Agents · Library

Agent library

Nine agents, each doing one job well. For every one: what you give it, what you get back, what it reads and what needs your approval.

Which agent should I start with?

Start where your team loses the most time. If prep for first calls eats your week, start with First call prep. If notes and CRM updates slip, start with Call follow-up. If you are not sure who to target, start with Account brief. Each agent works on its own, and they get better together.

01 · Agent

Account context

The full account history on one page, in about a minute.

You give it: A company name, or tomorrow’s meeting
You get: Every contact and their role, all past touchpoints, past deals and why they closed, and where the relationship stands today.
When to use it: Before any call, and whenever an account changes owner.
Your approval: Read-only. It summarises, it changes nothing.

What it reads

Your CRM: contacts, emails, meetings, deals and notes

How it works

Groups people by their role in the decision and flags who has gone quiet.
Lists past deals with the reason they were won or lost.
Shows the last real two-way conversation, not just the last email sent.
When a senior seller leaves, the new owner gets the full picture on day one.

Playbook: Win more conversationsAgent file on GitHub: coming soon

Example output (made-up company)

Arden Retail · customer since 2024 · owner changed last month
7 contacts · 3 active · champion: Lena Vos (finance chief)
Pilot won 2024 · expansion lost 2025: “timing, budget frozen”
41 touchpoints · last two-way reply 6 weeks ago
Suggested next step: re-open expansion with the new budget year

02 · Agent

Account brief

A one-page brief on any company, before you reach out.

You give it: A company website or name
You get: What they do, what changed recently, who decides, which buying signals are live and a suggested first line.
When to use it: Before the first email or call to a new company.
Your approval: Nothing is sent. The brief is a draft for you to read.

What it reads

The company website
News and press releases
Job ads
LinkedIn
Your CRM history

How it works

Confirms it has the right company before researching.
Looks for buying signals and dates each one.
Marks anything it could not verify instead of guessing.
Keeps the brief to one page.

Playbook: Win your top accountsAgent file on GitHub: coming soon

Example output (made-up company)

Northwind Freight · logistics · 400 people
New operations chief started 3 weeks ago (company news, 2 Sep)
Hiring two sales operations roles (careers page)
Likely priority: faster quoting for new customers
Suggested opener: how other freight firms cut quote time
Not verified: size of current sales team

03 · Agent

Account intelligence

Watches your key accounts and tells you what changed.

You give it: Your list of key accounts, or one account
You get: A pinned note per account: what you already know, what changed this week with sources, and the three accounts to act on first.
When to use it: Every Monday, or before an account review.
Your approval: It proposes the note. You approve before it is saved to the CRM.

What it reads

Your CRM
News and filings
Leadership changes
Job ads
Company posts

How it works

Keeps two parts apart: CRM facts and fresh research.
Cites and dates every finding.
Replaces last week’s note instead of stacking a new one.
Flags records that look wrong, like a wrong website or an outdated job title.

Playbook: Win more conversationsAgent file on GitHub: coming soon

Example output (made-up company)

20 accounts checked · 3 changed · 17 quiet
Harbor Foods: agreed to buy a rival (press release, 24 Sep) · act now
Keel Energy: 2027 planning starts next month (annual report) · plan ahead
Arden Retail: raised a new round (news, 19 Sep) · good fit
Notes ready for 3 accounts. Approve to save.

04 · Agent

First call prep

Walk into every first call knowing what matters to them.

You give it: A calendar invite or the name of the person you are meeting
You get: Who they are, who else is involved, your history with them, three guesses about their priorities and five questions to ask.
When to use it: The evening before, or an hour before the call.
Your approval: Nothing is sent or saved. It is your prep sheet.

What it reads

Your calendar
Your CRM and past emails
Their LinkedIn
Company reports and news

How it works

Asks which sections you want before doing the work.
Checks the CRM and the web agree, and tells you when they do not.
Adds regional and cultural notes where they help.
Lists what it could not verify.

Playbook: Win more conversationsAgent file on GitHub: coming soon

Example output (made-up company)

Lena Vos · finance chief, Arden Retail · in role 6 months
Came from logistics. Posts about delivery costs.
Also involved: head of operations, IT lead
Guess 1: late deliveries are hurting key customers
Ask: “What would make this a priority this quarter?”

