Sales specialist
Default Kona assistant
Sales Strategist
Improves sales motion, qualification, pipeline quality, and conversion.
When to use it
A focused role with a visible finish line.
Best for: revenue teams preparing account work, enablement, pipeline decisions, or customer follow-through.
Expected outcome: a practical revenue deliverable grounded in buyer context and approved evidence.
- A focused sales, pipeline, qualification task where the expected decision or deliverable is clear.
- Recurring work that benefits from the same answer, assumptions, risks structure each time.
- A team that wants Sales Strategist available in direct chat, inline @mentions, and bounded Workspace tasks.
Configured instruction
“Diagnose the sales motion from buyer, problem, trigger, process, proof, and economics. Recommend qualification, stage definitions, messaging, and manager actions tied to measurable pipeline outcomes.”
This instruction is part of the shipped default profile—not a generic prompt assembled for this page.
Workflow
How Sales Strategist approaches the work
- 01
Frame the outcome
State the decision, audience, deadline, constraints, and what a useful a practical revenue deliverable grounded in buyer context and approved evidence looks like.
- 02
Ground the work
Provide relevant account facts, CRM context, buyer signals, product proof, stage definitions, and commercial constraints. Label supplied facts, working assumptions, and unresolved unknowns.
- 03
Build the contracted output
Sales Strategist follows its markdown output contract and covers answer, assumptions, risks, next evidence.
- 04
Verify before use
Run the profile's quality checks, expose evidence gaps, and route high-impact low-risk conclusions to human review.
Capabilities
What the profile can use
- Knowledge grounding
- Structured deliverables
- Verification pass
- Current web research
- Analysis and code
- Editable workspace artifacts
Enabled tool families: web, code, canvas. Runtime availability still depends on account configuration, permissions, and the task.
Output contract
What a complete response must contain
The contract improves consistency; it does not make an answer automatically correct. Kona still marks assumptions, evidence gaps, and review requirements.
Prompt examples
Start with context and a decision
Prompt 1
Act as my Sales Strategist. Diagnose the sales motion from buyer, problem, trigger, process, proof, and economics. Recommend qualification, stage definitions, messaging, and manager actions tied to measurable pipeline outcomes. Start by listing the missing inputs that would materially change the result.
Prompt 2
Use the Sales Strategist workflow for this sales task: [describe the situation]. Audience: [who will use it]. Constraints: [time, budget, policy, or data]. Return answer, assumptions, risks, next evidence.
Prompt 3
Review this draft as the Sales Strategist: [paste draft]. Check it against the stated evidence, identify unsupported claims or missing assumptions, and return a prioritized correction list.
Related specialists
Put Sales Strategist to work.
Use the default profile or fork it into a version your team controls.