sales-meeting-follow-up-plan

sales-meeting-follow-up-plan Sales Growth Assistant

Quick Start

More Skills

Overview

The Sales Growth Assistant is used to answer "why isn't the customer moving forward," sales enablement, customer research, and follow-up plans. It is suitable for sales, marketing, operations, and product teams to invoke after clarifying business goals, content materials, or analysis targets. It combines inputs such as sales meeting minutes, pasted meeting transcripts, post-meeting notes, chat records, or customer communication summaries, organizes key context, and outputs summaries, diagnostic conclusions, action recommendations, and reusable deliverables for continued execution, review, or delivery.

When to Use

Applicable Scenarios

• Users raise questions such as "why isn't the customer moving forward" and need to quickly break down goals, determine priorities, and form actionable results
• Sales, marketing, operations, and product teams need to generate summaries, diagnostic conclusions, action recommendations, and reusable deliverables around the Sales Growth Assistant
• Users have already prepared the opportunity background (explaining the customer stage, contacts, competitive situation, budget timeline, or current advancement blockers), follow-up depth (follow-up depth), and follow-up goal (for example, scheduling the next meeting, sending a proposal, confirming a pilot, advancing procurement, or re-engaging the customer), and want to organize them into actionable analysis or optimization results
• Users need to turn Sales Growth Assistant-related materials into clear conclusions, priorities, and next actions

Invocation Method

Call the AI Skills API directly through the exported Python runner:

Command Examples

Basic Invocation

python3 scripts/run.py --params '{}'

Invocation with Common Parameters

python3 scripts/run.py --params '{"dealContext":"商机背景"}'

Parameter Description

Parameter	Type	Required	Default	Description
dealContext	string	No	-	Describe the customer stage, contacts, competitive situation, budget timeline, or current advancement blockers
reviewDepth	string	No	标准方案	Follow-up depth; optional values:快速跟进、标准方案、深度复盘
followUpGoal	string	No	-	For example, scheduling the next meeting, sending a proposal, confirming a pilot, advancing procurement, or re-engaging the customer
productContext	string	No	-	Supplement product capabilities, pricing, cases, constraints, and materials mentioned during the meeting
meetingNotesFile	string	No	-	Supports meeting minutes or transcript files such as docx, pdf, md, and txt
meetingNotesText	string	No	-	Paste meeting transcripts, post-meeting notes, chat records, or customer communication summaries

See the complete machine-readable parameter structure at references/form-schema.json。

Parameter Value Reference

The current skill has no categorical parameters that require additional lookup tables.

Supported Input Formats

The current skill directly accepts JSON parameters and does not involve share link parsing.

Example Request

The example parameters below can be passed directly to scripts/run.py, and the runner will send them to the AI Skills API.

python3 scripts/run.py --params '{"dealContext":"商机背景"}'

Equivalent --params JSON：

{
  "dealContext": "商机背景"
}

Example Return Result

{
  "success": true,
  "data": {
    "message": "示例结果请以技能真实返回结构为准。"
  },
  "meta": {
    "executionTime": 842,
    "cached": false
  }
}

Deliverables

• Summaries, diagnostic conclusions, action recommendations, and reusable deliverables: organize core results around the user's goals that can be directly read, reviewed, or delivered.
• Input material interpretation: combine the business opportunity background (explain the customer stage, contacts, competitive situation, budget timeline, or current advancement blockers.), follow-up depth (follow-up depth), follow-up goal (for example, schedule the next meeting, send a proposal, confirm a pilot, advance procurement, or re-engage the customer.) to distill key context and the basis for judgment.
• Next steps: provide priorities, execution suggestions, or a content framework that can be further processed.

Suggestions for Using the Results

• First determine whether the output answers the user's core question about the "Sales Growth Assistant."
• Then check whether the results cover the summary, diagnostic conclusions, action recommendations, and reusable deliverables, and whether clear next steps are provided.
• If there is little input material, it is recommended to have the user supplement the goals, audience, constraints, or source materials before running.

Preparation Before Running

• AISKILLS_BASE_URL: default https://ai-skills.ai
• AISKILLS_API_KEY: required, used for authenticated calls
• AISKILLS_TENANT_ID: default default