Prompt library
Prompts for agency founders.
Prompts for the person who owns the number: offers, pricing, hiring, forecasting and the systems underneath them.
Tracking · Lead Scoring & Qualification
Design a 0-100 Lead Score for Inbound Agency Leads
Generate a complete 0-100 lead scoring model tailored to inbound form fills, website behavior, and firmographics for your agency.
foundermanagerIntermediate
Scale · Manager 1:1 & Coaching Frameworks
Write a 1:1 Pipeline Review Script
Write a repeatable pipeline review script that audits every deal in 15 minutes without devolving into status theater.
managerfounderBeginner
Structure · Sequence / Cadence Design
Build a 14-Day Cold Outbound Sequence
Design a 14-day, multi-touch cold email cadence tailored to your agency's ICP and offer.
foundermanagerIntermediate
Structure · Rep Onboarding & Ramp
Write a 30-60-90 Day Ramp Plan for a New Agency Rep
Generate a milestone-based 30-60-90 day ramp plan that gets a new agency rep to first closed deal with measurable weekly KPIs.
foundermanagerIntermediate
Optimize · Pricing / Offer Tests
Build an A/B Test Plan for Two Offer Structures
Build a rigorous A/B test plan comparing two agency offer structures with sample size, randomization, and decision rules.
foundermanagerAdvanced
Optimize · Cold Email Rewriting
Add Social Proof to a Cold Email Without Sounding Salesy
Weave named clients and outcome numbers into your cold email so they feel like context, not a brag.
foundermanagerrepIntermediate
Scale · Hiring & Recruiting
Build an Interview Scorecard for AE Candidates
Create a structured interview scorecard so every AE candidate is rated against the same agency-specific competencies.
foundermanagerIntermediate
Scale · Hiring & Recruiting
Write a Job Description for an Agency Account Executive
Generate a high-converting AE job description tailored to agency selling (retainers, scopes, creative deliverables) — not SaaS.
foundermanagerBeginner
Tracking · Forecast / Deal Hygiene Rules
Write a Deal Hygiene Policy for Agency Reps
Generate a written deal hygiene policy that every rep at your digital agency must follow to keep CRM data trustworthy.
foundermanagerIntermediate
Tracking · Dashboard & KPI Spec
Spec a Sales Pipeline Dashboard for an Agency Founder
Generate a focused, founder-level pipeline dashboard spec ready to hand to a BI builder.
founderIntermediate
Structure · Proposals & SOWs
Write the Executive Summary Section of an Agency Proposal
Write the executive summary that makes a busy buyer agree before they read the rest of the proposal.
foundermanagerrepBeginner
Scale · Hiring & Recruiting
Generate Sales Interview Questions for an Agency
Generate behavioral interview questions specifically engineered to surface agency-sales DNA vs SaaS-sales DNA.
foundermanagerIntermediate
Scale · Hiring & Recruiting
Write a Job Description for an Agency SDR
Produce an SDR job description built for agency outbound (LinkedIn + email to CMOs), not SaaS BDR boilerplate.
foundermanagerBeginner
Analyze · Cohort & Channel ROI
Analyze Cohort Revenue Growth
Measure how revenue per client cohort grows (or shrinks) over time to quantify expansion, contraction, and net dollar retention.
foundermanagerAdvanced
Analyze · Competitor / Market Analysis
Analyze Competitor LinkedIn Activity for Plays
Read a competitor's LinkedIn activity to spot the GTM plays they're running right now.
foundermanagerrepIntermediate
Analyze · Competitor / Market Analysis
Analyze Competitor Messaging on Their Site
Decode a competitor's homepage and services page to see who they're really selling to and how.
foundermanagerrepBeginner
Analyze · Competitor / Market Analysis
Analyze Competitor Wins Against Your Agency
Find the repeatable reasons a specific competitor keeps beating your agency on deals.
foundermanagerIntermediate
Analyze · Conversion / Funnel Analysis
Analyze Conversion Rates by Rep
Compare each rep's stage-by-stage conversion rates to spot coaching gaps and top performer patterns.
managerfounderIntermediate
Analyze · Cohort & Channel ROI
Analyze Customer Cohort Retention
Calculate month-over-month retention for each client cohort and surface which intake periods produce the stickiest accounts.
foundermanagerIntermediate
Analyze · Pipeline Review & Deal Risk
Analyze Deal Slippage Patterns Across Reps
Compare reps' slippage history to find who consistently pushes close dates and where in the cycle it happens.
foundermanagerIntermediate
Analyze · Forecasting & Gap-to-Quota
Analyze Forecast Accuracy by Rep
Score each rep on how accurate their commit number actually is — and surface who consistently sandbags or over-promises.
managerfounderAdvanced
Analyze · Forecasting & Gap-to-Quota
Analyze the Gap to Quota for This Quarter
Quantify the dollar gap between your weighted pipeline and quota, then break it into the exact actions needed to close it.
foundermanagerIntermediate
Analyze · ICP-Fit & Lead-Quality Analysis
Analyze Inbound Lead Quality vs ICP
Score last month's inbound leads against your ICP so you know whether your top-of-funnel is attracting the right agency clients.
foundermanagerIntermediate
Analyze · Call-Transcript & Objection-Pattern Analysis
Analyze a Lost Deal's Final Call
Diagnose exactly why an agency deal died by re-reading the final conversation with fresh eyes.
foundermanagerIntermediate
Analyze · Win/Loss Analysis
Analyze Lost Deal Reasons for Patterns
Cluster messy CRM loss-reason text into clean themes ranked by frequency and ACV impact.
managerfounderBeginner
Analyze · Win/Loss Analysis
Analyze Lost-to-Competitor Deals for Patterns
Diagnose where specific competitor agencies are beating you and what consistently tips deals their way.
foundermanagerAdvanced
Analyze · Churn / Retention & Expansion Signals
Analyze NPS / Feedback for Churn Signals
Read every NPS comment and verbatim like a leading indicator instead of a vanity metric.
foundermanagerBeginner
Analyze · Cohort & Channel ROI
Analyze Referral Channel ROI
Quantify the true ROI of referrals (including soft costs) and surface which partners or clients drive the most revenue.
foundermanagerIntermediate
Analyze · Churn / Retention & Expansion Signals
Analyze Renewal Patterns Across Service Lines
See which of your service lines actually renew, which leak, and which earn the right to be repriced.
foundermanagerAdvanced
Analyze · Rep Performance Diagnostics
Analyze Rep Performance by Lead Source
Find out whether a rep's results are about them or about the leads they're getting — broken down by channel.
managerfounderIntermediate
Analyze · Churn / Retention & Expansion Signals
Analyze Retention Patterns by Client Cohort
Group clients into cohorts by sign-up quarter, channel, or service line and see which ones actually stick.
foundermanagerIntermediate
Analyze · Conversion / Funnel Analysis
Analyze Stage-to-Stage Conversion Rates
Calculate exact conversion rates between every pipeline stage from your real CRM data.
foundermanagerBeginner
Analyze · Conversion / Funnel Analysis
Analyze Time-in-Stage by Deal Type
Measure how long deals sit in each stage broken down by deal type to find what's slowing your cycle.
managerfounderAdvanced
Tracking · Attribution & Source Tracking
Write an Attribution Audit for Existing Pipeline Data
Audit your last 12 months of pipeline and find every deal with broken, missing, or wrong source data.
foundermanagerAdvanced
Structure · Offer / Positioning / Messaging
Audit Agency Messaging for Buyer-Language Fit
Compare your website and sales copy to the actual words buyers use in calls and emails, then flag every mismatch.
foundermanagerIntermediate
Structure · ICP & Niche Definition
Audit Your Current Client Roster to Find Your Real ICP
Pattern-match your actual book of business to discover the ICP you're already winning with.
foundermanagerIntermediate
Tracking · CRM Setup & Required Fields
Audit a Messy CRM for Missing Required Data
Run a structured audit of an agency CRM to find missing, stale, or inconsistent data — with a triage plan for what to fix first.
managerfounderIntermediate
Optimize · Pricing / Offer Tests
Generate Pricing Variants for an Audit Offer
Generate testable pricing variants for an agency audit offer aimed at converting more audits into retainers.
foundermanagerIntermediate
Analyze · Pipeline Review & Deal Risk
Audit Pipeline for Single-Threaded Deals
Find every deal in your pipeline relying on a single contact and quantify the dollar exposure.
managerfounderIntermediate
Tracking · Lead Scoring & Qualification
Write an Auto-Disqualify Rule Set
Generate a clean rule set of automatic lead disqualifiers so reps stop wasting time on dead-on-arrival prospects.
foundermanagerIntermediate
Tracking · Lead Scoring & Qualification
Build a BANT Qualification Scorecard for an Agency
Turn raw discovery notes into a weighted BANT score with a clear pursue/nurture/disqualify recommendation.
foundermanagerBeginner
Analyze · Forecasting & Gap-to-Quota
Build a Best-Case / Worst-Case Forecast Range
Generate a defensible forecast range — worst, likely, best — from your current agency pipeline so leadership can plan hiring and cash with confidence.
foundermanagerIntermediate
Analyze · Forecasting & Gap-to-Quota
Build a Bottoms-Up Quarterly Forecast
Roll up every open deal in your agency pipeline into a defensible quarterly forecast with commit, best-case, and pipeline buckets.
