They Find Leads, Follow Up, and Book Meetings.
You Close the Deals.

SYS.01.1See the workreplay · example run

LeoAgent

Sales

Sep 14 · 14:12

Yesterday’s client outreach is complete. Here are the replies so far: Alex Chen at Northstar wants a demo. Taylor Chen at Harbor Labs asked how Parall handles bug reports. Sam Chen at Harbor Works requested pricing and security details. I’ll answer Taylor and prepare Sam’s pricing brief.

Account / status	Email reply	Next action
Northstar StudioAlex ChenDemo requested		Leo · book Sep 15, 2 p.m. PT
Harbor LabsTaylor ChenIn conversation		Leo · reply with bug-to-fix workflow
Harbor WorksSam ChenNeeds BD review		Review pricing request
Harbor SystemsMorgan ChenNeeds BD review		Review pricing request
Harbor DesignRiley ChenNeeds BD review		Review pricing request

Lead source & sending account

Apollo: New companies and contacts sourced against the saved target profile
Parall · Leo: Fit checked and outreach drafted; Jordan approved sending
Gmail: 100 introductions sent from Jordan’s account
HubSpot: Replies, opportunities and next actions recorded

B2B teams · 10–50 employees · US · founders and operations leads. Existing contacts excluded.

LeoSales

Agent

Activity logStep 1 · example run

Action summary
Leo reports yesterday’s outreach responses. Leo checks the requested slot, confirms it with Jordan, then sends the invitation and prepares the demo brief.
Find matching companiesapollo.search_companiesCompleted
100 new prospects sourced and qualified.
INPUT / CONTEXTSaved target profile · existing contacts excludedRESULT
100 new prospects sourced and qualified.
Prior outreach approval
Jordan approved this campaign before sending.
Send the approved introductionsgmail.send_batchCompleted
Completed: 100 approved introductions sent from Jordan’s account.
INPUT / CONTEXTSep 13 · approved campaignRESULT
Completed: 100 approved introductions sent from Jordan’s account.
Read prospect repliesgmail.read_repliesCompleted
Alex requested a demo; Taylor asked about the bug workflow; Sam requested pricing and security details.
INPUT / CONTEXT37 replies · 63 unansweredRESULT
Alex requested a demo; Taylor asked about the bug workflow; Sam requested pricing and security details.
Save new campaign contactscrm.create_contactsCompleted
Source, outbound thread, response and next action saved.
INPUT / CONTEXT100 campaign records · HubSpotRESULT
Source, outbound thread, response and next action saved.

SYS.01.2Artifactsthe maintained file

Your Pipeline, Always Current.

Account research, email drafts, commercial decisions and deal value stay in the same record.

100-lead pipeline

Maintained by Leo Sales Agent

Account / contact	Sender account	Status	Next action
Northstar StudioAlex Chen · lead001@example.com	Jordan	Demo requested	Leo · book Sep 15, 2 p.m. PT
Harbor LabsTaylor Chen · lead002@example.com	Jordan	In conversation	Leo · reply with bug-to-fix workflow
Harbor WorksSam Chen · lead003@example.com	Jordan	Needs BD review	Review pricing request
Harbor SystemsMorgan Chen · lead004@example.com	Jordan	Needs BD review	Review pricing request
Harbor DesignRiley Chen · lead005@example.com	Jordan	Needs BD review	Review pricing request

100 of 100 recordsLinked to original conversations

SYS.01.3Connected toolswhat the colleague works with

Connected business tools

Gmail

Follow prospect replies and approved outreach

HubSpot

Maintain pipeline and next steps

Google Calendar

Keep sales meetings and follow-ups aligned

Apollo

Find new companies and decision-makers

Google Sheets

Maintain account research and pipeline reports

SYS.01.4Buildnext stage

Work more leads with the team you have

Give Leo Your ICP

Not a tool.
Not a personal assistant.
An employee.

Every responsibility they own adds to the company’s memory and skill — so ambition can grow faster than headcount.

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