Sales Process Automation

service: b2b-lead-qualification
leadSources:
  - website-forms
  - content-downloads
  - webinar-registrations
  - demo-requests
  - trial-signups
  - conference-leads
enrichment:
  providers:
    - clearbit
    - zoominfo
    - 6sense
  data:
    company: [revenue, employees, industry, tech-stack, funding]
    contact: [role, seniority, email, phone, linkedin]
    intent: [buying-signals, competitor-research, content-engagement]
scoring:
  demographic:
    companyRevenue:
      - range: [10M, 50M]
        score: 10
      - range: [50M, 100M]
        score: 20
      - range: [100M+]
        score: 30
    employees:
      - range: [100, 500]
        score: 10
      - range: [500, 1000]
        score: 20
      - range: [1000+]
        score: 30
    industry:
      technology: 30
      financial-services: 25
      healthcare: 20
      manufacturing: 15
      other: 10
    role:
      c-level: 30
      vp-director: 25
      manager: 15
      individual-contributor: 5
  behavioral:
    website-visits:
      - visits: [1, 3]
        score: 5
      - visits: [4, 10]
        score: 15
      - visits: [10+]
        score: 25
    pricing-page-views: 20
    case-study-downloads: 15
    demo-video-watch: 25
    documentation-page-views: 10
    api-documentation: 30
  engagement:
    email-opens: 5
    email-clicks: 10
    email-replies: 20
    meeting-scheduled: 30
    demo-attended: 40
  intent:
    competitor-research: 25
    solution-research: 20
    integration-research: 15
qualification:
  threshold:
    hot: 80
    warm: 50
    cold: 30
    disqualified: < 30
  bant:
    budget:
      question: "What's your annual budget for [product category]?"
      qualified: ['> 50K', '100K+', 'significant']
    authority:
      question: 'Who else will be involved in this decision?'
      qualified: ['decision-maker', 'evaluating-options', 'can-sign']
    need:
      question: 'What problem are you trying to solve?'
      qualified: ['urgent-pain', 'active-project', 'budget-allocated']
    timeline:
      question: 'When are you looking to implement?'
      qualified: ['this-quarter', 'next-quarter', 'this-year']
routing:
  - condition: score >= 80 && bant.qualified
    action: assign-to-ae
    sla: 5-minutes
  - condition: score >= 50 && score < 80
    action: assign-to-sdr
    sla: 1-hour
  - condition: score >= 30 && score < 50
    action: nurture-campaign
    duration: 90-days
  - condition: score < 30
    action: disqualify
    reason: not-icp
notifications:
  hot-lead:
    channels: [slack, sms, email]
    recipients: [assigned-ae, sales-manager]
    message: '🔥 Hot lead: {{company}} ({{score}} points)'
  warm-lead:
    channels: [email]
    recipients: [assigned-sdr]
  stale-lead:
    condition: no-activity-in-7-days
    action: re-score

// Lead submits demo request form
const lead = {
  firstName: 'John',
  lastName: 'Smith',
  email: '[email protected]',
  company: 'Acme Corporation',
  phone: '+1-415-555-1234',
  source: 'website-demo-request',
}

// Service automatically:
// 1. Enriches lead data
const enrichedLead = await services.sales.enrichLead(lead)
console.log(enrichedLead)
// {
//   ...lead,
//   companyData: {
//     revenue: 85000000,
//     employees: 450,
//     industry: 'Technology',
//     techStack: ['Salesforce', 'HubSpot', 'Slack'],
//     funding: 'Series B',
//     fundingAmount: 25000000
//   },
//   contactData: {
//     role: 'VP of Engineering',
//     seniority: 'executive',
//     linkedin: 'https://linkedin.com/in/johnsmith',
//     previousCompanies: ['Google', 'Facebook']
//   },
//   intentSignals: {
//     competitorResearch: true,
//     recentWebVisits: 12,
//     pricingPageViews: 3,
//     caseStudyDownloads: ['fintech-case-study.pdf']
//   }
// }

