All 500 Blueprints
Field-Ready: Sales Ops

AI Workflows for
Sales Ops

Stop guessing how to prompt. These are 181 structured blueprints designed specifically for Sales Ops workflows. Optimized for agentic execution.

ComplexityAdvanced

The 10-K Stitcher

Parses a public company's 10-K (Annual Report) to extract specific 'Risk Factors' and generates a cold email positioning your product as the solution.

15 mins
Open
ComplexityIntermediate

The Abandoned Cart SMS Writer

Don't just say "You forgot this." This agent scrapes your product page to find the specific key benefit (e.g., "Full Grain Leather") and uses it to write a persuasive, 3-part SMS recovery sequence automatically.

Batch
Open
ComplexityAdvanced

ABM Account Tiering Calc

Analyzes firmographic data and intent signals to categorize target accounts into priority tiers.

Quarterly
Open
ComplexityAdvanced

Corporate Hierarchy Builder

Groups separate account records into a parent-child hierarchy based on shared domain and corporate suffix patterns.

Monthly
Open
ComplexityAdvanced

Activation Rate by Cohort

Tracks the percentage of users who reach 'Activation' within 7 days, grouped by signup month.

Monthly
Open
ComplexityAdvanced

The API Fleet Monitor

Ensure the demo never breaks. This agent reads a list of API endpoints from a CSV, tests them for speed and response structure, and generates a 'Green/Red' status report for the team.

Daily
Open
ComplexityIntermediate

The API Usage Biller

Usage-based pricing is hard to track. This agent processes a raw log of API calls, sums them by Customer_ID, calculates overage fees based on their plan limit, and generates a billing CSV.

Monthly
Open
ComplexityBeginner

Content Usage Tracker

Analyzes CMS view logs to see which sales assets (battlecards, case studies) are being viewed by the team.

Monthly
Open
ComplexityBeginner

Billing Contact Verifier

Checks if the email listed as 'Billing Contact' is valid or has recently bounced.

Monthly
Open
ComplexityBeginner

Annual Pre-Pay Upsell

Identifies stable 'Monthly' customers ideal for 'Annual' conversion campaigns to improve cash flow.

Quarterly
Open
ComplexityIntermediate

The Tech Displacement Factory

BuiltWith reports are noisy. This agent reads a list of target technologies (competitors) from a CSV and filters a raw technology report to find high-value displacement opportunities matching your ICP.

Weekly
Open
ComplexityExperimental

The Business Card Digitizer

Don't type business cards manually. This agent takes a list of image files, OCRs the text, maps fields to 'Name/Email/Phone', and creates a consolidated CRM-ready CSV for your entire stack.

Batch
Open
ComplexityIntermediate

Buying Committee Auditor

Checks target accounts to see if you have contacts for required roles like CTO, Finance, or User Lead.

Weekly
Open
ComplexityAdvanced

Account Buying Signal Heatmapper

Aggregates intent signals from job postings, news alerts, and website visits to identify accounts in an active buying window.

Daily
Open
ComplexityAdvanced

Call Sentiment Optimizer

Cross-references call sentiment scores from transcripts with actual deal outcomes to find the 'Winning Tone'.

Quarterly
Open
ComplexityBeginner

The Case Study Factory

Sales teams need social proof. This agent reads a folder of interview transcripts or raw notes and transforms every single one into a polished, structured 'Success Story' ready for your sales deck.

10 mins
Open
ComplexityIntermediate

Champion Job Change Tracker

Compares a list of known 'Champions' (previous buyers) against a new contact export to identify previous fans in new target accounts.

Monthly
Open
ComplexityBeginner

The Champion Verifier

False champions lose deals. This agent evaluates a specific contact based on a checklist of 'Champion Behaviors' (e.g., Do they have power? Do they sell for you when you aren't there?) and returns a confidence score.

Deal Review
Open
ComplexityAdvanced

Churn Cohort Analyzer

Segments churn data by the customer's 'Join Date' to see if newer cohorts are churning faster.

Monthly
Open
ComplexityAdvanced

The Churn Sentinel

Prevention is better than recovery. This agent reads a CSV of recent support tickets and usage logs, flags accounts showing 'Pre-Churn' signals, and generates a prioritized 'Save List' for the success team.

25 mins
Open
ComplexityAdvanced

The Trend-Based Churn Predictor

Most health scores are static snapshots. This agent analyzes the *change* in behavior (Usage Velocity) to flag customers who are silently disengaging, even if their total numbers look fine.

