The Sales role catches new inquiries the moment they arrive, answering pricing questions and sending proposals with your approval.
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A new inquiry at 7 p.m. used to wait until you finished service. By morning it was shopping someone else.
The Sales role in Phantom Office is built to catch new inquiries the moment they arrive. It answers pricing questions and sends proposals from your real info, with your approval before anything goes out under your name.
I built this role for operators who lose weekends to "sorry, just seeing this." Events and hospitality live on speed. Home services and local agencies do too. Speed without a brake pedal is how you send the wrong price. Sales drafts. You approve. That is the deal.
Sales is not a guarantee of close rate. It is coverage so leads do not sit. No invented conversion claims here. The win is that a 7 p.m. form fill gets a path while you are still on the job.
That matches the locked bring list. Do not invent other CRMs as requirements. If you already run a CRM, bring it. If you do not, class uses free Airtable so you still have a home for leads.
Optional but useful: a short one-pager of what you sell and at what prices. PDF or Drive doc. Sales answers from your sheet, not from guesses.
Point Sales at where new leads arrive. Wire the intake. Confirm a test lead can reach the role.
That test lead is the live-by-end-of-day check for Sales. Live channel connected. Written brief saved. First real task running. Approval gate on. If a fake inquiry cannot land, the role is not live yet.
Sales catches the lead. Admin can cover the inbox thread once email starts. Chief of Staff keeps the office overview so you can ask what came in today without digging through six tools.
Content stays on brand messaging. Visibility stays on Google Business Profile, Analytics, and Search Console. Books stays on transactions. Sales does not inherit those jobs. Clear lanes keep the office from turning into one giant prompt that does everything poorly.
Nothing customer-facing goes out without you. Sales may draft lead replies, pricing answers from your sheet, and proposal drafts. Sends wait. You review facts, tone, and price once. Save the correction in the Sales folder so the brief improves.
That matters when your packages change seasonally or when a custom event needs a human call. The role covers the repeatable path. You keep the exceptions.
Solo operators and 1-3 person teams that get form fills after hours. If your inquiry email is also your personal inbox, Sales gives that intake a job description instead of hoping you notice it between loads.
You do not need to be technical. You need to know where leads land today, and you need a laptop for the build.
Phantom Office Live builds Sales on Grok Bot with the rest of your staff. Six roles. Titles only on public pages: Chief of Staff, Admin, Content, Sales, Visibility, Books. You name them in class.
Grok Bot is required because it is the easiest to start and the most mobile-friendly option for a live room. Bring an account or set one up live. Live is $597 flat with 12 seats. Complimentary invite is first 12 free if you want the free track. Tool subscriptions run about $100 to $200 a month to providers, not to me. Optional Community is $97 a month. Weekly one-hour group call. Bring questions ready.
CTA: Phantom Office Live.
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