// 2. Calculates lead score
// Demographic: 20 (revenue) + 20 (employees) + 30 (industry) + 25 (role) = 95
// Behavioral: 25 (12 visits) + 20 (pricing) + 15 (case study) = 60
// Intent: 25 (competitor research) = 25
// Total Score: 95 + 60 + 25 = 180 (capped at 100)

// 3. Routes to Account Executive
const routing = await services.sales.routeLead(enrichedLead)
console.log(routing)
// {
//   assignment: 'AE',
//   assignedTo: '[email protected]',
//   priority: 'hot',
//   sla: '5-minutes',
//   reason: 'High score (100) + ICP match + buying intent'
// }

// 4. Sends notifications
// Slack: "🔥 Hot lead: Acme Corporation (100 points)
//         VP of Engineering, 450 employees, $85M revenue
//         Recent activity: 12 website visits, viewed pricing 3x
//         Assigned to: Sarah Johnson"

// 5. Creates CRM record with all enriched data
const crmRecord = await services.sales.createCRMRecord({
  lead: enrichedLead,
  score: 100,
  assignment: routing,
  nextAction: 'call-within-5-minutes',
})

// 6. Schedules automatic follow-up if no contact in 5 minutes
await services.sales.scheduleFollowUp({
  leadId: crmRecord.id,
  delay: 300, // 5 minutes
  action: 'escalate-to-manager',
})

// Track qualification pipeline
const qualificationMetrics = await services.sales.getQualificationMetrics({
  timeRange: 'last-30-days',
})
console.log(qualificationMetrics)
// {
//   totalLeads: 2345,
//   qualified: {
//     hot: 234, // 10%
//     warm: 703, // 30%
//     cold: 703, // 30%
//     disqualified: 705 // 30%
//   },
//   avgScoreBySource: {
//     'website-demo-request': 72,
//     'content-download': 45,
//     'webinar-registration': 58,
//     'conference-leads': 35
//   },
//   conversionRate: {
//     'hot-to-opportunity': 0.65,
//     'warm-to-opportunity': 0.25,
//     'cold-to-opportunity': 0.08
//   },
//   avgTimeToContact: {
//     hot: 240, // 4 minutes
//     warm: 3600, // 1 hour
//     cold: 86400 // 24 hours
//   }
// }

