Ready-to-Run AI Agents for Sales and GTM Teams

Choose from expert-built AI agents for prospecting, account research, buyer intent, pipeline management, lead routing and customer growth. Each agent is a ready-to-run sales workflow — not just a generic prompt or template.

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  Cold Email Grader

  

  Sample resultSee full example →

  Score a cold email draft

  Rule	Status	Line Callout
  1. Body Length	FAIL (132 words)	"We provide end-to-end franchise payroll software..."
  2. Consequence-Led	FAIL	"We are a leading provider of automated payroll..."
  3. Pub Test	FAIL	"Optimizing cross-entity reconciliation workflows..."
  4. Single Pain	FAIL	Covers onboarding, overtime rules, W-2s, and tip distribution.
  5. Interest CTA	FAIL	"Are you free for a 30-minute demo next Tuesday?"
  6. Zero Filler	FAIL	"I hope this email finds you well! My name is..."

  Paste any cold email and get it scored against 8 rules: length, consequence-led, pub test, one pain per email, CTA quality, first line, filler, and subject line. Each fail gets a line-level callout with specific suggestions to fix it. A quick diagnostic before you rewrite.

  By Mark ColganDemoInstall
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  Pre-Call Prep

  

  Sample resultSee full example →

  ExpertiseApp9:15 AM

  ⏰Pre-call prep ready: Sable Networks meeting

  Account:Sable Networks (Precision Telecom Components)

  Primary Contact:Priyanka Moreau (VP of Manufacturing Engineering)

  Call Objective:Secure agreement on 30-day high-precision spindle trial unit

  Biggest Risk:Plant Director Dave Thorne fears re-tooling downtime on Line

  Opening Angle:Highlight zero-downtime quick-swap mounting before

  👍2

  Use when the user has a specific upcoming buyer call to prepare for: "prep me for my 2pm", "what should I know before the Acme call", "I have a meeting in 20 minutes". Returns a two-minute cheat sheet, objective, buyer priorities, risks, questions, talk track. For context before replying to a thread with no scheduled call, use Deal Context Builder.

  By Nick RajaduraiDemoInstall
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  Stalled Deal Rescue

  

  Sample resultSee full example →

  Stalled deal recovery plan

  Diagnostic Area	Status / Blocker	Evidence (Inbox & CRM)
  Buyer Engagement	Blocked: Timing Slipped	Emeka Andersson cited Q3 plant expansion delay on Aug 14; last 2 touches asked 'any updates?' without re-anchoring.
  Stakeholder Coverage	Gap: Economic Buyer	CFO Marcus Vance requested loss-run audit authority on Jul 29; never added to proposal threads or CRM contacts.
  Technical / Terms	Unresolved Objection	Risk Director Sarah Lin flagged deductible structure in clause 4B on Aug 02; no counter-proposal provided.

  Use when a user asks “Why is this deal stuck?”, “This deal has been sitting in proposal forever,” or “Rescue my stalled deals.” Diagnoses the blocker behind an open, stale deal and gives the owner a cause-based recovery plan. Not for a single quiet-thread bump, which belongs in No-Reply Rescue, or stage-label validation, which belongs in Deal Stage Reality Check.

  By Brent HaldimanDemoInstall
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  Outbound Campaign Diagnostic

  Sample resultSee full example →

  Build outbound campaign status report

  Funnel Stage	Current Rate (Wk 6)	Benchmark Target
  1. Dials → Connects	4.8% (48/1,000 dials)	4.0% – 8.0%
  2. Connects → Conversations	31.2% (15/48 connects)	25.0% – 40.0%
  3. Conversations → Meetings	6.7% (1/15 conversations)	10.0% – 20.0%
  4. Meetings Booked → Held	100.0% (1/1 booked)	60.0% – 75.0%
  5. Meetings Held → Opportunities	0.0% (0/1 held)	30.0% – 50.0%

  Diagnose an outbound campaign from its funnel numbers and produce a weekly status report — selling days remaining, current vs target metrics, the single binding constraint, and the one fix for next week. Use this whenever someone shares outbound activity numbers, asks why a campaign isn't producing meetings, wants a weekly or monthly campaign update or client report, says outbound "isn't working," is deciding whether to kill or extend a campaign, or is reviewing SDR performance. Also use when someone asks for a pipeline or outbound review, or hands over dials, connects, replies, or meeting counts without a specific question — raw activity data almost always means a diagnostic is needed. Reach for this before offering generic outbound advice, because the fix depends entirely on which funnel stage is actually broken.

