ClipMarts

Lead to Close

End-to-end sales workflow from lead capture to deal close

sales teamsconsultanciesfounders closing deals themselves
$29Operator PackFor departments, agencies, and ops-heavy teams

What is Lead to Close?

End-to-end sales workflow from lead capture to deal close. Lead scoring, outreach sequencing, meeting booking, proposal generation, negotiation support, and close tracking.

Setup Time

5 min

Difficulty

Intermediate

Works With
paperclipclaude-code

Why This Product Sells

Workflow products sell when they clearly remove missed steps in revenue-critical processes. This one does.

Best For

  • sales teams
  • consultancies
  • founders closing deals themselves

Outcomes

  • reduce deal leakage
  • tighten follow-up timing
  • standardize close process

Included

  • sales workflow
  • stage guidance
  • handoff templates

Before vs. After

Before

  • Missed steps and gaps in critical workflows
  • Pipeline visibility gaps and inconsistent follow-up
  • Fragmented tools and disconnected workflows

After deploying Lead to Close

  • reduce deal leakage
  • tighten follow-up timing
  • standardize close process

What's Included

  • workflow.yaml
  • stages/lead-scoring.md
  • stages/outreach-sequence.md
  • stages/proposal-generation.md
  • stages/negotiation.md
  • templates/proposal.md
  • README.md

Preview

workflow.yaml
# workflow.yaml
name: lead-to-close
description: End-to-end sales workflow

stages:
  - id: capture
    trigger: lead.created
    actions:
      - enrich-lead-data
      - score-lead
      - route-to-rep

  - id: outreach
    trigger: lead.scored
    filter: score >= 70
    actions:
      - research-prospect
      - write-personalized-email
      - schedule-follow-ups

  - id: meeting
    trigger: reply.positive
    actions:
      - book-discovery-call
      - prepare-deck
      - send-calendar-invite

  - id: close
    trigger: proposal.sent
    actions:
      - track-engagement
      - handle-objections
      - send-contract

Installation Guide

terminal
$ paperclipai skill import --from ./lead-to-close/
Skill imported successfully.

One command to import — then assign to any agent in your company.

Option A: CLI (recommended)

1

Download and extract the ZIP

unzip lead-to-close.zip
2

Import the skill

paperclipai skill import --from ./lead-to-close/
3

Assign to an agent

# Via CLI:
paperclipai agent update <agent-name> --add-skill lead-to-close

# Or in the dashboard:
# Agents → [agent name] → Skills → Add "Lead to Close"

Option B: Dashboard UI

1

Open Skills page

Navigate to Skills → Import Skill

2

Upload the product folder

From the extracted ZIP, upload the lead-to-close/ directory containing SKILL.md.

3

Assign to agents

Go to Agents → [agent] → Skills and add "Lead to Close" from the list.

Share
Files included7
Setup time5 min
Difficultyintermediate

Tags

workflowsalesleadspipelineclosingoutreach