{
  "service": "proposal-generation",
  "templates": {
    "enterprise": {
      "sections": [
        "executive-summary",
        "business-objectives",
        "proposed-solution",
        "implementation-plan",
        "pricing",
        "roi-analysis",
        "case-studies",
        "terms-and-conditions"
      ],
      "style": "formal",
      "length": "comprehensive"
    },
    "mid-market": {
      "sections": ["executive-summary", "solution-overview", "pricing", "implementation-timeline", "case-studies", "next-steps"],
      "style": "professional",
      "length": "concise"
    },
    "smb": {
      "sections": ["solution-overview", "pricing", "getting-started", "support"],
      "style": "friendly",
      "length": "brief"
    }
  },
  "personalization": {
    "company": {
      "logo": "automatic",
      "colors": "brand-match",
      "industry": "specific-examples",
      "size": "appropriate-solutions"
    },
    "contact": {
      "name": "throughout",
      "role": "role-specific-value-props",
      "painPoints": "from-discovery-notes",
      "goals": "from-crm-data"
    }
  },
  "pricing": {
    "tiers": {
      "starter": {
        "basePrice": 999,
        "users": 10,
        "features": ["core"],
        "discounts": {
          "annual": 0.2,
          "multi-year": 0.3
        }
      },
      "professional": {
        "basePrice": 2999,
        "users": 50,
        "features": ["core", "advanced"],
        "discounts": {
          "annual": 0.2,
          "multi-year": 0.3
        }
      },
      "enterprise": {
        "basePrice": 9999,
        "users": "unlimited",
        "features": ["all"],
        "discounts": {
          "annual": 0.25,
          "multi-year": 0.35
        },
        "customPricing": true
      }
    },
    "addOns": {
      "premium-support": 499,
      "advanced-analytics": 999,
      "api-access": 1999,
      "custom-integration": "quote"
    }
  },
  "roiCalculator": {
    "metrics": [
      {
        "name": "time-savings",
        "formula": "hours_saved * hourly_rate * employees",
        "inputs": ["current-process-time", "new-process-time", "frequency"]
      },
      {
        "name": "cost-reduction",
        "formula": "current_cost - new_cost",
        "inputs": ["current-solution-cost", "proposed-solution-cost"]
      },
      {
        "name": "revenue-increase",
        "formula": "new_opportunities * close_rate * avg_deal_size",
        "inputs": ["efficiency-improvement", "current-conversion-rate"]
      }
    ],
    "timeframe": [1, 3, 5], // years
    "assumptions": "documented"
  },
  "caseStudies": {
    "matching": {
      "industry": true,
      "companySize": true,
      "useCase": true,
      "challenges": true
    },
    "display": {
      "maxCount": 3,
      "includeMetrics": true,
      "includeQuotes": true,
      "includeLogos": true
    }
  },
  "collaboration": {
    "multiUser": true,
    "comments": true,
    "versionControl": true,
    "approvalWorkflow": [
      "sales-rep",
      "sales-manager",
      "legal" // for enterprise deals
    ]
  },
  "delivery": {
    "formats": ["pdf", "interactive-web", "powerpoint"],
    "tracking": {
      "views": true,
      "timeSpent": true,
      "sections Viewed": true,
      "shared": true
    },
    "expiration": "30-days",
    "eSignature": "docusign"
  }
}

// Create proposal for qualified opportunity
const opportunity = {
  company: 'Acme Corporation',
  contactName: 'John Smith',
  contactRole: 'VP of Engineering',
  industry: 'Technology',
  employees: 450,
  revenue: 85000000,
  painPoints: ['Manual data entry consuming 20 hours/week per rep', 'Inconsistent follow-up leading to lost deals', 'Poor pipeline visibility'],
  goals: ['Reduce admin time by 50%', 'Increase win rate by 20%', 'Real-time pipeline visibility'],
  currentSolution: 'Spreadsheets and generic CRM',
  currentCost: 50000, // annual
  dealSize: 120000, // proposed annual contract
  tier: 'professional',
}

