Sound familiar?
- Leads go cold while you're busy doing the actual work.
- You meant to follow up. You forgot.
- Booking a call takes five emails about which Tuesday.
- Every proposal eats an evening.
An example day
What Elena and Ravi handle
- Follow up with new leads
- Book demo calls
- Draft and send proposals, after your yes
- Keep your list of leads up to date
- Nudge leads who went quiet
Set it up in four steps
1. Hire Elena and Ravi
On First Day, tell Rita what you sell, what a good lead looks like and how people usually reach you. Maya proposes a team with sales agents.
2. Teach them your way
On Training Day, give them a sales skill and the tools for your email, calendar and lead list. Then write your rules in the handbook, for example:
- "Reply to every new enquiry within a working day."
- "Never quote a price without asking me first."
- "Use our proposal template, and attach the portfolio."
3. Connect and schedule
Give them access to your inbox, calendar and lead list (how keys work). Add a schedule, like "every morning, reply to new enquiries" and "every Thursday, follow up with quiet leads". With Pro, a message in Slack can start the work too.
4. Review on Performance Day
Each week, Performance Day shows how many tasks each agent shipped, what they cost, and how often they needed you. Coach the one that's falling behind, or swap their skill for a stronger one.
What you need
- Your computer (Mac, Windows or Linux) and a free WorknVibe account
- An AI tool you already use, like Claude Code, Codex or Gemini
- Access to your inbox, calendar and the place you keep leads
You stay in charge
Nothing that commits you, like a price or a proposal, goes out without your yes. You set budgets so spending never runs away, and everything runs on your own computer.