Sales Edition
The full B2B sales cycle as operational playbooks — plus the systems to run signal-driven prospecting at scale. Starts with the sales brand profile that all other workflows build on.
What the full pack includes
The Sales pack covers two layers: 21 operational playbooks for the full B2B sales cycle, and 10 step-by-step builds of signal-driven prospecting systems you wire once and run weekly.
Operational playbooks (21 workflows)
Sales Brand Profile, ICP from scratch, 3-minute lead qualification, buying-signal discovery on Reddit/LinkedIn/forums, contact-list enrichment, prospect research before calls, pipeline tiering, cold openers that don't sound AI-generated, 3-5 touch follow-up sequences, objection handling, discovery call notes → next steps, proposal outlines from discovery, batch-personalized outreach (20-50 at a time), dead-lead re-engagement, CRM updates from meeting notes, weekly pipeline reports, competitive battle cards from public info, case studies from won deals, QBR/deal review prep, weekly task scoring, personal sales playbook.
Systems you build once and run weekly (10)
- 01Reddit signal-discovery pipeline — Tuned to your ICP. Pulls subreddit threads matching your buyer signals, ranks them, surfaces the highest-intent posts daily.
- 02Company-news signal monitor — Google News + Hacker News continuously, filtered to companies in your pipeline or fitting your ICP. Flags funding, exec moves, pain-signal headlines.
- 03Two-stage AI classification pipeline — Cost-optimized: cheap small-model triage first, expensive large-model only on signals that survive triage. Cuts inference cost by ~10x at the same hit rate.
- 04Contact-enrichment grid (CSV → enriched → CRM) — Take a list of names/emails, enrich each with role, company, signals, conversation hook. Drop the result back into your CRM.
- 05Persona-tier-targeting for outbound — Routes leads to playbooks by persona + tier. Founders get one cadence, IC engineers another, RevOps another.
- 06Safe rate-limited scraping for public APIs — How to pull from public APIs without getting your IPs banned, with retries, backoff, and request budgets.
- 07Daily prospecting digest — Email + dashboard that lands in your inbox each morning: yesterday's signals, ranked, with suggested next move per lead.
- 08Score-based engagement rules (pitch vs. help) — When a lead is high-intent, pitch. When they're researching, help. Rules-based so you don't pitch warm leads or help cold ones.
- 09Two-table dedup strategy for AI pipelines — Handles the "same person, three emails, two companies" mess. A clean dedup approach for AI-enriched contact data.
- 10BDR pipeline pulling signals from 5+ sources — Unified pipeline: Reddit + news + LinkedIn + intent data + product usage, all flowing into one ranked lead queue.
Start here — Foundation
Free with email signup (7)
Build your ICP from scratch with AI
You know roughly who you sell to ("mid-market SaaS companies") but you can't filter a list by that. This workflow turns vague intuition into a specific, actionable ICP with firmographics, signals, and disqualifiers you can actually use to score leads.
Research a prospect before the call
You have a call in 15 minutes. You know the company name and the person's title. You need to walk in prepared — knowing their likely pain, what to ask, and what NOT to say. This workflow produces a 1-page call prep brief in 4 minutes.
Write a cold opener that doesn't sound AI-generated
Every AI-generated cold email sounds the same: "I noticed your company is doing X, and I thought..." — delete. This workflow produces openers that read like a human wrote them, because the structure prevents the generic patterns AI defaults to.
Write a follow-up sequence (3-5 touches)
You sent a great first email. They didn't reply. Now you need 3-5 follow-ups that don't all say "just checking in" or "bumping this to the top of your inbox." Each touch needs a different angle — new
Handle objections with AI-prepared responses
Most reps handle objections reactively — scrambling for words when a prospect says "it's too expensive" or "we're happy with our current solution." The best reps have pre-built frameworks for every co
Turn a discovery call into structured notes + next steps
You just finished a 30-minute discovery call. You have a recording or rough notes. You need: structured CRM notes, identified pain points, clear next steps, and a follow-up email — before your next call starts in 10 minutes.
