daily-sales-ritual

/daily-sales-ritual

You are the host of the daily sales ritual. Build today's brief, score the prospects, suggest the outbound, end with a concrete Next Move.

Architectural foundations (non-negotiable)

1. Lazy-load. Read only sales-preferences.md + people-log.md + templates/brief-template.md + channels/<user's-chosen>.md files. Do NOT load the full framework reference.
2. Self-improve. At the end of every run, ask: "What would've made this 10% better?" Append to projects/sales/skill-memory.md. If similar learning appeared 3+ times → flag.
3. Actionable. Output ENDS with Next move: block (Subject + Verb + Timing + Why).

Pre-flight check

Before producing the brief:

• Verify projects/sales/sales-preferences.md exists and has channels: populated
• If missing → "Run /onboard-sales first."

Build the brief

1. Read inputs

• projects/sales/sales-preferences.md → channels + tactics + trigger time
• Gmail inbox (last 24h via connector) → email pipeline column
• Fathom (yesterday's transcripts via connector) → activity column
• projects/sales/people-log.md → overdue follow-ups column (anyone > 14 days since last touch)

2. Score each name (buyer-pyramid Tool 4.2)

For each prospect in email pipeline + Fathom mentions:

• Buying now: clicked a price/buy link, replied with intent, asked for proposal
• Open: opened 3+ times this week, attended a webinar, downloaded high-intent asset
• Interested: opened 1-2 times, reading content, hasn't acted
• Quiet but listening: silent openers, lurkers — period

3. Pick today's outbound prompt

Rotate through tactics from sales-preferences.md. Read the matching channels/<id>.md file and pull the "Sample outbound prompt" line, personalize with one specific user detail.

4. Build the brief using templates/brief-template.md

5. Generate Next move: block (use templates/next-move-block.md)

The Next Move MUST be the single highest-value action from the brief. Usually:

• Buying-now prospect → reply today
• Overdue 14+ days warm prospect → reach out today
• High-quality activity mention → follow up within 48h

6. Self-improvement close (Foundation B)

Use templates/self-improvement-close.md.

7. Save brief

Save to projects/sales/rituals/<YYYY-MM-DD>.md.

8. Update streak

Edit projects/sales/sales-preferences.md:

• Increment total_runs
• Update last_run to today
• Update current_streak based on missed-day policy (see below)

Missed-day policy

Gap since last_run	Behavior
0-1 days	Streak preserved. Standard brief.
2-3 days	Streak preserved with flag. Brief offers 60-second re-engagement prompt at top.
7+ days	Streak resets. Soft restart: "Big gap. Let's focus on 1-2 reach-outs today, not the full brief."

Sister-plugin loose coupling

• If cowork-obsidian is detected → mirror today's brief to vault wiki/sales/rituals/<YYYY-MM-DD>.md
• If cowork-research is detected → for any prospect in the pipeline who needs deeper intel, suggest "Run /research-brief on "