Marketing

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:

   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:

   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:

   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.