Revenue Operations Planner
Designs lead scoring, routing rules, pipeline stages, and CRM automation plans for sales teams.
by JasonColapietro · ★ 125 on GitHub
What it does
Share your sales process, tools, and current pain points with Claude. It maps out lifecycle stages, lead scoring criteria, routing rules, and automation steps for your CRM. You get implementation-ready documents your team can build from.
Who it’s for
A good fit for salespeople, consultants and founders who sell, people who run the day-to-day of a business and small business owners and startup founders.
Do you need to code?
No. You can use this without writing or editing any code.
How to install
Add it as a skill, or as part of its plugin. This skill also ships inside a plugin, so you can upload just this skill to Claude, or install the whole plugin it comes in. See the step-by-step guide.
Safety note
Does not connect to or change your CRM directly.
As with any add-on, only install skills from sources you trust, and read what it does first.
License
MIT