Full Sales Pipeline Automation

1. The Problem

Enterprise sales cycles fail not at the top of the funnel but in the middle — the long, inconsistent stretch between first contact and signed contract where leads go cold, follow-ups are missed, proposals sit unanswered, and the sales team's attention moves to the next shiny inbound. The deals that are lost are rarely lost in the first meeting. They are lost in the silence between meetings. Automating the full pipeline — from lead capture to contract — eliminates that silence.

2. Integration & Webhook Setup

Follow the exact steps below to configure and deploy this automation inside your OpenClaw workspace.

1. 1Create a new agent named `full-sales-pipeline`. This automation coordinates four existing Level 2 automations (#12 Lead Gen, #15 Proposal Generator, #10 Follow-Up Sequence, #13 Onboarding) under an Enterprise-tier pipeline orchestrator. If you have already built any of the four constituent architectures, their setups are reused.
2. 2Configure the Pipeline Orchestrator's `STAGE_MAP` to match the client's CRM pipeline exactly — stage names are case-sensitive. The orchestrator triggers different automation chains based on the current stage of each deal record.
3. 3Set up call transcript integration: the agent receives meeting transcripts from Zoom, Teams, or Google Meet and uses them to auto-update CRM fields and generate the proposal brief. This requires the same meeting platform webhook configuration as Automation 3 — if already configured, link the existing webhook endpoint.
4. 4Configure `PIPELINE_VELOCITY_TARGETS`: define the expected time in each pipeline stage (e.g., Lead → MQL: 24 hours, MQL → Discovery: 5 days, Discovery → Proposal: 2 days). The analytics layer flags any deal exceeding these targets for human review.
5. 5Enable the weekly pipeline health report: configure recipient list and delivery day. The report surfaces conversion rates by stage, average deal velocity, the top 5 deals at risk of going cold, and the attribution breakdown showing which lead source is producing the highest-quality pipeline.

3. The Context Payload (context.json)

Save this file as: .openclaw/agents/full-sales-pipeline-automation/context.json

{
  "automation_id": "22",
  "title": "Full Sales Pipeline Automation",
  "level": 3,
  "tier": "Enterprise Playbook",
  "setup_time": "1 week",
  "estimated_api_cost": "~$100–$200/mo",
  "client_price_range": "$2,000–$10,000",
  "agents": [
    {
      "role": "orchestrator",
      "model": "claude-3-5-sonnet",
      "temperature": 0.2,
      "max_tokens": 4096
    }
  ],
  "memory": "session",
  "output_format": "structured_json",
  "human_review_gate": true,
  "documentation_standard": "required"
}

4. Execution Commands

Run these commands from your openclaw-workshop/ directory to validate, test, and schedule this automation. Commands are taken directly from The OpenClaw Income Engine, Appendix G.

# ── STEP 1: Check which constituent agents already exist ──
$ openclaw list agents | grep -E "lead-gen|proposal|followup|onboarding"
$ 
# ── STEP 2: Link existing agents and create any missing ones ──
$ openclaw link full-sales-pipeline --sub-agent lead-gen-pipeline --existing
$ openclaw link full-sales-pipeline --sub-agent proposal-generator --existing
$ openclaw link full-sales-pipeline --sub-agent followup-sequence --existing
$ openclaw link full-sales-pipeline --sub-agent client-onboarding --existing
$ 
# ── STEP 3: Validate stage-map against live CRM ──
$ openclaw run full-sales-pipeline --validate-stage-map --crm hubspot
# All stages must return green. Red = name mismatch — fix in context.json
$ 
# ── STEP 4: Run velocity check against current pipeline ──
$ openclaw run full-sales-pipeline --velocity-check --dry-run
$ 
# ── STEP 5: Activate all pipeline webhooks ──
$ openclaw webhook activate full-sales-pipeline --all
$ 
# ── STEP 6: Schedule weekly pipeline health report ──
$ openclaw schedule full-sales-pipeline --report --cron "0 7 * * 1"
$ 
# ── Manually trigger a specific stage transition ──
$ openclaw run full-sales-pipeline --deal-id <crm_deal_id> --stage proposal_sent
$ 
# ── Generate current pipeline health report on demand ──
$ openclaw run full-sales-pipeline --report --now