From sales
This skill should be used when the user asks to 'plan my territory', 'segment my accounts', or 'who should I focus on'.
npx claudepluginhub jamon8888/cc-suite --plugin SalesThis skill uses the workspace's default tool permissions.
Stop working every account equally. Build a system that tells you exactly where to spend your time.
Mandates invoking relevant skills via tools before any response in coding sessions. Covers access, priorities, and adaptations for Claude Code, Copilot CLI, Gemini CLI.
Share bugs, ideas, or general feedback.
Stop working every account equally. Build a system that tells you exactly where to spend your time.
┌─────────────────────────────────────────────────────────────────┐
│ STANDALONE (always works) │
│ ✓ Account segmentation: Tier accounts by fit + potential │
│ ✓ Coverage gap analysis: Find whitespace in your territory │
│ ✓ Workload balancing: Right number of accounts per rep │
│ ✓ Attack plan: Weekly/monthly focus priorities │
│ ✓ Bilingual (EN/FR): adapts to sales-profile.json language │
├─────────────────────────────────────────────────────────────────┤
│ SUPERCHARGED (connect ~~hubspot / ~~close / ~~clay) │
│ + Pull live account data (no manual input) │
│ + Enrich with firmographic signals (headcount, funding, tech) │
│ + Auto-assign accounts based on rep capacity │
│ + Track territory performance over time │
└─────────────────────────────────────────────────────────────────┘
Trigger: "Segment my accounts." / "Tier my territory."
Steps:
Load Account Data automatically:
deals = glob("data/1-Projets/active-deals/*.md") # read all existing deal files
icp = read("data/2-Domaines/icp.json")
Report: "Found [N] accounts in active-deals/. Scoring them now."
Only ask user for accounts if no deal files exist: "No accounts found — paste a list (Name, Industry, Size, Last Contact) to get started."
Add quarterly review trigger at end of output:
"Territory plan valid through [date + 90 days]. Set a reminder for Q+1 review:
/sales:pipeline territory"
Score Each Account using the ICP Fit × Potential Matrix (see references/scoring-matrix.md):
def score_account(account, icp):
fit_score = calculate_icp_fit(account, icp) # 0-100: how well they match ideal profile
potential_score = calculate_potential(account) # 0-100: revenue upside
recency_score = calculate_recency(account) # 0-100: engagement freshness
# Weighted composite
total = (fit_score * 0.45) + (potential_score * 0.35) + (recency_score * 0.20)
return round(total, 1)
def calculate_icp_fit(account, icp):
signals = []
if matches_industry(account, icp): signals.append(25)
if matches_size(account, icp): signals.append(25)
if matches_geography(account, icp): signals.append(20)
if matches_tech_stack(account, icp): signals.append(20)
if has_pain_signals(account, icp): signals.append(10)
return sum(signals)
def calculate_potential(account):
# Proxy signals when no CRM data
size_proxy = map_headcount_to_score(account.headcount)
growth_proxy = 20 if account.funding_stage in ["Series B", "Series C", "Growth"] else 0
budget_proxy = 20 if account.industry in high_budget_industries else 0
return min(size_proxy + growth_proxy + budget_proxy, 100)
Assign Tier:
| Tier | Score | Label | Cadence |
|---|---|---|---|
| T1 | 75–100 | Must Win | Weekly touchpoint |
| T2 | 50–74 | Should Win | Bi-weekly touchpoint |
| T3 | 25–49 | Could Win | Monthly touchpoint |
| T4 | 0–24 | Nurture/Drop | Quarterly or drop |
Output: Account Tier Map. See output format in Phase 4.
Trigger: "Find my coverage gaps." / "Where am I not covering?"
Steps:
Map Current State:
all_accounts = load_all_accounts()
active_accounts = [a for a in all_accounts if a.last_contact_days < 30]
dormant_accounts = [a for a in all_accounts if a.last_contact_days >= 60]
never_touched = [a for a in all_accounts if a.last_contact is None]
# The gap = high-fit accounts with no recent activity
whitespace = [a for a in dormant_accounts + never_touched
if calculate_icp_fit(a, icp) >= 60]
Identify Gap Types (see references/coverage-playbook.md):
Prioritize Gaps: Sort whitespace by ICP Fit Score descending. Top 10 = immediate outreach queue.
Output: Gap report with accounts grouped by gap type and recommended next action per account.
Trigger: "Balance the territory across the team." / "Assign accounts to reps."
Steps:
Define Capacity:
capacity_per_rep = {
"T1_accounts": 15, # Maximum T1 accounts a rep can work well
"T2_accounts": 30, # T2 accounts
"T3_accounts": 60, # T3 accounts (lighter touch)
"total_cap": 105 # Approximate total
}
Load Rep Profiles: From data/2-Domaines/sales-profile.json or user input:
Assign Logic:
Output: Assignment table with capacity utilization % per rep and flag for imbalances.
Trigger: "Build my territory plan." / "What should I focus on this month?"
Steps:
Combine all prior phases into a single strategic document.
Generate Focus List:
this_week = T1_accounts[:5] # 5 T1 accounts, active pipeline moves
this_month_new = whitespace[:10] # 10 whitespace accounts to open
this_month_reactivate = dormant[:5] # 5 dormant champions to revive
Time Allocation Recommendation:
| Focus Area | % of Week | Hours (40hr week) |
|---|---|---|
| T1 pipeline advancement | 40% | 16h |
| New whitespace outreach | 25% | 10h |
| Dormant reactivation | 15% | 6h |
| T2 nurture | 10% | 4h |
| Admin + CRM hygiene | 10% | 4h |
Save Plan: Write to data/2-Domaines/territory-plan-[YYYY-MM].md.
# Territory Plan — [Rep Name] — [Month YYYY]
**Total Accounts**: [N]
**Coverage**: [N] active / [N] dormant / [N] untouched
---
## Tier 1 — Must Win ([N] accounts)
| Account | ICP Fit | Potential | Last Contact | Next Action |
|---------|---------|-----------|--------------|-------------|
| Acme Corp | 92 | High | 5 days ago | Send proposal by Friday |
| BetaCo | 88 | High | 12 days ago | Book exec alignment call |
## Tier 2 — Should Win ([N] accounts)
| Account | ICP Fit | Potential | Last Contact | Next Action |
|---------|---------|-----------|--------------|-------------|
| ... | ... | ... | ... | ... |
## Whitespace (Top 10 — Immediate Outreach)
| Account | ICP Fit | Why Now | Recommended Opener |
|---------|---------|---------|-------------------|
| ... | ... | ... | ... |
---
## ⚠️ Alerts
- [Account X]: T1, no activity in 21 days — at risk of going cold
- [Account Y]: Champion left company — re-map stakeholders
- [Rep Z]: 127 accounts assigned — overloaded, recommend offloading 20 T3s
---
## This Week's Focus (Top 5 Actions)
1. [Action — Account — Why]
2. ...
data/2-Domaines/icp.json for fit scoring criteriadata/2-Domaines/sales-profile.json for language + methodologydata/1-Projets/active-deals/ for pipeline contextdata/2-Domaines/territory-plan-[YYYY-MM].mdwin-loss-analyzer if territory plan assumptions diverge from actual outcomes after 90 daysreferences/scoring-matrix.md: Full ICP Fit × Potential scoring rubric with weightings.references/coverage-playbook.md: Gap types, re-engagement scripts, and whitespace prioritization.references/territory-plan-template.md: Standard output format for monthly territory plans.