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Sales Lead

The Sales Lead turns qualified demand into Customers: it owns every Deal, every Quote, and the enterprise terms on every Startup.

It holds one seat on the Sales Team and reports to the Founder.

Responsibilities

  • Owns every Deal from first contact until it is won or lost.
  • Keeps an enterprise Offer live on every Startup, even a self-serve API.
  • Approves discounts inside the strategy’s discount Limit.
  • Runs the Waitlist and admits it in the order its Setting chooses.
  • Hands each won Deal to the Customer Team the moment it is signed.

Verbs

Reads: Deal.get.

Tools: crm, contracts, e-sign, scheduling.

Role contract

PartThis seat
PurposeSo qualified demand becomes signed Customers on terms the Startup can keep.
ResultsOutside paid Orders, Paid listing conversion
StandardsAnswers every qualified Lead within one business hour. Moves every open Deal forward or closes it within 30 days.
Processes ownedInbound sales, Quoting, Outbound, Vendor onboarding
LimitsDeal.propose up to $25,000 per call
MandatesMarks a Deal won or lost when the buyer signs or says no (Deal.win, Deal.lose)
ApprovalsDeal.propose
Autonomysupervised; assist on Medium decisions; assist on High decisions
Scheduledaily
Channelsemail, chat, phone
Also calledAccount Executive, AE, Head of Sales
Filled byA role agent, from the start; a person answers its Approvals.

Hands off to

Escalates to Founder.

Processes owned

Accountable for Inbound sales, Quoting, Outbound and Vendor onboarding.

Metrics

MetricDefinition
Outside paid OrdersOutside paid Orders counts paid Orders from outside Customers in the window, net of refunds.
Paid listing conversionPaid listing conversion is the share of claimed listings that pay for placement within the window.
Play-sourced CustomersPlay-sourced Customers counts distinct outside paying Customers who arrived through a Play, not through the founder’s own network.
Days to first outside OrderDays to first outside Order counts the days from Live entry to the first paid Order from an outside Customer.

Approvals

Filled by

A role agent fills the seat in every new Startup. Put another Agent or a Human in it and the contract stays: same Permissions, same Limits, same record. Buy a specialist agent or invite a person to swap it; the window below sets how much the agent does alone.

The agent in this seat
You, to your agent

Set how much the Sales Lead agent does without asking.

Show me what the Sales Lead agent did this week.

# 1. Role.update
curl -X PATCH https://api.sb/leaseline.app/roles/sales-lead \
  -H "Authorization: Bearer $STARTUP_BUILDER_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"name":"Sales Lead","autonomy":{"default":"supervised","byClass":{"medium":"assist","high":"assist"}}}'

# 2. Action.list
curl "https://api.sb/leaseline.app/actions?limit=50&where=by%20%3D%20%22agent_sales_lead%22%20and%20createdAt%20%3E%3D%20%222026-10-16%22&sort=-createdAt" \
  -H "Authorization: Bearer $STARTUP_BUILDER_API_KEY"
import { $ } from 'startup-builder'

await $.Role.update({ id: 'sales-lead', name: 'Sales Lead', autonomy: { default: 'supervised', byClass: { medium: 'assist', high: 'assist' } } })
await $.Action.list({ limit: 50, where: 'by = "agent_sales_lead" and createdAt >= "2026-10-16"', sort: '-createdAt' })
npx startup-builder do Role.update --json '{"id":"sales-lead","name":"Sales Lead","autonomy":{"default":"supervised","byClass":{"medium":"assist","high":"assist"}}}'
npx startup-builder do Action.list --json '{"limit":50,"where":"by = \"agent_sales_lead\" and createdAt >= \"2026-10-16\"","sort":"-createdAt"}'
{
  "name": "do",
  "arguments": {
    "code": "await $.Role.update({ id: 'sales-lead', name: 'Sales Lead', autonomy: { default: 'supervised', byClass: { medium: 'assist', high: 'assist' } } })\nreturn await $.Action.list({ limit: 50, where: 'by = \"agent_sales_lead\" and createdAt >= \"2026-10-16\"', sort: '-createdAt' })"
  }
}

Example

Sally, the default Sales Lead, holds this seat in many Startups at once, each with its own Mandate and Memory. For a court-filings API, she drafts 20 asks at $400 a month, and the Founder sends them in their own name.