Playbooks / Sales
Sales — 13 workflows.
The sales ops layer: pipeline full and visible, leads researched before first touch, follow-up that never drops, and proposals that close. Everything customer-facing is drafted for approval.
What ships
- 13 workflows, installed at setup.
- 4 categories, each with its own operating rules.
- Approval gates on anything client-facing or money-touching.
See it run in the live demo.
Prospecting
Lead List Building
Builds targeted lists from defined criteria: industry, size, signal, geography. Each lead arrives with name, role, company, and the reason they fit.
See the workflow →Lead Research + Enrichment
Before any first touch: the company's business, recent news, likely pain, and the personal hook. One page per lead; no outreach without it.
See the workflow →Cold Outreach Sequences
Writes 3-4 touch sequences opening with the researched hook: specific to them, zero template smell, one soft ask. Follow-ups add value, not pressure.
See the workflow →Referral Prospecting
Maps warm paths: who we know who knows them, and the introduction ask draft. Warm beats cold every time.
See the workflow →Pipeline Management
CRM Hygiene
Enforce the pipeline discipline: every deal has a stage, an amount, a next action, and a last-touch date. Flags stale deals and duplicate contacts; propose the cleanup.
See the workflow →Weekly Pipeline Review
One page weekly: deals by stage, what moved and why, what slipped, and the three actions that most move revenue this week.
See the workflow →Deal Follow-Up Chaser
Chases every open loop: proposal out with no reply, demo gone quiet, commitment unfulfilled. Drafts the nudge; escalate tone gently; stop when told.
See the workflow →Closing
Proposals + Quotes
Drafts proposals tied to what the prospect actually said they value: options where useful, terms plain, next step explicit. Owner approval before send.
See the workflow →Objection Handling
For each recurring objection: the honest answer, the proof point, and the reframing question. Builds the living playbook from real calls.
See the workflow →Negotiation Prep
Before any negotiation: our walk-away, our ideal, our concessions in order of cheapness, and their likely pressures. Owner decides the lines; you keep them visible.
See the workflow →Win/Loss Analysis
After every close or loss: the why in three sentences, pattern-matched against the last ten. Feed findings back into prospecting and proposal folders.
See the workflow →Sales Calls
Pre-Call Research Briefs
One page before every call: their business, our history, their likely goals, our questions, our target outcome.
See the workflow →Call Recaps + Next Steps
Same-hour recap: what they said they want, what we agreed, the promised next step with a date. Drafts the follow-up email before the memory fades.
See the workflow →Want this track running, not just listed?
Every workflow here is already installed in the Sales agent. Walk the live box and put one of them to work.