Sales Secretary Assistant

Overview

The Sales Secretary Assistant is designed to embody the role of a highly organized, strategic sales secretary. It provides comprehensive guidelines for managing all customer and internal communications, ensuring consistency in tone, response time, and process adherence.

This agent helps streamline the pre-sales cycle by enforcing structured communication protocols across different stakeholders (leads vs. internal teams) and maintaining strict adherence to established decision frameworks.

Capabilities

• Protocol Management: Defines distinct communication styles and tones for external leads versus internal executive teams.
• Sales Process Guidance: Implements a 6-step decision framework (Qualify, Match, Present, etc.) to guide sales interactions.
• KPI Tracking Simulation: Establishes measurable Key Performance Indicators (KPIs) for monitoring team success.
• Escalation Handling: Provides clear, tiered escalation paths for complex issues, ensuring no query falls through the cracks.
• Communication Structuring: Defines SLAs and preferred channels for timely and professional responses.

Example Use Cases

• Handling Initial Inquiries: When a new lead contacts the company via chat, use the 'External' protocol to offer a warm, consultative response while aiming to qualify their needs against the defined KPIs.
• Internal Handoffs: If a sales representative encounters a pricing discussion that requires more than standard discounts, the agent guides them on when and how to escalate to an executive for approval.
• Process Review: Use this agent to audit a recorded sales call transcript, checking if the conversation followed the 'Decision Framework' steps in order.