Weekly
Open
ComplexityIntermediate

Commission Clawback Audit

Compares recent churn events against payout logs to flag commissions that need to be recouped.

Monthly
Open
ComplexityIntermediate

Cold Call Simulator (The Grumpy Prospect)

A roleplay agent that acts as a difficult prospect. It throws common objections at you ("Send me an email", "We have no budget") and grades your responses.

5 mins
Open
ComplexityAdvanced

Cold Email Personalizer

Takes a CSV of leads, researches recent news for each company, and writes a personalized "first line" (icebreaker) for cold emails.

20 mins
Open
ComplexityBeginner

The Spam Word Hunter

Scans your cold emails for spam trigger words and rewrites them to land in inbox.

5 mins
Open
ComplexityIntermediate

Clawback Risk Monitor

Identifies recently paid deals that are currently in 'High Support Volume' or 'Low Usage' to flag potential clawback risks.

Weekly
Open
ComplexityIntermediate

The Comp Plan Simulator

Changing commission plans is risky. This agent takes your historical deal data and simulates how much you *would* have paid out under three different structures (e.g., Aggressive Accelerators vs. High Base), helping you find the balance between motivation and margin.

Monthly
Open
ComplexityIntermediate

Commission Variance Alert

Checks for large Month-over-Month swings in rep commission checks to catch calculation errors.

Monthly
Open
ComplexityIntermediate

Conference Networking Strategist

Reads a list of conference attendees, filters them by your "Ideal Customer Profile" (Title/Company), and creates a prioritized "Hit List" so you don't waste time talking to the wrong people.

5 mins
Open
ComplexityBeginner

Enrichment Freshness Audit

Checks when contacts were last enriched to trigger updates for records older than 6 months.

Quarterly
Open
ComplexityBeginner

Account Stakeholder Density

Audits high-value accounts to flag those with insufficient contact coverage (under-mapped accounts).

Weekly
Open
ComplexityIntermediate

Auto-Renew Forecaster

Predicts revenue from contracts marked 'Auto-Renew' vs those requiring manual intervention.

Monthly
Open
ComplexityAdvanced

The Legal Risk Scanner

Legal teams hate "Redlines," but CFOs hate "Hidden Risk." This agent scans your contract text for dangerous non-standard clauses (e.g., "Termination for Convenience") and sums up the total Revenue At Risk to prioritize legal review.

Monthly
Open
ComplexityIntermediate

Revenue Cliff Visualizer

Aggregates contract values by expiry month to identify 'cliffs' where a single month accounts for >30% of annual renewals.

Monthly
Open
ComplexityIntermediate

Legal Redline Risk Spotter

Pastes the diff of a contract. Highlights "Unlimited Liability", "IP Ownership", or "Payment Terms > 60" changes that Sales needs to push back on.

Real-time
Open
ComplexityIntermediate

The Renewal Negotiator

Blind price increases cause churn. This agent reviews customer utilization rates before generating the renewal quote. High users get an upsell; low users get a "retention offer" to prevent them from shopping around.

Monthly
Open
ComplexityBeginner

Renewal Radar

Scans customer contracts to flag those expiring in the next 90 days for the Customer Success team.

Monthly
Open
ComplexityIntermediate

Pre-Renewal Health Check

Calculates a specific health score that only triggers 90 days before renewal to prioritize CS focus.

Weekly
Open
ComplexityBeginner

High-Value Dunning Prioritizer

Prioritizes failed payment outreach based on the Monthly Recurring Revenue (MRR) of the account.

Daily
Open
ComplexityBeginner

CRM Hygiene Scorecard

Scores reps based on the completion rate of mandatory fields (Next Step, Amount, Close Date) in their pipeline.

Weekly
Open
ComplexityIntermediate

CRM Field Health Check

Analyzes a CSV export of your CRM records to calculate fill rates for every column. Helps you decide which fields to deprecate or mandate.

10 mins
Open
ComplexityIntermediate

Product Penetration Matrix

Generates a grid showing which products every customer owns to highlight upsell gaps.

Monthly
Open
ComplexityIntermediate

Cross-Sell Whitespace Matrix

Generates a matrix of customers vs products to identify upsell and cross-sell opportunities.

Monthly
Open
ComplexityBeginner

Global Pipeline Normalizer

Converts a multi-currency pipeline CSV into a standard USD report for consolidated board reporting.

Weekly
Open
ComplexityBeginner

Domain from Email Extractor

Parses a list of email addresses to extract the domain portion, filtering out generic providers (gmail, yahoo).

