Marketing & Sales System (Production)

Production-grade sales response system with:

• •Information verification: Query systems before making claims
• •Permission control: Offers within authority limits
• •Cold-start support: Handle unknown prospects, save info after call

Commands

Types: product, customer, operator

create

Create a record in the database. Use --mock flag to auto-generate realistic data.

Usage

create <type> [--mock]

create product

Required Fields (ask user if not using --mock):

• •name: Product name
• •description: What the product does
• •features: Key features list
• •benefits: Customer benefits
• •price: Pricing information
• •target_audience: Ideal customers
• •competitors: Alternative products
• •objections: Common objections and rebuttals
• •api_interfaces: System API definitions (see below)
• •operator_permissions: Permission rules (see below)

API Interface Example:

{
  "prospect_info": {
    "description": "查询潜在客户信息",
    "endpoint": "/api/crm/prospect/{prospect_id}",
    "method": "GET",
    "params": ["prospect_id"],
    "response_fields": ["company", "contacts", "deal_stage"],
    "mock_enabled": true
  }
}

Permission Rules Example:

{
  "can_approve_immediately": ["试用<30天", "折扣<10%"],
  "requires_supervisor": ["试用>=30天", "折扣>=10%"],
  "requires_process": ["年度框架协议"],
  "forbidden": ["虚假承诺", "承诺未发布功能"]
}

create customer

Required Fields (ask user if not using --mock):

• •name: Customer name
• •phone: Phone number (for lookup)
• •role: Job title
• •company: Company description
• •industry: Industry sector
• •pain_points: Challenges they face
• •goals: What they want to achieve
• •communication_style: How they interact
• •decision_authority: Can decide or needs approval

create operator

Required Fields (ask user if not using --mock):

• •name: Strategy name
• •methodology: SPIN, Challenger, Solution Selling, Value Selling
• •approach: Overall selling philosophy
• •opening: How to start conversations
• •discovery_questions: Questions to understand needs
• •objection_handling: How to handle objections
• •closing_technique: How to close deals
• •key_phrases: Effective phrases to use

For SPIN methodology details, see references/spin-selling.md.

--mock Flag

When --mock is specified, generate realistic data using templates from references/mock-templates.md.

For mock products, MUST include api_interfaces and operator_permissions fields.

Save Command

uv run scripts/save_record.py --type <type> --data '<json>'

read

Read a specific record by name or ID.

uv run scripts/get_record.py --type product --name '云客通智能CRM'
uv run scripts/get_record.py --type customer --id 'abc123'
uv run scripts/get_record.py --type operator --name 'SPIN顾问式销售'

update

Update an existing record. Provide updates as JSON.

uv run scripts/update_record.py --type customer --name '王建华' --updates '{"phone": "13800138001"}'
uv run scripts/update_record.py --type product --name '云客通智能CRM' --updates '{"price": "9999元/年"}'
uv run scripts/update_record.py --type operator --id 'abc123' --updates '{"methodology": "Challenger"}'

delete

Delete a record from the database.

uv run scripts/delete_record.py --type customer --name '王建华'
uv run scripts/delete_record.py --type product --id 'abc123'
uv run scripts/delete_record.py --type operator --name 'SPIN顾问式销售' --force

list

uv run scripts/list_records.py                    # All records
uv run scripts/list_records.py --type product     # Products only
uv run scripts/list_records.py --verbose          # Detailed view

call

Start a production sales call session.

Step 1: Session Initialization

Required parameters from user:

• •product: Product name to sell
• •operator: Sales strategy name
• •prospect_phone (optional): Prospect's phone number

If prospect_phone provided, search for existing customer. If not found, create cold-start prospect record.

If no phone provided, ask user to provide customer name OR indicate this is a new prospect.

Step 2: Load Session Data

1. •Search for product in .ezagent/database/marketing/products/
2. •Search for operator in .ezagent/database/marketing/operators/
3. •Search/create customer:
   • •If phone: lookup by phone, create cold-start if not found
   • •If name: lookup by name
   • •If new prospect: create cold-start record

If product or operator NOT found: Stop and report error.

Step 3: Start Call

Display session start:

--- 销售通话已开始 ---
联系方式: {phone}
产品: {product_name}
客户: {customer_name} {如果是冷启动: [新潜客]}
策略: {operator_name}
---

You are the sales representative. Use operator strategy to guide your approach.

Step 4: Information Verification (CRITICAL)

Before making claims about pricing, availability, or capabilities, verify first:

1. •

   When discussing pricing or discounts:

   code

   【系统查询 - Mock】
   接口: GET /api/pricing/{product_id}?customer_tier=enterprise
   目的: 确认当前定价和可用折扣
   ---
   

   Generate mock response, then quote based on result.