// Service automatically generates proposal
const proposal = await services.sales.generateProposal(opportunity)
console.log(proposal)
// {
//   id: 'PROP-2024-5678',
//   status: 'draft',
//   sections: {
//     executiveSummary: {
//       content: `Dear John,
//
//         Thank you for taking the time to discuss Acme Corporation's sales operations challenges. Based on our conversation, I understand that your team of 50 sales reps is spending 20 hours per week on manual data entry, leading to inconsistent follow-up and limited pipeline visibility.
//
//         This proposal outlines how our Sales Automation Platform can help Acme Corporation achieve:
//         - 50% reduction in administrative time (10 hours/week per rep)
//         - 20% increase in win rates through automated follow-up
//         - Real-time pipeline visibility for better forecasting
//
//         Based on these improvements, we project Acme Corporation will realize $450,000 in annual value through increased efficiency and revenue growth.`
//     },
//     businessObjectives: {
//       content: `Acme Corporation's Sales Team Challenges:
//
//         Current State:
//         - 50 sales reps spending 1,000 hours/week on admin tasks
//         - Inconsistent follow-up leading to 15-20% deal slippage
//         - Limited visibility causing inaccurate forecasts
//         - Current solution cost: $50,000/year
//
//         Desired Outcomes:
//         - Reduce administrative burden by 50%
//         - Improve win rates by 20%
//         - Achieve real-time pipeline visibility
//         - Better sales coaching through activity insights`
//     },
//     proposedSolution: {
//       content: `Professional Plan for 50 Users:
//
//         Included Features:
//         - Automated lead enrichment and scoring
//         - Intelligent email sequences with AI personalization
//         - CRM auto-updates from email and calendar
//         - Pipeline analytics and forecasting
//         - Mobile app for on-the-go access
//         - Advanced reporting and dashboards
//
//         Implementation:
//         - Week 1-2: Setup and configuration
//         - Week 3-4: Data migration and integration
//         - Week 5-6: Training and onboarding
//         - Week 7-8: Go-live and optimization`
//     },
//     pricing: {
//       summary: {
//         plan: 'Professional',
//         users: 50,
//         monthlyPrice: 2999,
//         annualPrice: 35988, // 20% discount
//         firstYearPrice: 120000, // includes implementation
//         recurringAnnual: 35988
//       },
//       breakdown: {
//         software: 35988,
//         implementation: 15000,
//         training: 5000,
//         premiumSupport: 5988,
//         total: 61976
//       },
//       comparison: {
//         currentCost: 50000,
//         proposedCost: 61976,
//         difference: 11976,
//         roi: 'See ROI Analysis section'
//       }
//     },
//     roiAnalysis: {
//       assumptions: {
//         avgRepSalary: 80000,
//         hourlyRate: 40,
//         timeSavingsPerRep: '10 hours/week',
//         currentWinRate: 0.25,
//         projectedWinRate: 0.30,
//         avgDealSize: 50000,
//         dealsPerRep: 20
//       },
//       calculations: {
//         timeSavings: {
//           year1: 208000, // 50 reps * 10 hrs/wk * 52 wks * $40/hr
//           year2: 208000,
//           year3: 208000
//         },
//         revenueIncrease: {
//           year1: 250000, // 50 reps * 20 deals * 0.05 improvement * $50K
//           year2: 250000,
//           year3: 250000
//         },
//         totalValue: {
//           year1: 458000,
//           year2: 458000,
//           year3: 458000
//         },
//         totalCost: {
//           year1: 61976,
//           year2: 35988,
//           year3: 35988
//         },
//         netBenefit: {
//           year1: 396024,
//           year2: 422012,
//           year3: 422012
//         },
//         roi: {
//           year1: 6.4, // 640%
//           year2: 11.7,
//           year3: 11.7
//         },
//         paybackPeriod: '0.9 months'
//       }
//     },
//     caseStudies: [
//       {
//         company: 'TechCorp (Anonymous)',
//         industry: 'Technology',
//         size: '500 employees',
//         challenge: 'Sales team spent 60% time on admin, poor visibility',
//         solution: 'Implemented Sales Automation Platform',
//         results: {
//           timeSavings: '55%',
//           winRateIncrease: '23%',
//           revenueGrowth: '35%',
//           paybackPeriod: '1.2 months'
//         },
//         quote: '"The automation has been transformational. Our reps are selling again, not doing data entry." - VP of Sales'
//       }
//     ]
//   },
//   tracking: {
//     url: 'https://proposals.acmecompany.com/PROP-2024-5678',
//     views: 0,
//     lastViewed: null,
//     sectionsViewed: [],
//     timeSpent: 0
//   },
//   nextSteps: [
//     'Review proposal',
//     'Schedule follow-up call',
//     'Technical evaluation (if needed)',
//     'Contract review and signature'
//   ],
//   expiration: '2024-11-27'
// }

// Send proposal to prospect
await services.sales.sendProposal({
  proposalId: proposal.id,
  recipientEmail: '[email protected]',
  ccEmails: ['[email protected]'], // additional stakeholders
  message: `Hi John,

    As promised, here's the proposal we discussed. I've included a detailed ROI analysis showing how Acme Corporation can realize $450K in annual value.

    The proposal is interactive - you can navigate between sections and share with your team. I'm happy to answer any questions.

