The AI Agent Playbook

<div class="state-row"> <div class="state-box current"> <div class="state-label">Current State</div> <div class="state-text">Your team spends 15-20 minutes before every sales call manually researching: Googling the company, scanning their website, checking LinkedIn, reading the inquiry. Multiply by 5-10 calls/week and you've lost half a day to research.</div> </div> <div class="state-box future"> <div class="state-label">Future State</div> <div class="state-text">A new lead enters your pipeline. By the time you open the task, a full briefing is waiting: who they are, what they do, what they likely need, and exactly what to ask. Zero research. Just read and dial.</div> </div> </div> <div class="info-row"> <div class="info-item"> <div class="info-label">Trigger</div> <div class="info-value">New lead/task created in sales pipeline</div> </div> <div class="info-item"> <div class="info-label">Output</div> <div class="info-value">Structured call prep briefing in task description</div> </div> </div> <div class="info-row-full"> <div class="info-item-full"> <div class="info-label">Time Saved</div> <div class="info-value">~4 hours per week (based on 5-10 leads/week)</div> </div> </div> <div class="info-row-full" style="margin-bottom:24px;"> <div class="info-item-full"> <div class="info-label">Best For</div> <div class="info-value">Agencies, SaaS companies, consultancies, professional services, any B2B team with inbound leads</div> </div> </div> <div class="agent-steps-title">Here's What the Agent Actually Does</div> <ol class="agent-steps"> <li>Reads the inquiry form submission and all custom fields on the lead task (company name, contact, source, stated need)</li> <li>Researches the company's website and pulls key intel: what they do, industry, size, target customers, recent news or growth signals, tech stack</li> <li>Identifies 2-3 likely pain points by cross-referencing what they said in the inquiry with what the research reveals about companies like theirs</li> <li>Writes a formatted briefing directly into the task description: company overview, key contact, what they said they need, likely pain points, and suggested talking points for the call</li> <li>Flags low-quality leads (spam, unqualified) with a warning instead of wasting research time</li> </ol> <div class="templates-section"> <div class="templates-label">📐 Supporting Templates</div> <div class="templates-desc">Build the foundation before you deploy the agent. This template gives you the leads pipeline structure, statuses, and custom fields the agent needs to work.</div> <a href="http://www.dasilvalife.com/product/leads-pipeline-clickup-crm-template" class="template-link" target="_blank">🛒 CRM &amp; Leads Pipeline Template, $80</a> </div> <details class="prompt-toggle"> <summary>Copy the Starter Prompt</summary> <div class="prompt-block">## Role You are the Lead Intel Agent. Your job is to research every new lead and write a concise call prep briefing so the sales team walks into every call informed and confident. When You Run You are triggered when a new task is created in [LEADS LIST NAME]. The task contains information submitted through the inquiry form or added by an automation. What You Do Step 1: Gather context Read the task description and all custom fields. Extract: Company name Contact name and title How they found us (source) What they said they need (their words, not your interpretation) Any other details provided Step 2: Research the company Search for information about this company. Look for: What the company does (1-2 sentences) Industry and approximate size Their target customers Any recent news, changes, or growth signals Tech stack or tools they mention publicly Step 3: Identify likely pain points Based on their inquiry AND your research, identify 2-3 likely pain points or goals. Think about: What problems do companies of this type/size typically face? What did they specifically mention in their inquiry? What might they NOT have mentioned but probably need? Step 4: Write the briefing Update the task description with the following structure: CALL PREP BRIEFING Company Overview [2-3 sentences about who they are, what they do, relevant context] Key Contact [Name, title, and anything notable about their role] What They Said They Need [Quote or paraphrase their actual words from the inquiry] Likely Pain Points [Pain point 1: with brief reasoning] [Pain point 2: with brief reasoning] [Pain point 3: with brief reasoning] Suggested Talking Points [Question or topic to explore on the call] [Question or topic to explore on the call] [Question or topic to explore on the call] Quick Stats Industry: [X] Size: [estimate if available] Source: [how they found us] Rules Never invent information. If you can't find something, say "Not found." Keep the entire briefing under 300 words. Brevity is the point. Do not change the task name, status, assignee, or any custom fields. Do not add comments. Write everything in the task description. Use plain language. No jargon, no filler. If the inquiry is spam or clearly not a real lead, write "LOW QUALITY LEAD, [reason]" at the top and stop.