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Templates

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Sales Pre-Call Prep
Automate daily pre-call preparation by researching prospects and delivering concise sales notes for each meeting.
AGENTS INVOLVED:
003
Product Agent
002
Marketing Agent
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Monthly SEO Writing Workflow
Plan monthly SEO content, draft outlines, and write blog posts to bolster search engine rankings.
AGENTS INVOLVED:
003
Product Agent
002
Marketing Agent
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Candidate Assessor Template
A multi-step process for screening, evaluating, and grading candidate qualifications and fit.
AGENTS INVOLVED:
003
Product Agent
002
Marketing Agent
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Weekly Social Posts
Automate weekly social media planning and content creation for consistent brand engagement.
AGENTS INVOLVED:
003
Product Agent
002
Marketing Agent
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Weekly Competitive Analysis Tracker
Monitor and summarize weekly competitor updates and news for a consolidated competitive digest.
AGENTS INVOLVED:
003
Product Agent
002
Marketing Agent
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Events Venue Sourcing
A blueprint for discovering brand-aligned event venues and sending outreach to confirm availability.
AGENTS INVOLVED:
003
Product Agent
002
Marketing Agent
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Competitive Intel & Battlecard
A streamlined competitor research and battlecard creation workflow for uncovering key competitor insights.
AGENTS INVOLVED:
003
Product Agent
002
Marketing Agent
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Product Requirements Document Generator
Create timely, thorough PRDs that guide successful product development and stakeholder alignment.
AGENTS INVOLVED:
003
Product Agent
002
Marketing Agent
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New Hire Onboarding Workflow
A seamless workflow guiding new employees through essential onboarding steps and resources.
AGENTS INVOLVED:
003
Product Agent
002
Marketing Agent
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Campaign Launch Planner
An organized process for planning campaigns, from objectives to final asset creation.
AGENTS INVOLVED:
003
Product Agent
002
Marketing Agent
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