foundermanagerIntermediate
Optimize · Follow-Up & Multi-Touch Sequences
Build a 5-Touch Follow-Up Sequence
Generate a full 5-touch follow-up sequence with real subject lines, body copy, and a goal per touch.
repmanagerfounderIntermediate
Analyze · Competitor / Market Analysis
Build a Competitive Positioning Matrix
Plot your agency against 3-5 competitors on the axes that actually drive buyer decisions.
foundermanagerAdvanced
Analyze · Competitor / Market Analysis
Build a Competitor Win-Loss Profile
Turn scattered win and loss notes into a single profile of where you beat a competitor and where they beat you.
foundermanagerIntermediate
Analyze · ICP-Fit & Lead-Quality Analysis
Build a Lead-Quality Trend Report
Generate a month-over-month lead-quality trend report for your agency that leadership can actually read in 60 seconds.
foundermanagerIntermediate
Optimize · Subject-Line & A/B Variants
Build an A/B Test Plan for Cold Email Subject Lines
Get a full, statistically-honest A/B test plan for your next subject line experiment — variants, sample size, kill criteria, and decision rule.
managerfounderAdvanced
Tracking · Attribution & Source Tracking
Build an Account-Based Attribution Model
Roll up every contact-level touch to the account so you can see what's really driving target-account pipeline.
foundermanagerAdvanced
Structure · Pricing & Packaging
Build an Add-On / Upsell Services Menu
Create a menu of fixed-price add-ons reps and account managers can offer to existing clients to expand revenue.
foundermanagerrepIntermediate
Structure · ICP & Niche Definition
Build a Buyer Persona Doc for an Agency Offer
Create a one-page buyer persona keyed to a specific agency offer — what they care about, fear, and need to hear.
foundermanagerIntermediate
Analyze · Cohort & Channel ROI
Build a Channel-by-Channel ROI Report
Turn spend, leads, and closed-won data into a per-channel ROI report with CAC, payback, and reallocation guidance.
foundermanagerIntermediate
Analyze · Cohort & Channel ROI
Build a Channel Mix Optimization Report
Model an optimal multi-channel budget mix that maximizes pipeline within constraints (total budget, max CAC, payback cap).
foundermanagerAdvanced
Analyze · Churn / Retention & Expansion Signals
Build a Churn-Risk Scoring Model
Turn your messy account-health intuition into a weighted 0–100 churn score every AM can apply consistently.
foundermanagerAdvanced
Structure · Pricing & Packaging
Build a Creative Services Rate Card
Generate a clear, defensible rate card for creative services (design, video, copy) that reps can quote from.
foundermanagerIntermediate
Tracking · CRM Setup & Required Fields
Build a CRM Field Glossary for the Whole Team
Turn your CRM's fields into a plain-English glossary every rep, AM, and leader can actually understand — so 'MRR' means the same thing to everyone.
managerfounderBeginner
Tracking · CRM Setup & Required Fields
Build a CRM Field Spec for an Agency Sales Pipeline
Generate a complete CRM field specification covering deal, contact, and company objects tailored to an agency's services and reporting needs.
foundermanagerIntermediate
Scale · New-Market / Service-Line Expansion
Build a Cross-Sell Plan for Existing Clients
Generate a per-account cross-sell plan that ranks current clients by expansion potential and gives reps a named next-best offer.
foundermanagerIntermediate
Scale · Productizing Sales Motion + Content Engine
Build a Customer Story Engine for Inbound
Productize customer stories so you ship a new case study every month without founder bottleneck.
managerfounderIntermediate
Analyze · Pipeline Review & Deal Risk
Build a Deal-Risk Scoring Model
Derive a weighted risk score (0-100) per deal from your own pipeline data and house rules.
foundermanagerAdvanced
Structure · ICP & Niche Definition
Build a Disqualification ("Who We're Not For") List
Codify the bad-fit patterns that have cost your agency money so reps stop chasing them.
foundermanagerBeginner
Scale · Productizing Sales Motion + Content Engine
Build a "Free Audit" Lead Magnet Funnel
Productize a free audit so it generates qualified pipeline without burning hours per request.
foundermanagerIntermediate
Analyze · Conversion / Funnel Analysis
Build a Funnel Health Diagnostic Report
Produce a one-page funnel health diagnostic with stage rates, velocity, coverage, and a red/yellow/green verdict.
foundermanagerAdvanced
Tracking · CRM Setup & Required Fields
Build a Lead Source Field Taxonomy
Design a two-level lead source taxonomy (Source + Source Detail) so attribution reports actually work and reps stop typing 'Referral' 9 different ways.
managerfounderIntermediate
Tracking · Attribution & Source Tracking
Build a Lead Source Taxonomy for an Agency
Generate a clean, MECE lead source picklist that ends the 'Other / Unknown' mess in your CRM.
foundermanagerIntermediate
Scale · New-Market / Service-Line Expansion
Build a Market-Entry Competitive Analysis
Map the 5-8 incumbents in a new market or vertical and identify a defensible wedge before you commit budget and headcount.
foundermanagerAdvanced
Scale · Outbound at Volume
Build a Multi-Channel Outbound Operating System
Build the operating system that orchestrates email, LinkedIn, phone, and gifting touches into one synchronized cadence per account at volume.
foundermanagerAdvanced
Scale · Outbound at Volume
Build an Outbound Pod Structure (SDR + AE)
Design a repeatable SDR + AE pod that owns a slice of ICP, hits volume targets, and scales by cloning the pod — not by hiring chaos.
foundermanagerAdvanced
Scale · Partner / Referral Programs
Build a Partner Lead-Sharing Workflow
Build an end-to-end lead-sharing workflow so partner intros don't rot in someone's inbox.
foundermanagerAdvanced
Optimize · Follow-Up & Multi-Touch Sequences
Build a Post-Proposal Follow-Up Cadence
Build a post-proposal follow-up cadence with real copy that surfaces objections and pushes to a decision.
managerrepfounderAdvanced
Scale · Partner / Referral Programs
Build a Quarterly Partner Review Template
Build a quarterly business review template that turns partner check-ins into pipeline-generating working sessions.
foundermanagerIntermediate
Optimize · Re-engagement & Win-Back
Build a Quarterly Re-engagement Campaign
Plan a full quarterly campaign that systematically revives lost deals, churned clients, and cold subscribers.
foundermanagerAdvanced
Analyze · Churn / Retention & Expansion Signals
Build a Quarterly Retention Report
Generate a board-ready retention report that connects gross retention, net retention, and the moves behind both.
foundermanagerIntermediate
Scale · Partner / Referral Programs
Build a Referral Partner Onboarding Doc
Build a partner-facing onboarding doc that gets new referral partners sending their first qualified intro in under 14 days.
foundermanagerIntermediate
Analyze · Rep Performance Diagnostics
Build a Rep Performance Review Doc
Generate a fair, evidence-based performance review document for a sales rep — ready to share in a formal review.
managerfounderAdvanced
Structure · Comp Plans & Role-Play Scenarios
Build an SDR Compensation Plan
Build an SDR comp plan tied to qualified meetings and pipeline created, not vanity activity.
foundermanagerIntermediate
Tracking · Attribution & Source Tracking
Build a Self-Reported Attribution Survey
Write a 'How did you hear about us?' question that actually produces useful answers and reconciles with platform data.
foundermanagerIntermediate
Scale · Productizing Sales Motion + Content Engine
Build an SEO Content Calendar for Agency Inbound
Build a 90-day SEO content calendar where every post maps to a buying-intent keyword and a CTA.
foundermanagerIntermediate
Scale · New-Market / Service-Line Expansion
Build a Service-Line Pilot Test Plan
Design a small, time-boxed pilot that proves (or disproves) a new agency service line in 60 days without burning the team.
foundermanagerIntermediate
Analyze · Pipeline Review & Deal Risk
Build a Top-10 At-Risk Deal List
Compress your whole open pipeline into a one-pager: the 10 deals most likely to slip and why.
foundermanagerIntermediate
Structure · Offer / Positioning / Messaging
Build a Value Proposition Matrix per ICP Segment
Map distinct value props, pains, and proof points to each ICP segment so sales and marketing stop one-size-fits-all messaging.
foundermanagerAdvanced
Scale · Productizing Sales Motion + Content Engine
Build a Webinar-Driven Sales Engine
Design a recurring webinar funnel that converts registrants to booked discovery calls.
foundermanagerIntermediate
Structure · Sales Process & Stage Design
Build a Weekly Deal Review Template
Create a structured weekly deal review template that surfaces risk, drives next actions, and keeps reviews under 45 minutes.
managerfounderIntermediate
Scale · Outbound at Volume
Build a Weekly Outbound Performance Review Template
Build the weekly review template that turns raw outbound data into 3 decisions and 3 actions — every Friday, no debate, no dashboard fatigue.
foundermanagerIntermediate
Analyze · Win/Loss Analysis
Build a Win/Loss Interview Guide
Generate a tailored win/loss interview guide for a specific recent deal, with open-ended questions mapped to your hypothesis.
foundermanagerIntermediate
Analyze · Win/Loss Analysis
Build a Win/Loss Quarterly Summary
Roll up a quarter of win/loss findings into a 1-page executive summary your leadership team can act on in 10 minutes.