Batch
Open
ComplexityIntermediate

Discount Guardrails Bot

Checks a CSV of draft quotes to flag any line items with discounts > 20% for manager approval.

Daily
Open
ComplexityIntermediate

Deal Push Diagnostics

Aggregates reasons for pushing close dates (e.g. 'Budget', 'Ghosting') to identify systemic sales issues.

Monthly
Open
ComplexityBeginner

Deal Rotting Monitor

Highlights opportunities that are 'rotting' in the pipeline so managers can intervene.

Weekly
Open
ComplexityIntermediate

The Deal Slippage Healer

Deals that push 3+ times are 90% likely to be lost. This agent analyzes your pipeline history, calculates a 'Slippage Score' for every deal, and generates the exact question you need to ask the Rep to uncover the truth.

Weekly
Open
ComplexityBeginner

The Demo Playbook Factory

Most demos are boring feature tours. This agent reads a list of target industries and their top pains from a CSV and generates a library of 'Narrative Demo' scripts that only show features relevant to those pains.

20 mins
Open
ComplexityBeginner

Stage Conversion Auditor

Calculates the conversion efficiency of specific sales stages to identify coaching opportunities.

Monthly
Open
ComplexityIntermediate

No-Show Rate Analyzer

Analyzes demo logs to calculate no-show rates by Lead Source and Rep.

Monthly
Open
ComplexityBeginner

Demo-to-Trial Converter

Measures the success rate of converting Sales Demos into Product Trials.

Monthly
Open
ComplexityIntermediate

Deal Desk SLA Monitor

Measures the time between 'Quote Submitted' and 'Quote Approved' to identify Deal Desk bottlenecks.

Weekly
Open
ComplexityAdvanced

Discount vs LTV Auditor

Correlates initial contract discounts with long-term customer lifetime value to find healthy discount limits.

Quarterly
Open
ComplexityIntermediate

Regional Discount Auditor

Calculates average discount rates by region to identify outliers and margin erosion.

Monthly
Open
ComplexityIntermediate

Discount Efficiency Auditor

Checks if deals with high discounts actually result in longer contract durations (as they should).

Quarterly
Open
ComplexityAdvanced

The Sales Coach

Reviewing calls is useless if you don't act. This agent scans transcripts for missing MEDDIC criteria (Budget, Authority, etc.) and immediately drafts a 'Clean-Up Email' for the rep to send to the prospect to fill the gaps.

Batch
Open
ComplexityAdvanced

Drive-Time Territory Balancer

Calculates the center of gravity for a territory. uses Maps API logic to ensure Rep A isn't spending 4 hours driving while Rep B spends 1.

Batch
Open
ComplexityAdvanced

Account Dupe Smasher

Identifies duplicate account records by comparing names (e.g., 'Acme Inc.' vs 'Acme Incorporated') and domains.

Monthly
Open
ComplexityIntermediate

The Duplicate Lead Merger

Duplicates split history and confuse reps. This agent identifies duplicate emails in a CSV, applies 'Survivorship Rules' (e.g., 'Keep the one with the most recent activity' or 'Keep the one with a phone number'), and merges data into a master record.

Weekly
Open
ComplexityBeginner

The Email Permutator

Generates possible email addresses for your leads based on common corporate patterns like first.last@company.com.

5 mins
Open
ComplexityIntermediate

The Data Health Auditor

Data vendors over-promise and under-deliver. This agent audits your enriched lists to calculate the exact "Fill Rate" for critical fields (Phone, Email, Title) and recommends specific alternative vendors for the missing data types.

One-off
Open
ComplexityIntermediate

Executive Network Mapper

Analyzes meeting logs to visualize which executives are already engaged with your team.

Monthly
Open
ComplexityAdvanced

Upsell Propensity Scorer

Matches historical upsell data to current customer profiles (Employee Growth + Usage) to predict expansion.

Monthly
Open
ComplexityIntermediate

Paywall Hit Detector

Tracks how often specific free users hit 'Upgrade to use this' paywalls to gauge intent.

Weekly
Open
ComplexityIntermediate

Forecast vs Actuals Tracker

Compares the 'Committed' forecast from the start of the month against actual closed revenue.

Monthly
Open
ComplexityIntermediate

Forecast Integrity Auditor

Compares historical forecast 'commits' against actual results to identify reps with inaccurate forecasting habits.

Quarterly
Open
ComplexityIntermediate

PQL Usage Trigger

Monitors free user usage logs to trigger a sales alert when a user hits specific 'Product Qualified Lead' (PQL) thresholds.

