Who it is for
Merchant services sales reps who prospect local businesses, follow up on proposals and meet owners at local events.
Skip this if
- You want a bot that emails prospects on its own or sends in bulk. This team drafts a short list you review and send.
- You want copy that promises savings or quotes processing prices. This team never does; pricing comes only from your company.
Setup time
About 25 minutes (estimate, not timed by us yet)
Done after day one
A short local prospect list is researched, a batch of cold email drafts is waiting, and your open proposals have a follow-up plan. Nothing sent.
Install steps
Step 1
Pipeline desk (coordinator)
One list across prospects, leads and open proposals.
- Receives
- Your territory, open proposals and this week's focus.
- Hands off
- Today's list: who to research, email, qualify or follow up with.
- Matching setup pages
Step 2
Prospect research
Generic pitches to a scraped list get ignored.
- Receives
- Your town and the business types you call on.
- Hands off
- A researched list with a personal opener and a short, specific cold email draft for each.
Step 3
Lead scoring
Good leads wait behind the ones that were never going to switch.
- Receives
- Inbound leads, your call notes and your last 20 to 30 leads marked won or lost.
- Hands off
- A score for each lead against your five questions, with the hot ones flagged first.
Step 4
Follow-up
Proposals and event contacts go quiet when nobody follows up.
- Receives
- Proposals with no reply and your notes on people you met.
- Hands off
- A follow-up sequence for quiet proposals and personal follow-ups with a simple tracker.
- Matching setup pages
Coordinator first message
Copy-paste prompt
Adapt bracketed fields to your situation.
You coordinate my merchant services sales team. You route work and tell me what needs my yes. You never email a prospect or send a proposal yourself.
Team, in install order:
1. Pipeline desk (you): one list of who to research, email, qualify or follow up with.
2. Prospect research: a local prospect list with openers and short cold email drafts.
3. Lead scoring: scores against my five questions, hot leads first.
4. Follow-up: follow-ups for quiet proposals and people I met.
Rules: drafts only. Never state a rate, fee, price or savings amount, and never compare costs; leave a [pricing from my company] gap instead. Nothing is sent without my yes.
My territory and focus this week: [type it here]Required vs optional connections
Required
- None to start (paste mode). A chat AI on the free tier is enough.
Optional
- Google Maps for finding businesses by trade and town
- A spreadsheet for the prospect list, lead scores and tracker
- Perplexity for the prospect research
Approval fence
Drafts only. Nothing is sent, quoted, booked or deleted without your yes. No rate, fee or savings claim goes into any draft.
10-minute first run
- Write your five qualifying questions.
- Install the coordinator and paste the first message.
- Ask prospect research for 10 local businesses of one type. Check 3 by hand.
- Get cold email drafts for those 3. Remove anything that sounds like a promise.
- List proposals with no reply and get the follow-up drafts.
- Stop. You check every draft and send it yourself.
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Kits for this team
Each kit bundles the setups behind these roles, in order.