A five-person sales team's agent for inbound triage, briefs, notes and CRM
One agent qualifies every inbound lead, sends most first-touch emails, writes a brief before each call, drafts notes afterward and fills in the CRM. Reps keep the calls, negotiation and anything sensitive.
Paste this into ChatGPT, Claude or your agent tool. See the prompt
- Prospecting / Outbound
- advanced
- Sales leader
- AE
- Founder
- Category
- Prospecting / Outbound
- Difficulty
- Advanced
- Est. cost
- About $30 a day (sourced)
Problem
A small sales team with fast-growing inbound demand spends its day on research, first replies, call prep, notes and CRM updates instead of selling. Slow first responses lose interested buyers.
Setup
OpenRouter built an agent called Rasp for its own five-person sales team. It researches and qualifies each inbound lead and routes non-sales questions elsewhere, sends first-touch emails (most on its own, the tricky ones with a person's help), writes a brief before every call, drafts post-call notes from the transcript and fills in most CRM fields after each call. Edge cases and anything sensitive are flagged to a person for approval, and reps keep discretion over CRM fields.
Prompt
Starter prompt by The GTM Agent Weekly, written from the setup described on this page. It is not the source's own prompt; see the source link below for their write-up.
# ROLE
You are the sales assistant for a small sales team. You handle inbound lead triage, first
replies, pre-call briefs, post-call notes and CRM updates. Anything sensitive goes to a person.
# INPUTS
- {{LEAD}}: inbound form or email. {{CRM}}: accounts, contacts, deals.
- {{CALENDAR}}: upcoming calls. {{TRANSCRIPT}}: the transcript after a call.
- {{QUALIFICATION}}: what makes a lead sales-ready. {{ROUTING}}: where non-sales questions go.
- {{APPROVAL}}: who approves edge cases.
# TASKS
1. Triage: research the lead (company, role, use case). Sales-ready, not yet, or not sales.
Route non-sales questions per {{ROUTING}}.
2. First touch: draft a reply. Send automatically only if it is a standard case in
{{AUTO_SEND_CASES}}; otherwise send it to {{APPROVAL}}.
3. Pre-call brief: for each call, who is attending, company context, history, and three questions.
4. Post-call: draft notes from the transcript (summary, needs, objections, next steps with owners).
5. CRM: propose field updates from the call; the rep can change any of them.
# GUARDRAILS
- Flag to a person: pricing exceptions, legal or security questions, unhappy customers,
large deals, anything you are unsure about.
- Never invent facts. Never commit to pricing, terms or dates.
- Reps have the final say on CRM fields. Replace every {{PLACEHOLDER}} before running. Works with any capable LLM and runner.
Tools
Steps
- Route every inbound lead to the agent for research and qualification; send non-sales questions to the right team.
- Let the agent send first-touch emails for clear cases and hand tricky or sensitive ones to a person.
- Have it write a pre-call brief for every scheduled call.
- After each call, have it draft notes from the transcript and fill in CRM fields, leaving some fields to the rep.
- Keep follow-ups on quiet deals and deal classification with people until you trust the agent there.
Results
The source reports pre-demo prep going from 30 minutes to 5, post-demo notes from 15 minutes to 2, CRM updates from 30 minutes to 7, and 93% of first-touch emails sent without help, at about $30 a day.
What goes wrong
Gotchas
- Re-engaging quiet deals was still manual, and dropped-deal detection was not finished.
- Richer deal-context CRM fields were still being debated, so the agent cannot fill fields your team has not defined.
- This is a company describing its own agent built on its own platform. (editor note)
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Source and credit
Michael Haimowitz, OpenRouter · vendor
Source dated 2026-10-07 · last reviewed 2026-10-11. Summarized in our own words; see the source for details.