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 omh-decide.
• The user supplies a CRM export or pipeline snapshot and needs portfolio health, aging, slipped deals, forecast calibration, or renewal-risk review; use omh-sales-pipeline-review.
• The user only wants a polished social post, newsletter, or one-off outbound-copy rewrite; use omh-content-operator.
• The user asks to send outreach, update Salesforce or HubSpot, create an opportunity, or book a meeting; use omh-apps with explicit recipient, object, and authority.
• The request asks for current competitor or company evidence but supplies no source material; begin with ulw-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, +26 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: skill_view(name='omh-routing', file_path='references/skill-common-rail.md').

When to Use

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.

Runtime Evidence

Preferred harness for this skill: ops-review.

omh runtime record --skill sales-development --harness ops-review --status started

Record observed delegation results; otherwise return not_available or not_observed. Prepared OMH routing is not execution, review, CI, merge-readiness, or merge evidence.

• Treat wrapper memory/context summaries as advisory local context, not proof of opaque Hermes memory reads or changes. Preserve workflow intent and stop conditions; verify before claiming completion. Reply in the user's own words and the host's own voice: its SOUL.md persona owns reply language, tone, speech level, and sentence endings, progress updates included (where it sets no language, use the one the user wrote in), and OMH shapes structure and content only; OMH's record terms (surface, lane, wrapper, handoff, evidence boundary, not_observed) stay in records and tool calls, never in the sentence the user reads unless they ask about one; and when a real unresolved user decision or a useful briefing discussion remains, offer one specific, content-linked question. Completed work needs no question; omit unrelated non-action footers and generic offers to continue.

Use Hermes-native subagent/delegation features when available: native subagents -> Hermes delegation when available, otherwise sequential lanes.

Shared product, compatibility, topology, memory, harness, and execution rules: skill_view(name='omh-routing', file_path='references/skill-common-rail.md'). Load it when applicable; otherwise name an unavailable capability.