Lead to Close
End-to-end sales workflow from lead capture to deal close
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.
5 min
Intermediate
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
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-contractInstallation Guide
One command to import — then assign to any agent in your company.
Option A: CLI (recommended)
Download and extract the ZIP
unzip lead-to-close.zipImport the skill
paperclipai skill import --from ./lead-to-close/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
Open Skills page
Navigate to Skills → Import Skill
Upload the product folder
From the extracted ZIP, upload the lead-to-close/ directory containing SKILL.md.
Assign to agents
Go to Agents → [agent] → Skills and add "Lead to Close" from the list.
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