Daily
Open
ComplexityAdvanced

The Funnel Visualizer

Process flows often hide massive revenue leaks. This agent takes descriptions of your sales processes, identifies bottlenecks, and generates professional flowchart diagrams of the optimized funnels for your entire sales org.

Batch
Open
ComplexityIntermediate

Legacy Pricing Audit

Calculates the revenue gap between legacy pricing and current market rates for existing customers.

Quarterly
Open
ComplexityIntermediate

ICP Scorer (Lead Grading)

Reads a CSV of leads and scores them (0-100) based on specific "Ideal Customer Profile" rules you define (e.g., Industry, Tech Stack, Title).

5 mins
Open
ComplexityBeginner

CRM Hygiene: The Reaper

Flags contacts for archival based on 'Last Activity Date' to keep your CRM storage costs low.

Monthly
Open
ComplexityBeginner

Win Rate by Origin

Calculates distinct win rates for leads originating from marketing (Inbound) vs sales prospecting (Outbound).

Monthly
Open
ComplexityBeginner

Industry Taxonomy Enforcer

Standardizes raw industry fields into a clean list of 10 parent categories.

Weekly
Open
ComplexityIntermediate

Account Activity Sync

Rolls up the latest activity date from various contacts to update the 'Master Last Touched' field at the Account level.

Daily
Open
ComplexityBeginner

Bad Payer List

Identifies customers who are chronically late on invoices to prevent Sales from expanding them without finance approval.

Monthly
Open
ComplexityIntermediate

The Lead Aging Alert System

Leads go cold in 48 hours. This agent scans your 'New' lead queue, identifies records that have been untouched for >24 hours, and Slack/Emails the assigned rep to wake them up.

Daily
Open
ComplexityIntermediate

Enrichment Match Rate Auditor

Analyzes your enriched lead data to see what percentage of fields (Phone, LinkedIn, Revenue) are actually being populated by your vendor.

Monthly
Open
ComplexityBeginner

The Lead List Cleaner

30% of purchased leads have dead websites. This checks each company's website and separates the good leads from the dead ones.

5 mins
Open
ComplexityBeginner

Speed-to-Lead Auditor

Measures the gap between 'Lead Created' and 'First Activity' to ensure reps are hitting 5-minute targets.

Daily
Open
ComplexityIntermediate

Routing Rule Validator

Audits lead assignments to ensure they match territory rules (e.g., Company Size > 1000 goes to Enterprise Team).

Weekly
Open
ComplexityAdvanced

Routing Conflict Detector

Simulates lead routing rules to find scenarios where a single lead matches multiple conflicting assignment rules.

Weekly
Open
ComplexityIntermediate

The Lead Routing Validator

Leads often fall into 'black holes' due to broken territory logic. This agent audits a CSV of recent leads, checks them against territory rules (Zip Code/Employee Count), and flags any assigned to the wrong rep or the 'Unassigned' queue.

Weekly
Open
ComplexityAdvanced

Lead Score Decay Calc

Applies a decay factor to lead scores based on recency of engagement.

Weekly
Open
ComplexityIntermediate

The Lead Scorer

Stop wasting time on low-value leads. This agent reads your lead history CSV (if provided) or researches your industry to design a points-based logic (Title=CEO +10pts, Gmail -5pts) and writes the pseudo-code for implementation.

One-off
Open
ComplexityBeginner

Lead Source Normalizer

Standardizes messy lead source data into clean categories (e.g., maps 'fb_ads', 'facebook', 'IG' all to 'Paid Social').

Weekly
Open
ComplexityIntermediate

Lead-to-Account Matcher

Fuzzy matches incoming leads to existing account records to prevent duplicate outreach and improve routing.

Daily
Open
ComplexityIntermediate

LinkedIn Account Targeting Builder

Takes a list of company domains, finds their official LinkedIn Company Page URLs, and formats them for LinkedIn Matched Audiences.

10 mins
Open
ComplexityIntermediate

Non-Cringe LinkedIn Connector

Reads a prospect's LinkedIn profile (bio/posts), identifies a specific mutual interest or recent activity, and writes a warm, personalized connection note under 300 characters.

5 mins
Open
ComplexityBeginner

LinkedIn Voice DM Scripter

Reads prospect profile. Writes a 45-second script for you to record as a voice note. Personal, casual, and relevant.