foundermanagerIntermediate
Optimize · Pricing / Offer Tests
Generate Bundle / Add-On Pricing Tests
Generate bundle and add-on pricing variants for your agency to lift ACV without dropping close rate.
foundermanagerIntermediate
Scale · Manager 1:1 & Coaching Frameworks
Build a Career Path Conversation Framework
Stand up a 60-minute career path conversation managers run with every rep once a quarter to retain top performers.
managerfounderIntermediate
Scale · Sales Enablement Content
Build a Case Study Library Template
Standardize every case study into the same skimmable shape so reps can find one in 10 seconds.
foundermanagerIntermediate
Structure · Sequence / Cadence Design
Create a Referral-Ask Cadence for Happy Clients
Systematize a 30-day referral-ask cadence triggered by client wins, milestones, or high NPS scores.
foundermanagerBeginner
Tracking · Data-Capture Checklists
Write a Closed-Lost Data Capture Checklist
Capture structured loss data on every dead deal so the agency can spot patterns instead of guessing why deals die.
foundermanagerIntermediate
Tracking · Pipeline Stages & Exit Criteria
Write a "Closed-Lost Reason" Picklist
Build a finite, mutually-exclusive Closed-Lost reason picklist that actually drives product, pricing, and ICP decisions.
managerfounderIntermediate
Tracking · Data-Capture Checklists
Build a Closed-Won Data Capture Checklist
Lock in the fields that must be captured the day a deal closes-won so onboarding, finance, and reporting all fire correctly.
foundermanagerIntermediate
Scale · Automation & Workflow Design
Design a Closed-Won Onboarding Handoff Automation
Move every closed-won deal from sales to delivery in 5 minutes — with kickoff invite, project workspace, intake form, and contract on file.
foundermanagerAdvanced
Tracking · Pipeline Stages & Exit Criteria
Build a "Closed-Won Type" Picklist (New, Expansion, Reactivation)
Split every won deal into New, Expansion, or Reactivation so revenue mix is reportable instead of muddled.
managerfounderIntermediate
Optimize · Call Coaching & Talk-Track Fixes
Coach a Rep on a Discovery Call Recording
Turn a messy discovery call transcript into 3 specific, quote-backed fixes your rep can practice this week.
managerfounderIntermediate
Optimize · Call Coaching & Talk-Track Fixes
Coach a Rep on a Lost-Deal Final Call
Dissect the final call of a lost deal and pull out 3 moments where your rep could have flipped it — with exact rewrites.
managerfounderAdvanced
Optimize · Call Coaching & Talk-Track Fixes
Coach a Rep on Handling Pricing Conversations
Find every flinch, discount, and apology in your rep's pricing moment — and rewrite them into confident, value-anchored lines.
managerrepfounderIntermediate
Scale · Manager 1:1 & Coaching Frameworks
Design a Coaching-by-Call-Recording System
Stand up a repeatable call-recording review system that turns Gong/Fathom/Fireflies recordings into weekly rep skill gains.
managerfounderIntermediate
Scale · Onboarding / Ramp Systems
Design a Cohort-Based Sales Bootcamp
Design a 2-week cohort bootcamp that takes a group of new agency reps from day-1 to certified-to-sell together.
foundermanagerAdvanced
Structure · Pricing & Packaging
Compare Annual vs Monthly Pricing for Retainers
Model annual vs monthly retainer pricing side-by-side with cash flow, churn, and margin trade-offs spelled out.
foundermanagerIntermediate
Analyze · ICP-Fit & Lead-Quality Analysis
Compare Best-Fit vs Worst-Fit Client Outcomes
Contrast outcomes from your A-tier and D-tier agency clients to prove (with numbers) why ICP discipline matters.
foundermanagerAdvanced
Analyze · Conversion / Funnel Analysis
Compare Conversion Rates by Lead Source
Rank your lead sources by true closed-won conversion rate so you know where to double down.
foundermanagerIntermediate
Analyze · Conversion / Funnel Analysis
Compare Conversion Rates by Service Line
See which of your agency's service lines actually close and which ones are draining sales capacity.
foundermanagerIntermediate
Analyze · Conversion / Funnel Analysis
Compare Inbound vs Outbound Conversion
Settle the inbound vs outbound debate with stage-by-stage conversion math and CAC implications.
foundermanagerIntermediate
Analyze · ICP-Fit & Lead-Quality Analysis
Compare Inbound vs Outbound ICP Fit
Compare ICP fit across your agency's inbound and outbound motions to decide where to invest the next dollar of growth budget.
foundermanagerAdvanced
Analyze · Cohort & Channel ROI
Compare LTV Across Acquisition Channels
Calculate and compare gross LTV per acquisition channel to find which sources deliver clients who actually stay and expand.
foundermanagerIntermediate
Analyze · Cohort & Channel ROI
Compare Paid vs Organic Lead ROI
Stack paid and organic GTM channels side-by-side on a true ROI basis to decide where the next hire or ad dollar goes.
foundermanagerIntermediate
Analyze · Rep Performance Diagnostics
Compare Rep Performance Across Stages
See exactly which pipeline stage each rep is strongest and weakest at, so you stop generalizing about "good" or "bad" reps.
managerfounderIntermediate
Analyze · Win/Loss Analysis
Compare Win Rates Across ICP Segments
Slice your deal data by ICP segment to see where your win rate is real, where it's noise, and where to double down.
foundermanagerIntermediate
Analyze · Win/Loss Analysis
Compare Won vs Lost Deal Profiles
Side-by-side profile of your won vs lost deals so you can see exactly where the two cohorts diverge.
managerfounderIntermediate
Tracking · Dashboard & KPI Spec
Design a Conversion-Rate Dashboard by Stage
Spec a stage-by-stage conversion dashboard that exposes exactly where deals leak.
foundermanagerIntermediate
Structure · Offer / Positioning / Messaging
Craft a Category-of-One Narrative for an Agency
Build a 4-part narrative that names a new category and positions your agency as its only credible provider.
founderAdvanced
Structure · Comp Plans & Role-Play Scenarios
Create a SPIFF / Sales Contest Plan
Design a time-boxed SPIFF or sales contest that drives a specific behavior without warping the comp plan.
managerfounderBeginner
Structure · Proposals & SOWs
Build a Creative Services Proposal
Build a creative services proposal that justifies your craft and pricing without sounding precious about it.
foundermanagerIntermediate
Optimize · Proposal / Pitch Optimization
Cut a 30-Page Proposal Down to 10 Pages
Compress a bloated 30-page agency proposal into a 10-page version that keeps every decision-driving section and kills the filler.
foundermanagerIntermediate
Optimize · Cold Email Rewriting
Cut a Cold Email Down to 75 Words
Take your bloated 250-word cold email and cut it to 75 words without losing the proof, hook, or CTA.
foundermanagerrepBeginner
Scale · Process Docs & SOP Libraries
Build an SOP for Deal Desk Approvals
Define exactly who approves what discount, term length, or scope exception — and how fast — so deals don't stall waiting on the founder.
managerfounderAdvanced
Tracking · Forecast / Deal Hygiene Rules
Design a Deal-Push Approval Workflow
Stop reps from silently pushing close dates by requiring manager approval and a written justification for every slip.
foundermanagerAdvanced
Structure · Sales Process & Stage Design
Define Exit Criteria for Every Pipeline Stage
Turn fuzzy pipeline stages into provable, CRM-enforceable exit criteria so deals stop ghost-advancing.
managerfounderIntermediate
Structure · ICP & Niche Definition
Define an Ideal Client Profile for a Digital Marketing Agency
Build a complete ICP document for your agency based on services, best clients, and unit economics.
foundermanagerIntermediate
Structure · Sales Process & Stage Design
Define MQL → SQL Handoff Criteria
Define exactly when a marketing-qualified lead becomes a sales-qualified lead so the handoff stops being a fight.
managerfounderIntermediate
Tracking · Pipeline Stages & Exit Criteria
Define Pipeline Stages for an Agency CRM
Generate a clean, finite list of CRM pipeline stages tailored to how your agency actually sells.
foundermanagerBeginner
Tracking · CRM Setup & Required Fields
Define Required Fields per Pipeline Stage
Map which CRM fields must be filled at each pipeline stage so deals can't move forward with garbage data.
managerfounderIntermediate
Structure · Proposals & SOWs
Write a Deliverables and Scope Section for a Retainer
Spell out exactly what's in and out of scope for a monthly retainer so neither side ends up resentful.
foundermanagerIntermediate
Structure · Playbooks & SOPs
Build a Demo / Portfolio Walkthrough Playbook
Build a repeatable playbook for walking prospects through your agency's case studies and live work without losing the room.
foundermanagerrepIntermediate
Tracking · Lead Scoring & Qualification
Build a Demographic + Behavioral Lead Scoring Model
Build a two-axis lead scoring matrix that combines fit (demographic) and intent (behavioral) for agency lead prioritization.
managerfounderAdvanced
Structure · Comp Plans & Role-Play Scenarios
Design a Base + Commission Plan for Agency AEs
Generate a base + commission comp plan for agency AEs with OTE math, accelerators, and retention hooks.
foundermanagerIntermediate
Scale · New-Market / Service-Line Expansion
Design a Beta Customer Recruitment Plan
Build a named recruitment plan for 3-5 beta customers who will give you real money, real feedback, and the case study you need to scale.
