ACE · Sales
Chief Revenue Officer
Research, pitch, handle objections, close, and watch the pipeline (includes lead-monitor).
TRELLIS Stands up an autonomous account-based marketing engine that identifies top target accounts, enriches them with intent data, auto-generates a 1:1 personalized microsite per account, and routes a tailored outreach sequence to it — compressing a weeks-long ABM campaign into an automated flow reps run without marketing tickets. Triggers on: 'build an ABM campaign', 'account-based marketing', 'personalized microsite for prospects', 'target account outreach', 'one-to-one landing page per account', 'intent-based outbound', 'warm up my best-fit accounts', 'scale personalized outreach', 'abm engine', 'per-account microsite'. Use for any B2B {{ORG_NAME}} motion that sells to named accounts and needs personalized assets at volume.
Make sure no paid ad goes live with broken tracking, the wrong goal, the wrong link or unconsented proof, so every dollar spent can be counted against cost per {{PRIMARY_CONVERSION}}. Runs a pre-flight checklist on a creative launch package and the ad account settings before a human publishes: one campaign / one ad set / many ads, optimization goal matches {{PRIMARY_CONVERSION}}, pixel + Conversions API + UTM per creative ID, canonical URL, platform add-ons stripped, cost guardrail set, CTA on the paid route (never the organic freebie route), and consent on any customer proof. Returns PASS or BLOCK per item. Never publishes. Triggers on: 'are we ready to launch', 'pre-flight the ads', 'verify the launch', 'check before I publish', 'is tracking working', 'launch checklist', or any request to check paid ads before they go live.
SOAPBOX Triage cold inbound speaking inquiries against the operator's pricing floor, vertical strategy, audience minimums, and Tier Zero windows. Auto-escalate the high-fit ones to the operator with a pre-call brief. Auto-draft polite declines for the low-fit ones (PENDING_APPROVAL). Always-escalate the judgment-required ones with a structured fit summary. Reads SOP §VI (qualification rules) and §II (pricing tier rules). Ace agent skill in the Booked plugin. Composes with discovery-prep (AICOS) for warm-call brief drafting and inbox-triage (AICOS) which surfaces inquiries in the first place. Triggers: 'qualify this inquiry', 'triage this speaking inquiry', 'should I take this gig', 'does this fit my speaker rules', 'run inbound qualifier', 'inbound speaker triage', 'check this against my SOP', or fires automatically when DASH's inbox-triage flags an email as a speaking inquiry.
SOAPBOX The Podcast & Stage Booking Agent - the AI employee that owns the operator's booking motion end to end: fills the paid-stage and podcast pipeline, triages inbound inquiries against the operator's real rules, preps them before they walk on, follows through in the 48 hours after, and keeps every past host and bureau warm. Routes to five specialist skills and holds the operating SOP - pricing floor, vertical strategy, decision-maker taxonomy, cadence, qualification - that compounds every time the operator corrects it. Triggers: 'run my booking desk', 'book me on more stages', 'get me on podcasts', 'who should I be pitching', 'should I take this gig', 'prep me for my talk', 'I just spoke at', 'who is going cold', 'speaker pipeline', 'booking agent', 'paid stage', or any request about getting booked, qualifying a speaking inquiry, prepping for a stage, following up after one, or maintaining host relationships. Built for the operator who wants booking to be a system someone owns.
SOAPBOX Fires 48 hours after every speaking gig. Drafts the four-part post-event followup: a thank-you to the host, a one-page recap with audience signals, a researched referral ask, and a case-study capture for the operator's Atlas Folder. DASH agent skill in the Booked plugin. Reads the operating SOP at templates/speaker-revenue-ops-sop.md (Section VII), the operator's voice profile from 00-Handbook/, and the event record from 02-Clients/. Drafts respect operator's voice; nothing sends without approval. Triggers: 'draft post-event followup for {{host}}', 'process my {{event}} followup', 'run post-event followup', 'I just finished speaking at {{event}}', 'thank-you draft for {{host}}', 'recap for {{event}}', 'capture the case study from {{event}}', or fires automatically 48 hours after a calendar event tagged as a speaking engagement. Composes with case-study (AICOS plugin), referral-request (AICOS plugin), and hands off to speaker-relationship-check-in (Booked plugin) for the next-quarter...