    Best regards,
    Sarah`,
})

// Track proposal engagement
services.sales.on('proposal-viewed', async (event) => {
  console.log(`${event.company} viewed proposal`)
  console.log(`Sections viewed: ${event.sectionsViewed.join(', ')}`)
  console.log(`Time spent: ${event.timeSpent} seconds`)

  // Trigger follow-up based on engagement
  if (event.sectionsViewed.includes('pricing') && event.timeSpent > 300) {
    await services.sales.createTask({
      assignedTo: event.salesRep,
      type: 'call',
      priority: 'high',
      dueDate: 'tomorrow',
      note: `${event.company} spent ${event.timeSpent}s reviewing proposal, including pricing. High intent - follow up ASAP.`,
    })
  }
})

// Proposal analytics
const proposalMetrics = await services.sales.getProposalMetrics({
  timeRange: 'last-quarter',
})
console.log(proposalMetrics)
// {
//   totalProposals: 234,
//   sent: 234,
//   viewed: 198, // 84.6%
//   accepted: 67, // 28.6% of total, 33.8% of viewed
//   rejected: 45,
//   expired: 89,
//   pending: 33,
//   avgTimeToView: 14400, // 4 hours
//   avgTimeViewing: 420, // 7 minutes
//   mostViewedSections: [
//     { section: 'pricing', views: 192 },
//     { section: 'roi-analysis', views: 156 },
//     { section: 'case-studies', views: 134 },
//     { section: 'proposed-solution', views: 178 }
//   ],
//   viewToAcceptanceRate: 0.338,
//   avgDealSize: 125000,
//   avgTimeToClose: 21 // days from proposal send
// }

