Lesson 69: Sales Assistant, CRM Notes, and Follow-Up Emails

A sales assistant should not sell for you. It should preserve context, prepare conversations, and prevent follow-up loss.

Skills Used

Search skills.lc for sales, crm, email, or lead. In this environment, use himalaya or gog for email, spreadsheets for lead lists, notion or trello for opportunities, and browser for account research.

Workflow

Create an account profile: company, role, pain, budget, decision chain, last conversation, commitments, and risks.

Before a call, generate preparation notes: questions, demo focus, and likely objections. After the call, generate follow-up email and CRM update. Separate facts, assumptions, and next actions.

Set follow-up reminders for important opportunities.

Human Review

Pricing, discounts, contract terms, and delivery commitments require human approval.

Exercise

Give OpenClaw a customer conversation record and ask for a customer profile, follow-up email, and CRM update.

The assistant helps every conversation move forward with context.