BUGLE The Sales / Growth Lead: the AI employee that runs {{OWNER_NAME}}'s revenue motion end to end. Owns the Sales & Growth roster (class 600) and routes each request to the right play: prospect research, cold outreach, follow-up, objection handling, proposals, conversion-leak audits, live billing, and daily lead/pipeline monitoring. Drafts in your voice; read-only by default, so nothing sends, commits, or bills without your approval. Stack-adaptive across your CRM and comms. Triggers on: 'run my sales lead', 'growth lead', 'work my pipeline', 'who should I follow up with', 'help me close', or any prospect-to-close request.
SOAPBOX Pre-stage prep brief for any upcoming speaking engagement. Composes host research, audience intel, prior-call context (from Granola transcripts), past case-study patterns from same vertical, and a tactical run-of-show with key questions, anchor stories, and likely Q&A directions. DASH agent skill in the Booked plugin. Reads 02-Clients records, voice profile, and SOP. Composes with discovery-prep (AICOS), sales-research-prospect (AICOS), and meeting-to-action (AICOS) for prior-call extraction. Triggers: 'prep me for my talk at {{event}}', 'speaker event prep for {{host}}', 'prep brief for {{date}} keynote', 'walk me through my upcoming gig', 'run event prep', 'who am I speaking to next week', 'audience intel for {{event}}', 'pre-stage briefing', or fires automatically 48 hours before any calendar event tagged speaking / keynote / workshop.
SOAPBOX Build a paid-speaking pipeline: point the operator's positioning at a target vertical and produce a roster of associations, speaker bureaus, conference producers, summit organizers, and corporate L&D buyers — each with named decision-maker, positioning fit-score, and queued outreach drafts. Master revenue skill in Ace's stack. Reads positioning + voice from the Atlas Folder (00-Handbook + 04-Content), writes pipeline to 03-Prospects with optional mirror to the operator's CRM backend. Triggers: 'build my speaker pipeline', 'find me speaking gigs in {{vertical}}', 'speaker gig pipeline for {{niche}}', 'who books speakers in {{industry}}', 'run speaker gig pipeline', 'find associations and bureaus in {{vertical}}', 'queue speaker outreach', 'fill my speaking pipeline'. Vertical-agnostic — works for any speaker, consultant, fractional exec, or coach booking high-ticket engagements. Composes with cold-outreach, follow-up, proposals, sales-research-prospect.
SOAPBOX Quarterly relationship maintenance for past hosts, speaker bureaus, conference producers, and decision-makers in the operator's network. Surfaces cooling relationships before they go cold, drafts warm re-engagement touches, and keeps the relationship freshness KPI above target. The DASH skill that protects every gig the operator has already booked from decaying into a single transaction. Reads SOP §VIII (relationship cadence), voice profile, and 02-Clients records. Composes with comms-cadence (AICOS), strategic-partner-manager (AICOS), and contact-manager (AICOS) for the contact layer. Hands hot re-engagement targets to Ace's speaker-gig-pipeline when a cold past host warms back up. Triggers: 'run relationship check-in', 'who do I need to touch', 'who's cooling on my speaker side', 'quarterly check-in pass', 'past hosts I haven't talked to', 'bureau touch this week', 'speaker relationship sweep', 'tuesday cadence', or fires automatically Tuesday 10:00 CT per scheduled task.
Keep a steady supply of distinct, on-brand, source-backed paid ad creative in front of a human who presses launch, so cost per {{PRIMARY_CONVERSION}} falls week over week. Runs the paid creative loop end to end: swipe and winners intake, five-field concept briefs, a distinctness gate, brand-bound executions (image plates with layered composition; video only from real footage), actual-output review, a creative launch package, organic winners re-admitted to paid, and a weekly kill/promote recommendation. Does creative, not media buying. Triggers on: 'what should we launch next', 'queue my ads', 'run the ad cycle', 'brief new ad concepts', 'turn this organic winner into an ad', 'build the launch package', 'kill or promote this week', 'are my ads fatiguing', or any request to produce, review or refresh paid ad creative.
