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Sales Manager

Pipeline, estimates, and client relationships

Sub-Agents6
Lead Scoring
Scores incoming leads based on project type, budget signal, source quality, and engagement patterns
./sub-agents/lead-scoring
Follow-up Engine
Monitors idle leads, schedules follow-ups, recommends optimal channel and timing
./sub-agents/follow-up-engine
Estimate Builder
Generates estimates from site visit notes, applies material/labor rates, creates line items
./sub-agents/estimate-builder
Proposal Generator
Builds branded proposals from estimates, includes project photos, timeline, and payment schedule
./sub-agents/proposal-generator
Loss Recovery
Manages lost deal follow-ups, tracks competitor wins, surfaces recovery opportunities
./sub-agents/loss-recovery
Referral Tracker
Tracks partner referrals, calculates attribution, manages referral credits
./sub-agents/referral-tracker
Sales Chat
Pipeline summary?
9:00 AM
Active pipeline: $142,400 across 6 deals

Hot:
• Rivera Townhomes Phase 2 — $48K (proposal sent, awaiting signature)
• Parkside Elementary — $22K (estimate scheduled Thu)

Warm:
• Westfield Condo #204 — $4,200 (signed, scheduling)
• NW Portland Condo (Thompson referral) — $6,800 (new lead)

Stale (needs attention):
• Oakwood expansion — $18K (no response in 12 days)

Win rate this quarter: 68%, up from 55% last quarter.
9:00 AM