AI agents for sales: prospecting and pipeline
Prospecting, offers, and pages that sell services.
Direct answer: MCP connections to Pipedrive, Salesforce, and Attio for working the pipeline from the assistant, a prospecting agent with reply review, skills for offers, persuasive writing, landing pages, and SEO, and email automation with Mautic and Instantly. It is designed for someone who already has services to offer and wants to systematize how they present and follow up on them.
Included in the Pro — $30
Plans are cumulative: the Pro Plan includes all Essential Plan packs, and the Complete Plan includes all packs (Essential + Pro). This pack unlocks with the Pro ($30).
Buy with the Pro ($30) Or build your custom plan
Use cases
- Organize the pipeline in Pipedrive, Salesforce, or Attio from the assistant
- Prepare offers and landing pages for services
- Follow up with prospects using a prospecting agent
- Automate email campaigns with Mautic and Instantly
How to get started
- Start with the simplest resource in the pack and try it on a small real case.
- Connect the second resource only once the first one already works in your daily flow.
- Review the full list of 10 resources and keep the ones you use every week.
Suggested starter prompt
Act as my assistant using the tools from the pack «Pro Prospecting and Sales». Prospecting, offers, and pages that sell services. Start with the simplest resource, explain each step before running it, and ask for confirmation before changing data, settings, or permissions.
Included resources (10)
- pipedrive-mcp-server (WillDent) (MCP Server, WillDent/pipedrive-mcp-server, ★ 60) — Self-hostable MCP server for Pipedrive: search deals, people, organizations, pipelines, and prospects, with optional writes subject to review. GitHub
- mcp-salesforce-lite (MCP Server, luvl/mcp-salesforce-lite, ★ no data) — Lightweight MCP server for Salesforce: query objects, read records, and perform CRUD operations with OAuth 2.0 authentication. GitHub
- attio-mcp-server (MCP Server, kesslerio/attio-mcp-server, ★ 69) — Connect the Attio CRM to the assistant: create, read, and update companies, people, deals, tasks, lists, and notes with advanced filters. GitHub
- LeadAce (Skill, aitit-inc/leadace, ★ 3) — Sales agent plugin for Claude Code: find prospects, research companies, write and send prospecting emails, and learn from each reply and rejection. GitHub
- book-skills (Skill, FakharEAli/book-skills, ★ 3) — Seven skills drawn from psychology, marketing, sales, and writing books, as decision rules and guides for selling services. GitHub
- grand-slam-offer (Skill, OnePathToFreedom/grand-slam-offer, ★ 1) — Skill applying a seven-step offer design methodology: value architecture, lead magnet, copywriting, and funnel friction. GitHub
- web-anatomy (Skill, GabrielAmz/web-anatomy, ★ 11) — Skills for auditing, rewriting, and building landing pages, with each recommendation backed by a library of real pages scored by section. GitHub
- SEO Operator (marketingskills) (Skill, marketingskills/seo, ★ 8) — SEO skills for the agent: traffic drop diagnosis, keyword reports, content briefs, client reports, and agency proposals. GitHub
- instantly-mcp (bcharleson) (MCP Server, bcharleson/instantly-mcp, ★ 27) — MCP server for Instantly: manage sending accounts, email campaigns, lead lists, replies, and analytics from the assistant. GitHub
- Mautic (Software, mautic/mautic, ★ 10.8k) — Open-source marketing automation: contacts, segments, email campaigns, landing pages, forms, and lead scoring. GitHub
Versions by tool
Related packs
- Essential Trading: Backtesting from Scratch
- Pro Trading: AI Agents and Broker Connection
- Complete Trading: Bots, Analysis, and Portfolio
- Essential Sales Agent
Frequently asked questions
What is this pack?
A set of 10 tools for organizing the pipeline, preparing offers, and following up with prospects using AI agents.
Who is it for?
For professionals with defined services who want to systematize how they present them and follow up.
What does it include?
The Pipedrive, Salesforce, Attio, and Instantly MCP servers, LeadAce, the book-skills, grand-slam-offer, web-anatomy, and SEO Operator skills, and Mautic.