Pipeline and outreach
Sales Employee
Keep prospecting and follow-up connected to the latest reply.
Keeps every conversation moving until it closes or clears.
- 4 weekdays
- 1 weekly
- 2 monthly
One routine, start to finish
What lands when the Sales Employee runs.
01
Read new replies.
The sales queue is rarely empty; it is just easy to lose track of. The Sales Employee researches prospects, prepares first touches in your mailbox, and returns to the latest conversation before drafting the next follow-up.
02
Write due follow-ups. Save as drafts.
A pipeline and daily brief make the state of the work visible. Contact research stays connected to its source, drafts stay in your voice, and the queue gives you a concrete set of messages to review instead of another reminder to do outreach.
03
Update the pipeline.
Messages remain drafts until you release the sending channel. A sourced prospect is not a qualified deal, and an outreach queue is not a promise of sales.
A sample run, built from the kit's own routine. Nothing here is a customer's data.
Who is this for?
Three people the Sales Employee was built for.
Founder doing their own outreach
First touches drafted in your mailbox, unsent until you say.
Small sales team with a loose follow up queue
Every follow up written from the latest reply on the thread.
Provider running prospecting for clients
A pipeline board and a daily brief for every client.
The 7 scheduled routines.
The cadence is part of the role. Each one owns a defined piece of work.
- Weekdays
Desk standup
Reconciles yesterday's ticks into the pipeline and the contacted ledger, re-renders the pipeline, and writes the brief with the veto line in it.
- Weekdays
Prospect sweep
Reads your saved searches and the sources one buyer segment names, then writes each row with the evidence that qualified it.
- Weekdays
First touch drafts
Drafts a first touch for every qualified person never written to, into a dated queue file and your own mailbox, ready to go.
- Weekdays
Follow-up sweep
Reads replies on the threads the ledger says were sent, records them, then drafts the follow-ups that are due. In that order, always.
- Weekly
Pipeline review
Scores the week with a source path beside every number, replays the browser flows, and files one kill and one scale as cards.
- Monthly
Qualification refresh
Re-tests every qualification test and buyer segment against a month of ledger evidence, and rewrites both files where the evidence disagrees.
- Monthly
Desk setup
First run researches the business, writes the strategy folder, seeds the pipeline, and registers the jobs. No placeholders to fill in.
FAQ.
Every answerMore about the Sales Employee: outputs, connections, setup and related material
The sales queue is rarely empty; it is just easy to lose track of. The Sales Employee researches prospects, prepares first touches in your mailbox, and returns to the latest conversation before drafting the next follow-up.
A pipeline and daily brief make the state of the work visible. Contact research stays connected to its source, drafts stay in your voice, and the queue gives you a concrete set of messages to review instead of another reminder to do outreach.
Best fit: Founders handling their own outreach, small sales teams with an inconsistent follow-up queue, and providers maintaining a prospecting operation for clients.
The work you can review
- Sourced prospect and contact research
- Unsent first-touch drafts in your mailbox
- Follow-ups grounded in the latest conversation
- A pipeline board and daily work brief
Set up the first week
Confirm the customer profile, exclusions and contact sources. Review the first touches for relevance and claims, connect the mailbox and CRM you use, and keep sending held while you tune the voice.
Choose the role in the Club install prompt builder, extract the kit to a local folder, and ask your agent to install it. The setup guide explains local and cloud harnesses. Your first week is supervision: inspect the output and correct the standard before widening permissions.
Accounts and connections
First touches wait in your own mailbox as drafts, replies are read back, and the people behind a source arrive enriched. Connect only the services you use and the installed kit requires; access and costs depend on your accounts.
Related software inside the Club
Separate products for adjacent work. They are optional additions, not prerequisites for this employee. Access and resale terms follow your plan.
Autonomous Lead Gen Pipeline
Scrapes buying signals, qualifies each prospect against your criteria, and writes the results into a database you own.
Explore the productSales Funnel Machine
A finished funnel: a landing page with the conversion tactics built in, Stripe checkout with order bumps, and a member dashboard that delivers what the buyer paid for.
Explore the productAgentic Offer Studio
A React and Node application that turns live market context into daily monetizable offer concepts, improves the offers you already run, and builds a compounding library of ideas with sales assets attached.
Explore the productRelevant sessions and replays
Sessions related to this role appear here when they are listed on the calendar.
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