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Playbooks

How a lean sales team can keep its pipeline warm on a schedule

An agent that finds deals gone quiet every Monday, researches what changed, and prepares follow-ups for approval. An illustrative setup.

Playbooks

Picture a four-person sales team with the problem every growing team has: deals go quiet, and by the time anyone notices, the moment has passed. This is an illustrative setup for that team: what the agent does, and what changes when it runs. It does not describe a specific customer.

The setup

Every Monday at 8am the agent wakes, pulls deals with no activity for seven days, and researches what changed at each account: a funding round, a new hire, a product launch. It drafts a tailored follow-up per deal and posts the drafts in its thread for a person to approve.

What changes

With the agent running, the team starts each week with drafted follow-ups ready to review. Its instructions say to send nothing without a person’s yes, so the tone stays theirs. The agent does the finding and the drafting; the humans do the judgement. Quiet deals get a nudge that used to never come.

AN
The AgentNava team
AgentNava
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