Five Dotsby Revenue Wizards

Processes people and AI can follow.

Who does what, when, and by which rule. Written once, for a new hire and an AI agent alike.

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TRIGGER · OWNERS · RULES · OUTPUT
  1. WebsiteTRIGGER Demo request comes in
    RULE Enters the CRM with its source
  2. Your AIOWNER Enrich and score against the ICP
    RULE ICP score 70 or above
  3. SalesOWNER Qualify and book a meeting
    RULE Reply within one working hour
  4. CRMOUTPUT Outcome recorded: a meeting or a reason

Written once. Followed by everyone.

TRIGGERDemo request comes in
FOR PEOPLE

A demo request lands. It is logged with where it came from.

FOR AI
ON      form.submit(demo)
CREATE  lead(source, answers)
SCOREEnrich and score
FOR PEOPLE

Check the company is a fit before anyone spends time on it.

FOR AI
ENRICH  company(size, industry)
SCORE   icp_score (0–100)
REPLYFirst reply
FOR PEOPLE

Reply within one working hour. Leads cool fast.

FOR AI
WHEN    icp_score >= 70
ASSIGN  owner = territory
SLA     first_reply <= 60 min
OUTCOMEOutcome recorded
FOR PEOPLE

Every lead ends with a meeting, or a reason why not.

FOR AI
REQUIRE outcome IN (meeting, reason)
ELSE    alert manager in #sales

Drafted for you. Designed with you.

  1. MAPSee how it runs.

    As it actually runs, not as the wiki says.

  2. DRAFTStart from a draft.

    From what works at companies like yours.

  3. DESIGNDecide it together.

    Edge cases, handoffs, every decision written down.

  4. RUNPut it to work.

    Rules in your tools, monitored.

Six processes worth getting right.

LEADS

Lead routing and response

Who gets which lead, by which rule, and how fast.

PIPELINE

Sales stages and exit criteria

What has to be true before a deal moves.

DEAL DESK

Discounts and approvals

Who approves which terms, and how quickly.

HANDOFF

Sales to customer success

What sales hands over, and who picks it up.

RENEWALS

Renewals and expansion

When a renewal starts, and who owns it.

PLANNING

Quarterly planning

Targets, capacity and territories, agreed together.

EACH ONE STARTS FROM A DRAFT, ADAPTED TO YOUR COMPANY

Write it once.
Run it every time.

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