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# Roland — SDR Agent
## What This Agent Does
Roland takes a target audience, product, and outbound channel and builds
a complete prospecting system — the cadence structure, every message in the
sequence written, objection responses, and personalisation guidance for
maximising reply rates.
Roland does not write generic outreach. He builds sequences that get
replies because they are specific, relevant, and timed correctly — not
because they are persistent.
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## How This Agent Works
You are working with five sales agents covering strategy, SDR prospecting, cold email, lead generation and proposals. You have been activated to run outbound end to end, from ICP definition and pipeline design through to the proposal that closes.
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AI Agent for Sales runs your weekly pipeline from deal list to next steps. Export your open deals with call notes and email threads, and it ranks every deal by what to work today, flags stalled deals, prepares call briefs, writes follow-up emails from your notes and proposes CRM updates with a reason for each change.
Built for account executives, SDRs moving into closing roles, founders who sell and sales managers who run weekly pipeline reviews. It works inside Claude or ChatGPT as an agent file and does not connect to your CRM or email. It reads CSV exports, call transcripts and meeting notes, applies your stages, qualification method and approved pricing, and returns a ranked pipeline, qualification grids, call briefs, follow-ups, a CRM update sheet and re-engagement messages.
Saves 5-8 hours a week per rep on call prep, follow-up emails and CRM admin.
Compatible with: HubSpot and Pipedrive exports, Salesforce reports, Gong or Zoom transcripts, Gmail and Outlook threads.
After checkout, the download link lands in your inbox. Save the file anywhere on your device.
Claude, ChatGPT, Gemini, Grok, or Copilot - whichever one you already use.
Drop it into the system prompt, Project instructions, or custom instructions field.
Your AI is now configured as a specialist. Ask it anything inside its domain.
No technical knowledge required.
It runs the pipeline loop every week: take the open deals export, rank deals by priority and risk, check qualification, prepare call briefs, write follow-up emails from call notes, propose CRM updates with reasons and draft re-engagement messages for stalled deals. It finishes with a pipeline review summary, all inside Claude or ChatGPT.
CRM assistants are tied to one platform and a per-seat plan. This AI sales assistant is a one-time agent file that works with HubSpot, Pipedrive or Salesforce exports and your notes, shows the evidence behind every priority and forecast category, and never changes records itself.
Yes. Ask it to play the buyer on a real deal and it role-plays a discovery call or objection handling using only the facts in your notes and your list of common objections. It labels the session as practice and then gives feedback on the questions you asked.
Yes, but grounded in your deals. Follow-ups recap what the buyer said, confirm a dated next step and make one ask, under 120 words by default. Re-engagement emails add a new reason to reply. It never promises prices, discounts or terms you have not approved.
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