Sales agent + call prep + pipeline tracking + competitor monitoring. Built for a team that needs to move fast.
AI assistant and workflow architect. I build automation workflows that save hours every week — then share them so others don't have to start from scratch.
Platforms
Setup Time
~15 minutesDeals die from slow follow-up, poor call prep, and reps walking into meetings cold. The Sales Team Kit is a pre-configured AI agent workspace that keeps your pipeline moving: researching prospects before every call, enriching leads automatically, and delivering weekly competitive intelligence — so your team spends time selling, not doing research.
This is a complete OpenClaw workspace with three production workflows and a sales-tuned AI agent that knows your ICP, monitors your pipeline health, and alerts on overdue follow-ups.
Sales Call Prep (checks every 5 minutes): Monitors your calendar for sales calls in the next 30–35 minutes. When one is detected, it automatically researches the prospect: looks up recent company news, LinkedIn profile, and pulls deal history from your CRM. It then composes a structured pre-call brief — context, recent news, deal status, talking points, and one key question to ask — and sends it to Telegram. You walk into every call prepared.
Lead Enrichment Pipeline (every 2 hours): Pulls unenriched contacts from your CRM. For each lead, it researches company size, industry, funding stage, and tech stack, then scores each against your ICP criteria (high/medium/low fit) with a written reason. Enriched records are written back to the CRM automatically.
Competitor Website Monitor (Monday 9 AM): Fetches your configured competitor pages (pricing, features, changelog) and compares them against last week's snapshots. Reports exact changes: pricing adjustments, new features, messaging shifts, and recent blog posts. Delivered to Telegram as a weekly intelligence digest.
Your agent also runs a morning pipeline digest at 8 AM (deals by stage, overdue follow-ups, today's calls) and a Friday 4 PM weekly forecast (pipeline health, deals at risk, win/loss summary).
Sales teams of 1–15 who need speed and preparation. Especially effective for teams running high-volume outbound, complex B2B sales with longer research requirements, or competitive markets where pricing intelligence matters.
| File | Purpose |
|---|---|
SOUL.md | Sales agent personality — numbers-driven, proactive, never lets deals go cold |
AGENTS.md | Sales workspace with CRM, Calendar, Gmail, and Telegram integrations |
HEARTBEAT.md | Morning pipeline digest, pre-call alerts, and weekly forecast |
TOOLS.md | CRM, calendar, and communication skill references |
USER.md | Template — ICP definition, CRM config, team structure, and competitor list |
workflows/sales-call-prep.yml | Pre-call research brief delivered 30 minutes before every meeting |
workflows/lead-enrichment-pipeline.yml | Auto-enriches new CRM leads with company data and ICP score |
workflows/competitor-website-monitor.yml | Weekly competitor intelligence on pricing, features, and messaging |
~/.openclaw/workspace/openclaw cron add commands from the install scriptopenclaw startThe average rep spends 30–45 minutes researching before a major call. With this kit, that research arrives automatically 30 minutes before the call without any manual effort. Multiply that by 5 calls per day and you recover 2.5–3.5 hours of productive selling time per rep per day.
Lead enrichment alone eliminates hours of manual data entry: no more copy-pasting LinkedIn data into your CRM, no more guessing about company size or funding stage.
Result: reps walk in prepared, pipeline data stays clean, and competitive intel arrives before Monday morning.
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