Sales Follow-Up Specialist
Meet Glenn
Reads every sales call transcript, classifies outcome as Tier 1 (hot, send proposal), Tier 2 (warm, re-engage later), or Tier 3 (not now, close-lost). Drafts tier-appropriate follow-up email, proposes a deal stage move, and waits for human approval in Slack before sending. Source: Jim (Probo).
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Where Glenn gets things done
Glenn
Sales Follow-Up Specialist
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Meet the rest of the team
Other agents in the Customer Success Team team
Ellen
Executive Coaching Agent
Reads sales and CS call transcripts post-meeting. Flags yellow (minor) or red (major) coaching moments in real time via Slack DM to the rep. Rep can reply with context; agent learns from the feedback and updates its scoring skill. Source: Alaina (Mixteap) Apr 15.
Jalen
Churn Signal Analyst
Team-wide agent that runs daily churn risk detection. Pulls product usage, support tickets, NPS, and call transcript sentiment, evaluates rules to promote or demote account risk levels, opens save plans when thresholds hit, drafts outreach based on the primary
Leslie
CS Team Coordinator
Team-level agent for CS leaders. Rolls up book-of-business health across direct reports, delivers a weekly "who needs help" digest, and flags reps with stale coaching cadence or sliding attainment.
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