# Sales Lead

URL: /agents/sales/sales-lead · Id: `role:sales-lead`

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

The Sales Lead turns qualified demand into [Customers](/business/nouns/customer): it owns every [Deal](/business/nouns/deal), every [Quote](/business/nouns/quote), and the enterprise terms on every [Startup](/business/nouns/startup). It holds one seat on the [Sales Team](/agents/sales) and reports to the [Founder](/agents/founding/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
| Verb | Object | Event |
| --- | --- | --- |
| [Deal.propose](/business/nouns/deal/propose) | [Deal](/business/nouns/deal) | [`Deal.proposed`](/business/events/Deal.proposed) |
| [Deal.win](/business/nouns/deal/win) | [Deal](/business/nouns/deal) | [`Deal.won`](/business/events/Deal.won) |
| [Deal.lose](/business/nouns/deal/lose) | [Deal](/business/nouns/deal) | [`Deal.lost`](/business/events/Deal.lost) |
| [Waitlist.admit](/business/nouns/waitlist/admit) | [Waitlist](/business/nouns/waitlist) | [`Waitlist.admitted`](/business/events/Waitlist.admitted) |
| [Deal.create](/business/nouns/deal/create) | [Deal](/business/nouns/deal) | `Deal.created` |
| [Quote.create](/business/nouns/quote/create) | [Quote](/business/nouns/quote) | `Quote.created` |
| [Quote.send](/business/nouns/quote/send) | [Quote](/business/nouns/quote) | [`Quote.sent`](/business/events/Quote.sent) |

Reads: [Deal.get](/business/nouns/deal/get).

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

## Role contract
| Part | This seat |
| --- | --- |
| Purpose | So qualified demand becomes signed Customers on terms the Startup can keep. |
| Results | [Outside paid Orders](/agents/sales#outside-paid-orders), [Paid listing conversion](/agents/sales#paid-listing-conversion) |
| Standards | Answers every qualified Lead within one business hour. Moves every open Deal forward or closes it within 30 days. |
| Processes owned | [Inbound sales](/workflows/processes/inbound-sales), [Quoting](/workflows/processes/quoting), [Outbound](/workflows/processes/outbound), [Vendor onboarding](/workflows/processes/vendor-onboarding) |
| Limits | [Deal.propose](/business/nouns/deal/propose) up to $25,000 per call |
| Mandates | Marks a Deal won or lost when the buyer signs or says no ([Deal.win](/business/nouns/deal/win), [Deal.lose](/business/nouns/deal/lose)) |
| Approvals | [Deal.propose](/business/nouns/deal/propose) |
| Autonomy | `supervised`; `assist` on Medium decisions; `assist` on High decisions |
| Schedule | `daily` |
| Channels | `email`, `chat`, `phone` |
| Also called | Account Executive, AE, Head of Sales |
| Filled by | A role agent, from the start; a person answers its Approvals. |

## Hands off to
- [Onboarding Specialist](/agents/customer/onboarding-specialist), [Customer Team](/agents/customer)
- [Contracts Manager](/agents/legal/contracts-manager), [Legal Team](/agents/legal)

Escalates to [Founder](/agents/founding/founder).

## Processes owned
Accountable for [Inbound sales](/workflows/processes/inbound-sales), [Quoting](/workflows/processes/quoting), [Outbound](/workflows/processes/outbound) and [Vendor onboarding](/workflows/processes/vendor-onboarding).

## Metrics
| [Metric](/business/nouns/metric) | Definition |
| --- | --- |
| Outside paid Orders | Outside paid Orders counts paid [Orders](/business/nouns/order) from outside Customers in the window, net of refunds. |
| Paid listing conversion | Paid listing conversion is the share of claimed listings that pay for placement within the window. |
| Play-sourced Customers | Play-sourced Customers counts distinct outside paying Customers who arrived through a [Play](/business/nouns/play), not through the founder’s own network. |
| Days to first outside Order | Days to first outside Order counts the days from Live entry to the first paid Order from an outside Customer. |

## Approvals
- **Asks first.** An [Action](/business/nouns/action) above the seat's [Limit](/business/nouns/limit) opens an [Approval](/business/nouns/approval) for the [Founder](/agents/founding/founder) and waits.
- **Waits a delay window.** [`Deal.propose`](/business/nouns/deal/propose) is one-way, so each call waits before it runs.
- **Takes escalations** from the [Sales Engineer](/agents/sales/sales-engineer), [Prospector](/agents/sales/prospector) and [Partner Manager](/agents/sales/partner-manager).

## Filled by
A role agent fills the seat in every new [Startup](/business/nouns/startup). Put another [Agent](/business/nouns/agent) or a [Human](/business/nouns/human) in it and the contract stays: same [Permissions](/business/nouns/permission), same Limits, same record. [Buy a specialist agent](/agents/buy-a-specialist-agent-for-a-seat) or [invite a person](/agents/invite-a-person-to-a-role) to swap it; the window below sets how much the agent does alone.

An agent already fills this seat. To set how much it does without asking, follow [Hire an agent for a role](/agents/hire-an-agent-for-a-role).

## Example
Sally, the default Sales Lead, holds this seat in many [Startups](/business/nouns/startup) at once, each with its own [Mandate](/business/nouns/mandate) and [Memory](/business/nouns/memory). For a court-filings API, she drafts 20 asks at $400 a month, and the Founder sends them in their own name.