Guide pack / preview
Agentic workflows for sales
Turn an approved enquiry into a discovery brief, a source-linked proposal outline and a clean pipeline review without sending anything or changing commercial terms.
A$29.00
AUD total · GST and card fees included. No added surcharge.
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Who this is for
Australian small-business owners and sales coordinators handling approved inbound enquiries, discovery notes and proposal preparation.
What is in the pack
- 16-page PDF and editable ZIP covering: Inbound enquiry to discovery brief; Discovery notes to proposal outline; Pipeline export to weekly review agenda.
- Seven Markdown operating/workflow templates; function-specific blank CSVs and registers; three fictional practice packets; three prompts; authored examples; proposed boundary tests; references, internal-use licence and member-hash manifest.
- Also includes Prepare follow ups from agreed notes: the existing companion PDF and editable Word worksheets, delivered as separate files, not a new rewritten edition.
Edition 2026.10-guides2.1. Guides and templates only. Not installed software, consulting, certification or professional advice. Examples are teaching material, not customer results. Savings are not guaranteed.
Planned delivery files
- agentic-workflows-sales-2026.10-guides2.1.pdf
- agentic-workflows-sales-2026.10-guides2.1.zip
- agreed-notes-follow-ups.docx
- agreed-notes-follow-ups.pdf
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