---
name: sales-conversion-enablement
description: Improve sales discovery, demos, proposals, business cases, objection handling, negotiation, mutual action plans, procurement, handoffs, and sales enablement assets. Use when Codex is asked to help convert opportunities, write sales collateral, create demo flows, prepare call plans, handle objections, or improve close rates.
---

# Sales Conversion Enablement

## Core Workflow

1. Identify buyer role, stage, pain, desired outcome, buying process, decision criteria, alternatives, and next milestone.
2. Prepare discovery around business impact, current process, urgency, constraints, stakeholders, success criteria, and risk.
3. Tailor demos and collateral to the buyer's stated problem; avoid feature tours.
4. Convert objections into diagnosis: value, risk, timing, trust, fit, authority, procurement, or change management.
5. Use mutual action plans for complex deals: steps, owners, dates, dependencies, legal/security/procurement, and success criteria.
6. Handoff cleanly to onboarding/customer success with promises, risks, stakeholders, and value case preserved.

## Enablement Assets

- Discovery call plan
- Demo flow
- Objection map
- Proposal outline
- Business case
- Mutual action plan
- Competitive positioning
- Post-sale handoff brief

## Review Standard

Sales material should help the buyer make a decision, not merely describe the product. Lead with buyer outcomes, proof, risk reduction, implementation path, and cost of inaction.

## Freshness Rule

Verify current CRM, e-signature, proposal, procurement, security-review, and enablement-platform documentation before giving platform-specific setup guidance. Keep buyer strategy separate from vendor UI details.

## Deliverable Shape

For sales conversion work, provide:

- Deal or buyer context
- Stage and desired next milestone
- Discovery or demo plan
- Buyer-specific value case
- Objection and risk map
- Mutual action plan or proposal outline
- Follow-up and handoff notes

## References

- Read `references/conversion-enablement-checklist.md` when preparing or reviewing sales conversion work.