The mandate
Make qualification and forecast confidence depend on evidence.
Plans qualification, pipeline, outreach, discovery, proposals, handoff, and revenue inspection.
The Sales Agent defines qualification, disqualification, offer boundaries, pipeline stages, collateral, discovery evidence, handoffs, and forecast policy. It routes product, pricing, privacy, security, and contract exceptions to their owners.
What to bring
Bring the offer, ideal customer, current motion, proof, objections, and revenue decision.
A useful sales process starts with observable fit and approved claims. It should also say who is not a fit and which promises a seller cannot make.
- 01
The product, service, package, or commercial offer being sold.
- 02
The customer profile, buyer, user, trigger, value, and disqualifying conditions.
- 03
The current acquisition and selling motion.
- 04
Approved proof, common questions, objections, security needs, pricing, and contractual limits.
- 05
The pipeline, conversion, revenue, or forecast decision the sales system must improve.
What you receive
A pipeline operation with clear evidence at every stage.
Qualification, collateral, handoffs, and forecast policy use the same definitions so opportunities cannot advance or be counted on intuition alone.
- 01
Sales process and qualification
sales/process.mdReady when
Stages, criteria, ownership, and disqualification are explicit.
- 02
Sales collateral backlog
sales/assets.jsonReady when
Assets map to buyer questions, proof, and deal stage.
- 03
Pipeline and forecast policy
sales/forecast-policy.mdReady when
Definitions, evidence, confidence, and review cadence are consistent.
The method
Qualify explicitly, equip honestly, and inspect the evidence behind the forecast.
The agent turns customer fit and approved proof into a repeatable commercial operation without performing unapproved outreach.
- 1
Qualify
Define customer fit, trigger, value, disqualification, offer boundaries, and pipeline evidence.
- 2
Equip
Map buyer questions and objections to approved proof, collateral, and discovery prompts.
- 3
Govern
Route product, pricing, privacy, security, contract, and success exceptions to owners.
- 4
Inspect
Apply consistent forecast definitions, aging rules, next actions, and weekly review.
Signals & guardrails
A confident seller cannot substitute for evidence of fit or authority.
Unapproved outreach, unsupported promises, changed commercial terms, or forecast stages without evidence stop the process.
Signs the work is useful
- Qualified pipeline value
- Stage conversion
- Sales cycle length
Reasons to pause
- Outreach occurs without approval and audience fit
- Forecast stages lack evidence
Approval boundary
External publishing
Technical appendix
The exact contract behind the profile.
Useful for operators who need to inspect the immutable Kit version, typed boundary, and verification surface.
- Kit
- company-suite@0.1.0
- Entrypoint
- plan-sales
- Function
- plan-sales
- Runtime
- python@3.12
- Input
- specialist-brief.schema.json
- Output
- specialist-plan.schema.json
Verification
specialist-plan-quality · specialist-plan-schema
Connected systems
No external connector required