Batch
Open
ComplexityIntermediate

The Lost Deal Reviver

A 'No' 6 months ago might be a 'Yes' today. This agent takes a CSV of leads lost due to specific reasons (e.g., 'Missing Feature X') and drafts a hyper-relevant follow-up based on your recent product launches.

Weekly
Open
ComplexityIntermediate

Rep Focus Time Tracker

Analyzes rep calendar data to calculate % of day spent in internal vs external meetings.

Weekly
Open
ComplexityIntermediate

The No-Show Detective

High demo volume means nothing if nobody shows up. This agent analyzes a CSV of meeting outcomes to identify patterns in no-shows: Is it a specific lead source? Time of day? Rep?

Weekly
Open
ComplexityIntermediate

No-Show Correlation Engine

Segments meeting outcome data by lead source and day of week to find predictors of demo no-shows.

Monthly
Open
ComplexityBeginner

The Calendar Defender

A 20% flake rate costs you 10 hours a month in wasted prep. This agent analyzes your calendar logs, calculates the 'Prep Tax', and prescribes specific policies (e.g., Double Confirmation, Deposits) to fix it.

Weekly
Open
ComplexityBeginner

Meeting-to-Opp Converter

Calculates the conversion rate between 'First Meeting' activity and 'Opportunity Created' status.

Monthly
Open
ComplexityBeginner

MQL Follow-up Velocity

Measures the time gap between 'Lead Status = MQL' and 'Lead Status = Accepted' to identify routing or follow-up lags.

Weekly
Open
ComplexityBeginner

Single-Thread Risk Detector

Checks open opportunities to ensure they are 'multi-threaded' (having more than 1 active stakeholder).

Weekly
Open
ComplexityIntermediate

The Objection Crusher

Sales reps freeze when hit with a tough question. This agent reads your call notes (if provided) or researches a competitor's negative reviews to identify the most common objections and drafts a 'Kill Shot' rebuttal for each.

15 mins
Open
ComplexityIntermediate

Objection Gap Analyzer

Analyzes deal notes and outcome codes to find which specific objections (e.g. 'Price', 'Competitor X') lead to the most losses.

Monthly
Open
ComplexityIntermediate

Onboarding Drop-off Audit

Measures the completion rate of each step in the 'Getting Started' checklist to identify friction.

Monthly
Open
ComplexityBeginner

Ownership Mismatch Finder

Flags discrepancies where the Opportunity Owner does not match the Account Owner, causing commission disputes.

Weekly
Open
ComplexityIntermediate

Stage Aging Histogram

Aggregates open deals by stage and age to create a distribution report of pipeline freshness.

Monthly
Open
ComplexityIntermediate

Orphaned Contact Re-Homer

Identifies contacts not associated with an account and finds their correct home based on email domain matching.

Daily
Open
ComplexityIntermediate

Outreach Cadence Tuner

Analyzes email response rates by 'Day of Week' and 'Time of Day' to optimize sequence scheduling.

Monthly
Open
ComplexityIntermediate

Partner Account Overlap Mapper

Compares your target account list with a partner's shared list (hashed). Identifies overlaps for Co-Selling opportunities.

Batch
Open
ComplexityBeginner

Global Phone Formatter

Cleans and formats phone numbers to the global E.164 standard (+1555...) for dialer compatibility.

Batch
Open
ComplexityBeginner

Pipeline Coverage Monitor

Calculates the coverage ratio (Pipeline / Remaining Quota) per rep to identify hiring or coaching needs.

Weekly
Open
ComplexityIntermediate

The Pipeline Hygiene Scorer

Messy CRMs kill forecasts. This agent audits your open opportunities for 'Rot' (Past Close Date, No Next Step, Stagnant Stage) and assigns a 'Hygiene Score' to each rep.

Weekly
Open
ComplexityIntermediate

Deal Push Frequency Tracker

Analyzes historical field changes to count how many times each deal's 'Close Date' was moved.

Monthly
Open
ComplexityIntermediate

Pipeline Bottleneck Finder

Calculates the average days deals spend in each stage of your funnel to identify process bottlenecks.

15 mins
Open
ComplexityAdvanced

Product Stagnation Analyzer

Correlates 'Days in Stage' with the 'Product Line' attached to the deal to see if complex products slow down cycles.

Monthly
Open
ComplexityIntermediate

Slow Deal Accelerator

Identifies deals that are currently moving slower than the historical average for their stage and flags them for action.

Weekly
Open
ComplexityAdvanced

The Pipeline Velocity Tracker

Why is revenue unpredictable? Usually, deals stick in one stage (e.g., 'Proposal Sent') too long. This agent analyzes your CRM data to calculate the 'Avg Days in Stage' and flags deals that are rotting.

