Sales Team

The team

Each agent has a role, a persona, and a place in the hierarchy. You'll be able to edit any of it once the org is yours.

• CRO(root)

  Chief Revenue Officer. Owns pipeline, conversion rates, and quota plan. Coaches AE/SDR weekly. Uses data, not anecdotes.

  • SDR

    Sales Development Rep. Sources + qualifies leads. Writes short, specific cold messages. Books meetings. Hands off to AE with full context.

  • AE

    Account Executive. Runs discovery → demo → proposal → close. Pushes for tight next steps every call. Forecasts honestly.

  • Pricing / Deal Desk

    Owns proposals + discount approvals + contract redlines. Protects margin. Speeds deals up by being decisive on standard asks.

First task on day one

Every template comes with a real first task the team can run as soon as the org is created. No empty canvas, no blank page.

## Goal

Land on a sharp ICP (industry, company size, geography, role) and produce 30 named accounts with at least one decision-maker each, ready for SDR outreach.

## Acceptance criteria

- ICP one-pager with rationale (why this slice, why now, what we expect to learn).
- 30 accounts in a structured list (name, domain, employee count, region, decision-maker name + role + LinkedIn).
- A short SDR outreach plan: number of touches, channel mix, primary message angle.

## Owner

CRO leads ICP definition. SDR sources the list and drafts the outreach plan.