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AI agent for vice president of business developments

New Hire Ramp and Territory Handoff Agent

A new hire starts with complete account context and reaches the 60-day milestones with no deal left ownerless.

People and hiringAutomationSalesManagement
See how it worksGet access
New Hire Ramp and Territory Handoff Agent: what goes in, what the agent does and what you get

What it does

When a new business developer starts, the accounts they inherit come with half-remembered context, and deals sit untouched for weeks. This agent builds a handoff pack for every account from the CRM: history, key contacts, last contact, open deals and risks. It checks that every open deal has an owner and a next step, and flags the ones that do not. After the start date it tracks the first 60 days against the milestones you set, such as first calls, first pipeline and shadowed meetings, and drafts a weekly check-in for you to use. If a milestone slips, it suggests a fix and rechecks the next week. You approve every account assignment. Edge case: an account with no contact in 90 days is marked at risk before handoff.

How it works

Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.

Start and resultWhat it doesA check on its own workWaits for your OKGoes back and retries
Yes, continueApprovedYes, continueNoNo 1 STARTS WHEN Start date and territory confirmed 2 USES A TOOL Pull account history, contacts and open deals fromthe CRM 3 DOES Build a one-page handoff pack for each account 4 CHECKS THE RESULT Does every open deal have an owner and a next step? If not: list the gaps and ask the current owner to fillthem, then rebuild the pack. Back to step 3. 5 YOU APPROVE VP approves account assignments to the new hire 6 DOES Build a 60-day milestone plan with dates 7 USES A TOOL Each week compare CRM activity to the milestones 8 CHECKS THE RESULT Is the new hire on track for this week's milestones? If not: propose a fix such as a shadow call or an intro,and recheck next week. Back to step 7. 9 DOES Draft the weekly check-in agenda for the VP 10 RESULT 60-day ramp summary
Read the steps as a list
  1. Start date and territory confirmed
  2. Pull account history, contacts and open deals from the CRM
  3. Build a one-page handoff pack for each account
  4. Does every open deal have an owner and a next step?If not: list the gaps and ask the current owner to fill them, then rebuild the pack. Back to step 3.
  5. VP approves account assignments to the new hireThe agent waits here for your OK.
  6. Build a 60-day milestone plan with dates
  7. Each week compare CRM activity to the milestones
  8. Is the new hire on track for this week's milestones?If not: propose a fix such as a shadow call or an intro, and recheck next week. Back to step 7.
  9. Draft the weekly check-in agenda for the VP
  10. 60-day ramp summary

How it decides

It flags an account when it has no owner, no next step or no contact in the stale period. It flags the ramp when a milestone is more than a week behind.

  • No contact on an account in 90 days: mark at risk and put it first in the pack
  • Open deal over the size limit: assign a senior backup
  • Two milestones behind: propose a plan reset to the VP
  • Key contact left the company: list the replacement search as a task

Make it yours

Every agent is a starting point. You choose these settings for your own situation.

  • Milestones and their dates
  • Stale contact limit in days (default 90)
  • Deal size that needs a backup
  • Check-in day of the week
  • Pack format and length

What keeps you in control

It always asks you first

  • Account assignments
  • Any change to the milestone plan
  • Messages to the new hire about performance

Hard limits

  • Never reassign accounts without approval
  • Never share previous owner's private notes outside the pack

It stops when

  • Done: 60 days complete and summary delivered
  • Stop: hire leaves or territory changes, rebuild

Set it up

We guide you through the set-up, step by step

Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.

10 minto set it up in your AI
5 AIsChatGPT, Claude, Copilot, Gemini, Grok
  • One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
  • The agent then walks you through connecting your own data, one source at a time
  • A downloadable copy with the flow chart, the rules and the full guide
Get access to this agent

An example run

What happensPriya starts Monday with 42 accounts. The agent found 6 open deals without a next step and 4 accounts silent for 90 days. The check failed, so it asked the previous owner to fill the gaps, and 5 were fixed. By day 21 Priya had made 9 of 20 target intro calls. The agent proposed two warm intros, and the VP approved the plan reset.

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