  By Nev SantanaDemoInstall
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  Economic Buyer Finder

  

  Sample resultSee full example →

  Economic buyer audit

  Deal / Account	Verified Economic Buyer	Risk & Gate Findings
  Wren Collective — Fleet Automation	Elena Vance (SVP Supply Chain)	Buyer above contact Kaito Rahman; requires Capital Committee sign-off
  Apex Logistics — Sortation Systems	Dr. Aris Thorne (CTO)	Budget pre-approved in FY25 Q3 tech modernization fund
  Vanguard Freight — Pallet AMRs	Not Identified	No budget owner in calls; single-threaded with Dir. Warehouse Ops
  Kestrel Storage — Picking Robotics	Marcus Brody (VP Distribution)	Close date unsupported; pending unbudgeted parent board approval

  Identify the economic buyer for in-scope opportunities using only call and email content, never CRM fields; filter voicemails and no-connects before counting engagement, score evidence on the fixed 0-100 rubric, surface buyer gaps and approval gates, flag unsupported close dates, and keep CRM write-back off by default and gated. Use when asked who controls budget, who can approve spend, whether a deal is single-threaded, or for buyer-gap, multithreading, forecast, QBR, or deal-review analysis. Not for inferring buyers from MEDDPICC, contact roles, buyer checkboxes, attendance, or other CRM fields.

  By Ryan DeForestDemoInstall
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  Meeting Follow-Up & Next Steps

  

  Sample resultSee full example →

  Draft post-meeting follow-up email

  Re: ShiftPulse pilot scope & next steps — Glint Dynamics

  To:Dimitri Marchetti

  Dimitri — thanks for walking through your Q3 shift coverage goals yesterday. What stood out from our review: - Unfilled weekend staffing across your 14 regional hotel properties is currently adding $42,000 in monthly overtime costs. - Your operations lead, Elena Vance, confirmed that automated shift broadcasting matches your union scheduling constraints. Confirming what we agreed: our team will deliver the custom Kronos API spec by Friday, June 14. On your end, you are walkin…

  Use when the user wants the post-meeting follow-up drafted and the commitments captured: "draft the follow-up from that call", "what did we actually agree to", "who owes what after the demo". Returns the buyer email draft PLUS agreed-vs-proposed next steps and stall risks from one meeting. For the CRM note use Post-Meeting CRM Note Writer; pipeline-wide next-step enforcement lives in Pipeline Truth.

  By Nick RajaduraiDemoInstall
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  LinkedIn AI Content Strategist

  Sample resultSee full example →

  LinkedIn content and funnel audit

  Content Stage	Current Mix	Median Engagement
  Reach (TOFU)	68% (17 posts)	142 reactions / 18 comments
  Trust (MOFU)	24% (6 posts)	88 reactions / 12 comments
  Sales (BOFU)	8% (2 posts)	21 reactions / 3 comments

  Audits a LinkedIn creator’s content engine from public post data. It captures creator voice, benchmarks performance against account-level medians, deconstructs competitor outliers, maps the Reach → Trust → Sales funnel, and returns evidence-derived content angles. Use for LinkedIn content audits, conversion diagnosis, competitor analysis, funnel-gap analysis, performance reviews, and evidence-backed content angles. Not for canned-template libraries or generic unsourced post ideas.

  By Luke ShalomDemoInstall
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  MEDDICC Deal Intelligence

  

  Sample resultSee full example →

  MEDDICC deal scorecard

  Component	Score	Status
  Metrics	2/3	Amber
  Economic Buyer	1/3	Red
  Decision Criteria	3/3	Green
  Identified Pain	3/3	Green
  Champion	2/3	Amber
  Competition	1/3	Red

  Analyze sales opportunities, call transcripts, and pipeline qualification using MEDDICC. Use when asked for a deal review, deal health or qualification check, MEDDICC scorecard, call coaching, pre-call qualification prep, champion-gap review, or pipeline risk scan. Supports connected CRM and conversation-intelligence data, uploaded exports, and pasted transcripts.

