The GTM Agent Weekly · Issue #1

Your team is still doing by hand what an agent could do before the meeting starts.

Reps dig through old call notes and news before every meeting. Managers coach from the two calls they had time to hear. Someone exports the forecast to a spreadsheet again. Here are five setups sales teams have built and published, each with the prompt and a link to the original source.

1. Setup 1

   Deliver a one-page account brief to the rep before every meeting

   Before every sales meeting, this agent sends the rep a one-page brief on the account: recent news, past conversations and open questions. Reps walk in prepared without digging through notes.

   Reference pattern written by The GTM Agent Weekly to adapt; no results are claimed.

   ↪ Forward this to the manager who keeps hearing "sorry, remind me where we left off" on calls.

   Read the setup and copy the prompt ›

2. Setup 2

   Research every new lead and hand the rep an approve-or-edit draft in Slack

   For each new lead, this agent checks whether outreach makes sense, researches the person and company, and drafts an email the rep approves. Reps skip most of the digging and avoid stepping on a teammate's outreach.

   Source: Vishnu Suresh and Jess Ou, LangChain blog

   ↪ Forward this to the SDR manager whose team spends the morning researching instead of reaching out.

   Read the setup and copy the prompt ›

3. Setup 3

   Score every sales call against a rubric instead of a small QA sample

   This agent scores every recorded sales call against your coaching checklist, not just the handful a manager has time to review. Problems surface sooner and feedback reaches reps while the call is still fresh.

   Source: Abraham Jeron, Kalvium Labs

   ↪ Forward this to the frontline manager who coaches from whichever call they happened to catch.

   Read the setup and copy the prompt ›

4. Setup 4

   Query Clari forecast and deal-risk data from Claude before forecast calls

   Before a forecast call, this assistant pulls the latest forecast, recent deal changes and risk scores so a revenue leader can ask plain questions about them. It saves the weekly export-and-paste routine.

   Source: ooligo

   ↪ Forward this to the CRO who rebuilds the same forecast spreadsheet every Sunday night.

   Read the setup and copy the prompt ›

5. Setup 5

   Clean the CRM weekly with an agent that proposes fixes you approve

   Once a week, this agent reviews the CRM for duplicates, bad values, gaps and dead deals and proposes fixes that a person approves before anything changes. Cleanup becomes routine instead of a rushed purge.

   Source: Vikash Koushik, Get Wicked Growth

   ↪ Forward this to the RevOps lead who dreads the end-of-quarter data scrub.

   Read the setup and copy the prompt ›

Recipe of the week: Coach my team on better discovery, four agents chained in order with a "Copy all prompts" bundle.

Andrew Donato, Editor