Revenue operations skill

Lead lifecycle, scoring, routing and pipeline health so marketing and sales hand off cleanly.

It's one of cmo.so's open Sales & revenue skills: a SKILL.md file that tells an AI agent when to use it, what to ask you first, the steps to follow, the checks to pass and what to hand back, so the job is done the same careful way every time.

Reach for it when you'd otherwise say something like “Define our lead stages”, “What counts as a qualified lead?”, “Build a lead scoring model”. Your agent reads the skill's description and picks it for requests like these, so you don't need to name it.

If a request is close but not quite right, the skill says so and points to the related skill that fits better, instead of forcing a poor answer.

It works best with sales motion (self-serve, sales-led, hybrid), average deal size and sales cycle; cRM and tools in use, monthly lead volume, current stage and lead definitions; a pipeline or lead export (stage, value, dates, owner, source) when health or forecast is reviewed; and closed-won and closed-lost history to calibrate scoring.

You don't have to prepare everything up front. The skill asks for missing pieces one at a time and says plainly when it's working from an assumption instead of your data.

You get lifecycle stage document with entry/exit criteria, owners and SLAs; a fit + engagement scoring spec with thresholds and negative signals; routing rules with fallbacks, and pipeline stage rules with required fields; and a pipeline health review and a metrics dashboard spec.

Every result comes from a written method with a quality bar, so numbers name their source, claims are checked and the output is ready to use or share rather than a rough draft.

Yes. The skill is open source under the MIT licence, so you can use it, change it and share it, including for client work.

Seeing, copying and downloading the whole file on cmo.so needs a free sign-in. Copying also upvotes and saves it, so you can find it again under Saved on the skills page.

Claude Code installs it from the cmo.so marketplace. Any agent that reads SKILL.md folders, such as Codex or Cursor, can use it once the folder is in its skills directory.

You can also paste the copied skill into ChatGPT, Claude or any assistant at the start of a conversation and ask it to follow the skill.

In Claude Code, run /plugin marketplace add AI-Marketing-OS-LTD/cmo-so-skills, then /plugin install cmo-so-sales@cmo-so. That installs this skill together with the rest of the Sales & revenue group.

For other agents, sign in, press Copy or Download above and put the file in your agent's skills folder as SKILL.md inside a folder named after the skill.

No. The skill works on its own with whatever your agent can already see and do: your files, the pages you share and the data you paste in.

A free cmo.so account only matters if you also want Maggie to plan, write and publish your marketing every day.

It pairs well with Attribution. The agent can hand over from one to the next in the same conversation, for example research first, then the plan, then the writing.

Each of them has its own page with what it needs and what it returns, linked below.

Yes. It's a plain Markdown file, so you can edit the steps, add your own checks and examples, and keep your version in your own repo. The MIT licence allows it.

If your change would help others too, suggest it on the skills page or open a pull request on GitHub, and it may be folded into the library for everyone.

It's written by cmo.so and adapts open work by others, credited on this page: alirezarezvani/claude-skills (MIT); ericosiu/ai-marketing-skills (MIT); and ericosiu/ai-marketing-skills (MIT).

Only permissively licensed work is adapted; copyleft repos are used for ideas only and repos without a licence aren't used at all.

No. The skill only guides your own agent; your files, documents and data stay wherever your agent and its tools keep them.

cmo.so only sees what you connect to cmo.so. Your votes and saves on this page are stored against your cmo.so sign-in.