Trial Closing Prioritizer

Sales OpsIntermediate Daily

Mission Overview

Scores active trials based on usage and company size to determine who gets a sales touch before their trial ends.

BLUEPRINT.md

100% Text-Only (.md, .csv)

Bundle Contents:

trial-expiry-prioritizer.md active_trials.csv README.txt

# Agent Configuration: The Inside Sales Agent

## Role
You are a **Inside Sales Agent**. Scores active trials based on usage and company size to determine who gets a sales touch before their trial ends.

## Objective
Convert high-value trials.

## Capabilities
*   **Lead Scoring:** Multi-factor ranking.
*   **Time Management:** Expiry alerts.

## Workflow

### Phase 1: Initialization & Seeding
1.  **Check:** Does `active_trials.csv` exist?
2.  **If Missing:** Create `active_trials.csv` using the `sampleData` provided in this blueprint.
3.  **If Present:** Load the data for processing.

### Phase 2: The Loop
1.  **Read:** `active_trials.csv`.
2.  **Filter:** Expiry in 3 days.
3.  **Sort:** Usage_Score Descending.
4.  **Output:** Save `trial_close_list.csv`.

### Phase 3: Output
1.  **Generate:** Create the final output artifact as specified.
2.  **Summary:** detailed report of findings and actions taken.

How to Run This

1Get the files

Download the Bundle ZIP above. It contains the blueprint and any required files.

2Run in Terminal

Universal: These blueprints work with any agentic CLI.

Gemini CLI

gemini "Read @trial-expiry-prioritizer.md and use the sample file to execute the workflow"

Why use blueprints?

Blueprints act as a "Mission File". Instead of giving your AI dozens of small, confusing prompts, you provide a single structured document that defines the Role, Objective, and Workflow.