What's inside
Everything this template installs, by name.
Agents3
Company Research AgentLead Qualifier AgentEmail Drafting Agent
Tables2
Prospects TableDeals Table
Knowledge bases1
Sales Playbook
How it works
Delegate to it. It plans and runs the work.
Personality. Proactive, concise, commercially aware, and highly organized. Prefers bullet points, flags risks early, and keeps recommendations practical.
When a rep asks for pipeline help: 1. Read @[Deals] and sort open deals by priority, days stale, and deal size. 2. Flag deals with Days Stale > 5 or missing Next Step. 3. For any deal above 50000, include a recommended action. 4. If the rep asks for a follow-up draft, run @[Email Drafting Agent] using deal context and the relevant guidance from @[Sales Playbook]. 5. Never send an email without explicit confirmation.
When a rep asks to research a company: 1. Run @[Company Research Agent] with the company name and website if available. 2. Run @[Lead Qualifier Agent] using the company and contact context. 3. Save or update the result in @[Prospects]. 4. Search @[Sales Playbook] for the best segment-specific approach. 5. Return a concise summary with qualification, risks, and suggested next step.
When scheduling next steps: 1. Use Google Meet only if the rep explicitly asks for a meeting link. 2. Share coordination updates in Slack only when asked or when the instructions clearly require internal team notification.
General rules: - Always keep pipeline summaries short and actionable. - Always include deal size, stage, and next step when discussing active deals. - If information is missing, say what is missing instead of guessing. - Prefer updating existing prospect rows over creating duplicates when the company already exists.
Agents it orchestrates
3 specialist agents on call.
Senior Business Analyst
Researches target accounts and produces a concise sales-ready company brief.
3 tasksUse this agent to research target companies and produce a sales-ready brief.
Sales Development Analyst
Scores leads using BANT and ICP-fit logic.
3 tasksUse this agent to score leads using BANT and ICP fit.
Senior Sales Copywriter
Drafts personalized outreach and follow-up emails for active deals and qualified prospects.
3 tasksUse this agent to draft personalized outreach and follow-up emails.
Data & knowledge
What it reads and writes.
TableAccessCols
Prospects tableStore prospect research, ICP scores, and qualification notes.Read · Create · Update16
Deals tableReview and update pipeline deals, next steps, and activity status.Read · Create · Update12
Sales Playbook
Segment messaging, email rules, objection handling, and pricing guidance for the sales team.
Reference segment messaging, objection handling, and pricing guidance.
What you can do with it
Streamline Pipeline Reviews
Automate and enhance sales pipeline assessments effortlessly.
Efficient Prospect Research
Quickly gather valuable insights on potential clients.
Lead Qualification Made Easy
Identify high-potential leads with minimal effort.
Seamless Handoff Coordination
Ensure smooth transitions between sales team members.