2. •

   When customer asks about specific features:

   code

   【系统查询 - Mock】
   接口: GET /api/product/{product_id}/features
   目的: 确认功能是否已发布
   ---
   

3. •

   When checking prospect history (for returning prospects):

   code

   【系统查询 - Mock】
   接口: GET /api/crm/prospect/{phone}/interactions
   目的: 查看之前的沟通记录
   ---
   

Step 5: Permission Control (CRITICAL)

Before agreeing to customer requests, check permissions:

When customer requests special terms (extended trial, bigger discount, custom features, etc.):

1. •

   Check against operator_permissions in product data

2. •

   Display permission check:

   code

   【权限检查结果】
   操作: 提供15天试用
   状态: ✓ 可立即批准
   说明: 在权限范围内（试用<30天）
   ---
   

3. •

   If requires approval:

   code

   【权限检查结果】
   操作: 提供一年试用
   状态: ⚠ 需要主管审批
   说明: 超出当前权限（试用>=30天）
   流程: 请告知客户需要申请特批，预计1-2个工作日
   ---
   

4. •

   Respond appropriately:

   • •Approved: "好的，我可以为您安排15天的试用..."
   • •Needs supervisor: "一年的试用需要我向上级申请特批，您看我先帮您安排一个月的试用，同时并行申请？"
   • •Needs process: "这种年度框架协议需要走正式流程，我帮您对接我们的商务团队..."
   • •Forbidden: "这个我没办法承诺，不过我可以..."

Step 6: Conversation Guidelines

Response pattern:

1. •Use discovery questions from operator strategy
2. •Query relevant system before making specific claims (show mock block)
3. •Check permission before offering special terms (show permission block)
4. •Tailor pitch based on customer pain points

Example exchange:

客户: 听起来不错！你们能给我申请一年的免费试用吗？

【权限检查结果】
操作: 一年免费试用
状态: ⚠ 需要主管审批
说明: 超出当前权限（试用>=30天）
---

【系统查询 - Mock】
接口: GET /api/pricing/product001?customer_tier=enterprise
响应: {
  "trial_policy": {
    "standard": "14天",
    "extended": "30天（需审批）",
    "enterprise": "可商议"
  }
}
---

销售: 一年的试用确实需要特别审批。不过我可以先帮您安排30天的深度试用，让您的团队充分体验。同时，我会向我的主管申请更长的试用期——根据我们的政策，企业客户是可以商议的。您觉得这样可以吗？

Step 7: End Call and Save

When user says "结束通话", "end call", or "exit":

1. •

   Display: --- 销售通话已结束 ---

2. •

   Collect information learned during call (for cold-start prospects):

   • •Prospect's actual name
   • •Company information
   • •Pain points discovered
   • •Decision-making process
   • •Budget/timeline indicators
   • •Next steps agreed
3. •

   Build conversation array:

   json

   [
     {"role": "salesperson", "content": "..."},
     {"role": "customer", "content": "..."}
   ]
   

4. •

   Generate review:

   json

   {
     "opening_effectiveness": "...",
     "discovery_quality": "...",
     "objection_handling": "...",
     "value_presentation": "...",
     "closing_attempt": "...",
     "next_steps": ["..."],
     "customer_updates": {
       "name": "李总",
       "company": "XX科技",
       "pain_points": ["效率低", "成本高"],
       "deal_stage": "demo_scheduled"
     }
   }
   

5. •

   Save session (includes customer info update for cold-start):

   bash

   uv run .claude/skills/marketing/scripts/save_session.py \
     --claude-session "<claude_code_session_id>" \
     --product "<product_name>" \
     --customer "<customer_name>" \
     --operator "<operator_name>" \
     --conversation '<json_conversation>' \
     --review '<json_review>' \
     --update-customer '<customer_updates_json>'
   

   Session ID Format: mk_{YYYYMMDD}_{seq}_{claude_session_id}

   • •mk: marketing 类型前缀
   • •YYYYMMDD: 日期
   • •seq: 当天序号（3位数字，如 001）
   • •claude_session_id: 当前 Claude Code 对话的 session ID

   示例：mk_20260125_001_abc123

6. •

   Display review to user with actionable feedback.

Database Structure

.ezagent/database/marketing/
├── products/
│   └── <id>_<name>/
│       ├── info.json          # Includes api_interfaces, operator_permissions
│       └── README.md
├── customers/
│   └── <id>_<name>/
│       ├── info.json          # Includes interaction_history
│       └── README.md
├── operators/
│   └── <id>_<name>/
│       ├── info.json
│       └── README.md
└── history/
    └── mk_{YYYYMMDD}_{seq}_{claude_session_id}/
        ├── session.json       # Includes full conversation
        └── README.md

Quick Reference

Mock Data Block Format

【系统查询结果 - Mock】
接口: {METHOD} {endpoint}
响应: {json_data}
---

Permission Check Format

【权限检查结果】
操作: {action}
状态: {✓ 可立即批准 | ⚠ 需要主管审批 | ⚠ 需要走流程 | ✗ 禁止操作}
说明: {reason}
---

Sales Methodologies

• •SPIN: Situation → Problem → Implication → Need-Payoff
• •Challenger: Teach → Tailor → Take Control
• •Solution Selling: Pain → Power → Vision → Value → Control
• •Value Selling: Discover → Diagnose → Design → Deliver

For detailed guidance, see references/spin-selling.md.