agentic-seller

Post-call debrief. Captures notes, maps to qualification framework, flags gaps, drafts follow-up email. Use when: just got off a call, have call notes to process, need to capture discovery output, want to update qualification status, need a follow-up email, or want to update CRM notes. Triggers: debrief, call notes, just got off, post call, call recap, capture notes, what happened, update MEDDPICC, follow up email after call, notes from meeting, call summary, discovery notes, I just spoke with.

Diagnoses stuck deals and builds a 3-move recovery strategy using MEDDPICC scoring and targeted frameworks. Use when: deal is stalled, competitive threat identified, single-threaded, or process has stopped. Triggers: deal strategy, deal review, stuck deal, advance this deal, competitive play, challenger approach, deal health, how do I win this, competitive strategy, how to advance, deal blocked, reframe strategy.

Builds a complete meeting brief before any discovery, intro, or follow-up call. Never walk in blind. Use when: preparing for a discovery call, intro meeting, follow-up, or AE-led meeting. Includes: exec summary, agenda, qualification gap analysis, key questions, objections, proof points. Triggers: prep, meeting prep, discovery prep, prepare for, call prep, before meeting, discovery call, intro meeting, meeting brief, what should I know, going into a call, prep me.

Reviews full pipeline, assigns forecast categories by MEDDPICC score, calculates coverage and velocity. Use when: doing a pipeline review, preparing a forecast, checking territory health, or finding at-risk deals. Triggers: pipeline review, forecast review, pipeline health, deal health check, commit list, best case list, forecast, coverage analysis, what's my number, pipeline at risk, inspect pipeline, weekly forecast.

Builds a three-act proposal narrative with win themes and executive summary from discovery notes. Use when: deal is qualified (MEDDPICC 20+) and seller needs to write a formal proposal or business case. Triggers: proposal, write proposal, build proposal, proposal narrative, executive summary, business case, win themes, three-act proposal, proposal strategy, proposal draft, write the business case.

Drafts hyper-personalized outreach across all 4 channels. Always reads research file first. Never generic. Use when: writing LinkedIn connection requests, InMail, cold emails, cold call scripts, follow-up messages, or any outreach for a specific contact at an account. Triggers: write outreach, draft message, cold call, cold email, LinkedIn message, InMail, email sequence, follow up, outreach for, message to, reach out to, contact script, call script, sequence.

Post-call debrief. Captures notes, maps to qualification framework, drafts follow-up email. Trigger with "just got off a call with [company]", "debrief [company]", "call notes for [company]", "I just spoke with [name]", "post call [company]", or "update qualification for [company]".

Builds a complete meeting brief before any sales call. Never walk in blind. Trigger with "prep me for [company]", "meeting prep for [company]", "call prep [company]", "prepare for my call with [company]", "going into a call with [company]", or "what should I know before [company]".

Scores accounts on 5 ICP dimensions and assigns tier. Feeds signal-scoring weighting. Trigger with "score [company] on ICP", "tier assignment for [company]", "update ICP matrix", "who fits best in my territory", "ICP score for [company]", or "tier this account".

Aggregates objections from call notes across territory and builds a living response library. Trigger with "what are they pushing back on", "objection library", "log this objection", "what objections am I seeing", "objection patterns", or "update my objection library".

Full account research sweep using live data. Trigger with "research [company]", "deep scan [company]", "what's the hook for [company]", "who should I target at [company]", "add account [company]", or "tell me about [company]".

Scans territory for buying signals, weights by ICP tier, and surfaces a prioritized action list. Trigger with "score my territory", "territory health", "what's hot this week", "prioritize my accounts", "rank my accounts", or "where should I focus".

LinkedIn engagement ladder and weekly social plan for warming up accounts before cold outreach. Trigger with "LinkedIn plan for [company]", "social selling plan for [company]", "warm path for [company]", "engagement plan for [company]", or "weekly social plan".

Drafts hyper-personalized outreach across all 4 channels. Always reads research file first. Never generic. Trigger with "write outreach for [contact] at [company]", "cold email to [name]", "LinkedIn message for [contact]", "cold call script for [company]", or "outreach for [contact]".

Scores accounts on 5 ICP dimensions and assigns tier. Feeds signal-scoring weighting. Use when: scoring a new account against your ICP, updating the territory tier list, deciding which accounts to prioritize, or building an initial ICP profile from scratch. Triggers: icp score, tier assignment, update icp, icp matrix, who fits best, score account, qualify account, tier this account.

Aggregates objections from call notes across territory. Builds a living response library. Use when: logging a new objection, reviewing objection patterns, building response templates, or understanding what pushback is most common in your territory. Triggers: log objection, objection library, common pushback, what objections, track objection, objection pattern, add to objection library, objection trend, what are they pushing back on.

Full account research sweep. Uses internal knowledge + live web data to build research file and account-brief. Use when: researching a new account, refreshing intel before outreach, understanding tech stack, finding the right contacts, identifying buying signals, or building an account-brief. Triggers: research, scan, deep scan, intel, company overview, tech stack, who should I target, find contacts, what do we know about, prospect, account brief, initial research, new account, add account, what's the hook.

Scans territory for buying signals, weights by ICP tier, surfaces prioritized action list. Use when: prioritizing which accounts to focus on this week, scanning for hot signals, doing a territory health check, or deciding where to spend outreach energy. Triggers: score signals, territory health, what's hot, signal scan, prioritize accounts, rank accounts, territory snapshot, hot accounts.

LinkedIn engagement ladder and weekly social plan for warm-path account progression. Use when: planning LinkedIn engagement for an account, building a warm path before cold outreach, creating a weekly social selling plan, or identifying content-based conversation starters. Triggers: linkedin plan, social selling, engagement plan, warm path, content plan, weekly plan, linkedin strategy, social outreach, engagement ladder.