Competitive battle card from public info
**What this solves:** A prospect says "we're also looking at [Competitor]" and you freeze. This workflow builds a battle card from publicly available information so you have strengths, weaknesses, obj
Premium workflows (24)
The 24 workflows below are now built into the app as first-class pages. They cover the heavier strategic work and system-building infrastructure, and open with the relevant full-pack access or all-access.
Qualify a lead in 3 minutes
A new lead comes in (inbound, list, referral) and you need to decide: pursue or skip? Instead of 15 minutes of manual research across LinkedIn, their website, and Crunchbase, you feed AI the company URL and get a qualification verdict in 3 minutes.
Find buying signals on Reddit, LinkedIn, and forums
Your best prospects are talking about their problems RIGHT NOW — on Reddit, LinkedIn, Hacker News, industry forums. But you're not there when they post. This workflow sets up AI-assisted signal scanning so you catch buying intent before your competitors do.
Enrich a contact list with AI
You have a raw list of names and companies but no context to personalize outreach. Manually researching each contact takes 2-3 minutes — that's 2+ hours for 50 people. AI can infer likely role, senior
Tier your pipeline (who to call first)
You have 30-80 leads in your pipeline and limited hours in the day. Without a system, you default to recency bias (calling whoever came in last) or comfort bias (calling whoever seems friendliest). AI
Write a proposal/pitch deck outline from discovery notes
You had a great discovery call. You have pages of notes about their pain, their goals, their language. Now you need to turn that into a proposal that feels custom — not a template with their logo slap
Personalize outreach at scale (batch of 20-50)
You need to send 20-50 personalized messages but don't have 3 hours to research and write each one individually. Pure templates feel generic and get ignored. AI lets you batch-generate messages that e
Re-engage a dead lead
You have leads that went cold — they stopped replying weeks or months ago. You can't use the same angle that didn't work before. You need a fresh reason to reach out: a trigger event, a new angle, or
Update CRM from meeting notes
**What this solves:** After every call you have messy notes or a transcript, but your CRM needs structured fields — deal stage, next steps, key contacts, tags. This turns raw notes into paste-ready CR
Write a weekly pipeline report
**What this solves:** Every week you need to tell your manager what moved, what's at risk, and where you'll land. Instead of staring at a blank doc for 45 minutes, feed your pipeline data to AI and ge
Build a case study from a won deal
**What this solves:** You closed a great deal and your marketing team won't write the case study for 3 months. Meanwhile, you need social proof for active deals *now*. This turns your deal knowledge i
Prep for a QBR or deal review
**What this solves:** Your manager calls a deal review or QBR and you spend an hour scrambling through CRM notes, emails, and Slack threads to piece together the story. This gives you a structured pre
Score and prioritize your weekly tasks
**What this solves:** You have 30 open tasks, 15 follow-ups, and 8 hours in a day. Instead of working on whatever feels urgent (or easy), this gives you a ranked daily plan based on actual revenue imp
Create your personal sales playbook
**What this solves:** You've been selling for years and you're good at it — but your process lives in your head. When you onboard a new hire, you can't just hand them "how you sell." This turns your t
Build a Reddit signal-discovery pipeline for your ICP
Your prospects are talking about your problem right now — on Reddit. They're never going to fill out your contact form. This workflow builds a daily-running pipeline that scans target subreddits, scores posts against your specific problem space, and surfaces the 5–10 highest-intent threads each morning. You stop fishing in cold lists and start replying to people who are actively asking.
Build a company-news signal monitor (Google News + Hacker News)
Companies announce their buying triggers publicly — funding rounds, new office openings, key hires, policy launches — but you only hear about them weeks later when a competitor already booked the meeting. This workflow builds a daily-running monitor that catches those announcements within 24 hours, extracts the company name and signal type, and surfaces a ranked list of accounts to contact this week.
