The Teammate Library · Chapter 03 Sample preview · 3 blueprints, 2 industries
Chief A.I., Oh!

Chapter 03 · The Teammate Library

For every recurring task,
there's an agentic solution.

Each blueprint is a small crew of agents, skills, automations, and human gates wired to solve one job. If we have not met your problem yet, the Strategy Squad designs a new teammate. Next time, it is already solved.

A Agent S Skill C Cron / Timer F Flow (no AI) M MCP / Tool link G Human gate
Insurance

For brokers running real books.

Workflow 01Insurance · Prospecting
The Renewal Whisperer

A prospecting engine. It hunts public data for employers heading into a workers comp renewal, pulls their policy and mod picture, saves it, then cold-outreaches automatically, leading with the exact issue or sell point hiding in their own numbers.

Prospecting · public-data WC + renewal intelContinuous; weekly batchLevel 3

How it's wired

1Trigger
C
Timekeeper
Weekly. Releases a fresh batch of target employers in the niche to work.
2Source
A
Scout
Builds the target list from public registries, filings, and directories. No book required.
3Dig & Save
A
Compass
Searches public online data for the WC policy picture and renewal window (WCRIBMA mod data, filings, OSHA, news).
A
Vault
Saves it all as a structured dossier per prospect. Persists across runs.
4Flag
A
Spotter
Reads the dossier and surfaces the issues and the prospect-specific sell points hiding in their numbers.
5Write & Send
S
Voice
Brand voice skill: how Brad writes, what he never writes.
A
Scribe
Drafts leading with the flagged issue or sell point plus the renewal window. One specific ask.
F
Postman
Sends automatically through Instantly. Cold side fully automated, no per-send gate.
6Track
A
Echo
Classifies replies. Warm ones reach the producer with a context card. That is the only human gate.
F
Ledger
Logs every outcome and recycles the dossier for the next touch.
A self-feeding prospect pipeline. Every target is researched from public data, flagged, and cold-outreached automatically with a hook only their own numbers could produce. The producer only ever sees warm replies.
Sample output · auto-sent cold email
To: ops lead, Cedar Ridge Logistics
Subject: Your workers comp renews in ~60 days, one number worth a look
FLAGGED · ex-mod 1.28, trending up two cycles

Hi Dana,

Public filings put Cedar Ridge's workers comp renewal around March 14. Your experience mod has climbed to 1.28 over the last two cycles, most of it from three lost-time claims in the 7219 class.

At your size that mod is running roughly 28 percent over a 1.0 baseline. A good chunk of it looks reservable, not permanent.

Worth 15 minutes before your current broker locks the renewal quote? I will show you the two levers that actually move that number.

Brad Weaver, [firm]

Workflow 02Insurance · Daily briefing
The Morning Sherpa

One Slack DM at 6:30am: deals at risk, warm replies waiting, renewals inside two weeks, calendar conflicts, one headline worth knowing.

Producer morning briefingDaily 6:30amLevel 3

How it's wired

1Trigger
C
Dawn Patrol
6:30am daily. Skips weekends and holidays.
2Gather
A
Atlas
Reads today's calendar. Flags conflicts and back-to-backs.
A
Eagle Eye
Overnight inbox triage. Surfaces only warm and flagged threads.
A
Pulse
Pipeline walk. Deals past SLA, renewals inside 14 days.
A
Newshound
One relevant headline. Curated, not 20 links.
3Assemble
A
Sherpa
Orchestrator. Merges four signals into one brief. Cuts noise.
S
Voice
Terse, scannable, action-first.
4Deliver
M
Slack Bridge
Posts as a DM. Actions appear as buttons.
5Close loop
F
Ledger
Tracks what you acted on. Tomorrow reorders by usefulness.
You open Slack at 6:31am to one message that maps your day. The brief improves itself based on what you act on.
Sample output · 6:31am Slack DM
At risk
Northwind renewal in 12 days. No reply to the last two touches. Nudge or reassign?
Warm
M. Cho, Halsted Mfg: "send me times next week." Draft reply is ready to review.
Today
3 meetings. The 11:00 and 11:30 collide. Want me to propose a move?
Watch
WCRIBMA filed a 2026 rate change on class 2585. 4 active prospects affected.
Sales

For people who live in calls.

Workflow 03Sales · Post-call
The Closer's Tail

A call ends. Before you close the laptop: CRM updated, call summarized, objections tagged, follow-up drafted with three real calendar slots, deal stage advanced. You review one panel.

Post-call processing + follow-upEvent triggered (call ends)Level 3

How it's wired

1Trigger
M
Granola Bridge
Granola / Otter / Fathom posts "call ended" with transcript.
2Read
A
Scribe
Extracts decisions, commitments, next steps, blockers, competitor mentions.
A
Coach
Matches objections to your library. Tags: live, parked, killed.
3Update
M
CRM Bridge
Logs the call against the deal in the activity record.
A
Pulse
Advances or holds the stage. Sets the next-step due date.
4Compose
S
Voice
Same tone every time.
A
Scribe
Drafts: recap, the one promise, three slots, the one ask.
A
Atlas
Pulls three real open slots into the draft.
5Gate & Send
G
You (1 click)
One panel: brief, draft, CRM diff, stage change. Approve commits all.
F
Postman
Sends and commits once you approve.
The gap between "call ended" and "follow-up sent" drops from days to under five minutes. The deal record is always current.
Sample output · drafted follow-up + record update
To: Priya, VP Ops, Halsted Mfg
Subject: Recap, plus the security doc I promised

Hi Priya,

Good call today. You flagged the SOC 2 question as the one thing standing between us and a pilot, so that is what I am sending first (attached).

Next step: a 30-minute scoping session. Any of these work? Tue 10:00, Wed 2:00, Thu 9:30.

Brad Weaver, [firm]

# what the system also did, no clicks
Stage: Discovery → Proposal
Next step: send SOC 2 (due Thu, set)
Objection: pricing (parked, in library)

If we haven't met your problem yet

The Strategy & Planning Squad

We interview you, map the decision logic, pick the right level, scope a teammate, and ship the first version inside a week. Next time you walk in with that problem, it is already solved.

map → level → roster → sandbox → human-gated production → loosen the gate, one category at a time