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Sales · 26 abstract agents

Sales 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.

26 abstract agents, showing 1–24

Account planner
Holds the account plan itself: what to sell into an account, to whom, in what order, and what has to be true for that order to work.
Works in
  • Map the People at an Account
  • Open an Expansion Deal
  • Research an Account
6 processes · 8 skills
Close plan keeper
Holds the close plan.
Works in
  • Negotiate the Agreement
  • Record a Lost Deal
  • Run the Close Plan
3 processes · 6 skills
Configurator
Turns an agreed solution shape into a configuration that can actually be sold and delivered.
Works in
  • Configure and Price
  • Respond to an RFP
2 processes · 4 skills
Discovery interviewer
Prepares and runs the conversation with the people who feel the problem, and comes away with what they actually said rather than what we hoped.
Works in
  • Record the Requirements
  • Run a Discovery Call
2 processes · 5 skills
Expansion spotter
Turns a signal that an existing customer should be buying more into a written opening, or throws it away.
Works in
  • Open an Expansion Deal
  • Spot an Expansion
2 processes · 6 skills
Handover coordinator
Moves a relationship from the person who sold it to the person who will deliver it, so the customer does not repeat themselves.
Works in
  • Hand over to Delivery
1 process · 5 skills
Inbound responder
Answers an inbound inquiry inside the clock the organization promised, having first read what is already known about whoever asked.
Works in
  • Answer an Inbound Inquiry
1 process · 4 skills
Meeting scheduler
Turns a reply into a meeting that actually happens.
Works in
  • Book the Meeting
  • Run an Outbound Sequence
  • Work a Referral
3 processes · 5 skills
Negotiation coordinator
Keeps the negotiation straight.
Works in
  • Negotiate the Agreement
  • Record a Lost Deal
  • Review the Redlines
4 processes · 6 skills
Order check
Turns an executed agreement into a booking the rest of the company can act on, and refuses one that does not match.
Works in
  • Book the Order
  • Hand over to Delivery
2 processes · 5 skills
Proposal writer
Writes the proposal a buyer reads.
Works in
  • Configure and Price
  • Respond to an RFP
  • Write a Proposal
3 processes · 5 skills
Prospect researcher
Builds and checks the list of people worth approaching, from a territory or an approved account plan, and says why each one is on it.
Works in
  • Book the Meeting
  • Build a Prospect List
  • Work a Referral
3 processes · 5 skills
Qualifier
Asks the questions that separate a real evaluation from a browse, records the answers, and produces a decision to work it or not.
Works in
  • Answer an Inbound Inquiry
  • Qualify an Opportunity
  • Return a Lead to Nurture
3 processes · 5 skills
Questionnaire responder
Answers security, legal and procurement questionnaires from a maintained source of answers rather than from memory.
Works in
  • Answer a Security Questionnaire
  • Respond to an RFP
2 processes · 6 skills
Quote builder
Assembles the quote: the lines, the quantities, the terms and the arithmetic.
Works in
  • Close a Renewal
  • Configure and Price
  • Open a Renewal
6 processes · 5 skills
Redline reviewer
Reads the buyer's changes against the standard terms clause by clause.
Works in
  • Negotiate the Agreement
  • Record a Lost Deal
  • Review the Redlines
4 processes · 6 skills
Reference finder
Finds an existing customer who matches and has already agreed to speak, holds the cool-down clock so nobody is worn out, and sets the conversation up.
Works in
  • Provide a Reference
1 process · 5 skills
Relationship mapper
Works out who decides, who influences, who blocks and who we already know at an account, placing every person against a named decision rather than against the logo.
Works in
  • Map the People at an Account
  • Review the Account Plans
  • Write an Account Plan
3 processes · 5 skills
Renewal manager
Runs a renewal from the clock the agreement already sets to a signed next term.
Works in
  • Close a Renewal
  • Open a Renewal
  • Work a Churn Risk
3 processes · 8 skills
Requirements recorder
Writes down what a buyer needs in the buyer's own words, in a shape the proposal and the delivery team can both read without having been in the room.
Works in
  • Record the Requirements
  • Run a Discovery Call
  • Run a Proof of Value
4 processes · 5 skills
Risk watcher
Watches for the signs that a customer is leaving and raises them early enough that somebody can still act.
Works in
  • Close a Renewal
  • Open a Renewal
  • Work a Churn Risk
3 processes · 5 skills
Sequence operator
Runs the outbound touches to a cadence across mail, phone and social, from the signed list to the closed sequence.
Works in
  • Book the Meeting
  • Run an Outbound Sequence
  • Work a Referral
3 processes · 6 skills
Signature manager
Takes an agreement from an agreed text to an executed one.
Works in
  • Book the Order
  • Hand over to Delivery
  • Record a Lost Deal
5 processes · 6 skills
Solution architect
Shapes what would actually fix the problem and tests it with the specialists who would have to build or run it.
Works in
  • Configure and Price
  • Record the Requirements
  • Respond to an RFP
6 processes · 9 skills
Upsell planner
Plans how an existing customer is asked for more, and gets the person who owns the relationship to agree the approach before the customer hears anything.
Works in
  • Open an Expansion Deal
1 process · 5 skills
Usage monitor
Reads what a customer actually uses against what they bought, and reports the gap in both directions: the metered thing running past the limit on the agreement, and the entitlement nobody…
Works in
  • Close a Renewal
  • Open an Expansion Deal
  • Open a Renewal
5 processes · 5 skills
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