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Sales Operations AI Blueprints

Automate lead routing, quota tracking, and sales performance audits. These blueprints turn AI agents into your primary Sales Ops analysts.

Sales Ops

The Abandoned Cart SMS Writer

Generate high-converting SMS hooks by analyzing your product page.

IntermediateBatch
Sales Ops

ABM Account Tiering Calc

Auto-assign Tier 1/2/3 based on ICP fit and intent.

AdvancedQuarterly
Sales Ops

Corporate Hierarchy Builder

Link subsidiaries to parents based on domain patterns.

AdvancedMonthly
Sales Ops

Activation Rate by Cohort

Are new users activating faster?

AdvancedMonthly
Sales Ops

The API Fleet Monitor

Health check 50 endpoints in one run.

AdvancedDaily
Sales Ops

The API Usage Biller

Don't leave money on the table.

IntermediateMonthly
Sales Ops

Content Usage Tracker

Which battlecards do reps actually use?

BeginnerMonthly
Sales Ops

Billing Contact Verifier

Will the invoice bounce?

BeginnerMonthly
Sales Ops

Annual Pre-Pay Upsell

Move monthly users to annual plans.

BeginnerQuarterly
Sales Ops

The Tech Displacement Factory

Find every user of 10 competitors in one run.

IntermediateWeekly
Sales Ops

The Business Card Digitizer

From pocket to CRM in seconds.

ExperimentalBatch
Sales Ops

Buying Committee Auditor

Find missing key roles in your target accounts.

IntermediateWeekly
Sales Ops

Account Buying Signal Heatmapper

Score account timing by aggregating intent signals.

AdvancedDaily
Sales Ops

Call Sentiment Optimizer

Correlate 'Positive Sentiment' scores with win rates.

AdvancedQuarterly
Sales Ops

The Case Study Factory

Turn 10 transcripts into 10 closed deals.

Beginner10 mins
Sales Ops

Champion Job Change Tracker

Detect when previous buyers move to new companies.

IntermediateMonthly
Sales Ops

The Champion Verifier

Is your champion actually a champion?

BeginnerDeal Review
Sales Ops

Churn Cohort Analyzer

Measure churn rate by customer vintage.

AdvancedMonthly
Sales Ops

The Churn Sentinel

Predict at-risk customers across 500 accounts.

Advanced25 mins
Sales Ops

The Trend-Based Churn Predictor

Static scores lie. Detect negative trends (velocity) before it's too late.

AdvancedWeekly
Sales Ops

Commission Clawback Audit

Identify commissions paid on deals that churned early.

IntermediateMonthly
Sales Ops

Cold Call Simulator (The Grumpy Prospect)

Practice handling "I'm not interested" before you pick up the phone.

Intermediate5 mins
Sales Ops

Cold Email Personalizer

Merges company news with lead lists to generate custom icebreakers.

Advanced20 mins
Sales Ops

The Spam Word Hunter

Don't trigger the filters.

Beginner5 mins
Sales Ops

Clawback Risk Monitor

Track revenue at risk of clawback.

IntermediateWeekly
Sales Ops

The Comp Plan Simulator

Model the impact of 'Accelerators' and 'Spiffs' before you roll them out.

IntermediateMonthly
Sales Ops

Commission Variance Alert

Did John's check double MoM?

IntermediateMonthly
Sales Ops

The Comp Plan Simulator

Model commission payouts before rollout.

AdvancedAnnual
Sales Ops

Conference Networking Strategist

Prioritize who to meet at your next event.

Intermediate5 mins
Sales Ops

Enrichment Freshness Audit

Is your data stale?

BeginnerQuarterly
Sales Ops

Account Stakeholder Density

Ensure top accounts have >3 contacts.

BeginnerWeekly
Sales Ops

Auto-Renew Forecaster

Predict passive revenue.

IntermediateMonthly
Sales Ops

Non-Standard Clause Tracker

Who got the 'Opt-out' clause?

AdvancedMonthly
Sales Ops

Revenue Cliff Visualizer

Identify months with dangerous renewal concentration.