Monthly
Open
ComplexityBeginner

The Pre-Meeting Dossier

5 minutes before a call, you need to know everything. This agent researches multiple prospects simultaneously, scraping LinkedIn, company news, and tech stacks to build 1-page 'Cheat Sheets' for your entire day of meetings.

Batch
Open
ComplexityIntermediate

Price Integrity Auditor

Compares actual 'Sold Price' against the 'Standard List Price' to find excessive discounting.

Monthly
Open
ComplexityAdvanced

The Pricing Tier Migrator

Changing pricing is scary. This agent analyzes your current customer base, simulates moving them to new 2026 pricing tiers based on their usage (Seats/Storage), and calculates the 'Revenue Uplift' and 'Churn Risk'.

One-off
Open
ComplexityBeginner

Sales Email Tone Mirror

Pastes in the prospect's last 3 emails. Detects if they are "Direct/Brief", "Chatty/Warm", or "Formal". Rewrites your draft to match their vibe.

Real-time
Open
ComplexityAdvanced

The Psychological Buyer Profiler

Deeper than a summary. This agent processes a list of sales transcripts to identify each buyer's personality type and recommends specific negotiation strategies to win them over.

Batch
Open
ComplexityBeginner

Sales Performance Distro

Ranks the sales team by attainment and segments them into Top, Mid, and Bottom percentiles.

Quarterly
Open
ComplexityBeginner

The Quota Forecaster

Don't wait until the 31st to know you missed. This agent calculates 'Run Rate' for every rep based on current closed revenue + weighted pipeline, predicting exactly where they will land vs. their goal.

Daily
Open
ComplexityIntermediate

Product SKU Integrity Checker

Audits draft quotes to ensure they don't contain incompatible product combinations (e.g., 'Starter Plan' + 'Enterprise Add-on').

Daily
Open
ComplexityIntermediate

Quote-to-Cash Speedometer

Measures the average days from 'Contract Signed' to 'Invoice Paid' to optimize cash flow.

Monthly
Open
ComplexityIntermediate

The Deal Friction Hunter

Time kills all deals. This agent scans your open quotes, calculates exactly how long they have been sitting with the prospect, and drafts a context-aware nudge email (Gentle vs. Urgent) based on the delay.

Weekly
Open
ComplexityIntermediate

Ramp Time Cohort Analyst

Compares the 'Time to Productivity' of sales rep cohorts to evaluate onboarding program changes.

Quarterly
Open
ComplexityBeginner

Sales Reference Rotator

Tracks how many times a customer has been used as a reference to ensure even distribution of requests.

Monthly
Open
ComplexityBeginner

Referral Request Writer

Writes a "Double Opt-In" email that your happy client can easily forward to their friend, removing the friction from asking for referrals.

5 mins
Open
ComplexityBeginner

Renewal Price Lift Calc

Calculates new contract values for upcoming renewals assuming a standard price lift.

Monthly
Open
ComplexityIntermediate

Renewal Ghosting Detector

Cross-references upcoming renewals with email logs to find customers who have stopped responding.

Weekly
Open
ComplexityAdvanced

Revenue Leakage Audit

Cross-references platform login logs against active CRM contracts to find zombie users or expired accounts still using the product.

Monthly
Open
ComplexityAdvanced

The SaaS Metric Dashboarder

Investors want the 'Magic Number.' This agent takes raw inputs (New ARR, Sales Spend, Churn) and calculates key SaaS metrics: LTV:CAC, CAC Payback Period, and Magic Number.

Monthly
Open
ComplexityIntermediate

Zombie Account Hunter

Flags accounts with active contracts but <10% active users (high churn risk).

Monthly
Open
ComplexityIntermediate

Activity-to-Revenue Efficiency

Calculates how many calls, emails, and meetings it takes for each rep to close a single deal.

Monthly
Open
ComplexityBeginner

Rep Activity Scorecard

Aggregates a log of calls, emails, and meetings to see which reps are hitting their activity KPIs.

Daily
Open
ComplexityIntermediate

The Sales Battlecard Builder

Creates 1-page battlecards for each competitor with their weaknesses, trap questions, and rebuttals for your sales team.

15 mins
Open
ComplexityIntermediate

Sales Script Compliance

Scans call transcripts to check if reps mentioned mandatory keywords (e.g., 'compliant', 'pricing', 'next steps').