SQUARE Audit a founder's authority positioning and credibility signals across website, LinkedIn, and offer pages. Identifies misalignment between identity claims, platform presence, and commercial offers. Produces a scored report with a prioritized action plan. Triggers on: 'audit my authority', 'authority audit', 'check my positioning', 'am I positioned right', 'does my brand make sense', 'website audit', 'LinkedIn audit', 'is my messaging consistent', or any request to evaluate how the founder shows up online.
TRELLIS Design a stable, truly-autonomous high-volume sales pipeline — outreach → AI qualification → AI analysis/underwriting → offer generation — that one operator can run at enterprise volume without it breaking at scale. Maps every step to the trigger → listener → output framework, adds an orchestration/watcher agent that self-corrects before passing work downstream, keeps batches at the proven working-unit size, and makes every agent log its state so failures are visible. Use for any high-volume direct-sales motion (real estate acquisition, insurance, mortgage, B2B/ABM, solar). Triggers on: 'automate my sales pipeline', 'build an autonomous sales engine', 'my agents lose track of leads', 'scale my outreach', 'design an AI sales pipeline', 'my automation breaks at volume', 'qualify and underwrite leads with AI', or any request to make a high-volume sales process run itself.
Bridges a member into Becca, a third-party open-source cold-outreach SDR that finds prospects in Apollo, writes human-sounding cold email, keeps the CRM current, works the reply inbox, and books calls. Does not restate her install docs — pulls her live source from github.com/OscarH30/hermes-becca, checks it for drift against a known-good baseline, and applies a self-expiring overlay of verified defect patches plus the preflight, sending-domain, deliverability, and verification steps her package does not carry. Triggers on: 'install Becca', 'set up the SDR', 'hermes-becca', 'AI SDR', 'cold email agent', 'cold outreach', 'prospecting agent', 'book more calls', 'Apollo outreach', 'install a Hermes agent', 'install a Hermes profile'.
AUGER Deep buyer psychology diagnostic — the FOCUSED tool for understanding one buyer segment. 11-step analysis: goals, complaints, dreams, objections, fears, mistaken beliefs, expensive alternatives, offer benefits, reframes, and targeting. Use buyer-blueprint for focused psychology on ONE segment. Use marketsauce-blueprint for buyer + creative brief + content strategy. Use marketsauce-prime for full 10-phase market diagnostic. Triggers on: 'buyer blueprint', 'buyer psychology', 'who is my buyer', 'deep dive on my audience', 'segment analysis for...', or any request for focused buyer/audience psychology research.
BUGLE Master orchestrator for the CATALYST growth engine. Assesses where you are in the IP-to-revenue journey, routes to the right growth phase and skill. This is the DEFAULT entry point for all growth, marketing, and sales work. Triggers on: 'run CATALYST', 'grow my business', 'what should I market', 'help me sell', 'productize my expertise', 'launch my offer', 'marketing plan', 'sales pipeline', 'brand audit', 'content strategy', or any request to turn expertise into revenue. Routes to AICOS chief-of-staff for operational tasks.
VECTOR Write personalized cold outreach emails and LinkedIn messages with multi-touch sequences. Triggers on: 'cold outreach', 'cold email', 'reach out to', 'outreach sequence', 'LinkedIn message', 'prospecting email', 'write an intro email', or any request to initiate contact with new prospects.
SCOUT Analyze competitors and market positioning — competitive intelligence, positioning gaps, pricing comparison, messaging teardowns, feature matrices, and strategic recommendations. Triggers on: 'competitor analysis', 'competitive research', 'who are my competitors', 'market positioning', 'competitive landscape', 'analyze this competitor', or any request for competitive intelligence.
DOWSER Audit a sales page or landing page end-to-end for conversion leaks and ship the fixes — a pipeline, not a one-pass review. Fetches the page, builds the target customer avatar, analyzes the page from several conversion angles (message-market match, clarity, value & mechanism, trust & proof, offer & risk, friction & CTA, flow), produces a prioritized leaks-and-solutions report, and persists structured findings to your database so audits compound. Triggers on: 'audit my sales page', 'conversion leak audit', 'copy audit of a sales page', 'review my landing page copy', 'why isn't my page converting', 'check my sales copy', 'find conversion leaks', 'where am I losing conversions', 'sales page teardown', or any request to diagnose and fix a page's conversion. Use before a launch, after a traffic spike with weak conversion, or on any underperforming page.
