# Agent templates

Built-in agents you can start from. Each one ships with an eval suite it must pass, runs on a schedule, an event or on demand, and asks before anything leaves.

## Pipeline

- **[Act on signals](https://www.closefinch.com/templates/signal-follow-up):** When a signal fires on an account, turns its dated why-now evidence into one explained task for the owner. No evidence, no task.
- **[Stalled deal nudge](https://www.closefinch.com/templates/stalled-deal-nudge):** Finds open deals that have gone quiet, decides one concrete next step for each, and leaves a follow-up task.
- **[Stalled deal recovery](https://www.closefinch.com/templates/stalled-deal-recovery):** Every morning, finds deals with no activity for two weeks, works out why from the last call, and puts a recovery email in the owner's inbox to approve.
- **[Pipeline review](https://www.closefinch.com/templates/pipeline-review):** Twice a week, reviews one AE's open deals (risks, methodology gaps, last touch, one next action) and sends an honest take.
- **[Forecast manager](https://www.closefinch.com/templates/forecast-manager):** The day before the forecast call, tests every Commit deal against six conditions in the buyer's own words and shows the range with its formulas.

## Meetings

- **[Meeting prep brief](https://www.closefinch.com/templates/meeting-prep-brief):** Before a call, reads the account's records, recent conversations and saved facts and writes a short cited brief.
- **[Meeting assistant](https://www.closefinch.com/templates/meeting-assistant):** Prep a day before, a reminder 30 minutes before, notes, tasks and a drafted follow-up after, and a check three days later of which commitments were kept.
- **[Demo prep for solutions engineers](https://www.closefinch.com/templates/se-demo-prep):** A timed run-of-show mapped to what the buyer asked to see, with a talk track, proof points and responses to the objections they raised.

## Customer success

- **[Inbound receptionist](https://www.closefinch.com/templates/inbound-receptionist):** Answers your phone after hours, on holidays and when nobody picks up: says it's an AI first, answers from your knowledge base, takes messages and books meetings, then tells the right person what needs doing.
- **[Emergency dispatcher](https://www.closefinch.com/templates/emergency-dispatcher):** Checks a reported emergency against your own list and pages your on-call ladder by text, call and app, repeating and escalating to the backup and a manager until a technician accepts; tells the customer honestly what happens next.
- **[Account memory keeper](https://www.closefinch.com/templates/account-memory-keeper):** Saves durable facts from conversations (preferences, processes, risks) to the account, each with the quote it came from.
- **[Won deal handoff](https://www.closefinch.com/templates/won-deal-handoff):** When a large deal is won, waits an hour, then opens the onboarding task for the team.
- **[QBR prep](https://www.closefinch.com/templates/qbr-prep):** Prepares a quarterly business review: the evidence in the customer's words, the narrative, and a timed internal runbook.

## Reporting

- **[Weekly pipeline summary](https://www.closefinch.com/templates/weekly-pipeline-summary):** Summarizes open pipeline and what's stalled into a headline, a short summary and the top risks.

## Data quality

- **[Missing close dates](https://www.closefinch.com/templates/missing-close-dates):** Finds open deals without a close date and asks their owners to add one. No AI involved.

## Research

- **[Account research brief](https://www.closefinch.com/templates/account-research-brief):** Researches an account's own site and recent news and sends a brief: every fact quotes its source; inferences and unknowns are labelled.
- **[Person research brief](https://www.closefinch.com/templates/person-research-brief):** Researches a contact's public work through their company's site and the news that names them, with labelled, cited findings.
- **[Account plan keeper](https://www.closefinch.com/templates/account-plan-keeper):** Keeps a living plan per account (priorities, pain, people, tools, risks, next move), every item sourced and dated, refreshed when signals fire; your edits stay.
- **[Case-study miner](https://www.closefinch.com/templates/case-study-miner):** When a deal is won, files the customer's quantified results from its calls and notes as proof points with exact quotes, each waiting for your approval.
- **[Competitive intel analyst](https://www.closefinch.com/templates/competitive-intel):** Monthly: logs what changed on competitors' pages, finds where they came up in your deals, and proposes cited battlecard edits for you to approve.
- **[Business profile from your site](https://www.closefinch.com/templates/business-profile-from-site):** Reads your own website and proposes your positioning, ICP, proof points, competitors and plays, every claim quoting its page. Nothing is saved until a person accepts it.

## Prospecting

- **[ICP list builder](https://www.closefinch.com/templates/icp-list-builder):** Each week, stages segments of the CRM accounts that fit your ICP by territory, leaving out customers, partners, open deals and must-not-contact accounts.
- **[Fit qualifier](https://www.closefinch.com/templates/fit-qualifier):** Answers your plain-language fit questions for every account on a list: pass, fail or unsure, each with a reason and its source (a CRM value or a checked quote from the account's own site). Never a guess.
- **[Design-partner recruiter](https://www.closefinch.com/templates/design-partner-recruiter):** Works your ranked waitlist until N design partners are active: tracks each candidate's stage and drafts the next emails for your approval, stopping the moment the goal is met.
- **[Two-way SMS agent](https://www.closefinch.com/templates/two-way-sms-agent):** Answers texts to your number from your knowledge base, says it's an AI in its first text, and hands pricing, contracts, complaints or a request for a person to the thread's owner. Opt-outs, quiet hours and do-not-contact always apply.
- **[Speed-to-lead caller](https://www.closefinch.com/templates/speed-to-lead-caller):** Calls a new lead back within seconds of their form, only if they agreed to calls on it and only inside their calling window; says it's an AI first, retries a few times, and books the meeting. Off until an owner turns it on.
- **[Voice campaign caller](https://www.closefinch.com/templates/voice-campaign):** Adds people to a voice campaign (or lets a deal stage change, a missed meeting or a quiet quote do it): the AI calls them in their calling hours, retries, leaves a short voicemail in your agent's voice and stops at the goal. Only people with written consent are called.