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:
# 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:
# 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.