A-Z on-ramp for ONE named target account: multi-agent research PLUS a sequenced, multi-channel PLAN OF ATTACK. Trigger: 'plan of attack for X', 'how do I get into X', 'break into X', 'game plan for X'.
Live phone outreach — call blocks, openers, gatekeepers, voicemail scripts, and logging a disposition after every dial. Trigger: 'call block', 'dial session', 'cold call script', 'voicemail'.
Write or pressure-test a FIRST-touch message to a cold prospect (email, InMail, opener). Trigger: 'cold email', 'draft a first touch', 'is this opener good'. Owns the personalization quality gate.
HubSpot data-health enforcement — required fields by stage, stale records, duplicates, logging compliance. Trigger: 'CRM cleanup', 'data quality check', 'fix missing fields', 'why is my forecast wrong'.
Formal approval for non-standard terms — discounts over ceiling, redlines, ramps, payment terms. Trigger: 'deal desk', 'approve this discount', 'can I offer X', 'who signs off'.
Detect and merge duplicate CRM records — contacts, companies, deals — with a survivor recommendation. Trigger: 'merge duplicates', 'dedupe', 'two records for the same company'.
Mailbox-operator sub-workflow — resolve send-from account, read thread before composing, draft with provenance, verify Sent. Trigger: 'which account do I send from', 'did that email go out'. Auto-triggers.
Enrich a contact/company — firmographics, roles, tech stack, contact data — via wired MCPs (Apollo/Clay), web fallback. Trigger: 'enrich this', 'find their email', 'fill missing fields'. crm-operator applies.