Marketing & Sales Training

Sales simulation system using SPIN selling methodology for training and practice.

Commands

Workflow

add-product → add-customer → add-operator → call → review
     ↓             ↓              ↓           ↓
  Products     Customers      Operators   Simulation
   stored       stored        stored      & Review

add-product

Add products for sales training.

Option A: Manual Input

Ask user for:

• •name: Product name (required)
• •description: What the product does
• •features: Key features list
• •benefits: Customer benefits
• •price: Pricing information
• •target_audience: Ideal customers
• •competitors: Alternative products
• •objections: Common customer objections and rebuttals

Save using: uv run scripts/save_record.py --type product --data '<json>'

Option B: File Import

If user provides DOCX/PDF/XLSX file:

uv run scripts/import_data.py --type product --file <path> --output .ezagent/database/marketing/products

Validation

After saving, confirm by listing:

ls -la .ezagent/database/marketing/products/

add-customer

Add customer personas for role-play.

Option A: Manual Input

Ask user for:

• •name: Customer name (required)
• •role: Job title
• •company: Company description
• •industry: Industry sector
• •pain_points: Challenges they face
• •goals: What they want to achieve
• •objections: Typical concerns
• •communication_style: How they prefer to interact
• •difficulty: easy/medium/hard

For persona templates, see references/customer-personas.md.

Save using: uv run scripts/save_record.py --type customer --data '<json>'

Option B: File Import

uv run scripts/import_data.py --type customer --file <path> --output .ezagent/database/marketing/customers

add-operator

Add sales strategies (operators) for training.

Option A: Manual Input

Ask user for:

• •name: Strategy name (required)
• •methodology: SPIN, Challenger, Solution Selling, etc.
• •approach: Overall selling approach
• •opening: How to start conversations
• •discovery_questions: Key questions to ask
• •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.

Save using: uv run scripts/save_record.py --type operator --data '<json>'

Option B: File Import

uv run scripts/import_data.py --type operator --file <path> --output .ezagent/database/marketing/operators

call

Start a sales simulation session.

Prerequisites

1. •At least one product in .ezagent/database/marketing/products/
2. •At least one customer in .ezagent/database/marketing/customers/
3. •At least one operator in .ezagent/database/marketing/operators/

Session Setup

1. •

   List available options:

   bash

   ls .ezagent/database/marketing/products/
   ls .ezagent/database/marketing/customers/
   ls .ezagent/database/marketing/operators/
   

2. •

   Ask user to select:

   • •Product to sell
   • •Customer persona to engage
   • •Sales strategy to use
3. •

   Load selected data:

   bash

   cat .ezagent/database/marketing/products/<selected>/info.json
   cat .ezagent/database/marketing/customers/<selected>/info.json
   cat .ezagent/database/marketing/operators/<selected>/info.json
   

4. •

   Generate session ID: session_<timestamp>

Role-Play Execution

You become the customer. The user is the salesperson.

Instructions:

• •Adopt the customer persona completely
• •Respond based on persona's communication style
• •Raise objections naturally per persona profile
• •React to SPIN questions appropriately
• •If well-engaged, show increasing interest
• •If poorly handled, become more resistant

Session markers:

• •Start: "--- Sales Call Started ---"
• •User can say "end call" or "exit" to finish

Post-Call Review

After the call ends:

1. •

   Analyze the conversation for:

   • •spin_usage: How well were SPIN questions used?
   • •objection_handling: How were objections addressed?
   • •rapport_building: Was trust established?
   • •product_presentation: Was the product positioned well?
   • •closing_attempt: Was there a clear next step?
   • •strengths: What went well
   • •improvements: What to work on
   • •score: Overall score 1-10
2. •

   Save the review:

   bash

   uv run scripts/save_session.py \
     --session-id <session_id> \
     --product <product_name> \
     --customer <customer_name> \
     --operator <strategy_name> \
     --review '<json_review>'
   

3. •

   Present the review to the user with actionable feedback.

Database Structure

.ezagent/database/marketing/
├── products/
│   └── <id>_<name>/
│       ├── info.json
│       └── README.md
├── customers/
│   └── <id>_<name>/
│       ├── info.json
│       └── README.md
├── operators/
│   └── <id>_<name>/
│       ├── info.json
│       └── README.md
└── history/
    └── <session_id>/
        ├── session.json
        └── README.md

SPIN Methodology Quick Reference

• •Situation: Current state questions (keep brief)
• •Problem: Pain point discovery
• •Implication: Consequence exploration (creates urgency)
• •Need-Payoff: Value articulation (customer sells themselves)

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