05 · Agent

Call follow-up

Turns a call into a summary, next steps and CRM updates.

You give it: The call transcript or your notes
You get: The situation, problem, impact, deadline and decision process, the buyer’s open questions, and proposed CRM updates.
When to use it: Right after the call.
Your approval: It shows current and proposed CRM values side by side. Nothing is saved until you approve.

What it reads

The transcript from your note-taker
The deal in your CRM

How it works

Uses evidence from the call for every point.
Writes “not covered, ask next time” instead of guessing.
Checks proposed values are allowed in your CRM before suggesting them.
Never overwrites fields that already hold information without asking.

Playbook: Win more conversationsAgent file on GitHub: coming soon

Example output (made-up company)

Problem: late deliveries are costing key customers
Risk: talking to two other vendors
Deadline: new contracts from January
Next step: demo for the ops team on 14 October
4 CRM updates proposed · approve to save

06 · Agent

Right-person check

Sorts job titles into “worth contacting” and “not”, with a reason.

You give it: A list of names and job titles
You get: A verdict for every title, the reason, which team they belong to and their likely role in a decision.
When to use it: Before any outreach list goes live, or when cleaning the CRM.
Your approval: Nothing is sent or saved. You get a sorted sheet.

What it reads

Your list
Your written customer profile

How it works

Uses fixed rules in a set order, so the same title always gets the same answer.
Excludes roles that borrow your words but do a different job.
Logs which rule fired for every verdict.

Playbook: Pick the right companiesAgent file on GitHub: coming soon

Example output (made-up company)

Head of Group Strategy → contact · strategy team · decision-maker
Group IT Strategy Lead → skip · IT role, not your buyer
Managing Director → contact · senior sponsor
Managing Director, Retail Lending → skip · functional role

07 · Agent

Email check

Scores your cold email and tells you what a busy exec will skip.

You give it: Your draft email
You get: A score, the lines that sound automated or salesy, and a tighter version.
When to use it: Before you send a new sequence.
Your approval: Nothing is sent. You choose what to keep.

What it reads

Your draft
Your written customer profile, if available

How it works

Checks length, subject line, one question per email and no calendar links.
Flags openers like “just following up” and flattery like “congrats on the new role”.
Checks every claim can be backed up.

Playbook: Reach out at the right timeAgent file on GitHub: coming soon

Example output (made-up company)

Score: 58 / 100
Cut: “Hope you are well” and “quick question”
Too long: 142 words, aim for under 90
Two questions: keep one
Rewrite ready (78 words)

08 · Agent

AI visibility check

Tells you whether AI assistants recommend you, and who they name instead.

You give it: Your category, competitors and a few buyer questions
You get: Whether ChatGPT, Claude, Gemini and Perplexity mention you, how prominently, who they name instead and which sources they cite.
When to use it: Monthly, and after big content or PR pushes.
Your approval: Read-only. It reports, it changes nothing.

What it reads

AI assistant answers with web search on
The sources they cite

How it works

Runs each question several times, because answers change.
Scores every answer with the same rubric.
Checks that what the AI says about you is correct.

Playbook: Know which channels drive revenueAgent file on GitHub: coming soon

Example output (made-up company)

24 buyer questions · 4 assistants · 3 runs each
You are mentioned in 21% of answers that do not name you
Most often named instead: Competitor A (46%)
Top cited source you are missing from: a “best tools” list

09 · Agent

Meeting sorter

Sorts every meeting transcript and finds patterns across calls.

You give it: Access to your meeting transcripts
You get: Each meeting sorted as sales, customer, product feedback or internal, linked to its account, and themed reports on objections, requests and competitors.
When to use it: Weekly, or before planning and product reviews.
Your approval: Read-only. Reports only.

What it reads

Your note-taker’s transcripts
Your CRM, to match accounts

How it works

Uses clear rules first and AI only for unclear meetings.
Logs which rule sorted each meeting.
Quotes buyers word for word, with who said it.

Playbook: Win more conversationsAgent file on GitHub: coming soon

Example output (made-up company)

38 meetings this week · 14 sales · 9 customer · 6 feedback · 9 internal
Top objection: “We already use spreadsheets for this” (5 calls)
Most requested: an export to PowerPoint (3 calls)

Want one of these running on your own CRM and inbox? Bring it to a free 20-minute Lab Hours call.