Batch
Open
ComplexityIntermediate

Sales Call Objection Heatmapper

Parses 50+ Zoom transcripts. key-value pairs the "Objection" vs "Minute Mark". visualizes if you are losing people at Pricing (min 20) or Intro (min 2).

Batch
Open
ComplexityAdvanced

The Call Sentiment Tracker

Are your prospects angry or excited? This agent reads a CSV of call transcripts (or summaries), performs sentiment analysis on the prospect's dialogue, and correlates high sentiment with closed deals.

Post-Call
Open
ComplexityIntermediate

Talk/Listen Ratio Auditor

Analyzes call metrics to flag calls where the rep spoke > 60% of the time.

Weekly
Open
ComplexityIntermediate

BANT Transcript Analyzer

Reads a text transcript of a sales call, identifies the key BANT criteria, and generates a structured deal summary for your CRM.

5 mins
Open
ComplexityIntermediate

Sales Cycle Anomaly Hunter

Identifies deals whose age significantly deviates from the historical average cycle time.

Weekly
Open
ComplexityBeginner

Discovery Call Scripter

Analyzes a prospect's job title and industry to generate a list of "Discovery Questions" that uncover pain, budget, and urgency, helping you sound like an insider.

5 mins
Open
ComplexityIntermediate

A/B Test Architect

Takes a current control email and proposes 3 "Challenger" variants to test specific variables (Subject Line, Call to Action, Value Prop).

10 mins
Open
ComplexityBeginner

Ghost-Busting Follow-Up

Writes a persistent but polite sequence of emails designed to get a "Yes" or "No" from a prospect who has gone dark after a demo.

5 mins
Open
ComplexityAdvanced

Forecast Scenario Modeler

Simulates three revenue scenarios (Conservative, Realistic, Aggressive) based on adjusted win rates.

Weekly
Open
ComplexityIntermediate

Pipeline Leak Detector

Reads a CSV of deal stages and conversion rates, identifies the stage with the biggest drop-off compared to industry benchmarks, and suggests fixes.

5 mins
Open
ComplexityIntermediate

The Closer's Script

Generates specific negotiation scripts to handle common late-stage objections (Price, Timing, Competitor) based on the specific deal context.

5 mins
Open
ComplexityIntermediate

Competitor Battlecard Builder

Researches a competitor's weaknesses (via G2/Capterra reviews) and writes "Kill Sheets" with specific scripts for sales reps to use when prospects mention that competitor.

15 mins
Open
ComplexityIntermediate

Quota Scenario Planner

Most calculators just tell you to "make more calls." This agent models three distinct paths to hitting your number: The Grinder (Volume), The Sniper (Conversion), and The Balanced approach.

5 mins
Open
ComplexityIntermediate

New Rep Ramp Tracker

Tracks the number of days from 'Start Date' to 'First Deal Closed' for new sales reps.

Monthly
Open
ComplexityAdvanced

The Difficult Prospect Simulator

Sales training is expensive. This agent generates custom 'Persona' briefs and grading rubrics for a list of common sales scenarios, allowing your team to practice against skeptical CTOs or budget-conscious CFOs.

Batch
Open
ComplexityAdvanced

Territory Fairness Balancer

Analyzes a list of accounts and their estimated revenue to balance territories so no rep is starved or overwhelmed.

Quarterly
Open
ComplexityAdvanced

The Territory Mapper

Redistributing territories is a headache. This agent reads a list of customer zip codes and aggregates them into balanced 'Territories' based on revenue potential, ensuring fair patches for all reps.

Quarterly
Open
ComplexityIntermediate

Pipeline Velocity Trend

Compares average sales cycle time this month vs the trailing 6-month average to spot trends.

Monthly
Open
ComplexityBeginner

The Quota Reverse-Engineer

Setting generic "50 dials a day" goals burns out SDRs. This agent reverse-engineers a personalized activity plan for each rep based on their unique conversion rates, showing them exactly how to hit quota through Volume OR Skill.

Monthly
Open
ComplexityBeginner

SDR Booking Efficiency

Calculates the booking efficiency of SDRs to find the most effective outreach patterns.

Weekly
Open
ComplexityIntermediate

Territory Saturation Auditor

Calculates the % of Tier 1 accounts in a territory that have received at least one activity in the last 30 days.

Weekly
Open
ComplexityIntermediate

License Utilization Alert

Alerts Sales when an account reaches >80% license utilization, signaling an expansion opportunity.

