Alder Finch Studio, 4 specialists

Your crew

Each agent has one job, the tools it may use and a short list of what it stops for.

New agent
Tiko in a cobalt oilskin with a signal flagReading 7 of 11

Tiko

Inbox agent Reads every new message first and routes it to the right specialist. Inbox 112Runs this week0Stopped for you Juno in an orange storm coat and a hat lined with lead cardsWaiting on you

Juno

Sales agent Checks the CRM, qualifies new leads and proposes a first meeting. InboxCRMCalendar 38Runs this week6Stopped for you Bram with a chrome ship clock set to twoDrafting a new time

Bram

Scheduling agent Finds the time, sends the invitation once and moves meetings. Calendar 27Runs this week9Stopped for you Noor in a glass helmet full of index cardsCRM update failed

Noor

Records agent Keeps the CRM right: new contacts, stages and renewal notes. CRM 41Runs this week2Stopped for you

How a lead moves through the crew

Approval rules
  1. TikoReads the email
  2. JunoQualifies, proposes 14:00
  3. YouApprove or decline
  4. BramSends it once
  5. NoorUpdates the CRM

A person approves before anything leaves the studio. Every hand-off is in the run's log.

Add a specialist Give it one job, the tools it may touch and what it should stop for.