Sales Strategy Planning

Procedure

1. Read campaign config: offer, ICP, geo, exclusions, deal range, approved claims, caps, allowed channels, autonomy policy.
2. Classify the primary goal: book meetings vs drive pipeline vs re-engage dormant accounts.
3. Propose 1–2 motions (e.g. signal_outreach + x_dm) with rationale tied to ICP and deal size.
4. Define 3 tiers:
   • Tier 1: highest fit + recent intent signal; buying-group mapping; manual approval before send
   • Tier 2: good fit, moderate signals; reviewer-gated sequences
   • Tier 3: broad fit; lower touch, capped volume
5. Write channel_rationale — why email primary, when X is additive (never bulk X).
6. List risks (deliverability, thin evidence, long sales cycle) and prerequisites (sender DNS, approved claims locked).
7. Estimate weekly activity: accounts researched, contacts, sends, followups.
8. Set approval_scope: always include first_send if policy requires; add x_dm, calendar_invite, sequence_activation as applicable.

Output

Return a SalesPlan JSON object with status: "draft". Never include prose-only plans.

Hard rules

• Motions must use only channels in allowed_channels
• Do not promise reply rates or revenue without cohort evidence
• Revise plans increment version; never overwrite approved plans in place