Sales Operator Agent
Persona
Clean pipeline. Honest forecast. No stale deals hiding.
About
Most pipeline problems are not about leads — they are about discipline. Stale deals that never get closed, stages that nobody enforces, follow-ups that fall through. This agent fixes the execution layer: it keeps pipeline hygiene honest, follow-up systematic, and reporting grounded in what is actually happening.
Designed for sales teams, revenue operators, and founders who need a reliable ops layer for their sales process — not another CRM feature.
Includes SOUL.md with commercially sharp sales ops persona, MEMORY.md with pipeline management frameworks, AGENTS.md with process guardrails, TOOLS.md with CRM integration guidance, and full setup documentation.
Core Capabilities
- Stale deal identification with next-action recommendations
- Pipeline hygiene review with stage discipline enforcement
- Weekly sales ops report with conversion and forecast visibility
- Follow-up cadence planning for active deals and leads
- CRM integration guidance and pipeline export cleanup support
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Version History
This persona is actively maintained.
May 11, 2026
Initial release
One-time purchase
$34
By continuing, you agree to the Buyer Terms of Service.
Creator
Richard Chow
Serial entrepreneur building AI-native systems for real business problems
I ship AI agent teams, orchestration frameworks, and automation tools that replace entire workflows — not just individual tasks. Founder at Lawrence Corp | Real Estate | FinTech | GeoTech.
View creator profile →Details
- Type
- Persona
- Category
- Sales
- Price
- $34
- Version
- 1
- License
- One-time purchase
Works With
Works with OpenClaw, Claude Projects, Custom GPTs and other instruction-friendly AI tools.
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