GAMBIT Prepare for discovery calls with prospect research, call agendas, and probing questions. Triggers on: 'prep for discovery call', 'call prep', 'discovery questions', 'meeting prep for', 'research this prospect', 'I have a call with', or any request to prepare for a sales or qualification meeting.
DRUMBEAT Build strategic follow-up sequences that re-engage stalled prospects and convert pipeline opportunities. Produces value-driven multi-touch message sequences with timing, channel selection, and escalation logic. Triggers on: 'follow up', 'follow-up sequence', 'they went cold', 'nurture campaign', 'check in sequence', 're-engage leads', 'build a drip', or any request to systematize prospect or client follow-up.
TALON Daily lead + pipeline monitor for {{OWNER_NAME}}. Reads the CRM and the day's touchpoints (calls/voice notes, SMS, email) and returns one morning recap: new leads out of the CRM, the state of every active lead, what has gone cold, what to act on today (with drafts in your voice), and the few items that need you now, sent direct instead of lost in a busy channel. Stack-adaptive across the member's CRM and comms tools. Read-only by default: nothing sends and no record changes without explicit approval. Triggers on: 'run my lead monitor', 'lead briefing', 'pipeline pulse', 'what's happening with my leads', 'daily lead recap', or the scheduled morning run.
SOAPBOX Turn live-selling session recordings (TikTok Shop, QVC-style, Instagram/Facebook Live, livestream commerce) into a data-backed sales playbook for your team. Ingests one or more live-sell transcripts, maps the timeline to what was happening (product reveal, offer, urgency push, Q&A, CTA), correlates those moments with engagement and buying signals, extracts the lines and tactics that actually moved sales versus the ones that stalled, and compiles a repeatable playbook (hooks, talk tracks, offer timing, objection handling) your hosts can run next time. Triggers on: 'live selling playbook', 'analyze my live sell', 'what worked in my livestream sale', 'TikTok Shop live analysis', 'live commerce playbook', 'review my live shopping session', 'improve my live selling', 'livestream sales breakdown', 'QVC-style playbook', or any request to learn what's working in live/livestream selling from a recording. Use after a live-sell session, or across several, to codify what converts.
AUGER Comprehensive marketing research and buyer psychology framework that generates detailed Buyer's Briefs, Creative Briefs, and content strategies. Triggers on "run a MarketSauce® blueprint", "create a buyer's brief", "execute MarketSauce® for...", or requests for deep market/audience analysis with psychosocial insights. Outputs downloadable Word documents with full marketing blueprints including audience segmentation, pain points, goals, objections, brand voice, and social content.
SEXTANT 10-phase market intelligence diagnostic combining buyer psychology, competitive SWOT, Blue Ocean strategy, and implementation roadmapping. One command replaces a week of research. Triggers on: 'run MarketSauce®', 'MarketSauce® PRIME', 'market diagnostic for...', 'market research', 'competitive analysis', or any request for full market analysis. Also triggers when someone describes their business and wants to understand their market position.
PARRY Navigate sales objections with proven frameworks — rebuttals, conversation pivots, and reframes. Triggers on: 'handle this objection', 'they said it's too expensive', 'objection handling', 'price objection', 'they want to think about it', 'overcome objections', or any request to respond to prospect pushback.
PARRY Check if your offer, content, and online presence are telling the same story. Identifies gaps between what you sell, how you talk about it, and what your audience actually needs. Produces a unified messaging framework. Triggers on: 'is my offer aligned', 'does my messaging match', 'story consistency check', 'messaging audit', 'offer-content gap', 'unified messaging', 'are my channels consistent', or any request to verify that offers and content are cohesive.
Researches your own customers to find what they struggle with, what that makes them feel, and what they really want, then writes it up as a source file that ad, landing page, email and social copy can be written from. Interviews you first, finds your best customers from Stripe or a CSV (spend, tenure, repeat purchases), then reads sales calls, client calls, reviews and video testimonials. Separates what people SAY ('too many hats') from what they FEEL ('burned out') and WANT ('my life back'). Outputs a Markdown research file, plus a visual report with the full package. Triggers on: 'research my customers', 'find my customers pain points', 'who are my best customers and what do they struggle with', 'what do my customers really want', 'why do people buy from us', 'build a customer pain report', 'research my best customers', 'say feel want research', 'pain point researcher'. Own-customer research only; for a quick swipe-copy pass use voice-of-customer-miner.
