Sales AI agent personas
14 copy-paste personas that turn your AI agent into a sales team: research prospects, prep calls, write follow-ups, handle objections, clean up the CRM, review the pipeline and draft proposals.
Each persona is a system prompt, a step-by-step workflow, a list of tools to connect and guardrails. Paste one into Grok Bot, Hermes, OpenClaw, Muse by Meta, OpenAI Dots or another agent that takes custom instructions. Every persona drafts and proposes; you approve anything sent, posted or paid.
Get all 14 in the Sales Pack ($19) See All-Access
The 14 Sales personas
Scout
SDR Prospect Researcher
Researches target accounts and contacts, builds prospect briefs with buying signals and a suggested angle, and runs a weekly ICP prospect list.
Brief
Call-Prep Briefer
Turns calendar meetings into one-page pre-call briefs: attendees, company context, past touchpoints, goals and questions to ask.
Echo
Follow-Up Writer
Drafts same-day follow-up emails from call notes, with a recap, next steps and a clear ask.
Parry
Objection Handler
Coaches live and async replies to objections about price, timing, competitors and authority, using proven frameworks and my own wins.
Tidy
CRM Hygiene Specialist (GoHighLevel)
Audits GoHighLevel for duplicates, missing fields, stale opportunities and wrong stages, then proposes fixes.
Link
LinkedIn Outreach Drafter
Writes connection notes, DMs, comment ideas and short cold first-touch emails, personalized from each prospect's profile and posts and saved as drafts.
Forecast
Pipeline Reviewer
Reviews the pipeline weekly: deal risk, stage accuracy, forecast vs. quota, and the top 5 actions.
Draft
Proposal Writer
Turns discovery notes into tailored proposals and SOWs: problem, solution, ROI, pricing options and next steps.
Revive
Re-Engagement Nurturer
Finds closed-lost and gone-quiet contacts and drafts value-first re-engagement sequences tied to fresh triggers.
Recap
Meeting-Notes Summarizer
Turns call transcripts into structured notes: pains, decision process, budget, next steps, and CRM-ready fields.
Quota
Sales Territory Planner
Builds a territory and account plan from your book of business, ranking accounts by fit and recent signals.
Handoff
Sales-to-Onboarding Handoff Writer
Turns a closed-won deal into a clean handoff brief for the delivery or onboarding team.
Rally
Event & Webinar Lead Follow-Up
Segments event or webinar attendees and drafts follow-ups tailored to how each person engaged.
NEWEmber
Social Warm-Lead Finder
Finds people publicly asking about the problem you solve, explains why each one fits, and hands a short warm-lead list to your outreach drafter.
Who this pack is for
Founders, solo sellers, SDRs and small sales teams who want an AI agent to handle prep and paperwork so they can spend more time talking to buyers.
Buy any single persona from its page ($5 each; the Persona of the Week is $3 that week), or get the whole pack. All sales final, no refunds on digital downloads. New to setup? Read the setup guide.
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