Composition
Sales Intake Agent qualifies and logs leads in CRM; Operations Assistant Agent handles follow-up, reminders, and stale deals. Pipeline rules are shared team configuration.
AI Team Pods · Sales / RevOps
AI TeamSales Ops Pod
Two agents with a shared KPI: lead qualification and first touch, then deal follow-up and CRM hygiene.
Pain points
Lost leads, stalled deals, messy CRM data, inconsistent qualification.
Pilot
2 weeks on lead intake; second role after time-to-first-touch KPIs.