Account Qualification & Handoff

Functional ID: account-qualification

One of the Marketing & Sales Workflow Skills. Turn scattered B2B account notes into a clear qualification and handoff plan. Give your agent the target criteria, company and contact evidence, current relationship and permitted actions. It separates product fit, buying evidence, contact permission and opportunity stage, then identifies a primary route, missing facts and the next owner or action. An enquiry can be answered before full qualification; uncertain send states stay unresolved.

• Inputs: target criteria, account/contact evidence and current status.
• Outputs: account priorities, route rationale, qualification gaps and an owner/stage/next-action handoff.
• Boundary: prepares analysis and drafts; it does not find private contacts, update a CRM or send messages on its own.

Purchase and licence

USD9.90 once for the current version, with no fixed expiry or required bundle. Publisher/licensor: Jason Huang, individual. The purchaser personally or one identified institution may use and adapt this original implementation internally across multiple agents/devices and use lawful outputs commercially. No resale, public redistribution, sublicensing or passing the original Skill package to clients. No source-book rights or author endorsement are included.

Delivery, language and host scope

This is a readable method-file download, not a hosted analysis service. Some instructions/references are Chinese or mixed Chinese/English. Prior native validation covers Codex on Windows; other hosts remain unverified. Use your host's supported file/import procedure; no universal installer is included. No lifetime updates, SLA, business-result guarantee, prompt secrecy or per-local-call charging is promised. Your agent/model's own charges and terms are separate.

Support and refunds

One installation issue within 30 days of purchase, up to 15 minutes by email at [email protected]. The actual applicable Capafy download-product refund rules govern the order; no separate 14-day promise is added. The included LICENSE.md and RELEASE_NOTICE.md explain the approved commercial licence of our original implementation and earlier development-candidate notes.