Learning Objectives
After completing this unit, you'll be able to:
- Map sales stages to agent work.
- Describe a rep-in-the-loop handoff.
Agents at Every Stage
- Prospect: an agent researches the account and suggests contacts.
- Qualify: an agent drafts discovery questions from the account history.
- Propose: an agent drafts the proposal email.
- Close: an agent flags risk and updates the forecast.
Keep Reps in the Loop
Agents prepare; reps decide. Every draft waits for review, and every update is logged on the opportunity so the next person has the full story.
Tip
Start with the stage your team likes least. That's where an agent earns trust fastest.
Quiz
To complete this unit, you need to answer all the quiz questions correctly.
+200 Points
1What does an agent do at the prospect stage?
2Where should you start with agents?