sales-discovery-intake

sales-discovery-intake is a skill for Claude Code from joaoguirunas/team-os. It costs 82 tokens per session (1,372 once invoked), scanned A, original, MIT.

A sales-intake tool that turns a meeting, transcript, summary, or customer email exchange into a structured record.

In plain words
What is it for?
Use it to capture customer problems, current tools and processes, buying signals, objections, decision-makers, stated numbers, and open questions.
Why use it?
It prevents important customer details from being scattered or forgotten before proposal planning begins.

Skill for Claude Code

Written for Claude Code: installed under .claude/.

Good fit Use it to capture customer problems, current tools and processes, buying signals, objections, decision-makers, stated numbers, and open questions.

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Install with agentmods
npx agentmods add skills/joaoguirunas/team-os/sales-discovery-intake
Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

Any agent
npx skills add joaoguirunas/team-os --skill sales-discovery-intake
Clone the repo
git clone --depth 1 https://github.com/joaoguirunas/team-os

Made for: Claude Code.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

agentmods badge for sales-discovery-intake

README.md
[![agentmods](https://agentmods.dev/badge/skills/joaoguirunas/team-os/sales-discovery-intake/github.svg)](https://agentmods.dev/skills/joaoguirunas/team-os/sales-discovery-intake)
Your own site
<a href="https://agentmods.dev/skills/joaoguirunas/team-os/sales-discovery-intake"><img src="https://agentmods.dev/badge/skills/joaoguirunas/team-os/sales-discovery-intake/github.svg" alt="Measured on agentmods" height="20"></a>

Or the 80×15 button, for a site that already has a row of RSS and ATOM ones. Only the verdict fits; the numbers stay here.

agentmods 80×15 button for sales-discovery-intake

Your own site · 80×15
<a href="https://agentmods.dev/skills/joaoguirunas/team-os/sales-discovery-intake"><img src="https://agentmods.dev/badge/skills/joaoguirunas/team-os/sales-discovery-intake.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 82 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 1,372 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. A grade says what 26 rules found in the file — not that it is safe.
Origin original No closer match found in the catalogue.
Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

ModelPer sessionOnce invoked
Fable 5.1 $0.00082 $0.01372
Opus 5.5 $0.00033 $0.00549
Sonnet 5.5 $0.00016 $0.00274
Haiku 4.5 $0.00008 $0.00137

Measured 20d ago against content hash 70ce2374cdfa, method: parsed. Prices are Anthropic first-party input rates as of 2026-10-07, from the pricing page.

Security

Grade A, and why

sales-discovery-intake scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 20d ago.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

.claude/skills/sales-discovery-intake/SKILL.md · 86 lines

How it starts

The opening of the file, as written. The whole thing — 86 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Sales Discovery Intake — da reunião à ficha

Uma proposta boa começa com um diagnóstico que o cliente reconhece como seu. Esta skill converte material bruto de discovery em uma ficha de intake que o planejador, a estrategista e a financeira consomem sem voltar à gravação.

Princípio único: o que o cliente disse é dado; o que você deduziu é hipótese; o que falta é pergunta. Os três nunca se misturam na ficha.

1. Insumos aceitos

Insumo Como tratar
Transcrição (call, reunião) Fonte primária. Citações literais com marcador de tempo quando houver
Resumo escrito por alguém do time Fonte secundária — marcar [resumo de {autor}]; não vira citação
E-mails, mensagens Literal, com data
Screenshots de chamada / anotações Transcrever o que está legível; o resto é [ILEGÍVEL]
Site, redes, materiais públicos do cliente Pesquisa, não intake — vai para o research report

Nunca inferir o que não está no material. Se duas fontes divergem, registre ambas e marque [CONFIRMAR COM O CLIENTE].

2. O que extrair — em ordem

2.1 Dores, priorizadas e na linguagem do cliente

# Dor Como o cliente descreveu (literal) Impacto que ele percebe Prioridade

Regras:

  • Prioridade = Crítica (ele abriu a reunião com isso / repetiu / tem número) · Alta (mencionou com detalhe) · Média (surgiu de passagem)
  • A coluna literal é obrigatória para dores Críticas — é ela que vira a página "O que ouvimos" da proposta
  • Dor política (impacto em pessoas, cargos, fornecedores atuais) recebe a tag sensível — precisa de tratamento cuidadoso no planejamento

2.2 Stack e processo atual

Ferramentas, planilhas, pessoas, integrações que não se falam, o que é manual, o que já foi tentado. Quem opera hoje. Custos declarados de ferramentas.

2.3 Sinais de compra

Perguntas que revelam que o cliente já se projeta usando a solução ("como fica a comissão de venda recuperada?", "dá pra virar um produto depois?", "e o meu time?"). Cada sinal vira argumento ou cuidado no planejamento.

Read the full file on GitHub · 86 lines

Files

What ships with it

1 file beside SKILL.md in the same directory: the scripts, references and assets a skill reads on demand. Not counted in the per-session cost; read them before you install if any of them is executable.

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

  1. 20d ago Changed · -8 tokens per session 70ce2374cdfa
  2. 1mo ago First seen · 86 lines · 90 tokens per session scan A 561204478ba5

Subscribe to this mod's changes

sales-discovery-intake is a skill published in the GitHub repository joaoguirunas/team-os (4 stars, last pushed 2d ago), licensed MIT. It adds 82 tokens to every session and 1,372 once invoked, about $0.0003 per session on Opus 5.5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-09-16.