Leo
Sales AssistantWorkingResearches businesses that match your ideal customer, checks them against public sources, and prepares an approach for you to approve.
3 prospects waiting for review
A worked example. Nothing here is a real business or a real customer.
This is a snapshot of an example business on 12 March — the AI employees they hired, the work those employees prepared, and the queue where a human decides what happens to it.
Waiting for your review
3
Nothing proceeds without you
AI employees working
4
One more still being set up
Work produced this week
5
Across the whole workforce
Five roles. You hire the ones your business needs, and each is trained on your own description of how you work.
Researches businesses that match your ideal customer, checks them against public sources, and prepares an approach for you to approve.
3 prospects waiting for review
Drafts posts and campaign copy from your own words about the business. Nothing is published without your approval.
Next: Weekly content plan
Reviews your accounts for the ones going quiet and tells you which are worth a call this week.
Reviewed 12 accounts
Tracks what your team said it would do and flags the actions that have slipped.
4 actions overdue
Reviews overdue invoices and prepares the chase for you to send. Still being set up in this example.
Ready for work — nothing produced yet
Every piece of work is written down, dated, and attributed to the employee that produced it.
Prospect research · Leo · 11 March
A joinery firm advertising commercial fit-outs on their site, with no enquiry form on the commercial page. Suggested opener references the fit-out page directly. Decision-maker named on the About page. Evidence: company website, public directory listing.
Marketing draft · Maya · 11 March
Draft post built from the pricing questions you said come up most often. Three short paragraphs, no claims about results, ends on an invitation to ask rather than a hard call to action.
Account review · Sophie · 10 March
Two accounts with no contact for over six weeks: Example Coastal Ltd and Sample Ridge Services. Both had open questions at last contact. Suggested a call rather than an email for each.
Operations summary · Oliver · 10 March
Four commitments past their date, oldest 11 days. Two are waiting on a supplier quote; the other two are internal and have no owner recorded.
Prospect research · Leo · 9 March
You asked for a shorter opener and for the certification claim to be dropped, because it could not be confirmed from a public source. Leo's next draft will follow those notes.
Your AI employees prepare. You approve. Approving marks work as usable — it never sends anything to anyone on your behalf.
Leo · 11 March
Approving marks this research as usable and keeps it in your pipeline. It does not contact anyone — sending stays with your team.
Maya · 11 March
Approving marks the draft ready to use. Staffgent does not publish it for you.
Leo · 11 March
Approving marks this research as usable and keeps it in your pipeline. It does not contact anyone.
Your own workspace
A new Staffgent account has no employees and no work — the example above is what one looks like after a business has hired and trained a few. You start by hiring one, telling them about your business, and giving them a job.