Turn partnerships into a repeatable source of {{PRIMARY_CONVERSION}}: sponsors, co-promotion partners, affiliates and resellers, and creators-as-partners, landed one right target at a time and grown into renewals. Runs the full loop: blitz, target, map, enrich, pitch with a sample asset made for that partner before the ask, human-approved send, close, activate, follow up, review, and open the next conversation. Every message is staged for a human to send; every partner gets an outcome ledger entry. Triggers on: 'run a partnership blitz', 'find sponsors for <event or offer>', 'land a sponsor', 'who should we partner with', 'co-promotion with <brand>', 'set up an affiliate or reseller partner', 'pitch <brand> as a partner', 'where is <partner> in the loop', 'activation checklist for <partner>', 'partner follow-up', 'renew <partner>', or any request to find, pitch, close, activate or renew a business partner.
HANDSEL Generate winning proposals and SOWs — professional sales documents with pricing, scope, and terms. Triggers on: 'write a proposal', 'create SOW', 'proposal for', 'scope of work', 'pitch document', 'send a proposal', or any request to create sales documents that close deals.
RIPPLE Generate personalized referral request messages for existing clients who have received measurable results. Triggers on: 'ask for referral', 'referral request', 'get referrals', 'referral email', 'ask for introductions', or any request to systematize referral generation.
QUARRY Research prospects before outreach. Gathers intel from web, social, company data. Use when preparing for cold outreach, discovery calls, or account planning.
HANDSEL Turn an offer into live Stripe billing from one conversation — products, prices, payment links, and custom deals — without leaving Claude. Takes the offer (what's sold, price, terms, one-time or recurring), confirms the details, creates the product and price in Stripe, and returns a shareable payment link or checkout, so you can package and close a deal in the moment. Handles custom one-off deals (a bespoke price for a specific client), tiered packages, and subscriptions. Triggers on: 'create a Stripe product', 'make a payment link', 'set up pricing in Stripe', 'build this offer in Stripe', 'package this deal', 'create a custom price for a client', 'spin up a checkout link', 'sell this through Stripe', 'close this deal in Stripe', or any request to stand up billing for an offer. Built for closing deals live on a call.
Give every new ad concept a researched starting point, so paid creative tests real market patterns instead of guesses and reaches {{PRIMARY_CONVERSION}} faster. Maintains a tagged swipe file of competitor and category ads from the public ad library, plus the member's own winners: angle, format, hook, offer, proof type and run length as a longevity signal. Produces a weekly signal brief of patterns, gaps and test hypotheses for the AI Ad Employee. Research to inspire hypotheses, never to clone. Triggers on: 'what are competitors running', 'add this to the swipe file', 'update the swipe vault', 'show me hooks for this offer', 'what angles keep coming up', 'log this ad library find', or any request to research or catalogue ads in the category.
CONCH Mine the verbatim voice of your customers from real sources — sales-call transcripts, support threads, reviews, survey replies, DMs, win/loss and churn notes — into a structured insight bank of the exact pains, desired outcomes, objections, and phrases your buyers actually use, then turn that language into copy-ready swipe blocks. Triggers on 'voice of customer', 'VoC', 'mine customer language', 'customer research for copy', 'what words do my customers use', 'analyze sales calls for messaging', 'customer interview synthesis', 'review mining', 'find my customers exact words', or any request to turn raw customer feedback into messaging. Run it before writing or rewriting a landing page, sales page, email sequence, or ad, so the copy speaks in the customer's own words instead of the founder's.
SCOUT Autonomous website reconnaissance and intelligence reporting. Scrapes any website via Firecrawl, maps site architecture, analyzes key pages, and produces a standardized intelligence report. Triggers on: 'research this site', 'web recon on', 'analyze this website', 'what does [company] do', 'pull intel on [URL]', or any request to investigate a website. Use this even when someone drops a URL and says 'tell me about this.'