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Revenue operations · 23 abstract agents

Revenue operations agents

An abstract agent is a description of a job, written down before anyone builds the software that does it. It says what the work is, which systems the agent needs and at what access, what it has to record, and what it hands to a person. You build your own agent from one and point it at your own systems.

23 abstract agents

Adoption monitor
Reads what the instrumentation says about whether a written process is what people actually do.
Works in
  • Instrument a Process
  • Review Adoption
2 processes · 5 skills
Commission calculator
Works out what each closed deal earns, from the booking record rather than from a spreadsheet somebody keeps.
Works in
  • Calculate Commission
  • Design a Compensation Plan
  • Settle a Commission Dispute
3 processes · 6 skills
Coverage check
Says whether a carve actually covers the market.
Works in
  • Model the Territories
  • Move an Account
  • Publish the Carve
4 processes · 5 skills
Data quality check
Runs the rules that say a record is usable, and reports failures to the source rather than patching the report.
Works in
  • Dedupe and Merge
  • Define a Record
  • Enrich a Record
4 processes · 4 skills
Data steward
Owns what a record must contain before anything counts it, and the definitions everything else reports against.
Works in
  • Answer a Data Question
  • Build a Report
  • Build the Roll-Up
14 processes · 14 skills
Deal desk reviewer
Runs the desk that answers a seller asking for something the standard paper does not cover.
Works in
  • Publish the Approval Thresholds
  • Review a Non-Standard Deal
2 processes · 6 skills
Deduper
Finds records that are one thing wearing two names, and merges them without losing what either held.
Works in
  • Dedupe and Merge
  • Define a Record
2 processes · 5 skills
Discount approver
Holds a discount ask from the hour it lands to the hour the seller has an answer, and applies the published table to everybody the same way.
Works in
  • Approve a Discount
  • Publish the Approval Thresholds
2 processes · 5 skills
Dispute coordinator
Runs a claim that a statement is wrong to an answer with evidence, inside a time promised before anybody knows whether the claim is right.
Works in
  • Settle a Commission Dispute
1 process · 5 skills
Enrichment operator
Fills thin records from outside sources, and makes every filled field name where it came from.
Works in
  • Define a Record
  • Enrich a Record
  • Fix a Data Quality Failure
3 processes · 5 skills
Integration keeper
Holds what flows between systems: which records move where, in which direction, how often, and what breaks when one end changes.
Works in
  • Administer a Tool
  • Choose a Tool
  • Integrate a Tool
4 processes · 7 skills
Onboarding manager
Carries somebody who has just joined a revenue team from a confirmed start date to a real customer conversation they can hold unaided.
Works in
  • Certify a Seller
  • Onboard a Seller
  • Roll Out a Change
3 processes · 5 skills
Pipeline check
Applies the hygiene rules that make a pipeline readable.
Works in
  • Build the Roll-Up
  • Enforce Pipeline Hygiene
  • Publish the Forecast View
3 processes · 4 skills
Plan designer
Turns what leadership wants the compensation plans to cause into instructions a person will follow exactly.
Works in
  • Calculate Commission
  • Design a Compensation Plan
  • Settle a Commission Dispute
3 processes · 6 skills
Process librarian
Holds the written processes: what the current version says, what changed, and which of them anybody is actually expected to follow.
Works in
  • Document a Process
  • Instrument a Process
  • Review Adoption
3 processes · 6 skills
Quota setter
Puts a number on every territory and can say what each one rests on.
Works in
  • Model the Territories
  • Move an Account
  • Publish the Carve
4 processes · 6 skills
Response clock monitor
Measures what the organization promised against what actually happened, and says who missed and by how much.
Works in
  • Fix a Misroute
  • Watch the Response Clock
  • Write a Routing Rule
3 processes · 5 skills
Roll-up builder
Turns the open deals into totals leadership can argue over.
Works in
  • Build the Roll-Up
  • Publish the Forecast View
2 processes · 6 skills
Routing keeper
Holds the routing rules and the systems that enforce them.
Works in
  • Fix a Misroute
  • Watch the Response Clock
  • Write a Routing Rule
3 processes · 6 skills
Stack planner
Works out what the revenue organization actually needs from a tool before anybody looks at one, and judges candidates against that rather than against a demonstration.
Works in
  • Administer a Tool
  • Choose a Tool
  • Integrate a Tool
4 processes · 7 skills
Terms check
Scores a proposed set of terms against the standard ones and says exactly which clauses depart and how far.
Works in
  • Publish the Approval Thresholds
  • Review a Non-Standard Deal
2 processes · 2 skills
Territory modeler
Cuts a market into territories a person can actually work, and says what each one can carry.
Works in
  • Model the Territories
  • Move an Account
  • Publish the Carve
4 processes · 6 skills
Tool administrator
Runs a tool once it is in.
Works in
  • Administer a Tool
  • Integrate a Tool
  • Retire a Tool
3 processes · 7 skills