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QRKTech

Digital coworker role · AI Sales Coordinator

An AI sales coordinator that keeps the pipeline honest.

It reviews every open deal against its actual evidence, keeps CRM fields current, nudges follow-ups, and prepares proposals and statements of work, so your sellers spend their time selling.

Start a conversationSee it at work
A day as AI Sales Coordinator
  1. 06:00
    BoardStarts the pipeline review, one card per open opportunity.
    Scheduled
  2. 07:10
    CRMUpdates closure probabilities and verifies each one.
    Verified
  3. 07:15
    TeamsPosts the summary and exceptions to sales leadership.
    Sent
  4. 10:00
    FilesDrafts a statement of work for review.
    Awaiting approval
  5. 15:30
    TeamsReminds a rep about a promised follow-up.
    Sent

Illustrative day.

§ 01The job

What it does, day to day.

  1. 01

    Pipeline review

    Scores every open opportunity on evidence in parallel, writes back the result, and verifies it.

  2. 02

    CRM hygiene

    Finds stale stages, missing next steps, and optimistic probabilities, then fixes what it’s allowed to and flags the rest.

  3. 03

    Follow-up scheduling

    Proposes next touches based on deal history and reminds the owner at the right time.

  4. 04

    Proposal & SOW drafting

    Drafts statements of work and proposals from templates, your standards, and the opportunity record.

  5. 05

    Lead research

    Assembles account background from your own records and approved public sources.

  6. 06

    Leadership summaries

    Sends one concise pipeline summary, with exceptions called out, instead of fifty records to read.

§ 02Control

You set the limits. We measure the return.

Waits for a person

  • Pricing and discounts
  • Proposals and SOWs sent to customers
  • Stage changes beyond agreed rules
  • Outbound customer email

What we measure

  • Opportunities reviewed per cycle
  • Stale deals surfaced
  • Forecast accuracy over time
  • Time to draft a proposal
§ 03Systems

Connects to the tools your team uses.

  • HaloPSA
  • HubSpot
  • Salesforce
  • Pipedrive
  • Dynamics 365
  • Microsoft 365
  • Word & PowerPoint

Examples, not a fixed list. We build a connector scoped to exactly what this role needs, through an API, MCP server, command-line tool, or tested steps recorded from your team’s own workflow.

§ 04Case studies

See it on the job.

Managed IT · Sales operations

Every

open opportunity reviewed, one card each

Every open opportunity, scored on evidence, on schedule

Read the case study
Insurance & financial servicesInsurance renewal coordinatorGets every renewal prepped before it’s urgent. It builds the packet from policy and loss data, drafts the comparison summary, and makes sure producers see each renewal well before the deadline.

Where this role fits

Other roles

§ 05FAQ

Common questions, answered.

Will it change our deal stages on its own?

Only within rules you approve. Our pipeline review crew, for example, writes exactly one field, closure probability, and verifies it. Everything else is a recommendation for a person.

Does it send prospecting emails?

We don’t build spam machines. It can draft personalized follow-ups for your reps to send, or send approved messages to existing contacts within limits you set.

How does it score a deal?

Only on what the opportunity’s record shows, using a rubric you agree to. It picks the lowest score the evidence supports, so optimism has to be earned.

Next step

Hire your first AI Sales Coordinator.

We’ll sit down with the people who do it, map the steps, and put a number on the time. If a digital coworker is the right tool, you’ll know what it would return before you commit. If it isn’t, we’ll say so.

Start a conversationor email [email protected]