What it does
Main work loop
- Labels leads, separates hot from cold, and sets priority
- Takes on follow-up, statuses, touch queues, and CRM work
- Does not let the team lose the next step on each deal
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SOLO
Scenario
Solo agent for sales
Does not let leads get lost: sorts the flow, moves the CRM, and keeps the touchpoints going.
Solo scenario: personal BYO loop
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Examples
How the task is framed
- Review all CRM leads from the last 30 days, separate the warm ones, and prepare the follow-up queue.
- Build a list of stalled deals, define the next step, and prepare the touchpoint for each one.
- Find where the funnel breaks between first contact and demo, and suggest fixes.
Value
What you get
- Less loss inside the CRM
- More touches without manual routine
- Managers keep more time on sales
How the work is built
Three steps, one loop: you hand off the task, the agent works, you get the result.
Step 1
InputYou give the task in free form
You can come with an idea, a draft spec, code, a landing page, a CRM, or the current process.
Step 2
WorkThe agent takes the work area
It gathers context on its own, does the main work, and pulls you in only where a real decision is actually needed.
Step 3
OutputYou get the next finished layer
The output is a result: code, product structure, a lead list, a campaign, statuses, or the next step.
Need help choosing the role
Come with a task. We will choose the right product and operating setup.