IntermediateMonthly
Sales Ops

The Renewal Negotiator

Don't send flat renewals. Adjust the offer based on actual utilization.

IntermediateMonthly
Sales Ops

Renewal Radar

Never miss an expiration date.

BeginnerMonthly
Sales Ops

Pre-Renewal Health Check

90-day warning system.

IntermediateWeekly
Sales Ops

High-Value Dunning Prioritizer

Save the big accounts first.

BeginnerDaily
Sales Ops

CRM Hygiene Scorecard

Who isn't filling out 'Next Step'?

BeginnerWeekly
Sales Ops

CRM Field Health Check

Identify unused or garbage data fields in your CRM.

Intermediate10 mins
Sales Ops

Product Penetration Matrix

Map customers against the full product catalog.

IntermediateMonthly
Sales Ops

Cross-Sell Whitespace Matrix

Find exactly what your customers haven't bought yet.

IntermediateMonthly
Sales Ops

Global Pipeline Normalizer

Convert global deals into a single master currency.

BeginnerWeekly
Sales Ops

Domain from Email Extractor

Get company websites from a list of emails.

BeginnerBatch
Sales Ops

Discount Guardrails Bot

Auto-flag quotes with excessive discounts.

IntermediateDaily
Sales Ops

Deal Push Diagnostics

Why did they delay... again?

IntermediateMonthly
Sales Ops

Deal Rotting Monitor

Flag deals that haven't moved in 14 days.

BeginnerWeekly
Sales Ops

The Deal Slippage Healer

Don't just flag the slip. Diagnose the root cause with Rep-specific coaching questions.

IntermediateWeekly
Sales Ops

The Demo Playbook Factory

Custom demo scripts for every industry you sell to.

Beginner20 mins
Sales Ops

Stage Conversion Auditor

Measure Demo -> Proposal conversion by rep.

BeginnerMonthly
Sales Ops

No-Show Rate Analyzer

Why are prospects ghosting demos?

IntermediateMonthly
Sales Ops

Demo-to-Trial Converter

Are demos actually working?

BeginnerMonthly
Sales Ops

Deal Desk SLA Monitor

How fast are quotes approved?

IntermediateWeekly
Sales Ops

Discount vs LTV Auditor

Does high discounting lead to low LTV?

AdvancedQuarterly
Sales Ops

Regional Discount Auditor

Find territories discounting more than the average.

IntermediateMonthly
Sales Ops

Discount Efficiency Auditor

Are we getting longer terms for lower prices?

IntermediateQuarterly
Sales Ops

Discovery Checklist Auditor

Did they ask about Budget?

AdvancedBatch
Sales Ops

Account Dupe Smasher

Find duplicate companies using fuzzy matching.

AdvancedMonthly
Sales Ops

The Duplicate Lead Merger

One person, one record.

IntermediateWeekly
Sales Ops

The Email Permutator

Guess email addresses from names.

Beginner5 mins
Sales Ops

The Enrichment Match Calculator

Is your data vendor lying?

IntermediateOne-off
Sales Ops

Executive Network Mapper

Map executive relationships via calendar data.

IntermediateMonthly
Sales Ops

Upsell Propensity Scorer

Who is ready to buy more?

AdvancedMonthly
Sales Ops

Paywall Hit Detector

Who keeps clicking the 'Upgrade' button?

IntermediateWeekly
Sales Ops

Forecast vs Actuals Tracker

Which rep is sandbagging?

IntermediateMonthly
Sales Ops

Forecast Integrity Auditor

Identify reps who consistently beat their commits by 50%+.

IntermediateQuarterly
Sales Ops

PQL Usage Trigger

Flag users who hit 90% of their free limits.

IntermediateDaily
Sales Ops

The Funnel Visualizer

Map & Fix Sales Flows.

AdvancedBatch
Sales Ops

Legacy Pricing Audit

How much are we losing on old plans?

