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Five sales tasks you can hand over to an agent today
Preparing meetings, spotting forgotten proposals or drafting follow-ups: repetitive tasks that an agent with context handles well, freeing up hours for the sales team.
Not all sales work is strategic. A big part of the day goes on looking for information, remembering follow-ups and preparing documents. They're perfect tasks for an agent that knows your clients.
1. Prepare a meeting
Ask for a summary of the client relationship: latest calls, emails, proposals sent and open issues. You'll walk into the meeting with the full context in a minute.
2. Spot unanswered proposals
Every Monday, an agent can review the proposals that haven't moved in over a week and send you a prioritised list.
3. Draft follow-ups
With the history in front of it, AI suggests a message tailored to each client. You review it and send it.
4. Update the board
After a call, just say "move Talleres Puig to Negotiation and add the note". The change is logged as a delegated action.
5. Automate the weekly report
Schedule an agent to summarise every Friday which opportunities moved, which were won and which need attention.
Delegating to an agent isn't losing control: it's spending your team's time on what only a person can do.