service: sales-followup-automation
sequences:
  initial-outreach:
    type: new-lead
    touchpoints: 8
    duration: 21-days
    channels: [email, phone, linkedin]
    schedule:
      - day: 0
        channel: email
        template: initial-introduction
        sendTime: optimize
      - day: 2
        channel: linkedin
        action: connection-request
        message: personalized-note
      - day: 3
        channel: phone
        action: call
        script: discovery-call-script
        voicemail: true
      - day: 5
        channel: email
        template: value-proposition
        attachContent: case-study
      - day: 8
        channel: phone
        action: call
        script: follow-up-script
      - day: 10
        channel: email
        template: social-proof
        includeVideo: demo-video
      - day: 14
        channel: linkedin
        action: message
        content: check-in-message
      - day: 21
        channel: email
        template: final-touchpoint
        breakup-email: true
    pauseOn:
      - email-reply
      - meeting-scheduled
      - phone-conversation
      - linkedin-response
    autoDisqualify:
      - opt-out
      - hard-bounce
      - no-engagement-after-21-days
  meeting-scheduled:
    type: pre-meeting
    touchpoints: 3
    duration: days-before-meeting
    channels: [email, sms]
    schedule:
      - timing: 3-days-before
        channel: email
        template: meeting-preparation
        attachments: [agenda, company-overview]
      - timing: 1-day-before
        channel: email
        template: meeting-reminder
        includeCalendar: true
      - timing: 2-hours-before
        channel: sms
        message: "Looking forward to our call at [time]. Here's the Zoom link: [link]"
    cancelOn:
      - meeting-cancelled
      - meeting-rescheduled
  post-meeting:
    type: follow-up
    touchpoints: 5
    duration: 14-days
    channels: [email, phone]
    schedule:
      - timing: 2-hours-after
        channel: email
        template: meeting-recap
        autoGenerate: true # AI summarizes meeting
        include: [next-steps, action-items, resources]
      - day: 2
        channel: email
        template: additional-resources
        personalize: based-on-discussion
      - day: 5
        channel: phone
        action: check-in-call
        conditional: no-response-to-previous-emails
      - day: 7
        channel: email
        template: proposal-or-next-meeting
        basedOn: deal-stage
      - day: 14
        channel: email
        template: gentle-nudge
        conditional: no-response
    advanceStage:
      - trigger: positive-response
        action: move-to-proposal-stage
      - trigger: objection-raised
        action: assign-to-objection-handling-sequence
  proposal-sent:
    type: proposal-follow-up
    touchpoints: 6
    duration: 14-days
    channels: [email, phone, linkedin]
    schedule:
      - timing: 24-hours-after
        channel: email
        template: proposal-follow-up
        conditional: not-viewed
      - timing: 48-hours-after
        channel: phone
        action: call
        script: proposal-review-call
      - day: 4
        channel: email
        template: answer-questions
        conditional: proposal-viewed
      - day: 6
        channel: linkedin
        action: message
        content: value-reminder
      - day: 8
        channel: email
        template: social-proof
        include: [customer-testimonials, case-study]
      - day: 12
        channel: phone
        action: call
        script: closing-call
    accelerateOn:
      - proposal-viewed-multiple-times
      - pricing-section-viewed
      - proposal-shared-internally
    pauseOn:
      - questions-received
      - meeting-requested
      - contract-review-started
personalization:
  email:
    engine: gpt-4
    inputs:
      - contact-data
      - company-data
      - previous-interactions
      - industry-insights
      - mutual-connections
    style:
      tone: professional-warm
      length: concise
      signature: include-headshot
  phone:
    scriptGeneration: true
    talkTrack: dynamic
    objectionHandling: built-in
    recordAndTranscribe: true
    autoLog: crm
  linkedin:
    voiceMatching: true
    connectionContext: automatic
    activityEngagement: track
sendTimeOptimization:
  enabled: true
  basedOn: [historical-opens, timezone, industry-patterns]
  avoid: [weekends, early-morning, late-evening]
  optimize: [open-rate, reply-rate]
abTesting:
  enabled: true
  variants:
    - subjectLines: 3
    - emailContent: 2
    - callToAction: 2
  sampleSize: minimum-100-sends
  winnerSelection: auto-after-statistical-significance
engagement:
  tracking:
    - email-opens
    - email-clicks
    - link-engagement
    - document-views
    - meeting-scheduled
    - reply-received
    - phone-answered
    - voicemail-listened
    - linkedin-profile-viewed
    - linkedin-connection-accepted
    - linkedin-message-read
  scoring:
    high-intent:
      - proposal-viewed-3-times: +30
      - pricing-page-visited: +20
      - case-study-downloaded: +15
      - demo-video-watched: +20
      - replied-to-email: +25
    medium-intent:
      - email-opened: +5
      - email-clicked: +10
      - linkedin-profile-viewed: +8
      - voicemail-listened: +10
    low-intent:
      - no-engagement: 0
      - unsubscribed: -100
integration:
  crm: salesforce
  calendar: google-calendar
  email: gmail
  phone: aircall
  linkedin: sales-navigator
  videoMeetings: zoom
  proposals: pandadoc
  eSignature: docusign

// New lead enters system
const lead = {
  id: 'lead_12345',
  email: '[email protected]',
  firstName: 'John',
  lastName: 'Smith',
  company: 'Acme Corporation',
  role: 'VP of Engineering',
  source: 'website-demo-request',
}

// Service automatically starts initial outreach sequence
const sequence = await services.sales.startSequence({
  sequenceType: 'initial-outreach',
  lead: lead,
  assignedTo: '[email protected]',
})

// Day 0: Send initial email
// Auto-generated personalized email:
// Subject: Quick question about Acme Corporation's sales ops
//
// Hi John,
//
// I noticed you requested a demo of our sales automation platform. As VP of Engineering at Acme Corporation, you're likely facing challenges with your team's productivity and pipeline visibility.
//
// I'd love to learn more about your current sales process and share how we've helped similar tech companies:
// - TechCorp reduced admin time by 55%
// - DataCo increased win rates by 23%
// - CloudCorp achieved 2-month payback
//
// Are you available for a 15-minute call this week?
//
// Best regards,
// Sarah Johnson
// Account Executive
// [phone] | [linkedin]

// Day 2: LinkedIn connection request
// Auto-sent with personalized note:
// "Hi John, I sent you an email about sales automation for Acme Corporation. Would love to connect and discuss your team's goals."

