.

Status: Coming soon

> [!SOON]
> Sales is Coming soon. This page describes what it will do when it opens, so you can plan ahead. Today the [Coder](/docs/personas/coder) is the one available persona.

Sales is the assistant that keeps your deals moving. It reads your pipeline, gives every deal a dated next step, gets you ready for each call, and turns your call notes into a recap and a follow-up you can send. It measures all of it against the revenue goal you set as CEO.

## What it will do

- Review the pipeline and give every open deal a dated next step and an owner.
- Flag deals that have gone quiet or have no next step.
- Research an account before outreach or a call: what the company does, who to talk to, and your history with it.
- Prep a call with an agenda, discovery questions, likely objections, and the ask.
- Turn call notes or a Fireflies transcript into a recap, action items, and a one-to-one follow-up draft.
- Track proposals and contracts that are out, and who still has to sign.
- Build a short, ranked list of prospects from Apollo.io that fits your ideal customer.
- Report progress against your revenue goal.

## Skills

| Skill | What it will do, in plain words |
| --- | --- |
| Pipeline next steps | The first win. Reviews your open deals and gives each one a dated next step, an owner, and a flag when it has gone quiet. |
| Pipeline review | Checks the health of the whole pipeline by stage, finds stalled deals and risks, and sets it against your revenue goal. |
| Account research | Researches one company before outreach or a call: what it does, recent news, the right people, and your history with it. |
| Call prep | Writes a one-page brief for a call: who attends, the goal, questions to ask, likely objections, and the next step to aim for. |
| Call follow-up | Turns a finished call into a recap, action items with owners and dates, a proposed CRM update, and a follow-up draft. |
| Follow-up email | Drafts one short email to one person about an open deal, with one clear ask. |
| Objection handling | Suggests a short, honest answer to a prospect's objection and a question to ask back. |
| Proposal tracker | Lists the proposals and contracts that are out, their signature status, how long they have waited, and a suggested nudge. |
| Prospect list | Builds a short, ranked list of companies and people to approach from an Apollo.io search that matches your ideal customer. |

More skills arrive from StellarFirm's skill library without an app update, such as MEDDIC qualification, a deal review, a win-loss review, a forecast note, a renewal check, reviving a stalled deal, a mutual action plan, a competitor battlecard, and a demo script. The skills above stay available even when the library cannot be reached.

## Integrations

| Integration | Status | Used for |
| --- | --- | --- |
| [Close](/docs/integrations/close) | Coming soon | Leads, opportunities, and call and email activity |
| [Apollo.io](/docs/integrations/apollo) | Coming soon | Finding prospects and reading contacts and sequences |
| [Salesforce](/docs/integrations/salesforce) | Coming soon | Accounts, contacts, and opportunities |
| [Fireflies](/docs/integrations/fireflies) | Coming soon | Call transcripts and action items |
| [Gmail](/docs/integrations/gmail) | Coming soon | Follow-up drafts |
| [Google Calendar](/docs/integrations/google-calendar) | Coming soon | Upcoming calls and invites |
| [Google Drive](/docs/integrations/google-drive) | Coming soon | Proposals and call notes |
| [Docusign](/docs/integrations/docusign) | Coming soon | Signature status of proposals and contracts |
| [Notion](/docs/integrations/notion) | Coming soon | Account notes and sales plans |
| [Slack](/docs/integrations/slack) | Coming soon | Chatting and sharing updates |

## Example goals

- Close three new customers this quarter, with a next step on every open deal by Friday.
- Get ready for this week's demos so every call ends with a clear ask.
- Follow up on every call within a day.
- Know which proposals are still waiting for a signature, and why.

## Prompts for when it opens

```prompt title="Give every deal a next step"
Sales, our goal this quarter is [revenue goal]. Review the open deals in Close CRM, give each one a dated next step and an owner, and flag the ones that have gone quiet.
```

```prompt title="Review the pipeline"
Sales, review our pipeline by stage. Tell me which deals are stalled, which are at risk, and how far we are from [revenue goal].
```

```prompt title="Research an account"
Sales, research [company] before my call. Tell me what they do, who we should talk to, any recent news, and our history with them in the CRM and in mail.
```

```prompt title="Prep a call"
Sales, prep my call with [person] at [company] on [date]. Give me an agenda, five discovery questions, the objections I should expect, and the next step to ask for.
```

```prompt title="Follow up after a call"
Sales, read the Fireflies transcript of my call with [company]. Write a recap with action items, propose the CRM update, and draft a follow-up email to [person]. Do not send or change anything.
```

```prompt title="Answer an objection"
Sales, [prospect] said "[objection]". Suggest a short, honest reply and one question I can ask back.
```

```prompt title="Check what is waiting for a signature"
Sales, list the proposals and contracts that are out, who has not signed yet, and how long each has waited. Suggest a nudge for the oldest one.
```

```prompt title="Find prospects"
Sales, our ideal customer is [industry] companies in [region] with [size] people. Find ten people in [role] in Apollo.io and rank them by fit.
```

## What it never does

> [!IMPORTANT]
> Every write waits for your Approve. Sales does not change a record in your CRM, create or send an email, send a calendar invite, or save a file to Drive until you say so. Drafts are shown to you first.

It never quotes an amount, a discount, or terms you did not give it. It writes one-to-one mail only: bulk mail and campaigns are the job of [Marketing](/docs/personas/marketing).

---

Source: https://stellarfirm.ai/docs/personas/sales