The Revenue agent team
Agents that research accounts, find the reason to call now and draft every message for your approval, around one number: qualified meetings.
Pipeline desk: the app the team builds and works in, open to Dana and the rest of your team.
Who’s on the team.
4 agents with one job each. Sales Director leads, and Dana, head of sales, makes the calls.
- Sales DirectorLeads the teamWrites the weekly plan and keeps the team on the number.
- Account StrategistResearches each account and finds the reason to call now.
- Outreach WriterDrafts every first message and follow-up for a person to approve.
- Revenue ManagerUpdates the pipeline after every send and meeting, and reports the week.
DanaHead of salesApproves the steps that matter, from the app or their phone.
It works in the tools you already use.
No new system for your people. The agents read and write where the work already lives.
You keep the final say.
These steps stop and wait in the app, with everything needed to decide. You set the rules, and you can change them as trust grows.
Waits for DanaThe first message to a new account
Anything a new customer reads goes past Dana first.
Waits for DanaA discount above 10%
Pricing promises stay with the head of sales.
Waits for DanaThe week’s account list
The team proposes it. Dana picks who you go after.
Needs DanaSales DirectorSend the first message to Wrenfield Health?
A new account enters the week.
The job: get 30 qualified meetings this month. Here is one piece of it, step by step.
- Account Strategist
Reads Wrenfield Health’s site, filings and its COO’s last three posts. 14 sources in 41 seconds.
- Account Strategist
Finds the reason to call now: a new head of operations started in September.
- Outreach Writer
Drafts a 118-word first message and checks the rules: no pricing promises, no attachments.
- Sales Director
Asks Dana to approve, because first messages to new accounts need a person.
- Dana
Dana changes one line and approves at 09:14.
A meeting booked within two days.
Revenue Manager logs the send in the CRM and sets a follow-up. Wrenfield Health replies on Wednesday and a meeting is booked for Thursday at 14:00.
How Pipeline desk reads partway through a month. Example numbers.
Common questions
Does it send emails by itself?
No. Sending is off until a person switches it on, and every message is drafted for your approval first.
Which CRMs does it work with?
HubSpot, Salesforce, Pipedrive, Zoho CRM and the other CRMs in the catalogue, and any tool with an MCP server.
How does it pick accounts?
It looks for accounts showing buying signals, ranks them and proposes the week’s list for you to approve.