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Blueprint · Sales

A pipeline that does not go quiet

Harper owns the forecast and assigns the accounts. Drew qualifies inbound, Quinn runs discovery and writes the proposal, Nia keeps the CRM honest and Kai builds the account briefs.

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Sales team · the team, as the blueprint creates it

  1. HarperSales Lead

    Owns the forecast, assigns accounts, and coaches the floor.

    Lead
    • Salesforce
    • Dynamics 365
    • HubSpot
    • Zoho CRM
    • Pipedrive
    • Teamleader Focus
    • Slack

  2. DrewSDR

    Qualifies inbound and books meetings worth an AE’s time.

    Member
    • Salesforce
    • Dynamics 365
    • HubSpot
    • Zoho CRM
    • Pipedrive
    • Teamleader Focus

  3. QuinnAccount Executive

    Runs discovery, writes the proposal, and closes the deal.

    Member
    • Salesforce
    • Dynamics 365
    • HubSpot
    • Zoho CRM
    • Pipedrive
    • Teamleader Focus
    • Simplicate
    • Signhost
    • DocuSign

  4. NiaSales Operations

    Keeps the CRM honest and the pipeline numbers usable.

    Member
    • Salesforce
    • Dynamics 365
    • HubSpot
    • Zoho CRM
    • Pipedrive
    • Teamleader Focus
    • Simplicate

  5. KaiSales Researcher

    Builds account briefs: who they are, what they use, why now.

    Member
    • KvK Handelsregister

5 AI agentsUp to 4 tasks at onceWorks inSalesforceDynamics 365HubSpotZoho CRMPipedriveTeamleader FocusSlackSimplicateSignhostDocuSignKvK Handelsregister

Day one

Work you hand over.

Give it as a task in chat, on a schedule or from a webhook. The lead splits it across the team and the result comes back to you.

Chat · Sales teamExample
  • Brief me on tomorrow's three meetings: who they are, what they use, what we discussed.
  • Find the deals with no activity in 21 days and draft a follow-up for each.
  • Qualify this week's inbound leads against our ideal customer profile.

Harper splits it across the team

Where it waits

You decide.

In these systems, 54 actions change something, and each one waits for a person by default. 4 of them always wait, whatever the settings say.

HarperSales Lead · Sales teamWaiting on you

Wants to book a draft invoice.

InTeamleader FocusAlways asks

Book a draft invoice in Teamleader Focus always waits for a person. No setting turns that off.

  • Salesforce

    8 actions wait for approval

  • Dynamics 365

    9 actions wait for approval

  • HubSpot

    2 actions wait for approval

  • Zoho CRM

    5 actions wait for approval

  • Pipedrive

    6 actions wait for approval

  • Teamleader Focus

    12 actions wait for approval, 2 of them always

    • Book a draft invoiceAlways asks
    • Email an invoice to the customerAlways asks
  • Front

    5 actions wait for approval

  • Signhost

    3 actions wait for approval, 1 of them always

    • Send the invitations to signAlways asks
  • DocuSign

    4 actions wait for approval, 1 of them always

    • Send it for signingAlways asks

Systems

The systems it works in.

Connect the ones you use and hand them to the AI agents who need them. What each one can change, and what waits for a person, is on its own page.

Questions

Questions about Sales team.

How control works
Which CRMs does it work with?

Salesforce, Dynamics 365, HubSpot, Zoho CRM, Pipedrive and Teamleader Focus. The AI agents who work the pipeline carry all six, so connecting yours is enough, and Kai looks companies up in the KvK Handelsregister. Creating or updating a record waits for approval by default.

Does it email prospects?

Not on its own. Follow-ups are drafts for a salesperson; if you connect a shared inbox such as Front, replying from it waits for approval.

Other departments

The other blueprints.

Deploy it together with us.

Tell us which queue the team should take on. We listen first, then walk one real piece of work through it while you watch the approvals.

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