Corey JamesThe story
An inquiry arrives through the website, an email, a chat or a direct message. The agent creates the contact, the company and the deal, reads what it can about the company and sends a reply that answers the question asked. It sets the follow-up task, sends the reminder when the day comes and moves the deal through the pipeline. On Monday the sales lead gets the pipeline review.
The crew
The specialists behind this role, grouped by the kind of work they do.
Speaks to people
- Inbound Mail ClerkIt reads mail sent to the business's addresses, sorts it, answers routine questions, opens a task for anything that needs a person, and notes it on the sender's record.Also serves The Recruiting Marketer
- Website Chat AgentIt answers visitors in the website chat as a named agent, corrects or removes its own messages, and sends proactive messages such as order updates or announcements to one visitor or a batch.Also serves The Shop Manager
- Sales Follow-up AssistantIt makes sure every conversation has a next step: it creates follow-up tasks with due dates, writes notes on deals, contacts and companies, and keeps the related files.Also serves The Revenue Rescuer
- Website Visitor AssistantOn any page of the site it gives the visitor's assistant ready-made actions for a fit report, a search, a page summary, an introduction and a message to the owner.Also serves The Assistant-Ready Website
- X Direct Message DeskIt reads direct messages and, for approved outreach, sends messages only from a checked preview of recipients and text.Also serves The Conversation Finder
- Campaign Follow-up AgentIt moves engaged readers into a follow-up sequence and hands the most engaged ones to sales.Also serves The Email Marketer
- Lead Capture DeskWhen someone shows buying interest in a Facebook message, an X direct message, a website chat or an email, it creates the contact and company, opens a deal, sets a follow-up task and answers with a payment link where that fits.Also serves The Reputation Guard
Does the work
- Sales Pipeline ManagerIt keeps every deal in the right stage of the right pipeline, links deals to the people and companies involved, imports deals from other tools, and reports the pipeline.Also serves The Chief of Staff, The Sales Engineer
- Page Inbox CollectorIt collects new Page comments and messages, and on a slower cycle tagged posts and ratings, so nothing waits for someone to look.Also serves The Reputation Guard, The Social Desk
Challenges decisions
- Pipeline Weekly ReviewerEach week it lists deals that have stalled and tasks that are overdue, writes a note on each, and sends the summary to the team's chat.Also serves The Morning Brief
Keeps knowledge
- Company Records ManagerIt keeps one record per customer company, links the people and deals to it, and imports company lists.Also serves The Accounts Office
Where this crew also works
Routes
Routes this role works in. Its place in each one is filled in.