// Day 3: Automated call attempt
// Script generated with key talking points:
// - Reference demo request
// - Ask about current challenges
// - Mention relevant case studies
// - Offer 15-minute discovery call
// If no answer, leave voicemail and auto-log in CRM

// Lead replies to email on Day 4
await services.sales.handleReply({
  leadId: lead.id,
  replyText: "Hi Sarah, yes I'd like to learn more. How about Thursday at 2pm PT?",
})

// Service automatically:
// 1. Pauses the sequence
// 2. Extracts meeting details from email
// 3. Sends calendar invite
// 4. Starts pre-meeting sequence
// 5. Notifies sales rep

// Pre-meeting sequence begins (3 days before meeting)
// - Day -3: Send agenda and preparation materials
// - Day -1: Send reminder with Zoom link
// - 2 hours before: SMS reminder

// Meeting happens
await services.sales.recordMeeting({
  leadId: lead.id,
  recordingUrl: 'https://zoom.us/rec/abc123',
  duration: 30, // minutes
  outcome: 'qualified',
  nextSteps: ['send-proposal', 'technical-evaluation'],
  painPoints: ['manual-data-entry', 'poor-visibility'],
  budget: '100K-150K',
  timeline: 'this-quarter',
})

// Service automatically:
// 1. Transcribes and summarizes meeting
// 2. Sends recap email within 2 hours
// 3. Updates CRM with notes and next steps
// 4. Starts post-meeting sequence
// 5. Creates task to send proposal

// Auto-generated meeting recap email:
// Subject: Great talking with you today, John
//
// Hi John,
//
// Thanks for the productive conversation today. Here's a quick recap:
//
// Key Discussion Points:
// - Acme's sales team spends 20 hours/week on manual data entry
// - Looking to improve pipeline visibility for better forecasting
// - Budget allocated: $100-150K
// - Timeline: This quarter
//
// Next Steps:
// 1. I'll send a detailed proposal by end of week
// 2. Technical evaluation with your engineering team
// 3. Schedule follow-up call for next Tuesday
//
// Resources:
// - [Case Study: How TechCorp reduced admin time by 55%]
// - [ROI Calculator: Estimate your savings]
//
// Looking forward to working together!
//
// Best regards,
// Sarah

// Track sequence performance
const sequenceMetrics = await services.sales.getSequenceMetrics({
  sequenceType: 'initial-outreach',
  timeRange: 'last-quarter',
})
console.log(sequenceMetrics)
// {
//   leadsEnrolled: 1234,
//   completed: 892,
//   active: 234,
//   paused: 108, // due to engagement
//   metrics: {
//     emailsSent: 6789,
//     emailOpenRate: 0.45,
//     emailReplyRate: 0.12,
//     callsMade: 3456,
//     callConnectRate: 0.23,
//     voicemailsLeft: 2667,
//     linkedinConnectionRate: 0.67,
//     linkedinResponseRate: 0.18
//   },
//   outcomes: {
//     meetingScheduled: 234, // 18.9% of leads
//     qualified: 156, // 12.6%
//     disqualified: 789, // 63.9%
//     nurture: 198, // 16%
//     lost: 51 // 4.1%
//   },
//   timing: {
//     avgDaysToReply: 4.2,
//     avgTouchpointsBeforeReply: 3.8,
//     mostEffectiveTouchpoint: 'day-5-email',
//     bestSendTime: '10am-local-timezone'
//   },
//   abTestResults: {
//     subjectLines: {
//       'Quick question about [Company]': { openRate: 0.47, replyRate: 0.13 },
//       '[FirstName], idea for [Company]': { openRate: 0.51, replyRate: 0.15 },
//       'Improving sales ops at [Company]': { openRate: 0.42, replyRate: 0.10 }
//     },
//     winner: '[FirstName], idea for [Company]'
//   }
// }

