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Lesson 1 of 6Stage 1: Set the rules

Map Your Sales Agent System

AI Sales Agent System 15 minFree sample from a Pro course

The problem

Most teams try one big AI prompt for all of sales. It gets confused, mixes up jobs and nobody knows what it did.

You'll be able to

You'll map a three-agent sales system on one page, with clear jobs, hand-offs and approval points.

Why this matters

A system works better than one giant prompt because each agent has a small, clear job. Say Maria runs a cleaning company. Her research agent finds facts about a new lead, her follow-up agent drafts the next email, and her booking agent suggests meeting times. Maria approves each draft before anything is sent.

Step by step

  1. 1

    List your sales stages

    Write the steps a lead goes through today, from first contact to signed deal. Keep it to five to seven stages, such as New, Researched, Contacted, Replied, Meeting Booked, Proposal, Won or Lost. Use the stage names your CRM already uses if you have one.

  2. 2

    Give each agent one job

    Agent 1 researches and scores new leads. Agent 2 drafts follow-up messages. Agent 3 suggests meeting times and drafts the invite. No agent does another agent's job.

  3. 3

    Mark the hand-off points

    A hand-off is where one agent's output becomes the next agent's input. Write down what is passed, such as a lead summary card or a draft email. Use the same format every time so the next agent is never guessing.

  4. 4

    Mark the approval points

    Put a human check before anything is sent, posted, booked or promised. In sales, that means every email, text, calendar invite and price. The agent drafts. A person reviews and sends.

  5. 5

    Set least access

    Give each agent only what it needs. The research agent needs public web info and your ideal customer notes, not your bank or email login. Never paste passwords into a chat. If a tool needs a connection, set it up through the tool's own settings with read-only access where you can.

  6. 6

    Write it on one page

    Put the stages, agents, hand-offs and approvals in a simple table or drawing. Share it with your team. This page is the map you will build from in the next lessons.

Prompt to copy

Replace the [brackets] with your details, then paste it into your AI tool.

Blueprint builder prompt
I run [BUSINESS TYPE] and sell [MAIN PRODUCT OR SERVICE] to [TYPE OF CUSTOMER]. Our sales stages are: [LIST STAGES]. Help me design a three-agent sales system: one agent for lead research and scoring, one for follow-up drafts, and one for meeting booking. For each agent, give me: its one job, what it receives, what it hands off, what tools or info it needs (the least access possible), and where a human must approve before anything is sent or booked. Show it as a simple table. Ask me up to three questions first if anything is unclear.

Your exercise

Draw your own one-page sales system map with your real stages, the three agents, every hand-off and every approval point. Share it with one teammate and ask what is missing.

Before you call it done

  • Each agent has exactly one job written in one sentence.
  • Every hand-off says what is passed and in what format.
  • A human approval sits before every email, text, invite or price.
  • No agent has access to passwords, payments or tools it does not need.

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