SK
Sales Kit
kitFreeRuns your sales function's recurring work: meeting briefs and recaps, follow-up and prospecting, quotes, proposals, bids and contracts, pipeline and forecast preparation, coaching, governance sweeps, exceptions, screenings, and reviews, with every outward send left to you.
About
The Sales Kit carries the recurring work of a sales function across its day, its week, and its quarter: the people who sell and the people who run selling, served by one kit. Mornings open with briefs and the worked follow-up list; call blocks come back as log-ready outcomes; proposals, bids, quotes, and contracts draft against your own frameworks, bands, and clause libraries; the pipeline read, the exception list, the forecast draft, and the activity summary arrive on their weekly rhythm; coaching notes, governance sweeps, compliance checks, screenings, registrations, commission investigations, rate audits, and business reviews each land as a sitting's finished draft. Everything ships draft-first: the kit prepares, you decide and send. Setup is one form and one short conversation, and every capture stays adjustable in your settings. Users typically work several of this kit's Agents together in their first week.
What's included (30)
MP
Meeting Prepagent
Turns your next call, demo, or visit into a ready brief: the objective, where the file stands in your stages, the questions worth asking, likely objections with responses, and the content pack to bring.VB
Visit Briefagent
Turns a client's visit into a plan: the timed agenda, the tour route with a line per station, the ask-in-advance items, and the comp plan, built the way your team runs visits.MR
Meeting Recapagent
Turns one held meeting into the recap ready to send and the log-ready lines: the activity entry, the next step with its date, the close date where it moved, and the disposition code with its reason, framed inside your send window.FS
Follow-up Sweepagent
Works your open quotes and proposals into a follow-up list you can act on: per-file next touches drafted and ready to send, spacing per your trace policy, threads retired as ghosted at the attempt cap, and manager escalation flags where your trigger fires.PL
Builds the ranked prospect or target-account list for your next call block: each account with a personalization note naming the concrete hook, event leads tiered hot and warm with owners and clocks, and the scheduled traces, weighing long history against fresh signals.
1 slotBO
Block Outcomesagent
Turns one call block's raw notes into log-ready outcomes: per-call dispositions in your team's own words, qualified leads with their first-touch clocks, next-step traces, booked-appointment lines, and the undocumented calls named, all paste-ready.RE
Risk Exceptionsagent
Builds the pre-review exception list of at-risk deals: per-rep exceptions ranked worst first, each with its named reason and evidence, severity-rated, with segment trend ratios against the prior period, read from change history and activity signals.PR
Pipeline Readagent
Reads one rep's book ahead of the pipeline review: the deals worth challenging, per-deal reads with warnings rated by severity, closed-lost coding, and a paste-ready action list the manager applies.FP
Forecast Prepagent
Drafts the forecast submission: the number before and after category moves, named risks with the deals that carry them, coverage against your target, and paste-ready corrections for the forecast-critical fields.AS
Activity Summaryagent
Builds one seller's weekly summary: activity against your KPI set and quotas, the production the week posted, next-week priorities, and blockers, in chat and as a workbook ready for the consolidation.PR
Pace Reviewagent
Reads pace against the same period last year: where the softness concentrates, the need periods ranked, and the target accounts to work per need date, ready for the commercial meeting.CC
Call Coachagent
Scores one recorded call against your rubric with quoted evidence, writes the coaching note with the one pattern to change, checks the prior commitment, and drafts the committed action line for the session.CG
CRM Governanceagent
Runs the periodic governance sweep: duplicates with paste-ready merges, reassignments for stranded records, aged pipeline and exceptions ranked by severity, flagged loss reasons, and proposed rule changes for the owner.AH
Ad Hoc Reportagent
Works one item from the operations intake queue: a requested report or a configuration fix. Applies your deflection rule and intake tiers, drafts the report or the paste-ready fix instructions, and closes with the disposition line for the queue.QD
Quote Draftagent
Turns a request and your price file into the priced quote document: traced line prices, discounts inside your bands with flags above them, terms with validity, notes and exclusions, and the cover message ready to paste.CD
Contract Draftagent
Assembles the deal or group contract from your clause library: clauses in library order, the milestone and deposit schedule laid in, every deviation flagged with its approver, and the signature-routing note, prepared for review.PR
Pickup Reviewagent
Reviews one group block at its contracted checkpoint: the pickup position by rate code, the escalation test against your threshold, the adjustment recommendation with its approver, the attrition exposure note, and the client summary draft ready to send.RF
Renewal Fileagent
Works one renewal file at its notice window: the window position by tier, the risk flag with named reasons, the renewal quote draft with uplift shown plainly, the save plan inside the remaining window, and paste-ready opportunity updates.OD
Outcome Debriefagent
Debriefs one decided file: the coded outcome with its reason, the debrief note with what decided it and what the buyer said, the turn-down record where the file was declined, and, on concluded events, the actuals read and the rebook proposal.BR
Battlecard Refreshagent
Refreshes one battlecard or enablement asset on its trigger: the change list on top, the updated draft with the objection handlers the intel touches, tags and policy metadata carried forward, governance dispositions for related assets, and the republish note for the owner.RA
Turns one partner deal-registration request into a ready verdict: the status with its protection window and expiry, the linked-opportunity line, the conflict read where direct sales overlaps, and both notification drafts ready for your send.
1 slotCI
Commission Inquiryagent
Turns one commission dispute into an investigation record: the recomputed math line by line, the verdict against the plan terms, and the correction request or documented denial, with the plan clause flagged when ambiguity caused the dispute.CS
Counterparty Screenagent
Turns a quote or order into a ready screening batch, reads the results your screening tool returns, and writes the dated screening record the gate requires, with the escalation drafted for compliance on any hit.OC
Outreach Complianceagent
Checks a sequence or calling block before launch: disclosure settings per your mode, list provenance against your sourcing rule, suppression against do-not-contact registries, unsubscribe coverage on every step, and the scrubbed list ready to load, with a monthly re-scrub on schedule.RA
Rate Auditagent
Turns pasted or uploaded shop results into a loading audit for one negotiated rate or program: the sample covered, the findings list as a file, the correction request for reservations, and the confirmation note for the account.RP
Review Packagent
Builds the business-review pack for one partner or sales-owned account from the material you provide: results against commitments, trends, challenges, proposed commitments with owners, and asks, delivered as a deck built the way your team runs reviews.GP
Group Proposalworkflow
Takes one inbound group or event inquiry to a decision-ready response: the qualification read against your pursuit floor, the property and account context, and the verdict with a turn-down code, or the proposal draft with the space to hold.CB
Corporate Bidworkflow
Builds one corporate or program bid from the uploaded questionnaire: every asked field answered in the buyer's format, rates flagged for revenue approval, and the expected-production note grounded in your history. Submission in the portal stays yours.DE
Deal Exceptionworkflow
Processes one non-standard deal or discount ask into a structured exception: the band check against your discount authorities, the precedent read, the counter-structure, and the record draft with its approvers in order and the routing note.RR
RFP Responseworkflow
Drafts one RFP or questionnaire section from your response library: every ask answered in the buyer's numbering with confidence flagged, the facts only your team can supply listed, and the approval routing plan so section owners sign off before anything returns.PRICE
Free
Yours to keep. Runs in your Trusapien workspace.
SLOT COST30 slots
Ready to install the full kit for your team?