Agent Skills
› open-mercato/open-mercato
› stage-playbook
stage-playbook
GitHub指导根据交易势头和风险信号选择下一个销售管道阶段，确保按序推进并基于具体信号提供理由。
Trigger Scenarios
需要确定销售漏斗中交易的下一步状态
评估交易进展并决定是推进还是保守处理
Install
npx skills add open-mercato/open-mercato --skill stage-playbook -g -y
SKILL.md
Frontmatter
{
"name": "stage-playbook",
"description": "How to choose the next pipeline stage for a deal from its momentum and risk signals."
}
Use this playbook to pick the single most appropriate next stage for a deal.
Pipeline stages, in order:
lead— initial interest, no qualification yet.qualified— budget, authority, need, and timeline (BANT) confirmed.proposal— a quote or proposal has been sent.negotiation— terms are actively being discussed.won— the deal is closed and signed.lost— the deal is dead; record the reason.
Decision rules:
- Advance one stage at a time unless a strong signal justifies a jump.
- Strong forward signals: a signed document, a scheduled close date, an explicit verbal commitment, or procurement engagement.
- Risk signals that hold a deal back: no reply for two or more weeks, the champion leaving, or repeated reschedules.
- When momentum is unclear, prefer the conservative stage and lower your confidence rather than guessing high.
Always justify the chosen stage in the rationale with the specific signal you relied on.
Version History
- ab23d45 Current 2026-09-22 10:24