Basic (Lead Management):
- $49/user/month
- Lead scoring and enrichment
- Basic email sequences
- CRM integration
- Mobile app

Professional (Full Automation):
- $99/user/month
- Everything in Basic
- Multi-channel sequences
- Proposal generation
- Advanced analytics
- A/B testing

Enterprise (AI-Powered):
- $199/user/month
- Everything in Professional
- AI-powered personalization
- Predictive analytics
- Custom integrations
- Dedicated support

Lead Qualification:
- $2.00 per lead enriched
- $5.00 per qualified lead (score > 50)
- $10.00 per hot lead (score > 80)

Volume Discounts:
- 0-1K leads/month: Standard rates
- 1K-10K leads/month: -20%
- 10K+ leads/month: -40%

Starter:
- $500/month (5 users)
- Lead qualification
- Email sequences
- Basic proposals
- Additional users: $75/month

Growth:
- $2,000/month (20 users)
- Everything in Starter
- Multi-channel automation
- Advanced proposals with ROI
- AI personalization
- Additional users: $50/month

Enterprise:
- $10,000/month (100 users)
- Everything in Growth
- Custom AI models
- Dedicated success manager
- Custom integrations
- Priority support
- Additional users: $25/month

AI Personalization (GPT-4):        +$500/month
Advanced Proposal Builder:         +$300/month
Multi-channel Sequences:           +$400/month
Conversation Intelligence:         +$1,000/month
Predictive Analytics:              +$800/month
API Access:                        +$500/month
Custom Integrations:               +$2,000 setup + $500/month
Dedicated Support:                 +$2,000/month

// Validate and clean lead data
const validateLead = async (lead) => {
  // Email validation
  if (!isValidEmail(lead.email)) {
    return { valid: false, reason: 'invalid-email' }
  }

  // Duplicate check
  const existing = await services.sales.findDuplicate(lead)
  if (existing) {
    return { valid: false, reason: 'duplicate', existingId: existing.id }
  }

  // Enrichment
  const enriched = await services.sales.enrichLead(lead)

  // Quality scoring
  const qualityScore = calculateQualityScore(enriched)
  if (qualityScore < 0.5) {
    return { valid: false, reason: 'low-quality', score: qualityScore }
  }

  return { valid: true, lead: enriched }
}

// A/B test email templates
await services.sales.createABTest({
  name: 'outreach-email-test',
  variants: [
    {
      id: 'A',
      subjectLine: 'Quick question about {{company}}',
      template: 'template-a',
    },
    {
      id: 'B',
      subjectLine: '{{firstName}}, idea for {{company}}',
      template: 'template-b',
    },
  ],
  sampleSize: 200,
  metric: 'reply-rate',
  duration: '14-days',
})

// Monitor and declare winner
services.sales.on('ab-test-complete', async (test) => {
  console.log(`Winner: Variant ${test.winner}`)
  console.log(`Improvement: ${test.improvement}%`)

  // Apply winner to all future sends
  await services.sales.updateSequence({
    sequenceId: 'initial-outreach',
    touchpoint: 1,
    template: test.winner,
  })
})

// Track consent and preferences
const consent = {
  email: {
    marketing: true,
    transactional: true,
    consentDate: '2024-10-27',
    source: 'website-form',
  },
  phone: {
    allowed: true,
    doNotCall: false,
    consentDate: '2024-10-27',
  },
  sms: {
    allowed: false,
  },
}

// Respect opt-outs
services.sales.on('opt-out', async (event) => {
  await services.sales.updateConsent({
    leadId: event.leadId,
    channel: event.channel,
    allowed: false,
  })

  // Stop all active sequences
  await services.sales.pauseSequences({
    leadId: event.leadId,
    reason: 'opt-out',
  })
})

// GDPR compliance
await services.sales.exportData({
  leadId: 'lead_123',
  format: 'json',
  includeAll: true,
})

await services.sales.deleteData({
  leadId: 'lead_123',
  reason: 'right-to-erasure-request',
})