Lead to Close
End-to-end sales workflow from lead capture to deal close
Workflow products sell when they clearly remove missed steps in revenue-critical processes. This one does.
What you can have running in the first 7 days
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
What operators get
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
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
Get up and running in under 5 minutes.
# Copy workflow files
cp -r lead-to-close/ .claude/workflows/
# Run the workflow
claude /workflow lead-to-closeOperator Pack. Pay once for the asset. Upgrade to implementation only when you want higher-touch help.
Community acceleration
Bring your workflow into the Solo Unicorn community for sharper feedback, operator critique, and more visibility once the system is live.
Upgrade path
- Start with this package and validate the workflow.
- Add specialized skills or bundles once the core system is stable.
- Use the community to sharpen positioning, demos, and feedback loops.
Need this adapted to your business?
Buy the asset first if you can run it yourself. If this workflow is business-critical or needs custom implementation, move into a sprint or fractional CIO advisory instead of guessing.
Discuss implementation →Tags
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