Edit: vault-backup/agents/sales-manager/heartbeat.md

Note Content (Markdown)

entities:
- - Sales Manager Heartbeat
  - Page
topics:
- sales-manager
- knowledge
- heartbeat

# Sales Manager Heartbeat

## Daily Review

Purpose:

- keep Anthony oriented;
- surface risks and open loops;
- prevent agent/context sprawl.

Inputs:

- approved vault changes;
- manual source digests;
- active priorities;
- agent logs;
- reviewed Slack/Fathom summaries later.

Output:

- top 3 priorities;
- top 3 risks or stuck points;
- decisions needed from Anthony;
- memory items to promote, decay or question;
- suggested next actions;
- Hermes build note: what the COO learned about improving Hermes itself.

Template:

```markdown
# Daily Sales Manager Pulse - YYYY-MM-DD

## Top Priorities

1.
2.
3.

## Risks / Stuck Points

1.
2.
3.

## Decisions Needed

## Memory Hygiene

Promote:

Decay/archive:

Needs source:

## Hermes Build Note

## Suggested Next Actions
```

## Weekly Review

Purpose:

- make Easier more self-learning each week.

Output:

- department scorecard;
- SOP gaps;
- agent performance notes;
- client relationship risks;
- durable knowledge promotions;
- connector readiness;
- next build priorities;
- next agent or workflow to design.

Template:

```markdown
# Weekly Sales Manager Review - Week of YYYY-MM-DD

## Department Scorecard

|| Area | Status | Evidence | Next action ||
|| --- | --- | --- | --- ||
|| Lead Generation | unknown | | |
|| Outreach | unknown | | |
|| Deal Pipeline | unknown | | |
|| Customer Success | unknown | | |
|| Revenue Operations | unknown | | |

## SOP Gaps

## Agent Backlog Changes

## Memory Promotions

## Connector Readiness

## Next Week Priorities
```

## Stop Conditions

Do not run if:

- source material lacks provenance;
- the requested review would require raw private data that has not been
  approved;
- the output would send or edit anything externally;
- token/cost budget is unclear for a large run.