foundermanagerIntermediate
Tracking · Attribution & Source Tracking
Design a Channel Mix Attribution Report
Build one report that shows the full channel mix — paid, organic, outbound, referral — with revenue, spend, and ROI side by side.
foundermanagerAdvanced
Tracking · CRM Setup & Required Fields
Design a Deal Object Schema for a Retainer Agency
Architect a Deal object that handles MRR, contract length, renewal dates, and expansion deals cleanly — built for retainer agencies, not SaaS.
foundermanagerAdvanced
Structure · Sales Process & Stage Design
Design a Discovery-to-Proposal Handoff Process
Build a watertight handoff process so nothing learned in discovery gets lost on the way to a proposal.
managerfounderIntermediate
Scale · New-Market / Service-Line Expansion
Design a Go-to-Market Plan for a New Service Line
Generate a 90-day go-to-market plan that defines ICP, offer, pricing, channels, and a kill switch for launching a new agency service.
foundermanagerAdvanced
Scale · Productizing Sales Motion + Content Engine
Design an Inbound Content Engine for Agency Lead Gen
Map a full inbound content engine that ties every asset to a pipeline metric.
foundermanagerAdvanced
Scale · Productizing Sales Motion + Content Engine
Design a LinkedIn Founder-Brand Engine
Build a LinkedIn content engine for the founder that drives DMs from ICP buyers.
founderIntermediate
Structure · Sales Process & Stage Design
Design a Multi-Stakeholder Sales Process for Mid-Market Agencies
Design a sales process built for deals with 4+ stakeholders, procurement, and a 60-120 day cycle.
foundermanagerAdvanced
Scale · Productizing Sales Motion + Content Engine
Design a Newsletter-to-Sales Funnel
Turn a weekly newsletter into a predictable pipeline source with embedded CTAs.
foundermanagerIntermediate
Scale · Outbound at Volume
Design an Outbound Account-Based Targeting Strategy
Design the account-based layer on top of your volume engine so your top 200 dream accounts get personalized treatment without breaking the system.
foundermanagerAdvanced
Scale · Outbound at Volume
Design an Outbound Domain & Email Infrastructure Plan
Plan the exact domains, mailboxes, DNS records, and warmup schedule that will protect your primary brand while sending serious cold volume.
foundermanagerAdvanced
Scale · Outbound at Volume
Design an Outbound Engine That Sends 1,000 Emails/Week
Architect a multi-domain, multi-mailbox outbound system that reliably sends 1,000+ cold emails per week without torching deliverability.
foundermanagerAdvanced
Scale · Partner / Referral Programs
Design Partner Commission Structures
Design a partner commission structure that motivates quality referrals without eating your margin.
foundermanagerAdvanced
Scale · Partner / Referral Programs
Design a Partner Tier Structure
Design a 3-tier partner structure with earned criteria and tier-specific benefits that scale your channel without scaling chaos.
foundermanagerAdvanced
Scale · Productizing Sales Motion + Content Engine
Design a Podcast-to-Pipeline Engine
Turn an agency podcast into a sales pipeline machine by inviting your ICP as guests.
founderAdvanced
Scale · New-Market / Service-Line Expansion
Design a Pricing Strategy for a New Service Line
Design defensible pricing (model, anchor, tiers, guardrails) for a new agency service line with margin math and a kill switch.
foundermanagerAdvanced
Structure · Comp Plans & Role-Play Scenarios
Design a Referral Incentive Comp Structure
Design a referral comp structure that pays internal team members and external partners for closed-won introductions.
foundermanagerIntermediate
Scale · Partner / Referral Programs
Design a Referral Partner Program for an Agency
Design a complete referral partner program your agency can launch in 30 days with clear ICP, offer, and ops.
foundermanagerAdvanced
Scale · Productizing Sales Motion + Content Engine
Design a Repeatable Content-to-Demo Funnel
Map a repeatable funnel from any content asset to a booked discovery call.
foundermanagerAdvanced
Scale · Partner / Referral Programs
Design a Tech Partner Integration Program
Design a tech partner program where your agency becomes the implementation partner of choice for a specific SaaS platform.
foundermanagerAdvanced
Structure · Pricing & Packaging
Design a Value-Based Pricing Model
Move a service from hourly or cost-plus pricing to a value-based model tied to client outcomes and willingness to pay.
founderAdvanced
Scale · New-Market / Service-Line Expansion
Design a Vertical-Specific Sales Motion
Build an end-to-end sales motion (ICP, channels, messaging, sales cycle, proof) tailored to a single vertical you want to dominate.
foundermanagerAdvanced
Analyze · Cohort & Channel ROI
Diagnose a Declining Channel's Performance
Decompose a single channel's ROI drop into the exact metric that broke (spend, leads, conversion, deal size) and prescribe the fix.
foundermanagerAdvanced
Analyze · Forecasting & Gap-to-Quota
Diagnose a Forecast Miss
Run a post-mortem on a missed quarter to pinpoint whether the miss came from pipeline volume, conversion, slip, or deal size — not gut feel.
foundermanagerAdvanced
Analyze · Win/Loss Analysis
Diagnose Why a Specific Big Deal Was Lost
Run a structured post-mortem on a single high-stakes loss using the CRM trail and any buyer interview notes you have.
foundermanagerrepAdvanced
Analyze · Pipeline Review & Deal Risk
Diagnose Stalled Deals by Stage
Group stalled deals by stage to reveal which part of your sales process is actually broken.
managerfounderIntermediate
Analyze · ICP-Fit & Lead-Quality Analysis
Diagnose Why ICP-Fit Leads Aren't Converting
Diagnose why your A-tier agency leads are stalling or losing so you can fix sales execution, not blame the leads.
foundermanagerAdvanced
Analyze · Rep Performance Diagnostics
Diagnose Why a Rep is Missing Quota
Pinpoint the most likely reason a sales rep at your agency is missing quota, ranked by evidence.
foundermanagerIntermediate
Analyze · Churn / Retention & Expansion Signals
Diagnose Why a Specific Client Churned
Run a structured post-mortem on a single churn to extract the lessons your team can actually use.
foundermanagerIntermediate
Scale · Manager 1:1 & Coaching Frameworks
Write a Difficult-Conversation Script for Underperformers
Write a clear, humane, repeatable script for the 'we need to talk' conversation with an underperforming agency sales rep.
managerfounderAdvanced
Structure · Proposals & SOWs
Write a Digital Agency Proposal Template
Generate a complete, reusable proposal template tailored to your agency's services and ideal client profile.
foundermanagerBeginner
Structure · Playbooks & SOPs
Write a Discovery Call Playbook for an Agency
Turn a blank doc into a repeatable, agency-specific discovery call playbook your reps actually follow.
foundermanagerrepIntermediate
Structure · Cold / Discovery / Demo Scripts
Build a Discovery Question Bank for an SEO Agency
Generate a layered discovery question bank an SEO seller can use across first calls to surface budget, urgency, and decision process.
foundermanagerrepIntermediate
Optimize · Discovery Question Design
Generate Disqualifying Discovery Questions
Generates discovery questions designed to disqualify bad-fit prospects fast — saving proposal hours and protecting close rate.
repmanagerfounderIntermediate
Analyze · Call-Transcript & Objection-Pattern Analysis
Extract Buyer Language Patterns From Call Transcripts
Pull the exact words prospects use to describe pain, goals, and outcomes so marketing and sales stop guessing.
foundermanagerIntermediate
Analyze · Call-Transcript & Objection-Pattern Analysis
Extract Competitor Mention Patterns
See which competitors prospects bring up, in what context, and how reps actually respond.
foundermanagerIntermediate
Tracking · Call/Email Summary to CRM
Extract Competitor Mentions From a Call Transcript
Pull every competitor mention out of a call transcript, classify it (incumbent / shortlist / replaced / informational), and log it to CRM.
managerfounderrepIntermediate
Tracking · Call/Email Summary to CRM
Extract Pricing Objections From a Call Transcript
Find every pricing pushback in a transcript, categorize it (sticker shock, comparison, scope, ROI doubt, timing), and suggest a CRM-tagged response.
repmanagerfounderIntermediate
Structure · ICP & Niche Definition
Find Underserved Verticals for a Paid Media Agency
Surface 5-10 verticals where paid media demand is high but specialized agency supply is thin.
founderAdvanced
Tracking · Attribution & Source Tracking
Design First-Touch vs Multi-Touch Attribution Rules
Decide which attribution model to use for which decision, written as rules your team can actually follow.
foundermanagerAdvanced
Optimize · Call Coaching & Talk-Track Fixes
Fix a Talk-Track That's Too Feature-Heavy
Take a feature-dump pitch and convert each feature into an outcome line a prospect actually cares about.
managerrepfounderIntermediate
Optimize · Call Coaching & Talk-Track Fixes
Fix a Weak Demo Talk-Track
Rewrite a flat agency demo into a tight, story-led talk-track that actually moves the deal forward.
managerrepfounderIntermediate
Tracking · Forecast / Deal Hygiene Rules
Design a Forecast Categorization Schema (Commit / Best Case / Pipeline)
Define exactly what Commit, Best Case, and Pipeline mean at your agency so every rep categorizes the same way.
