An interactive AI sales workspace for sales teams and founder-led revenue teams managing prospects, running roleplay drills, and closing deals faster in Taskade.
What's Included
- Prospect Pipeline: Stages from Cold to Warm to Qualified to Closed with deal value, owner, and last-touch date in a Board view
- Sales AI Agent: AI agent plays a prospect during cold-call roleplay — practice discovery questions, objection handling, and closing techniques
- Deal Scoring Agent: Scores each prospect on ICP fit, engagement level, and pipeline velocity to surface the highest-priority opportunities
- Outreach Automation: Personalized follow-up sequences triggered by stage transitions and last-touch date thresholds via automation triggers
- CRM Sync: HubSpot and Salesforce deal data syncs daily — no manual entry
How To Use
- Clone this agent into your Taskade workspace
- Paste your ICP definition and import your prospect list
- Connect HubSpot or Salesforce for automated deal sync
- Train the Roleplay Agent on your sales playbook and top objections
- Run daily pipeline reviews with the Deal Scoring Agent to prioritize outreach
The Sales Agent Studio handles roleplay prep and follow-up sequences so reps focus on live conversations. Browse more sales tools in the Community Gallery.