An outbound sales workspace for founder-led sales teams managing prospect pipelines, running cold-call roleplay, and tracking deal velocity in Taskade.
What's Included
- Prospect Pipeline: Stages from Cold to Warm to Qualified to Closed with deal value and owner
- AI Cold-Call Roleplay: AI agent plays a prospect — founder rehearses discovery, objection handling, and closing
- Deal Scoring Agent: Scores each prospect on ICP fit, engagement level, and pipeline stage velocity
- Outreach Automation: Personalized email sequences triggered by stage changes and last-touch date thresholds
- Salesforce + HubSpot Sync: Deal data pulls daily — no manual CRM entry
How To Use
- Clone this agent into your Taskade workspace
- Paste your ICP definition and import your prospect list
- Connect Salesforce, HubSpot, or Gmail for deal sync and outreach automation
- Train the Roleplay Agent on your sales playbook and top objections
- Set up automation triggers for follow-up cadences and deal-stage alerts
Founder-led sales moves faster when the AI handles roleplay prep and follow-up sequences. Browse more sales apps in the Community Gallery.