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refoundai/销售资格认定

帮助用户有效筛选销售线索。适用于浪费时间在低质量线索上、转化率低、需要构建资格认定框架或改进发现流程的情况。

销售资格认定 是什么?

该技能旨在帮助销售人员、初创企业创始人或业务开发人员系统性地评估和筛选销售线索,以提升转化效率。通过提供结构化框架,它引导用户根据预算、权限、需求和时间等关键维度(如 BANT、CHAMP、MEDDIC 等经典模型)对每个线索进行评分与分类。技能支持自定义规则,允许用户根据行业或产品特点调整评分权重,从而减少对不合格线索的资源投入。它适用于主流 AI 代理平台(如 Claude Code、Cursor、Codex),并与 CRM 系统集成以实现数据同步。核心工作流程包括:识别线索来源 → 应用多维评分 → 输出优先级排序 → 建议下一步行动。该技能还通过自然语言交互提供实时解释,帮助用户理解每个评分背后的逻辑,从而优化整体销售策略。

兼容平台~Claude Code~Codex CLI~Cursor
npx skills add https://github.com/refoundai/lenny-skills/tree/main/skills/sales-qualification

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销售资格认定 是做什么的?

帮助用户有效筛选销售线索。适用于浪费时间在低质量线索上、转化率低、需要构建资格认定框架或改进发现流程的情况。

概述

该技能提供了一个可定制的框架,用于评估销售线索的资格,基于预算、决策权、具体需求和时间线等关键维度。它支持经典模型如 BANT、CHAMP 和 MEDDIC,并允许用户根据行业或产品特点调整权重与阈值。

使用方式

  • 检查线索:输入线索的详细信息(公司规模、角色、意向等),技能将输出一个资格评分和行动建议。
  • 构建框架:通过对话式配置,定义您的理想客户画像(ICP)和评分规则,无需手动编写代码。
  • 集成同步:与主流 CRM(如 Salesforce、HubSpot)通过 API 或中间件连接,自动拉取和更新线索状态。

核心特性

  • 多模型支持:内置 BANT、CHAMP、MEDDIC 等框架,一键切换。
  • 自定义权重:根据您的历史数据调整评分因子(如“预算”权重设为 30%,“需求”设为 40%)。
  • 实时解释:每次评分后,技能会用自然语言解释“为什么这个线索得了 75 分”,帮助您理解逻辑。
  • 动作建议:根据评分结果,推荐下一步操作(如“安排演示”、“放入培育序列”或“放弃”)。

限制与注意事项

  • 技能建议仅供参考,最终决策应结合人工判断。
  • 依赖线索数据的准确性和完整性;缺失信息可能导致评分偏差。
  • 集成需维护 API 密钥和权限,请确保安全实践。

适用平台

该技能兼容 Claude Code、Cursor、Codex 等主流 AI 代理工具。您可以直接在相应的代理环境中通过自然语言调用。

示例

用户输入:

评估线索:Acme Corp,200 人,CTO 对产品感兴趣,预算未知,急切需要解决方案。

技能输出:

资格评分:65/100(中等优先级) 理由:这已满足需求和时间维度,但预算信息缺失导致分数下降。建议安排一次初步通话澄清预算和决策流程。

贡献与连接

欢迎通过 GitHub 提交改进或问题。也欢迎在社区中分享您的配置和最佳实践。

Individual skills in this repo

This repo contains 20 individual skills — each has its own dedicated page.

refoundai/ai-evals

Help users create and run AI evaluations. Use when someone is building evals for LLM products, measuring model quality, creating test cases, designing rubrics, or trying to systematically measure AI output quality.

refoundai/ai-product-strategy

Help users define AI product strategy. Use when someone is building an AI product, deciding where to apply AI in their product, planning an AI roadmap, evaluating build vs buy for AI capabilities, or figuring out how to integrate AI into existing products.

refoundai/analyzing-user-feedback

Help users synthesize and act on customer feedback. Use when someone is analyzing NPS responses, processing support tickets, reviewing user research, synthesizing feedback from multiple channels, or trying to identify patterns in customer input.

refoundai/behavioral-product-design

Help users apply behavioral science to product design. Use when someone is designing for habit formation, reducing friction, applying psychology to UX, increasing retention through behavioral principles, or using nudges to influence user behavior.

refoundai/brand-storytelling

Help users craft compelling brand narratives. Use when someone is defining brand strategy, writing company positioning, creating pitch narratives, developing messaging frameworks, or trying to make their company story more memorable.

refoundai/building-a-promotion-case

Help users get promoted at work. Use when someone is preparing for a promotion conversation, building their case for advancement, trying to understand what's blocking their promotion, or figuring out how to get to the next level in their career.

refoundai/building-sales-team

Help users build and scale their sales organization. Use when someone is hiring their first salespeople, deciding when to bring on sales leadership, structuring sales compensation, or transitioning from founder-led sales.

refoundai/building-team-culture

Help users build and maintain strong team culture. Use when someone is defining team values, creating psychological safety, onboarding to a new team, navigating cultural change, or building distributed team norms.

refoundai/building-with-llms

Help users build effective AI applications. Use when someone is building with LLMs, writing prompts, designing AI features, implementing RAG, creating agents, running evals, or trying to improve AI output quality.

refoundai/career-transitions

Help users navigate career changes and pivots. Use when someone is considering a new role, transitioning into product management, evaluating job offers, taking a sabbatical, or feeling stuck in their current position.

refoundai/coaching-pms

Help users develop and coach product managers. Use when someone is managing PMs, creating development plans, running performance reviews, or trying to level up their PM team's capabilities.

refoundai/community-building

Help users build and grow product communities. Use when someone is starting a community, scaling an ambassador program, driving community-led growth, or choosing between user, developer, or partner communities.

refoundai/competitive-analysis

Help users understand and respond to competition. Use when someone is positioning against competitors, evaluating market threats, running competitive war games, or deciding how much to focus on competitors versus customers.

refoundai/conducting-interviews

Help users conduct effective hiring interviews. Use when someone is designing an interview loop, crafting interview questions, evaluating candidates in real-time, or building a structured interview process.

refoundai/conducting-user-interviews

Help users run better customer and user interviews. Use when someone is preparing for user research, planning discovery interviews, writing interview questions, analyzing interview findings, or trying to understand customer needs.

refoundai/content-marketing

Help users build content marketing strategies. Use when someone is starting a blog, building SEO, creating thought leadership content, or deciding on content formats and distribution channels.

refoundai/cross-functional-collaboration

Help users work effectively across functions. Use when someone is navigating PM-engineering relationships, resolving cross-team conflicts, building product trios, or improving handoffs between design, engineering, and product.

refoundai/defining-product-vision

Help users create compelling product visions. Use when someone is writing a vision statement, defining a long-term product direction, aligning teams on the future state, or distinguishing vision from strategy.

refoundai/delegating-work

Help users delegate effectively. Use when someone is struggling to let go of tasks, deciding what to delegate, building team autonomy, or balancing being hands-on vs hands-off.

refoundai/design-engineering

Help users understand and build design engineering capabilities. Use when someone is creating a design engineering function, hiring design engineers, or bridging the gap between design and engineering teams.

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