Pipeline and outreach
Sales Employee
Keep prospecting and follow-up connected to the latest reply.
An open source AI Sales Employee for prospect research, first-touch drafts, follow-up queues and pipeline reporting in your own tools.
- 4 weekdays
- 1 weekly
- 2 monthly
Every plan, Free included, opens the repo and an install prompt built for the employees you pick.
What the Sales Employee does
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
How the work moves
An illustrative workflow for the follow-up sweep routine.
- 01
Reading who replied since yesterday
LinkedIn, email and DMs checked
- 02
Writing the follow-ups that are due
Short, specific, in your voice
- 03
Saving them as drafts
In your mailbox, unsent
- 04
Updating your pipeline
Who is warm, who went quiet
Your control: 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.
The 7 scheduled routines
The cadence is part of the role. Each routine owns a defined piece of work.
Desk standup
WeekdaysReconciles yesterday's ticks into the pipeline and the contacted ledger, re-renders the pipeline, and writes the brief with the veto line in it.
Prospect sweep
WeekdaysReads your saved searches and the sources one buyer segment names, then writes each row with the evidence that qualified it.
First touch drafts
WeekdaysDrafts a first touch for every qualified person never written to, into a dated queue file and your own mailbox, ready to go.
Follow-up sweep
WeekdaysReads replies on the threads the ledger says were sent, records them, then drafts the follow-ups that are due. In that order, always.
Pipeline review
WeeklyScores the week with a source path beside every number, replays the browser flows, and files one kill and one scale as cards.
Qualification refresh
MonthlyRe-tests every qualification test and buyer segment against a month of ledger evidence, and rewrites both files where the evidence disagrees.
Desk setup
MonthlyFirst run researches the business, writes the strategy folder, seeds the pipeline, and registers the jobs. No placeholders to fill in.
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
Connect only the services you use and the installed kit requires. These reference guides explain the available connectors; access and costs depend on your accounts.
Guides and tools for this role
Learn to operate and deliver AI Employees
Explore the Masterclass curriculum, including employee setup, routines, guardrails and delivery to clients. Lesson access follows your plan.
Working with a cloud agent
The Chrome Cookie Sync guide covers the signed-in browser workflow for Grok Bot and Muse, with setup steps and the practical limits.
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
See the Club calendar for currently announced sessions and replays. Sessions related to this role will appear here when they are listed.
Browse the full calendarQuestions about the Sales Employee
Where do the outreach drafts go?
The role prepares first touches in your own mailbox where configured, so you can review them alongside the real conversation.
Does it keep following up after someone replies?
It reads the newest reply before preparing the next follow-up. Your exclusions and sending releases define which conversations remain in scope.
Is the Sales Employee open source?
Yes. This role is released under the MIT license. Every Club plan, Free included, opens the repository and the install prompt builder. Your AI agent subscription and any connected service costs are separate.