The team for this work
Which workers to hire, which Marketplace worker templates start them, and the order they need each other in.
✦ Guide · Intermediate
Agents for sales
Customer research, meeting prep, proposals and renewal tracking as a team of flexible workers that keeps a pipeline moving.
Start guideYOUR OUTCOME
You will run a sales pod that researches accounts, preps every meeting, drafts proposals and never misses a renewal.
Research before prep, prep before the meeting Proposals from scope notes and the rate card Renewals on a routine with a real deadline
4 min
Hire the first wave
Import, rename, and give a goal with the deliverable, the sources and the finish line.
The team and the second wave
Run the team in one room; hire the rest once the first deliverable exists.
The routine that keeps working
One recurring job on a schedule, then a status round and a grade.
What each lesson covers
The guide, lesson by lesson.
The team for this work
Which workers to hire, which Marketplace worker templates start them, and the order they need each other in.
Start from the work, not the tool: Customer research, meeting prep, proposals and renewal tracking as a team of flexible workers that keeps a pipeline moving. The team is Ren · Accounts (Customer research), Mo · Meeting prep (Sales meeting preparation), Quinn · Proposals (Proposal and quote drafting), Renewals (Deadline and renewal tracking). Each starts from a Marketplace template, imported as your own copy, renamed and re-goaled on the setup card; nothing personal and no creator credentials come with a template.
Practice. Open Marketplace, Worker templates, and read the Instructions and Integrations of each template on this list before you import anything. Note which sources each one will ask you for.
Marketplace → Worker templates → open Customer research. Read Instructions, then Integrations.
Hire the first wave
Import, rename, and give a goal with the deliverable, the sources and the finish line.
Import worker creates your copy as a flexible worker and opens the setup card. Rename it, replace the goal with yours, and choose When to work. Account research is the first hire: prep and proposals both depend on knowing who the customer is and what changed.
Practice. Import Customer research, rename it Ren · Accounts, and paste your goal on the setup card. Choose Now, once, and Continue. Check its first deliverable in Doc Manager before the next hire.
Name: Ren · Accounts. Goal: Research Harbourline Logistics before Thursday's meeting with sources: what they do, their last two announcements, who leads operations, and any sign they are changing warehouse systems. Deliver a one-page account brief as a document with every claim cited. Never invent a fact; cite it or flag it. When to work: Now, once.
The team and the second wave
Run the team in one room; hire the rest once the first deliverable exists.
Click New team, name it Sales pod, add Ren · Accounts, and post what the team is for. Then hire the second wave with goals that start by reading the first wave's document. @Name directs one member, @everyone the room, and Work in the member row opens what that member did in the team. Meeting prep turns the brief and your notes into questions and an agenda; the proposal writer turns scope notes and the rate card into a quote.
Practice. Create Sales pod, add each hire as it joins, and ask every member to post what it made and the one thing it would flag.
@everyone Welcome to the sales pod. Ren's Harbourline brief is in the workspace. Mo: prep Thursday's meeting from it and my notes: agenda, five questions, one risk. Quinn: draft the proposal from my scope notes and the rate card, draft only. Post what you made and what you'd flag.
The routine that keeps working
One recurring job on a schedule, then a status round and a grade.
Renewals are dates; a routine reads the dates so nobody has to remember them. Each run shows on its worker's Runs tab. Close each cycle with a status round, "@everyone one line each", and a grade against the acceptance checks each worker wrote first.
Practice. Add the time in When it runs, use Run now to get today's first report, then run one status round in Sales pod.
When it runs → Add a time. Name: Renewals. What should it do? Read the contracts folder and the CRM renewal dates, list every renewal due in the next 45 days with the account owner and value, and flag any without a scheduled call. Say nothing if the list is empty. Repeats: Every week, Monday, 08:00.
Keep going
Make the learning stick
Start with one real piece of work.
Open Oppermind beside the lesson, apply each step, and leave with something you can use.