foundermanagerAdvanced
Tracking · Dashboard & KPI Spec
Spec a Forecast Roll-Up Dashboard for Managers
Spec a forecast roll-up dashboard so managers can submit a defensible number, not a guess.
managerfounderAdvanced
Optimize · Discovery Question Design
Build a Discovery Question Set for a Founder Buyer
Builds a discovery question set tuned for founder-buyers who own the P&L, hate fluff, and decide fast.
repfounderAdvanced
Optimize · Subject-Line & A/B Variants
Generate 10 Subject Line Variants for a Cold Email
Turn one cold email body into 10 inbox-safe, testable subject line variants with per-variant rationale.
foundermanagerrepBeginner
Tracking · Call/Email Summary to CRM
Generate a CRM-Ready Deal Summary From Raw Notes
Take your messy post-call notes (typos, shorthand, brain-dump) and turn them into a clean, structured deal summary ready for the CRM.
repfounderBeginner
Optimize · Subject-Line & A/B Variants
Generate Subject Lines for a Re-engagement Email
Wake up cold leads or churned clients with 8 re-engagement subject lines that don't read like a desperate win-back.
managerfounderIntermediate
Structure · Offer / Positioning / Messaging
Generate Three Offer Angles for the Same Service Line
Spin one core service into three distinct positioned offers (productized, premium retainer, fixed-outcome) for different buyer triggers.
foundermanagerIntermediate
Optimize · Objection Handling
Handle a "Bad Past Agency Experience" Objection
Rebuild trust with a burned prospect without spending the whole call defending your industry.
founderrepAdvanced
Optimize · Objection Handling
Handle a "Your Competitor is Cheaper" Objection
Hold your price by reframing scope, risk, and outcome instead of matching the lower quote.
founderrepAdvanced
Optimize · Objection Handling
Handle a "We're Doing It In-House" Objection
Position your agency as a force multiplier for the in-house team — not a threat to their job.
founderrepAdvanced
Optimize · Objection Handling
Handle a "We're Happy With Our Current Agency" Objection
Crack open incumbent-agency complacency without trash-talking the competitor.
founderrepIntermediate
Optimize · Objection Handling
Handle a "Need to Talk to My Partner" Stall
Get into the room with the actual decision-maker instead of becoming a memo someone else delivers badly.
founderrepIntermediate
Optimize · Objection Handling
Handle a "Not the Right Time" Objection
Diagnose whether 'not now' means 'never,' 'Q3,' or 'I'm scared,' then act accordingly.
founderrepIntermediate
Optimize · Objection Handling
Handle a "Too Expensive" Objection on a Sales Call
Reframe price objections into value conversations so you stop discounting your retainer to win.
founderrepIntermediate
Optimize · Objection Handling
Handle a "Why Should We Pick You" Question
Differentiate without bragging by anchoring to the prospect's specific situation and outcome.
founderrepIntermediate
Analyze · Pipeline Review & Deal Risk
Identify At-Risk Deals in This Week's Pipeline
Scan your open pipeline for risk signals and return a ranked list with the why.
managerfounderBeginner
Analyze · Conversion / Funnel Analysis
Identify the Biggest Funnel Drop-Off Stage
Pinpoint the single stage leaking the most revenue and quantify the dollar impact of fixing it.
foundermanagerIntermediate
Analyze · Conversion / Funnel Analysis
Identify Bottlenecks in the Sales Funnel
Surface every stage where deals are stalling or dying and rank them by severity.
foundermanagerAdvanced
Analyze · Call-Transcript & Objection-Pattern Analysis
Identify Buyer Pain Patterns Across Discovery Calls
Cluster the recurring pains your ICP describes in discovery so messaging and offers can target the real ones.
foundermanagerIntermediate
Analyze · Churn / Retention & Expansion Signals
Identify Churn Risk Signals in Active Clients
Scan your active client roster for early churn warning signs and rank them by urgency and revenue at risk.
foundermanagerIntermediate
Analyze · Call-Transcript & Objection-Pattern Analysis
Identify Common Objection Patterns Across Calls
Cluster objections across a batch of agency calls to see which concerns are systemic vs. one-offs.
foundermanagerIntermediate
Analyze · Cohort & Channel ROI
Identify Compounding ROI Channels
Separate channels whose ROI compounds over time (SEO, content, partnerships) from channels that flatline, and reallocate accordingly.
foundermanagerAdvanced
Analyze · Conversion / Funnel Analysis
Identify Conversion Gains From Recent Changes
Quantify which recent sales-process changes actually moved conversion vs which were noise.
foundermanagerAdvanced
Analyze · Pipeline Review & Deal Risk
Identify Deals That Need Manager Escalation
Surface the deals where a rep alone won't close it — and the manager needs to step in this week.
managerfounderIntermediate
Structure · ICP & Niche Definition
Identify Expansion ICPs from Existing Best-Fit Clients
Find the adjacent ICPs your best clients unlock — same buyer, neighboring industry, or upstream/downstream of their value chain.
foundermanagerAdvanced
Analyze · Cohort & Channel ROI
Identify Highest-ROI Lead Channels
Rank lead-gen channels by true ROI (revenue produced / spend) and pinpoint where your next dollar of GTM budget should go.
foundermanagerrepBeginner
Analyze · ICP-Fit & Lead-Quality Analysis
Identify ICP Expansion Opportunities From Existing Wins
Spot adjacent segments your agency is already winning in so you can responsibly expand ICP without diluting it.
foundermanagerAdvanced
Analyze · ICP-Fit & Lead-Quality Analysis
Identify ICP Mismatches in Current Pipeline
Pinpoint which active opportunities in your pipeline don't match your agency's ICP so you can disqualify fast and protect rep capacity.
foundermanagerIntermediate
Analyze · Competitor / Market Analysis
Identify Market Shifts in Agency RFPs
Find out what buyers are actually asking for now by analyzing your recent RFPs side by side.
foundermanagerIntermediate
Analyze · ICP-Fit & Lead-Quality Analysis
Identify Patterns in Disqualified Leads
Find the repeating reasons your agency disqualifies leads so you can stop the bad-fit traffic at the source.
foundermanagerIntermediate
Analyze · Forecasting & Gap-to-Quota
Identify Coverage Gaps for Next Quarter
Calculate whether your current pipeline supports next quarter's quota at a healthy coverage ratio — and what's missing if it doesn't.
foundermanagerIntermediate
Analyze · Call-Transcript & Objection-Pattern Analysis
Identify Pricing Conversation Patterns
Map exactly when, how, and with what reaction price gets introduced across your agency's sales calls.
foundermanagerAdvanced
Analyze · Rep Performance Diagnostics
Identify Strong Plays From a Top Rep
Extract the specific, repeatable moves your top rep makes — so they can be turned into team standards later.
managerfounderAdvanced
Analyze · Competitor / Market Analysis
Identify Underserved Buyer Pains in the Market
Find the buyer pains every competitor is ignoring so you can build a wedge around them.
foundermanagerAdvanced
Scale · Automation & Workflow Design
Build an Inbound Lead Auto-Routing Workflow
Route every inbound lead to the right rep in seconds based on service line, deal size, geography, and rep capacity.
managerfounderAdvanced
Structure · Sequence / Cadence Design
Design an Inbound Lead Nurture Sequence
Design a 21-day inbound nurture sequence that segments by lead source and routes high-fit leads to sales fast.
managerfounderAdvanced
Tracking · Reporting Cadence & Templates
Design an Inbound-Lead Quality Report
Build a report template that scores inbound lead quality by source so marketing stops sending tire-kickers.
managerfounderIntermediate
Structure · Playbooks & SOPs
Build an Inbound-Lead Response Playbook (Speed-to-Lead)
Build a minute-by-minute playbook for how inbound leads get touched, qualified, and booked before they go cold.
foundermanagerrepIntermediate
Scale · Automation & Workflow Design
Design a Lead-Capture-to-CRM Automation
Generate a paste-ready spec that pushes web-form leads into your CRM with enrichment, dedupe, and instant rep assignment.
foundermanagerIntermediate
Tracking · Dashboard & KPI Spec
Design a Lead-Source ROI Dashboard
Spec a lead-source ROI dashboard so you stop paying for channels that don't close.
foundermanagerIntermediate
Structure · Cold / Discovery / Demo Scripts
Create a LinkedIn Voice-Note Cold Outreach Script
Write a 60-second LinkedIn voice note script that feels personal, references the prospect's profile, and asks a low-friction next step.
repfounderIntermediate
Tracking · Reporting Cadence & Templates
Write a Lost-Deal Report Template
Build a lost-deal report template that captures the real reason — not just 'price' — every time you lose.
managerfounderIntermediate
Optimize · Cold Email Rewriting
Make a Cold Email More Specific and Less Generic
Strip the vague filler out of your cold email and replace it with concrete numbers, named outcomes, and proof.
foundermanagerrepBeginner
Scale · Manager 1:1 & Coaching Frameworks
Design a Manager Coaching Scorecard
Design a scorecard that measures whether your sales managers are actually coaching — not just hitting team quota.
foundermanagerAdvanced
Analyze · Competitor / Market Analysis
Map Competitor Pricing Patterns
Spot the pricing structure a competitor is using so you can decide whether to match, undercut, or differentiate.