IntermediateQuarterly
Sales Ops

ICP Scorer (Lead Grading)

Automatically grade leads A, B, or C based on your criteria.

Intermediate5 mins
Sales Ops

CRM Hygiene: The Reaper

Identify contacts who haven't engaged in 365+ days.

BeginnerMonthly
Sales Ops

Win Rate by Origin

Compare win rates for Inbound vs Outbound leads.

BeginnerMonthly
Sales Ops

Industry Taxonomy Enforcer

Map messy 'Industry' strings to a standard list.

BeginnerWeekly
Sales Ops

Account Activity Sync

Sync 'Last Activity' from contacts up to the account level.

IntermediateDaily
Sales Ops

Bad Payer List

Stop selling to people who don't pay.

BeginnerMonthly
Sales Ops

The Lead Aging Alert System

Fresh leads taste better.

IntermediateDaily
Sales Ops

Enrichment Match Rate Auditor

Are we paying for empty data?

IntermediateMonthly
Sales Ops

The Lead List Cleaner

Never bounce an email again.

Beginner5 mins
Sales Ops

Speed-to-Lead Auditor

Calculate time to first touch for every lead.

BeginnerDaily
Sales Ops

Routing Rule Validator

Did the Enterprise lead go to the SMB rep?

IntermediateWeekly
Sales Ops

Routing Conflict Detector

Does this lead match two reps?

AdvancedWeekly
Sales Ops

The Lead Routing Validator

Ensure no lead is left behind.

IntermediateWeekly
Sales Ops

Lead Score Decay Calc

Lower the score if they haven't visited in 30 days.

AdvancedWeekly
Sales Ops

The Lead Scorer

Prioritize leads from your CRM or build a model from scratch.

IntermediateOne-off
Sales Ops

Lead Source Normalizer

Fix messy 'Referral' vs 'referral' vs 'Friend' tags.

BeginnerWeekly
Sales Ops

Lead-to-Account Matcher

Auto-associate leads with existing accounts via domain.

IntermediateDaily
Sales Ops

LinkedIn Account Targeting Builder

Turn a list of domains into a matched audience for LinkedIn Ads.

Intermediate10 mins
Sales Ops

Non-Cringe LinkedIn Connector

Writes connection requests that actually get accepted.

Intermediate5 mins
Sales Ops

The Lost Deal Reviver

Re-engage 100 cold leads with 'New News'.

IntermediateWeekly
Sales Ops

Rep Focus Time Tracker

Audit calendar data to protect 'Selling Time'.

IntermediateWeekly
Sales Ops

The No-Show Detective

Why are prospects ghosting demos?

IntermediateWeekly
Sales Ops

No-Show Correlation Engine

Analyze if certain sources have higher ghosting rates.

IntermediateMonthly
Sales Ops

Meeting Flake Tracker

Flag prospects who constantly reschedule.

BeginnerWeekly
Sales Ops

Meeting-to-Opp Converter

Track % of first meetings that become deals.

BeginnerMonthly
Sales Ops

MQL Follow-up Velocity

Measure how fast Sales accepts Marketing leads.

BeginnerWeekly
Sales Ops

Single-Thread Risk Detector

Flag deals that only have one active contact.

BeginnerWeekly
Sales Ops

The Objection Crusher

Create battle cards from your notes or competitor reviews.

Intermediate15 mins
Sales Ops

Objection Gap Analyzer

Identify objections where win rates are lowest.

IntermediateMonthly
Sales Ops

Onboarding Drop-off Audit

Where do users get stuck?

IntermediateMonthly
Sales Ops

Ownership Mismatch Finder

Is the Opp owner different from the Account owner?

BeginnerWeekly
Sales Ops

Stage Aging Histogram

Visualize the distribution of deal age in each stage.

IntermediateMonthly
Sales Ops

Orphaned Contact Re-Homer

Assign contacts to account owners via domain.

IntermediateDaily
Sales Ops

Outreach Cadence Tuner

Find the best day to send emails.

IntermediateMonthly
Sales Ops

Global Phone Formatter

Standardize all numbers to E.164 format.

