25 agent blueprints
Sales AI agents.
See what you can build.
AI agents for account research, meeting preparation, qualification and deal execution. See the briefs, drafts and commercial evidence each agent produces.
25 blueprints
Meeting Prep & Follow-up
Prepare for a sales meeting, then turn the notes into a follow-up email and suggested CRM updates.
Account Research
Turn company information and sales notes into a short brief before contacting an account.
Inbound Lead Qualification
Review new enquiries against your ideal customer criteria and suggest the next step.
Proposal Draft Builder
Turn agreed customer needs into a proposal draft with scope, price, timing and exclusions.
Prospect Outreach Drafter
Draft a short first email that connects your offer to something relevant about the prospect.
Sales Reply Triage
Sort prospect replies and draft the next response, including requests to stop contact.
Deal Risk Reviewer
Spot stalled sales opportunities and suggest practical actions to get them moving again.
Pipeline Forecast Reconciler
Check sales pipeline totals and show which deals are confirmed, uncertain or missing information.
CRM Opportunity Hygiene
Find missing or outdated sales records and suggest corrections from recent customer notes.
Quote & Discount Reviewer
Check a sales quote's totals and discounts against your current prices and approval rules.
Discovery Gap Coach
Review sales call notes and suggest the most useful questions for your next conversation.
Sales Demo Planner
Create a focused demo plan around the customer's needs and the time available.
Solution Fit Assessor
Compare a customer's requirements with what your product or service can actually do.
Security Questionnaire Assistant
Fill in a customer's security questionnaire using your current approved answers and documents.
RFP Response Coordinator
Draft answers to a request for proposal and flag questions that need help from your team.
Mutual Action Plan Coordinator
Keep buyer and seller next steps in one shared plan with owners and agreed dates.
Business Case Modeler
Estimate the costs and possible benefits of a proposed project using clearly stated assumptions.
Proof-of-Value Planner
Plan a small product trial with a clear goal, sample tasks and a way to judge the result.
Buying Committee Mapper
Organise the people involved in a deal and highlight who you still need to meet.
Lead Routing Coordinator
Suggest the right sales owner for each new lead using your team's assignment rules.
Sales Objection Coach
Help a salesperson respond clearly to a customer's specific concern or objection.
Sales Call Quality Coach
Review a sales call and suggest a small number of practical improvements for the next one.
Contract Obligation Handoff
Turn a signed customer agreement into a clear handoff for delivery and billing teams.
Outbound Sequence Reviewer
Review a sales email sequence for repetition, unclear messages and too many follow-ups.
Win/Loss Evidence Synthesis
Summarise why recent deals were won or lost and identify lessons for future sales conversations.