  By Jeff IgnacioDemoInstall
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  Signal-to-Outreach Email

  

  Sample resultSee full example →

  Draft cold email from buying signal

  matter intake bottlenecks

  To:Milo Lindqvist

  Milo, Scaling intake across active litigation matters usually leaves senior partners drowning in manual conflict checks before new paralegals finish onboarding. Capacity gets tighter before it expands—and active client filings cannot stall. We helped a 40-attorney litigation firm cut intake processing from 5 days to 4 hours so cases moved straight to billable work. Worth taking a look at how they structured it?

  Spotted a buying signal? Drop in the prospect and the trigger. The skill researches them, builds a consequence chain from the signal, picks the right framework, and writes a sub-75-word email. The signal drives the email without ever appearing in the copy. Ready to send.

  By Mark ColganDemoInstall
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  Email Deliverability (complete guide)

  Sample resultSee full example →

  Email deliverability audit scorecard

  Audit Category	Grade	Technical Findings
  DNS & Authentication	Pass (A)	SPF and DKIM active on get-hospitastaff.com; DMARC policy set to p=none.
  Inbox Daily Capacity	Fail (D)	Google Workspace inbox sending 45 cold emails/day (hard ceiling is 15/day).
  Security Gateway Route	Warning (C)	Glint Systems MX record points to Mimecast; tracking pixels triggering gateway flags.
  Warm-up Pool Rotation	Pass (B+)	70/30 active-to-warmup ratio maintained across 4 secondary sending domains.
  Copy Safety & Links	Fail (F)	Outreach template contains 2 open-tracking links and 1 external booking URL.

  Set up, audit, rescue, or pre-send-check cold-email deliverability as a guided step-by-step process. Walks the nine practices in order, domains (age, TLDs, registrar spread, SPF/DKIM/DMARC), inbox providers and daily capacities, the 70/30 warm-up pool rotation, sequencer choice and fingerprinting, email security gateways (Mimecast, Proofpoint, Barracuda) and how to route around them, inbox placement testing without open tracking, burn-detection metrics with corrective actions, deliverability-safe copywriting, and email verification. Each step is do-this, here's-why, then a checkpoint before the next. Works with any provider and sequencer. Trigger when the user mentions deliverability, spam placement, bounce rates, inbox warm-up, domain reputation, blacklists, email landing in spam, reply rates dropping, warm-up scores, security gateways, or setting up cold-email infrastructure.

  By Prashant MantriDemoInstall
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  Prospect Research Brief

  

  Sample resultSee full example →

  Build a prospect research brief

  Research Focus	Verified Signal / Fact	Source & Confidence
  Role Scope	VP of Clinical Operations managing 14 outpatient medical centers	LinkedIn Profile (High)
  Recent Signals	Posted about opening 3 new urgent care sites in Q3	LinkedIn Post (9 days ago)
  Prior Context	Former Regional Operations Director at Novant Health	Salesforce Contact Record
  Approach Strategy	Focus on clinic manager onboarding & patient check-in velocity	Webinar Panel (Jun 14)

  Use when the user wants one specific person researched before outreach or a call: "research this prospect", "give me a brief on this VP Sales", "who is this person and how should I approach them", "pull context on this stakeholder". Returns a verified-identity brief with hooks and an approach recommendation. Not for choosing among stakeholders at an account (Champion & Entry-Point Finder) and not company-only research.

  By Nick RajaduraiDemoInstall
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  Daily Prospecting Queue

  

  Sample resultSee full example →

  Build today's prospecting queue

  Account & Contact	Signal Reason	Score
  Rivet Union — Marisol Silva (VP Dev)	Downloaded Solar+Storage Financing Guide; pilot budget inquiry	92 / 100
  Apex Clean Power — Devon Vance (Dir. Finance)	Inbound pricing request for 20MW tax equity structure	88 / 100
  Solaria Capital — Anika Patel (Head of Capital)	Re-engaged on ESG debt financing announcement after 45 days	74 / 100
  GridVolt Energy — Marcus Thorne (Partner)	ICP target match; quiet activity, sourced from playbook fallback	61 / 100

  Use to run the user's daily prospecting: "run my daily prospecting", "build today's queue", "who should I work today", "add these to today's queue". Scans the CRM and inbox for commercial signals (plus any targets the user hands it), applies suppression, scores and buckets every candidate, and returns a ranked action queue with drafts and approval-gated CRM writeback. This skill owns the daily prospecting verb and today's queue additions; Sales Navigator list work is Sales Nav Daily Operator, and ranking territories is Territory & Account Prioritizer.

  By Nick RajaduraiDemoInstall