BeginnerBatch
Sales Ops

Pipeline Coverage Monitor

Do you have 3x your quota in pipeline?

BeginnerWeekly
Sales Ops

The Pipeline Hygiene Scorer

Grade your CRM data quality.

IntermediateWeekly
Sales Ops

Deal Push Frequency Tracker

Count how many times a deal has slipped quarters.

IntermediateMonthly
Sales Ops

Pipeline Bottleneck Finder

Pinpoint exactly where deals are getting stuck.

Intermediate15 mins
Sales Ops

Product Stagnation Analyzer

Does Product A stall deals?

AdvancedMonthly
Sales Ops

Slow Deal Accelerator

Wake up deals moving slower than average.

IntermediateWeekly
Sales Ops

The Pipeline Velocity Tracker

Find the bottleneck in your sales process.

AdvancedMonthly
Sales Ops

The Pre-Meeting Dossier

Never go into a call blind.

BeginnerBatch
Sales Ops

Price Integrity Auditor

Identify deals sold below standard list price.

IntermediateMonthly
Sales Ops

The Pricing Tier Migrator

Move them up or move them out.

AdvancedOne-off
Sales Ops

The Psychological Buyer Profiler

Know how to close them.

AdvancedBatch
Sales Ops

Sales Performance Distro

Visualize team performance distribution.

BeginnerQuarterly
Sales Ops

The Quota Forecaster

Predict end-of-month landing spots.

BeginnerDaily
Sales Ops

Product SKU Integrity Checker

Ensure reps don't quote incompatible SKUs.

IntermediateDaily
Sales Ops

Quote-to-Cash Speedometer

Measure the speed of closing.

IntermediateMonthly
Sales Ops

Quote Velocity Tracker

How fast does a quote get signed?

IntermediateMonthly
Sales Ops

Ramp Time Cohort Analyst

Are Q1 hires faster than Q3 hires?

IntermediateQuarterly
Sales Ops

Sales Reference Rotator

Prevent reference burnout by rotating happy customers.

BeginnerMonthly
Sales Ops

Referral Request Writer

Ask for introductions without making it awkward.

Beginner5 mins
Sales Ops

Renewal Price Lift Calc

Apply 5% CPI increases to upcoming renewals.

BeginnerMonthly
Sales Ops

Renewal Ghosting Detector

Flag accounts in renewal that haven't replied lately.

IntermediateWeekly
Sales Ops

Revenue Leakage Audit

Find users active on the platform without a contract.

AdvancedMonthly
Sales Ops

The SaaS Metric Dashboarder

Your board deck, automated.

AdvancedMonthly
Sales Ops

Zombie Account Hunter

Paying but not logging in?

IntermediateMonthly
Sales Ops

Activity-to-Revenue Efficiency

Calculate 'Activities required per Closed Deal'.

IntermediateMonthly
Sales Ops

Rep Activity Scorecard

Automated daily standup report for sales activity.

BeginnerDaily
Sales Ops

The Sales Battlecard Builder

Win against competitors.

Intermediate15 mins
Sales Ops

Sales Script Compliance

Did they say the pricing disclaimer?

IntermediateBatch
Sales Ops

The Call Sentiment Tracker

Analyze the mood of your sales calls.

AdvancedPost-Call
Sales Ops

Talk/Listen Ratio Auditor

Stop showing up and throwing up.

IntermediateWeekly
Sales Ops

BANT Transcript Analyzer

Extract Budget, Authority, Need, and Timeline from call transcripts.

Intermediate5 mins
Sales Ops

Sales Cycle Anomaly Hunter

Flag deals moving suspiciously fast or slow.

IntermediateWeekly
Sales Ops

Discovery Call Scripter

Generate deep, probing questions specific to your prospect's role.

Beginner5 mins
Sales Ops

A/B Test Architect

Design scientifically valid experiments for your cold emails.

Intermediate10 mins
Sales Ops

Ghost-Busting Follow-Up

A 4-step email sequence for leads who stopped replying.

