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Sales playbooks

Run a lead → demo → close motion with Atlas as the engine and a human as the front. 🤖 Atlas drafts/sources · 👤 salesperson fronts/closes · 🧑‍💻 George for pricing/contracts.

Full build: #602 (Sales human-front — materials intake → Atlas-run onboarding + briefing) and the deal-runner arm (#337-342, one engine, counterparty types: sales / superconnector / fundraise). This is the operating procedure.

Lead → close​

  1. Source — leads from the market-intel arm, growth chatbot/website (#521), and the persona loop (#551); scored + routed to the salesperson's queue with an Atlas-drafted first touch. 🤖
  2. Qualify + demo — Atlas briefs the salesperson (who the lead is, fit, suggested agenda). 🤖→👤
  3. Onboard-on-yes — on a win, the clinic hands materials → Atlas runs onboarding (onboarding.md) and briefs the salesperson on what it did + what's missing. 🤖
  4. Feedback loop — post-onboarding "how was it" feeds the COO dashboard. 👤

Pricing (do NOT quote from memory — read the source)​

The pricing model is the backend billing plans (functions_ai_billing.get_billing_plans), read by signup, in-app Settings→Billing, and the public pricing page. Do not hardcode per surface.

  • Self-serve: $999/mo or Custom (sales-led via set_custom_billing). Charge up front, no free tier.
  • Add-ons (white-label app, lab ordering, provider network, e-prescribe seats), usage fees (payment-processing +0.25%, RCM % of net collections), done-for-you from $25k setup / $100k ACV.
  • Full model + rationale: CLAUDE.md Pricing Model section + docs/claude/business-strategy.md + docs/claude/billing-pricing.md. Placeholder COGS still being set — flag before quoting margins.

External motions (deal-runner, activated under #604)​

  • Positioning: maintain THE one-sentence description; keep every surface consistent.
  • Press / awards: tracked pipeline of targets + deadlines; Atlas drafts submissions for George's approval.
  • Investors: async first-phase pitching (intro → materials → Q&A) until interest is verified — no meeting on George's calendar until then. 🤖→🧑‍💻

Related: docs/claude/atlas-dealrunner-roadmap.md, docs/claude/gtm-principles.md, docs/claude/growth-signals-playbook.md, #604 (COO KPIs + pipelines).