> ## Documentation Index
> Fetch the complete documentation index at: https://docs.getthread.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Sales & Business Development

> The sales course for Thread: pitch AI-powered service, quote with Super Magic, and hand off won deals cleanly — plus a starter kit and deal-cycle ritual.

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<ByRoleProgress />

You win the business. Your differentiator is no longer just price and response time — it's the service experience itself: chat-first support, an AI Triage Agent that answers 24/7, Voice AI that never sends a client to voicemail, and Super Magic doing the busywork behind the desk. This is your course: two short lessons that turn Thread into your pitch, your quoting engine, and a clean handoff into delivery.

## The course

Work these in order — the first arms the pitch, the second closes and routes the deal. Ten minutes gets you selling AI-powered service with confidence.

<Steps>
  <Step title="The AI-service pitch">
    What customers actually see — chat-first, after-hours coverage — and the four products that anchor the story. [Start here →](/start-here/roles/sales-business-development/the-ai-service-pitch)
  </Step>

  <Step title="Quote & hand off">
    Use the Skill Library to quote, scope a SOW, mine tickets for expansion, and route won deals into delivery. [Read →](/start-here/roles/sales-business-development/quote-and-handoff)
  </Step>
</Steps>

## Your starter kit

The [Skill Library](/skill-library/overview) has a dedicated [Sales & Quoting](/skill-library/sales-and-quoting/overview) set. These four run from Super Magic — press **`⌘K`** in Inbox and search the skill name to launch any of them on the ticket in front of you.

<CardGroup cols={2}>
  <Card title="Quote Preparation" icon="file-invoice-dollar" href="/skill-library/sales-and-quoting/quote-preparation">
    Structured options (good/better/best, 1-year vs 3-year) with explicit assumptions, ready for the sales owner to price.
  </Card>

  <Card title="SOW Drafting" icon="file-signature" href="/skill-library/sales-and-quoting/sow-drafting">
    A brief scope of work from the ticket — deliverables, assumptions, exclusions, and a T\&M-vs-fixed recommendation.
  </Card>

  <Card title="Tickets to Opportunities" icon="arrow-trend-up" href="/skill-library/sales-and-quoting/tickets-to-opportunities">
    Mine recent tickets for expansion signals — refresh, growth, absorbed out-of-scope work — into a per-client report.
  </Card>

  <Card title="Sales Handoff Routing" icon="share-from-square" href="/skill-library/sales-and-quoting/sales-handoff-routing">
    Move a purchase, renewal, or pricing ticket to the sales board and the account owner with a clean summary.
  </Card>
</CardGroup>

<Card title="Browse all Sales & Business Development skills" icon="tags" href="/skill-library/by-role/sales-business-development">
  Every Super Magic skill tagged for your role — quoting, proposals, and turning service work into opportunities.
</Card>

## Your deal-cycle ritual

No morning-huddle skill for sales — the ritual is a loop you run per deal, not per day. Make it muscle memory:

* **Before every pitch**, open [Customer value messaging](/get-started/talking-to-customers-about-ai-powered-support-thread-customer-value-messaging) and lead with outcomes, not features.
* **When a quote is asked for**, run **Quote Preparation** on the ticket — don't build options in a spreadsheet from scratch.
* **When work is project-shaped**, run **SOW Drafting** before you price it, so assumptions and exclusions are on paper.
* **When a "support" ticket is really a buying signal**, run **Sales Handoff Routing** — never let a purchase ask die on the service board.
* **Before every renewal or QBR**, run **Tickets to Opportunities** on the client so you walk in knowing where the expansion is.

## Pro tips & FAQ

<AccordionGroup>
  <Accordion title="What's the one-line pitch for AI-powered service?">
    Clients get instant, chat-first support in the tools they already live in — with an AI agent answering 24/7 and Voice AI catching every call — and your desk resolves faster with less busywork. You're selling a better experience *and* a more scalable desk. See [The AI-service pitch](/start-here/roles/sales-business-development/the-ai-service-pitch).
  </Accordion>

  <Accordion title="Can I show a prospect a live demo?">
    Yes — [Messenger](/messenger/configurations-in-messenger) is the in-Teams/Slack chat experience clients love, and it demos in seconds. Pair it with the [Triage Agent](/ai-agents/getting-started-with-triage-agent) story so they see a request answered instantly, not just a chat box.
  </Accordion>

  <Accordion title="Do these skills send anything to the client?">
    No. Every Sales & Quoting skill is a **draft** — quotes, SOWs, and handoff notes are prepared for the sales owner to verify and send. Nothing money-facing leaves the building without a human. That guardrail is deliberate; lean on it when you promise a client "let me get you real numbers."
  </Accordion>

  <Accordion title="Who owns pricing and contract terms?">
    The sales owner, always. The skills structure the options and surface the assumptions; they never invent discounts, SKUs, or commit multi-year pricing. Term and renewal claims about an existing agreement need the agreement evidence — the skills flag those for you to confirm.
  </Accordion>

  <Accordion title="Where does a won deal go next?">
    Into delivery. Use **Sales Handoff Routing** to move the ticket to the right board and put the account owner on it with a summary, so the client never repeats themselves. [Quote & hand off](/start-here/roles/sales-business-development/quote-and-handoff) walks the full path.
  </Accordion>
</AccordionGroup>


## Related topics

- [Sales & Business Development](/skill-library/by-role/sales-business-development.md)
- [Sales Handoff Routing](/skill-library/sales-and-quoting/sales-handoff-routing.md)
- [SOW Drafting](/skill-library/sales-and-quoting/sow-drafting.md)