Beginner5 mins
Sales Ops

Forecast Scenario Modeler

Calculate 'Best Case' vs 'Commit' pipelines.

AdvancedWeekly
Sales Ops

Pipeline Leak Detector

Find exactly where your deals are dying.

Intermediate5 mins
Sales Ops

The Closer's Script

Handle "It's too expensive" like a pro.

Intermediate5 mins
Sales Ops

Competitor Battlecard Builder

Arm your sales team with scripts to beat specific competitors.

Intermediate15 mins
Sales Ops

Quota Scenario Planner

Don't just calculate one path. Compare 'High Volume' vs 'High Skill' strategies.

Intermediate5 mins
Sales Ops

New Rep Ramp Tracker

Measure 'Time to First Deal' for new hires.

IntermediateMonthly
Sales Ops

The Difficult Prospect Simulator

Practice your pitch against AI.

AdvancedBatch
Sales Ops

Territory Fairness Balancer

Ensure every rep has equal revenue potential.

AdvancedQuarterly
Sales Ops

The Territory Mapper

Balance your sales map instantly.

AdvancedQuarterly
Sales Ops

Pipeline Velocity Trend

Is your sales cycle getting longer or shorter?

IntermediateMonthly
Sales Ops

The SDR Activity Calculator

Reverse-engineer quota to daily dials.

BeginnerMonthly
Sales Ops

SDR Booking Efficiency

Measure calls required to book 1 meeting.

BeginnerWeekly
Sales Ops

Territory Saturation Auditor

Are your SDRs actually touching all their Tier 1s?

IntermediateWeekly
Sales Ops

License Utilization Alert

They just hit 9/10 seats.

IntermediateWeekly
Sales Ops

The Stalled Deal Wake-Up Script

Revive the 'Checking in' emails.

BeginnerWeekly
Sales Ops

Investor Thesis Matcher

Find the right VCs for your startup based on their investment thesis.

Advanced15 mins
Sales Ops

State/Region Standardizer

Fix 'Calif' vs 'CA' vs 'California'.

BeginnerWeekly
Sales Ops

PQL Hunter (Product Qualified Leads)

Find free users who hit their limits.

IntermediateDaily
Sales Ops

The Support Upseller

Turn complaints into cash.

IntermediateWeekly
Sales Ops

SaaS Seat Auditor

Find unused licenses in your sales tech stack.

IntermediateMonthly
Sales Ops

Bulk Territory Reassigner

Move accounts from Rep A to Rep B.

IntermediateAd-hoc
Sales Ops

Pipeline Stage Stall Monitor

Identify deals stuck in Legal or Security Review.

IntermediateWeekly
Sales Ops

Trial Closing Prioritizer

Who gets a call 3 days before expiry?

IntermediateDaily
Sales Ops

Price Increase Success Rate

Did they accept the +5%?

IntermediateYearly
Sales Ops

The Upsell Architect

The easiest revenue is already in your DB.

AdvancedMonthly
Sales Ops

Vertical Market Penetration

How much of the Finance market do we own?

AdvancedQuarterly
Sales Ops

Viral Coefficient Tracker

Are users inviting their friends?

IntermediateMonthly
Sales Ops

The Webinar Sequence Factory

Process 10 event transcripts into 50 follow-up emails.

Intermediate10 mins
Sales Ops

Webinar Conversion Tracker

Measure % of attendees booking meetings within 7 days.

IntermediateWeekly
Sales Ops

Weighted Revenue Forecaster

Predict revenue using stage-based probabilities.

IntermediateWeekly
Sales Ops

The Win/Loss Forensics Agent

Uncover the real reasons you lost.

IntermediateBatch
Sales Ops

Win/Loss Reason Analyzer

Turn messy CRM notes into clean win/loss insights.

AdvancedMonthly
Sales Ops

Enterprise Consolidation Hunter

Find 50 free users with the same email domain.

IntermediateMonthly
Sales Ops

Inactive Free User Purge

Clean up database costs.

BeginnerQuarterly