foundermanagerIntermediate
Tracking · CRM Setup & Required Fields
Map Custom Fields for Tracking Agency Service Lines
Design a custom field structure that cleanly tracks which service lines a deal includes, what each is worth, and which AM owns delivery.
foundermanagerAdvanced
Structure · Sales Process & Stage Design
Map an End-to-End Agency Sales Process
Generate a complete, stage-by-stage sales process tailored to your agency's services, deal size, and sales cycle.
foundermanagerIntermediate
Tracking · Attribution & Source Tracking
Map Referral Source Tracking in a CRM
Capture WHO referred each deal — client, partner, or employee — so you can pay, thank, and double down.
foundermanagerIntermediate
Tracking · CRM Setup & Required Fields
Map Required Fields by Stage to a Conditional Logic Spec
Turn your stage-by-stage required fields into a developer-ready conditional logic spec your CRM admin can build directly into validations and workflows.
managerfounderAdvanced
Scale · Process Docs & SOP Libraries
Build a Master Index of Sales SOPs
Generate a single, searchable index of every sales SOP your agency uses so reps can find the right doc in under 60 seconds.
foundermanagerIntermediate
Tracking · Lead Scoring & Qualification
Build a MEDDIC Scorecard for Mid-Market Agency Deals
Score a mid-market agency opportunity across all six MEDDIC dimensions with evidence and explicit gaps.
foundermanagerIntermediate
Scale · Onboarding / Ramp Systems
Build a Mentor / Buddy System for New Reps
Design a structured mentor-buddy program that pairs every new rep with a tenured one and gives both a clear playbook.
foundermanagerIntermediate
Analyze · Forecasting & Gap-to-Quota
Run a Mid-Quarter Forecast Reset
Re-baseline your quarter at the halfway mark with fresh pipeline math, an updated commit, and a recovery plan if you're behind.
managerfounderIntermediate
Scale · Manager 1:1 & Coaching Frameworks
Build a Mid-Quarter Reset 1:1 Template
Run a 45-minute mid-quarter reset 1:1 that re-baselines every rep with 6 weeks left to recover the quarter.
managerfounderIntermediate
Tracking · Reporting Cadence & Templates
Design a Monthly Pipeline Review Deck
Create a monthly pipeline review deck template that drives deal-by-deal decisions, not status updates.
managerfounderIntermediate
Structure · Cold / Discovery / Demo Scripts
Create a Multi-Channel First-Touch Outreach Script
Write a coordinated Day-1 outreach sequence — email + LinkedIn + call — where each touch reinforces the others.
repmanagerfounderAdvanced
Structure · Sequence / Cadence Design
Design a Multi-Channel Outbound Cadence (Email + LinkedIn + Call)
Architect a 17-day email + LinkedIn + call cadence with clear channel sequencing rules and SDR-friendly task design.
managerfounderAdvanced
Scale · Process Docs & SOP Libraries
Write an SOP for New Pipeline Stage Rollouts
Document the exact change-management steps for adding, renaming, or retiring a pipeline stage so reporting doesn't break.
managerfounderAdvanced
Scale · Onboarding / Ramp Systems
Build an Onboarding Feedback Survey
Create a multi-point feedback survey that captures honest signal from every cohort so the ramp program keeps improving.
foundermanagerBeginner
Scale · Onboarding / Ramp Systems
Build an Onboarding Knowledge Base Outline
Produce a complete information architecture for a sales onboarding knowledge base every new rep can self-serve.
foundermanagerIntermediate
Scale · Sales Enablement Content
Write a One-Pager for a New Service Line
Turn a newly-launched service into a one-page leave-behind reps can send the same day.
foundermanagerBeginner
Optimize · Proposal / Pitch Optimization
Optimize Proposal Visuals and Copy Hierarchy
Audit a proposal's headings, callouts, and visuals so a buyer skimming for 90 seconds still lands on the right takeaways.
foundermanagerIntermediate
Structure · Proposals & SOWs
Create a Paid Media Proposal Outline
Produce a tight, channel-specific paid media proposal outline that maps spend, channels, and projected CAC.
foundermanagerrepIntermediate
Structure · Pricing & Packaging
Build a Performance / Outcome-Based Pricing Structure
Design a hybrid base+performance pricing structure with clear KPIs, payout math, and risk caps both sides accept.
founderAdvanced
Optimize · Personalization at Scale
Build a Personalization Variable Library
Turn a stack of past wins, case studies, and ICP notes into a reusable library of personalization snippets your team and prompts can pull from.
managerfounderAdvanced
Optimize · Cold Email Rewriting
Personalize a Cold Email With LinkedIn Data
Feed in LinkedIn snippets (posts, comments, About section, recent activity) and rewrite your email with real personalization — not just '{first_name}'.
founderrepIntermediate
Optimize · Personalization at Scale
Personalize a Sequence by Industry Vertical
Take one base 4-touch sequence and produce vertical-specific variants (DTC, B2B SaaS, local services, etc.) with vertical-true examples, pain points, and proof.
managerfounderAdvanced
Optimize · Personalization at Scale
Generate Personalized LinkedIn Connection Notes
Batch-generate ≤300-character LinkedIn connection notes that each reference one specific profile detail — no "I'd love to add you to my network".
repfounderBeginner
Optimize · Personalization at Scale
Generate Personalized Video Outreach Scripts
Print 10-25 ≤60-second Loom/Vidyard scripts per session — each tied to one specific page or detail the rep can point at on camera.
repfounderIntermediate
Structure · ICP & Niche Definition
Pick a Profitable Niche for a New Agency
Stress-test 3-5 candidate niches against demand, margin, competition, and your unfair advantages.
founderIntermediate
Tracking · Forecast / Deal Hygiene Rules
Build a Pipeline Coverage Ratio Rule
Set a hard pipeline coverage ratio rule (e.g., 3x remaining quota) and define the actions that trigger when reps fall below it.
foundermanagerAdvanced
Tracking · Attribution & Source Tracking
Design a Pipeline Source vs Revenue Source View
Build two side-by-side views that show which channels create pipeline vs which actually convert to revenue.
foundermanagerAdvanced
Tracking · Pipeline Stages & Exit Criteria
Define Probability Weights per Stage
Assign realistic win-probability percentages to each pipeline stage based on YOUR historical conversion, not vendor defaults.
foundermanagerAdvanced
Structure · Cold / Discovery / Demo Scripts
Write a Portfolio / Case-Study Walkthrough Demo Script
Turn a case study into a tight, narrative-driven demo script that mirrors the prospect's situation back to them.
repmanagerfounderIntermediate
Structure · Pricing & Packaging
Write a Price-Increase Letter for Existing Clients
Draft a tailored price-increase email that names the increase, justifies it, gives the client a path forward, and protects the relationship.
foundermanagerIntermediate
Structure · Pricing & Packaging
Price a One-Off Website Build Project
Calculate a defensible fixed price for a one-off website build with scope, hours, margin, and risk buffer baked in.
foundermanagerIntermediate
Structure · Proposals & SOWs
Write a Pricing and Payment Terms Section
Write a pricing and payment terms section that protects cash flow without scaring off the buyer.
foundermanagerIntermediate
Scale · Productizing Sales Motion + Content Engine
Productize the Agency Sales Motion Into a Repeatable System
Turn a founder-led sales process into a documented, repeatable system any rep can run.
foundermanagerAdvanced
Structure · Pricing & Packaging
Productize an SEO Offer as a Fixed Package
Turn a custom SEO service into a productized fixed-scope, fixed-price package reps can sell off the shelf.
foundermanagerIntermediate
Analyze · Forecasting & Gap-to-Quota
Project Year-End Revenue From Current Pipeline
Extrapolate from your current open pipeline to a year-end revenue projection — including retainer carry-forward and new-business close estimates.
foundermanagerAdvanced
Structure · Proposals & SOWs
Build a Projected-Outcomes / ROI Section
Write a projected-outcomes section that shows a credible ROI range with stated assumptions, not magic numbers.
foundermanagerAdvanced
Structure · Sequence / Cadence Design
Create a Proposal-Sent Nurture Sequence
Build a 12-day proposal-sent nurture cadence that pressure-tests objections without feeling pushy.
repmanagerfounderAdvanced
Structure · Playbooks & SOPs
Create a Proposal-Stage Playbook
Define exactly how proposals get built, sent, and followed up on so deals don't stall after the pitch.
foundermanagerIntermediate
Tracking · Pipeline Stages & Exit Criteria
Write Quantitative Exit Criteria for Each Stage
Turn each pipeline stage's exit into an objective, data-checkable rule instead of rep gut-feel.
managerfounderIntermediate
Tracking · Reporting Cadence & Templates
Build a Quarterly Business Review Template
Generate a QBR template that connects sales performance to agency strategy, not just last quarter's numbers.
foundermanagerAdvanced
Scale · Manager 1:1 & Coaching Frameworks
Design a Quarterly Performance Review Framework
Build a quarterly performance review framework you can run identically for every sales rep on the team.
managerfounderIntermediate
Scale · Process Docs & SOP Libraries
Write a Quarterly Sales Planning SOP
Run a repeatable quarterly sales planning cycle that resets targets, territories, comp, and capacity in 3 weeks — not 8.
foundermanagerAdvanced
Scale · Automation & Workflow Design
Build a Quote Approval Automation
Route every non-standard quote through the right approver in minutes — with audit trail, auto-escalation, and approval-baked-into-the-proposal.
