Omh Sales Development

Sales Development

This is a Hermes-native sales-development workflow skill.

Why This Exists

sales-development prepares evidence-bounded discovery and qualification guidance without claiming sales execution.

Do Not Use When

• The user needs a company-level positioning, market-entry, or strategic-options decision rather than account-level discovery; use strategy-brief.
• The user supplies a CRM export or pipeline snapshot and needs portfolio health, aging, slipped deals, forecast calibration, or renewal-risk review; use sales-pipeline-review.
• The user only wants a polished social post, newsletter, or one-off outbound-copy rewrite; use content-operator.
• The user asks to send outreach, update Salesforce or HubSpot, create an opportunity, or book a meeting; use connector-operator with explicit recipient, object, and authority.
• The request asks for current competitor or company evidence but supplies no source material; begin with research before presenting claims as observed.

Examples

Good example:

• Prompt: Build a discovery plan and qualification questions for a mid-market prospect considering our support platform.
• Expected behavior: Prepare account evidence gaps, discovery and qualification questions, value hypotheses, and an owned next-step plan.
• Why: The request is account-level sales discovery, not outreach execution or company strategy.

Bad example:

• Prompt: Write a LinkedIn launch post for our new feature.
• Expected behavior: Route to content-operator, not sales-development.
• Why: A one-off social post has no account qualification or discovery objective.

Completion Checklist

• The decision, options, tradeoffs, assumptions, and rejected alternatives are named.
• Observed signals are separated from strategic inference.
• Accepted decisions and implementation follow-ups are not conflated.

Recovery Notes

• If evidence is mostly assumption, label it and recommend a research or feedback-triage pass.
• If the decision owner is missing, keep the output as options rather than accepted strategy.

Workflow Lane

• Current lane: Research and company ops (product-docs, source-finder, web-research, research, model-optimization, inference-serving, model-finetuning, research-brief, +20 more) - research, signals, ops, and briefings.
• If intent belongs to another lane, hand back to oh-my-hermes or name the adjacent workflow.
• Shared product, routing, compatibility, and evidence rules: omh-routing/references/skill-common-rail.md.

Use When

Use when a seller or business-development owner needs account context, buyer hypotheses, qualification questions, value narrative, partner/outreach plan, and a non-executing next-step sequence.

Strong routing signals: `sales discovery`, `account plan`, `outbound messaging`, `영업 발굴`, `고객사 계획`, `아웃바운드 메시지`

Catalog Metadata

Category: strategy Phase: sales-development Hermes role: operator Quality tier: decision-gated Reasoning demand: standard

Quality bar:

• Separate account evidence, buyer hypotheses, qualification questions, and next-step ownership.
• Keep outreach drafts and CRM actions explicitly non-executing.

Handoff policy:

Keep domain framing, clarification, source/evidence synthesis, draft outputs, and next-work routing in Hermes. A prepared brief, review, reply, or plan is not an external action, approval, filing, send, publish, data mutation, implementation, review, CI, or merge claim. Prepare a connector, file, coding, or human-review handoff only when the user explicitly accepts that next step; report it only from observed evidence. Hermes prepares research, discovery, and message guidance; it does not research unobserved facts as facts, contact prospects, create opportunities, change CRM data, book meetings, or claim revenue or progress.

Required inputs:

• account or segment
• available evidence
• buyer hypothesis
• sales objective

Expert clarification questions:

• account or segment
  • English: Which fit criteria and disqualifiers, offer or use case, stage and owner, geography, and evidenced stakeholders and roles define the account or segment?
  • Korean: 어떤 적합 기준과 제외 기준, 제안 또는 사용 사례, 단계와 책임자, 지역, 근거가 있는 이해관계자와 역할이 계정 또는 세그먼트를 정의하나요?

Expected outputs:

• sales_opportunity_evidence_record/v1
• sales_qualification_state/v1
• sales_draft_sequence/v1
• sales_handoff_disposition/v1

Artifact expectations:

• prepared sales development brief when a wrapper captures it

Safety rules:

• Treat unsupported company and competitor information as evidence gaps, not facts.
• Do not claim prospect contact, CRM mutation, meeting booking, opportunity creation, revenue, or progress.

Procedure: load references/procedure.md.