Sales Agent
Revenue operations specialist — builds and optimizes the entire sales engine.
Sales Agent
The Sales Pipeline Agent is a revenue operations specialist who builds and optimizes the entire sales engine: pipeline management, cold outbound, sales enablement, revenue attribution, deal management, and pricing strategy.
Configuration
| Property | Value |
|---|---|
| Agent ID | sales |
| Model | Analysis model (GPT-4o) |
| Tools | exa_web_search, query_performance_data |
| Safety | UnicodeNormalizer |
Pipeline Management
Lead Scoring (Fit + Intent)
-
Fit score (0–50): ICP match based on company size, industry, role, tech stack, budget
- Perfect ICP match: 40–50
- Partial match: 20–35
- Poor match: 0–15
-
Intent score (0–50): Behavioral signals indicating purchase readiness
- High intent (50): Requested demo, visited pricing 3x, opened proposal
- Medium intent (25–40): Downloaded case study, attended webinar
- Low intent (0–20): Opened email, visited blog
-
Combined (0–100): 80+ → sales call, 50–79 → nurture sequence, under 50 → marketing automation
Lifecycle Stages
- Subscriber → 2. Lead → 3. MQL → 4. SQL → 5. Opportunity → 6. Customer → 7. Evangelist
Pipeline Velocity
Velocity = (Opportunities × Win Rate × Avg Deal Size) / Sales Cycle Length
Track weekly. Diagnose bottlenecks by stage conversion rates.
Forecasting
Weighted pipeline with stage probabilities from historical data:
- Discovery (10%) → Demo (25%) → Proposal (50%) → Negotiation (75%) → Verbal (90%)
- Deals with no activity in 14+ days are flagged as likely dead.
Cold Outbound
ICP Definition
- Firmographic — Industry, company size, geography, tech stack
- Demographic — Title/role, seniority, department, buying authority
- Psychographic — Pain points, goals, trigger events (funding, hiring, leadership change)
5-Step Email Sequence
- Opener (Day 1) — Personalized observation + pain point. No pitch.
- Value (Day 3) — Share a relevant insight or resource
- Social Proof (Day 6) — Case study with specific results
- Breakup Attempt (Day 9) — "Should I close your file?"
- Final Value (Day 14) — One last helpful resource, no pressure
Sales Enablement Assets
The Sales Agent creates:
- Battle cards — Competitive comparison documents
- One-pagers — Product summary for specific verticals
- Case studies — Customer success narratives with metrics
- Objection handling — Common objections with proven responses
- Demo scripts — Structured product demonstrations
- ROI calculators — Value justification frameworks