managerfounderAdvanced
Scale · Onboarding / Ramp Systems
Build a "Ramp Certifications" Framework
Design a tiered certification system where reps formally prove competency before being trusted with real pipeline.
foundermanagerAdvanced
Scale · Onboarding / Ramp Systems
Design a Ramp Tracker Dashboard
Spec out a leadership dashboard that shows ramp velocity, milestone status, and at-risk reps across every cohort.
foundermanagerAdvanced
Scale · Automation & Workflow Design
Build a Re-engagement Drip Automation
Wake up cold-but-not-dead leads with a tightly-scoped 4-touch revival sequence that auto-pauses on any response and recycles back to a rep.
managerfounderAdvanced
Optimize · Re-engagement & Win-Back
Re-engage a Newsletter Subscriber Into a Sales Call
Turn a long-time engaged newsletter reader into a booked discovery call without breaking the newsletter's voice.
founderrepBeginner
Structure · Playbooks & SOPs
Create a Referral-Handling SOP
Write the rule for how referrals get acknowledged, qualified, attributed, and thanked so your best lead source stays warm.
foundermanagerBeginner
Structure · Offer / Positioning / Messaging
Reframe an Agency Service as a Business Outcome
Convert a deliverable-heavy service description into outcome-first language a CFO would actually approve.
foundermanagerrepBeginner
Structure · Sequence / Cadence Design
Build a Renewal / Annual Review Cadence
Build a 90-day pre-renewal cadence that surfaces expansion opportunities and locks in agency retainer renewals.
foundermanagerAdvanced
Structure · Comp Plans & Role-Play Scenarios
Write a Renewal / Expansion Comp Plan
Build a comp plan for the role(s) that own retainer renewals and account expansion, balancing retention and growth.
foundermanagerAdvanced
Tracking · Data-Capture Checklists
Build a Renewal-Prep Data Capture Checklist
Define the fields that must be true 90 days before a retainer renewal so the agency walks in armed with results, risks, and expansion paths.
foundermanagerAdvanced
Scale · Automation & Workflow Design
Design a Renewal-Reminder Automation
Surface every retainer renewal 90/60/30 days out with health context, expansion signals, and a kickoff-the-renewal task auto-assigned to the AM.
managerfounderAdvanced
Scale · Onboarding / Ramp Systems
Build a Repeatable 90-Day Ramp Program
Generate a documented, repeatable 90-day ramp program that every new agency sales hire moves through identically.
foundermanagerAdvanced
Optimize · Pricing / Offer Tests
Generate Three Pricing Test Variants for a Retainer
Generate three testable price variants for an existing agency retainer with hypothesis and decision rules.
foundermanagerIntermediate
Tracking · Dashboard & KPI Spec
Spec a Revenue-by-Cohort Dashboard
Spec a client-cohort revenue dashboard so you see retention, expansion, and churn by signup cohort.
founderAdvanced
Analyze · Forecasting & Gap-to-Quota
Build a Reverse-Engineered Pipeline Plan
Work backwards from a quota number to the exact pipeline, opportunities, and meetings each rep needs to generate — at your real win rates.
foundermanagerAdvanced
Structure · Offer / Positioning / Messaging
Rewrite an Agency Homepage Hero in 30 Seconds
Generate three on-brand homepage hero variants (H1, subhead, primary CTA) that pass the 5-second clarity test.
foundermanagerBeginner
Optimize · Proposal / Pitch Optimization
Rewrite an Agency Pitch for a Skeptical Audience
Rework a proposal or pitch deck for a buyer who's been burned before, baking risk-reversal and proof into every section.
foundermanagerAdvanced
Optimize · Proposal / Pitch Optimization
Rewrite an Agency Proposal Executive Summary
Turn a vague, agency-centric executive summary into a buyer-centric opener that earns the next 10 pages of attention.
foundermanagerBeginner
Optimize · Cold Email Rewriting
Rewrite a Cold Email for a Founder vs Marketing Director
Take one email and produce two versions — one for the founder/CEO, one for the marketing director — each speaking to what they actually care about.
foundermanagerrepIntermediate
Optimize · Cold Email Rewriting
Rewrite a Cold Email to a Specific Agency Prospect
Take your generic outbound email and rewrite it specifically for one named prospect at one named company.
founderrepIntermediate
Optimize · Cold Email Rewriting
Rewrite a Cold Email With a Stronger CTA
Replace your weak 'open to a quick chat?' CTA with a specific, low-friction next step that prospects actually click.
foundermanagerrepBeginner
Optimize · Cold Email Rewriting
Rewrite a Cold Email Using a Trigger Event
Rebuild your cold email around a specific trigger (funding, hire, launch, exec change) so the timing feels obvious.
founderrepIntermediate
Optimize · Proposal / Pitch Optimization
Rewrite a Pitch Deck Opening Slide
Replace a generic 'welcome to our pitch' opener with a slide that earns the next 20 minutes of the prospect's attention.
foundermanagerrepIntermediate
Optimize · Proposal / Pitch Optimization
Rewrite a Proposal Outcomes Section for Specificity
Replace vague 'increase brand awareness' outcomes with specific, numeric, time-bound results the buyer can hold you to.
foundermanagerrepIntermediate
Optimize · Proposal / Pitch Optimization
Rewrite a Proposal Pricing Page for Clarity
Reformat a confusing pricing page so the buyer understands what they're paying for, what's optional, and what the total is in under 30 seconds.
foundermanagerBeginner
Optimize · Call Coaching & Talk-Track Fixes
Rewrite a Rep's Opening Pitch
Take your rep's current 60-second opener and rewrite it into a sharper, prospect-first version that earns the rest of the call.
managerrepfounderBeginner
Optimize · Call Coaching & Talk-Track Fixes
Rewrite a Rep's "What Do You Do" Answer
Replace your rep's vague 'we're a full-service agency' answer with a sharp, memorable line a prospect will actually repeat.
repmanagerfounderBeginner
Analyze · Win/Loss Analysis
Run a Win/Loss Analysis on Last Quarter's Deals
Turn a quarter of CRM deal data into a structured win/loss readout with patterns, themes, and 3 prioritized actions.
foundermanagerIntermediate
Structure · Rep Onboarding & Ramp
Write a Sales Certification Checklist
Produce a rigorous sales certification checklist with named criteria and pass thresholds so a rep is either certified or not — no vibes.
managerfounderAdvanced
Scale · Hiring & Recruiting
Write a Sales Hire Outreach Message on LinkedIn
Draft a LinkedIn outreach message that gets passive top-tier agency-sales talent to reply.
foundermanagerIntermediate
Scale · Hiring & Recruiting
Write a Sales Hire Offer Letter Template
Generate an agency sales offer letter that closes the candidate without over-promising on quota or comp structure.
foundermanagerIntermediate
Scale · Hiring & Recruiting
Build a Sales Hiring Scorecard / Rubric
Build a weighted hiring rubric that turns the full interview loop into a single defensible hire/no-hire decision.
foundermanagerAdvanced
Tracking · Reporting Cadence & Templates
Build a Sales-Marketing Alignment Report
Create a joint sales-marketing report template both teams own — ending the 'leads are bad / sales doesn't follow up' loop.
foundermanagerAdvanced
Scale · Process Docs & SOP Libraries
Build a Sales Onboarding SOP
Produce a 30/60/90 sales onboarding SOP that gets new reps to first booked meeting by day 14 and first closed deal by day 75.
managerfounderIntermediate
Scale · Hiring & Recruiting
Write a Reference Check Question List
Create reference check questions that actually surface real signal instead of polite confirmations.
foundermanagerIntermediate
Scale · Hiring & Recruiting
Build a Role-Play Interview Scenario
Design a realistic role-play scenario that surfaces how a sales candidate actually sells your agency's services in a live discovery call.
foundermanagerAdvanced
Structure · Proposals & SOWs
Build a Scope-Creep Prevention Clause
Write a scope-creep prevention clause that turns 'just one more thing' requests into billable change orders.
foundermanagerAdvanced
Analyze · ICP-Fit & Lead-Quality Analysis
Score Recent Closed-Won Deals for ICP Fit
Grade your last 90 days of closed-won agency deals against ICP to see whether you're winning the right clients or just any client with a budget.
foundermanagerIntermediate
Scale · Onboarding / Ramp Systems
Design a Self-Paced Onboarding Curriculum
Design a modular self-paced curriculum new reps can complete async, freeing managers from live training.
foundermanagerAdvanced
Structure · Proposals & SOWs
Build a Statement of Work for an SEO Retainer
Draft a complete Statement of Work for an ongoing SEO retainer with scope, deliverables, KPIs, and exit terms.
foundermanagerIntermediate
Tracking · Dashboard & KPI Spec
Build a Service-Line Performance Dashboard
Spec a per-service-line P&L-style dashboard so you know which offerings to double down on.
founderAdvanced
Tracking · Reporting Cadence & Templates
Build a Service-Line Performance Report
Generate a report template that compares win rate, ACV, and margin across your agency's service lines.
foundermanagerAdvanced
Structure · Rep Onboarding & Ramp
Create a Service-Line Training Outline (SEO/Paid/Web/Creative)
Outline a multi-week service-line training (SEO, paid, web, creative) that turns a green rep into someone who can credibly discovery a buyer.
