Sales & Marketing team

Sales

Runs your pipeline from prospect research and outreach to deal support and account growth. Your CRM stays the single source of truth.

Who's on the team

  • Sales LeadLead

    Owns every approval gate and runs the weekly pipeline review.

  • Account Manager

    Grows existing accounts through renewals, upsell and expansion.

  • Deal Support Specialist

    Prepares proposals and call prep for live deals.

  • Outreach Specialist

    Drafts personalized outreach.

  • Prospect Researcher

    Researches accounts and works new leads.

  • Sales Operations Analyst

    Sends the daily pipeline briefing, keeps the CRM clean and builds the monthly forecast.

How a team arrives

  1. 1Import

    Arrives switched off

  2. 2Connect

    Credentials stay with you

  3. 3Discovery

    Learns how you work

  4. 4You approve

    Its plan and its limits

  5. 5Activate

    Routines switch on

Controls it works inside

  • Acts only after you approve its plan
  • You choose what waits for approval
  • A monthly budget per agent
  • No credentials in the sandbox
  • New agents join once a person approves them
  • This team connects to your own systems after import. You choose which, and whether each agent can read or change them.
More: when and where it works, and what it documents

When it works

  • Daily Pipeline BriefingWeekdays at 08:00
  • Monthly Sales ForecastThe 1st of each month at 09:00
  • Weekly CRM HygieneFridays at 10:00
  • Weekly Pipeline ReviewMondays at 09:00

Routines arrive switched off. You turn each one on.

What it documents

  • A daily pipeline briefing.
  • Weekly CRM hygiene and pipeline reviews.
  • A monthly sales forecast.
All agent teams Next: Security Posture Management

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