The whole sales motion, sentence by sentence.

The setup interview: company, brands and sign-offs, people, voice, ideal customer, stages, links, tools. Stored as your profile.

No CRM yet: a local database on your machine with companies, contacts, deals, notes and meetings. CRM in your profile: the adapter brief for it.

Upgrades the local database to the current schema, after a backup copy.

Reads the file on your machine, skips duplicates and adds each record to your CRM or local database.

Records the CRM in your profile; adding companies, contacts, deals, stages and notes then goes through your agent's own connector.

Which mail, calendar, recorder and LinkedIn access your agent uses, written to the profile.

One change to the profile: signatures and sign-offs, voice and banned phrases, team members and their roles.

Stages with probabilities, the ideal customer (regions, size, verticals, buyer roles), or the whole profile.

Your profile as JSON. Your CRM rows are already yours: in your CRM or in the local database on your machine.

Deletes your profile and setup draft on our side, after you confirm.

Licence state, and how to unlock the licensed playbooks.

Every flow and the sentences that start it.

Session start: the profile loaded, what changed since last time, the first thing to do.

A research brief: fit against your ideal customer, who decides, recent changes, an angle.

A target list sorted into fit, maybe and no, with the reason for each.

The outreach strategist's brief: who to approach first and with what.

Discovery turned into an internal account brief in your Drive.

A consulting-style analysis of the account and the deck that carries it.

What the account is avoiding, and where a bigger deal is.

A questionnaire tailored to the account's vertical and stage.

Discovery interview material per person you will talk to.

A short interim document for the client's director.

Who is in the room, what they care about, what you know, the questions worth asking.

Slots from your calendar, the invite drafted, the replies read.

The mail with your booking link, in your voice; sent on your go-ahead.

Recording or transcript to notes, CRM updates, tasks and the follow-up draft.

Recorder meetings matched to companies and logged in the CRM.

The write-up and the follow-up that moves the deal one stage on.

An internal scope brief from what was said in the meeting.

The scope strategist sizes and shapes the deal before the proposal.

The proposal end to end: scope, document in your Drive, cover mail drafted.

The statement of work, always in English.

A proof-of-concept scope with success criteria.

A workshop design and its proposal.

Brief to pitch deck to interactive demo.

Where the proposal is thin, before the client finds it.

Sent, signed, then the project opened from it.

A clause-by-clause review against your positions.

Signed contracts, their terms and the renewals coming up.

Threads that wait on you, oldest first, each with a reply drafted.

Mail and LinkedIn cleared: answer, archive or schedule.

The same across shared and back-office mailboxes.

Mail the team forwarded to the CRM, filed on the right account.

Email, calendar and LinkedIn in one communication log per account.

A draft in your voice with the rules against machine-sounding text applied.

A cold sequence in your voice, per brand.

Segment, copy, test, schedule and metrics.

The revenue target broken down into a campaign plan.

Deliverability and segmentation before a send.

Paid channels, budget split and the ads report.

Form signups and inbound leads into the CRM, with a first reply drafted.

Who opened your gated demo, matched to accounts.

Viewers turned into outreach, and what the last round taught.

An answer from your objection bank, in your voice.

The send gates: what goes out only after a yes, and who gives it.

The only send: exactly the draft you just read, nothing else.

The full pass: inbox, signals, comments and feed.

Prospects who viewed, liked or commented, with draft reactions.

Unanswered DMs with reply drafts.

Comment drafts on your buyers' and voices' posts, warm-up and reciprocal.

Replies to comments on your own posts.

The connection note drafted; sent on your go-ahead.

Old unanswered requests withdrawn so the account stays healthy.

Mutual connections ranked, the intro ask drafted.

Likers and commenters mined, scored and shortlisted for your network.

Job posts from companies that fit, as buying signals.

Comment first on a hiring post, then the DM.

Accounts you are warming before a deal, and today's moves.

Top of funnel: who is new, who warmed up, who is ready for a DM.

The daily acquisition loop and its outreach queue.

From shortlist to first DM: warm-up first or a request straight away.

Sales Navigator searches into the top-of-funnel stream.

What competitors post and which accounts they touch.

Job changes, promotions and posts in your network that open a door.

Your last DMs and posts scored against your voice rules.

The partner list, where each one stands, and who went quiet.

The first 24 hours: CRM records, folder, materials mail drafted.

The regular partner update, drafted for your go-ahead.

The signed SoW becomes a project with its tasks.

Plan, status, tasks per person and what is blocked.

The daily PM pass: project mail, intake, projects gone quiet.

The monthly report of work done for the client.

A phase that ran over: the change, the close-out mail, the change request.

The briefing as a recurring job in Claude Code, a cron entry or a Codex automation.

What happened today, by person and account.

The weekly brief per person and a check on last week's focus.

Acquisition, sales and project tracks reviewed, next week's focus accepted.

State and action dashboards for each stage of the funnel.

KPIs, funnel analysis and the weekly performance report.

Requests the team left in chat, queued and processed.

A repeated job turned into an agent you create, run and maintain.

Duplicates out, final versions only, in the account's folder.

Reads or does something in a desktop app that has no connector.