foundermanagerIntermediate
Structure · Sales Process & Stage Design
Set SLAs for Each Step of the Sales Cycle
Set response and handoff SLAs across every step of the sales cycle so deals stop dying from internal latency.
managerfounderIntermediate
Tracking · Pipeline Stages & Exit Criteria
Map a Single Pipeline for Multiple Service Lines
Design ONE pipeline that handles SEO, paid, web, and creative deals without forcing service-specific stages.
foundermanagerAdvanced
Scale · Manager 1:1 & Coaching Frameworks
Build a Skip-Level 1:1 Framework
Build a quarterly skip-level 1:1 framework agency founders run with every IC rep to surface what their managers aren't telling them.
founderAdvanced
Scale · Automation & Workflow Design
Design a Slack-CRM Deal Update Automation
Push real-time deal moves to Slack and let reps update the CRM with a slash command — no tab-switching, no after-hours data entry.
managerfounderAdvanced
Tracking · Forecast / Deal Hygiene Rules
Write a Stale-Deal Auto-Archive Rule
Auto-archive zombie deals after a defined idle threshold so your pipeline reflects only deals reps are actively working.
foundermanagerIntermediate
Scale · Automation & Workflow Design
Design a Stalled-Deal Auto-Alert Workflow
Catch deals going dark before they die — auto-flag stalled opportunities by stage-specific idle thresholds and escalate to managers.
managerfounderIntermediate
Tracking · CRM Setup & Required Fields
Standardize Field Names Across Pipedrive/HubSpot/Salesforce
Build a canonical field naming convention that maps cleanly between Pipedrive, HubSpot, and Salesforce — so migrations, integrations, and reporting don't break.
foundermanagerAdvanced
Scale · Hiring & Recruiting
Build a Take-Home Sales Assignment
Design a take-home sales assignment that proves how a candidate thinks about agency selling — without burning more than 90 minutes of their time.
foundermanagerAdvanced
Optimize · Pricing / Offer Tests
Test an Annual Prepay Pricing Offer
Design a test for an annual prepay pricing offer with cash-flow math and explicit incentive design.
foundermanagerAdvanced
Optimize · Pricing / Offer Tests
Test a Higher Anchored Price
Test a higher anchored price for an existing agency offer with controlled exposure and an explicit win/kill rule.
foundermanagerIntermediate
Optimize · Pricing / Offer Tests
Test a Performance-Based Pricing Pitch
Design a controlled test of a performance-based pricing pitch against your current fixed-fee offer.
foundermanagerrepAdvanced
Optimize · Pricing / Offer Tests
Test a "Pilot" Lower-Risk Offer
Design a pilot offer variant that lowers buyer risk without cannibalizing your full retainer revenue.
foundermanagerrepIntermediate
Optimize · Pricing / Offer Tests
Test a Productized vs Custom Offer
Run a head-to-head test of a productized offer against your current custom scoped offer with margin and close-rate gates.
foundermanagerIntermediate
Structure · Pricing & Packaging
Build Three-Tier Pricing for a Paid Media Retainer
Generate a Good/Better/Best paid media retainer pricing structure with clear scope, deliverables, and margin targets.
foundermanagerIntermediate
Optimize · Cold Email Rewriting
Translate Agency Features Into Buyer Outcomes
Take the feature-heavy paragraph in your cold email ('we do technical audits, content production, link building...') and rewrite it as outcomes the buyer actually cares about.
foundermanagerrepIntermediate
Tracking · Call/Email Summary to CRM
Turn an Email Thread Into a CRM Activity Log
Compress a long back-and-forth email thread into a chronological CRM activity log a teammate can scan in 60 seconds.
repmanagerfounderBeginner
Tracking · Call/Email Summary to CRM
Turn a Slack DM Sales Conversation Into a CRM Update
Convert a sprawling Slack Connect or DM thread with a prospect into a clean CRM update with commitments, sentiment, and next steps.
founderrepIntermediate
Tracking · Pipeline Stages & Exit Criteria
Design a Two-Pipeline Setup for SMB vs Mid-Market
Split your pipeline into SMB and Mid-Market with different stages, exit criteria, and cycle expectations.
foundermanagerAdvanced
Optimize · Discovery Question Design
Build a Discovery Question Set for Web Design Prospects
Builds a discovery question set tailored to web design prospects — surfacing scope risk, stakeholder paralysis, conversion goals, and platform/tech-stack realities.
repfounderIntermediate
Structure · Proposals & SOWs
Write a Web Design Project SOW
Draft a fixed-scope web design SOW with phases, deliverables, revision limits, and milestone payments.
foundermanagerIntermediate
Structure · Sequence / Cadence Design
Build a Webinar / Event Follow-Up Cadence
Design a 10-day post-event cadence that segments attendees vs no-shows and books qualified discovery calls.
managerfounderIntermediate
Scale · Onboarding / Ramp Systems
Write a Week-by-Week Ramp Email Series for New Hires
Write a 12-week automated email series that drips the right resources, nudges, and reflection prompts to every new rep.
foundermanagerIntermediate
Structure · Playbooks & SOPs
Write a Weekly CRM Hygiene SOP
Codify a 30-minute weekly CRM cleanup ritual so your pipeline reports are actually trustworthy.
foundermanagerIntermediate
Scale · Manager 1:1 & Coaching Frameworks
Build a Weekly Manager-Rep 1:1 Agenda
Generate a repeatable 30-minute weekly 1:1 agenda that works across your entire agency sales team.
managerfounderBeginner
Analyze · Pipeline Review & Deal Risk
Run a Weekly Pipeline Review Analysis
Turn a raw CSV pipeline export into a structured weekly review with movement, risk, and coaching focus.
foundermanagerBeginner
Tracking · Reporting Cadence & Templates
Build a Weekly Sales Report Template for Agency Founders
Generate a one-page weekly sales report template a founder can scan in under 3 minutes.
founderBeginner
Optimize · Re-engagement & Win-Back
Write a "We've Improved" Win-Back Email
Turn an internal improvement (process, team, pricing) into a credible reason to reach back out.
foundermanagerIntermediate
Structure · Offer / Positioning / Messaging
Generate a "Why Us vs Other Agencies" Differentiator List
Produce a ranked, evidence-backed list of differentiators reps can drop into proposals and discovery rebuttals.
foundermanagerrepIntermediate
Scale · Sales Enablement Content
Build a "Why Us / Why Now" Narrative Doc
Codify the single agency narrative every rep uses to answer 'why you' and 'why now' the same way.
foundermanagerrepAdvanced
Optimize · Re-engagement & Win-Back
Win Back a Churned Agency Client
Open the door with a former retainer client by naming what went wrong and what's different now.
foundermanagerIntermediate
Scale · Process Docs & SOP Libraries
Write a Win-Loss Interview SOP
Run a repeatable monthly win-loss program that surfaces why you're winning and losing — without bugging the closing rep for every detail.
managerfounderIntermediate
Tracking · Dashboard & KPI Spec
Build a Win-Rate Trend Dashboard
Spec a win-rate trend dashboard that segments wins by rep, service, and deal size so the trend is actionable.
foundermanagerIntermediate
Structure · Pricing & Packaging
Write a Discounting Policy for an Agency
Draft a one-page discounting policy that tells reps when, how much, and with what approval they can discount.
foundermanagerBeginner
Structure · Offer / Positioning / Messaging
Write an Agency Positioning Statement
Generate a tight, defensible positioning statement that anchors every piece of agency sales and marketing copy.
foundermanagerIntermediate
Scale · Partner / Referral Programs
Write a Client Referral Ask Sequence
Write a 3-touch referral ask sequence that gets happy clients to send qualified intros without feeling weird.
foundermanagerrepBeginner
Scale · Partner / Referral Programs
Write a Co-Marketing Pitch to a Partner Agency
Write a co-marketing pitch that gets a complementary agency to co-host a webinar, report, or campaign with you.
foundermanagerIntermediate
Scale · New-Market / Service-Line Expansion
Write an Internal Launch Memo for a New Service
Draft a one-page internal memo that aligns the whole agency on what the new service is, why it exists, and what success looks like.
foundermanagerBeginner
Optimize · Follow-Up & Multi-Touch Sequences
Write a Last-Touch Email With No CTA Pressure
Write a final-touch email that pure-gives — no ask, no calendar link — to leave a high-trust impression.
repfounderIntermediate
Structure · Offer / Positioning / Messaging
Write a One-Line "What Do You Do?" Pitch
Generate a memorable one-line pitch your whole team can use at events, in DMs, and on LinkedIn intros without sounding scripted.
foundermanagerrepBeginner
Structure · Sales Process & Stage Design
Write Per-Stage Disqualification Criteria
Define what kills a deal at every stage so reps stop dragging dead pipeline through the forecast.
managerfounderIntermediate
Scale · New-Market / Service-Line Expansion
Write a Pitch for a New Geographic Market
Draft a localized sales pitch that positions your agency credibly in a new city or country without sounding like a tourist.
founderrepIntermediate
Scale · Partner / Referral Programs
Write a Referral Partner Recruitment Email
Write a cold recruitment email that gets adjacent agencies and consultants to opt into your referral program.
foundermanagerrepIntermediate
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