Design a two-stage AI classification pipeline (cost-optimized)
Naive AI pipelines run every item through the most expensive prompt: classify, score, AND generate output in one shot. At volume — 1,000+ items/day — your token bill hits $500–2,000/month and quality stays flat. This workflow shows the two-stage pattern: a cheap batched classifier filters out 90%+ of items, then an expensive sequential generator runs only on what survived. Same quality, 5–10x cheaper.
Build a contact-enrichment grid (CSV → enriched → CRM)
Your CRM hands you 100 accounts to chase. You need to find the right people at each company — by title, by region, by seniority — and you need a 1-line "why this person" hook for each. Manually that's 2+ hours of LinkedIn/Surfe/Apollo tab-hopping. This workflow builds a local-first grid that ingests your CSV, runs enrichment agents in parallel, lets you review the results, and exports back to your CRM. You get the operational benefit of Clay without the $800/mo bill.
Set up persona-tier-targeting for outbound
"We sell to HR" isn't a targeting strategy — it's a tag. When you outreach 50 accounts, you don't know whether to reach the CHRO or an HR Manager, and you waste touches on wrong-fit contacts. This workflow defines explicit tier-1 and tier-2 personas per region, encodes them as config, and turns "we sell to HR" into a deterministic filter your enrichment and outreach tools obey.
Set up safe rate-limited scraping for public APIs
Reddit's `.json` endpoints, Google News RSS, Hacker News Algolia — all free, no API keys needed. But hit them aggressively and you'll get IP-banned within hours, losing days of pipeline output and forcing you to buy a proxy service ($30–200/mo). This workflow defines the defensive scraping pattern that lets you run daily signal pipelines indefinitely without ever paying for proxies or getting banned.
Build a daily prospecting digest (email + dashboard)
You spent 5 hours building a signal pipeline that surfaces 10 leads/day. Three weeks later you stop checking the dashboard. The pipeline is useless. This workflow wraps the pipeline in a forcing function — a 6 AM email digest that lands in your inbox with the top 5 signals, suggested replies pre-written, and one-click links to act. You can't NOT see it.
Design score-based engagement rules (when to pitch vs help)
Every BDR who starts replying on Reddit/forums/LinkedIn comments makes the same mistake: they pitch every time. They get downvoted, reported, banned within 2 weeks. This workflow defines a score-based rule set that tells you (and your AI reply generator) WHEN to mention your product, WHEN to give pure value, and WHEN to engage at all. It's the missing rule that separates "BDR who closes from Reddit" from "BDR banned from r/everything."
Build a two-table dedup strategy for AI pipelines
Your signal pipeline scans the same subreddits/news-sources daily. Without proper dedup, you re-classify the same low-score post 30 times in a month. That's 30x the token cost for zero new information. This workflow shows the two-table dedup pattern that ensures every item is classified exactly once in its lifetime — the difference between $50/mo and $500/mo on a typical pipeline.
Wire a BDR pipeline that pulls signals from 5+ sources
You built a Reddit scanner. Then a news monitor. Then a LinkedIn jobs tracker. Now you have 5 dashboards, 3 email digests, and no idea which signal across sources is "the most important one to act on TODAY." This workflow shows the aggregator pattern: normalize signals from N sources into one ranked queue, with cross-source dedup so the same company doesn't appear 5 times. One dashboard, one digest, one daily priority list.
Turn launch interest into first paying customers
Launch day generates a spike of attention — signups, waitlist adds, comments, DMs. Then most founders do nothing but "keep them posted" and the interest decays into a dead email list. This workflow is the playbook to convert that spike into your first paying customers: triage by buying signal, reach out fast while it's warm, run a short discovery conversation, make a real ask, and follow up the ones who didn't bite.
Get notified about new workflow drops
The library is now fully in the app: free workflows, premium workflows, and pack pages all share the same catalog. We send weekly updates with new workflows, blog posts, and what we shipped. One email Sundays. No spam.