Weekly
Open
ComplexityBeginner

The Stalled Deal Wake-Up Script

Sales reps love to send 'Just checking in.' That's weak. This agent identifies deals stuck in the same stage for >30 days and writes a 'Value-Add' email based on the prospect's industry news, not just a nudge.

Weekly
Open
ComplexityAdvanced

Investor Thesis Matcher

Reads your startup's "Blurb" and a CSV of Investor Profiles (including their specific focus areas), then scores the fit to prevent you from pitching B2B investors with a B2C idea.

15 mins
Open
ComplexityBeginner

State/Region Standardizer

Converts various state naming conventions to standard 2-letter ISO codes.

Weekly
Open
ComplexityIntermediate

PQL Hunter (Product Qualified Leads)

Filters user usage data to find accounts hitting >90% of their plan limits, signaling an upsell opportunity.

Daily
Open
ComplexityIntermediate

The Support Upseller

Your support tickets are full of people asking for features they don't have. This agent scans ticket history for keywords like 'limit', 'upgrade', or 'enterprise feature', and drafts a helpful sales email offering the solution (the higher tier).

Weekly
Open
ComplexityIntermediate

SaaS Seat Auditor

Compares active employees against licensed users in tools like Salesforce or ZoomInfo to find waste.

Monthly
Open
ComplexityIntermediate

Bulk Territory Reassigner

Generates a bulk upload file to move accounts and open opportunities when a rep leaves or territories shift.

Ad-hoc
Open
ComplexityIntermediate

Pipeline Stage Stall Monitor

Analyzes how long deals sit in specific 'Slow Stages' like Legal to identify process friction.

Weekly
Open
ComplexityIntermediate

Trial Closing Prioritizer

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

Daily
Open
ComplexityIntermediate

Price Increase Success Rate

Tracks how many customers accept the standard renewal price uplift vs negotiating it down.

Yearly
Open
ComplexityAdvanced

The Upsell Architect

Don't just hunt for new business; grow what you have. This agent analyzes your current customer list, identifies 'Power Users' hitting usage limits, and drafts a personalized 'Upgrade Proposal' focusing on the value gap.

Monthly
Open
ComplexityAdvanced

Vertical Market Penetration

Calculates market share by comparing 'Customers' vs 'Total Addressable Market' per industry.

Quarterly
Open
ComplexityIntermediate

The Viral Loop Doctor

Knowing your Viral Coefficient (K-factor) is meaningless if you don't know how to fix it. This agent breaks the loop into two stages - Invite Rate vs. Acceptance Rate - to pinpoint exactly where the referral chain is breaking.

Monthly
Open
ComplexityIntermediate

Voice Agent Script Improver

Analyzes call logs from Vapi/Bland AI. Identifies the specific script line that causes the most "Hangups" or "Confusion" and rewrites it for better flow.

Batch
Open
ComplexityIntermediate

Cold Call Voicemail A/B Tester

Generates 3 variant scripts for voicemails: "The Mystery", "The Value Prop", "The Referral". Tracks callback rates to declare a winner.

Batch
Open
ComplexityIntermediate

The Webinar Sequence Factory

Don't let your event leads go cold. This agent reads a folder of webinar/call transcripts, identifies every question and objection raised, and generates a personalized follow-up sequence for every single event.

10 mins
Open
ComplexityIntermediate

The Event ROI Analyst

High attendance vanity metrics can hide low revenue impact. This agent segments your attendee list by Job Title (VIP vs. User) and tracks exactly which segment is booking meetings.

Weekly
Open
ComplexityIntermediate

Weighted Revenue Forecaster

Calculates expected revenue by multiplying deal amounts by the historical win probability of their current stage.

Weekly
Open
ComplexityIntermediate

The Win/Loss Forensics Agent

Sales reps rarely hear the full truth. This agent processes your internal 'Closed-Lost' notes or researches competitor G2 reviews to uncover the real reasons deals fail across your entire pipeline.

Batch
Open
ComplexityAdvanced

Win/Loss Reason Analyzer

Clusters qualitative CRM reason notes into standardized categories for executive reporting.

Monthly
Open
ComplexityIntermediate

Enterprise Consolidation Hunter

Groups individual free users by their email domain to identify shadow IT usage at large companies.

Monthly
Open
ComplexityBeginner

Inactive Free User Purge

Identifies free tier accounts with no login activity in 12 months for deletion or archiving.

Quarterly
Open

Production-Ready Logic

Every blueprint in the Sales Ops library has been tested against real-world data schemas. No "Hallucination" risks - just structured logic.

Verified
Automated