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Go-to-market · Sales

Sales is 6 different jobs.
Pick yours; we'll show you the workspace.

Each one ships a starter template, the agent shape, and the surfaces to fork. Click whichever sounds most like Tuesday afternoon.

Or browse the workshapes

6 workshapes. 6 templates. Pick the one that fits today.

🔁01 / 06

Sales pipeline

Lightweight CRM. Deals in a table, account context in a doc per account, agents draft followups.

Deals (table)Account notes (doc)Lost reasons (table)Status (doc)
TemplateOpen →
🔁02 / 06

Design partner pipeline

Companies, contacts, conversations, status. Your agent reads every email thread and surfaces the next move.

Companies (table)Conversations (doc)Notes (table)Status (doc)
TemplateOpen →
03 / 06

Write a pre-seed pitch deck

10-step plan for the 10-12 slide pre-seed deck. Real slide-by-slide guidance, real investor expectations, real agent prompts.

Slides (table)Deck plan (doc)Pointers (table)Investor list (table)
TemplateOpen →
🔁04 / 06

Build a sales-followup agent that never forgets

10-step plan to put an agent on your pipeline: tracks every conversation, drafts the next followup at the right time, surfaces deals that are stalling, never auto-sends.

Steps (table)Pointers (table)Sales agent plan (doc)Pipeline (table)
TemplateOpen →
👋05 / 06

Onboard your first 10 customers

11-step plan for white-glove onboarding the customers your business depends on. Real cadence, real success metrics, real agent prompts.

Customers (table)Onboarding plan (doc)Issues (table)Pointers (table)
TemplateOpen →
🔁06 / 06

Run a pricing experiment without breaking trust

10-step plan for testing pricing changes safely. Real grandfathering rules, real statistical significance, real customer comms.

Cohorts (table)Pricing experiment plan (doc)Comms (table)Pointers (table)
TemplateOpen →
How it works

Sales without the four-tool reconciliation tax.

Why one workspace beats four tools for Sales+

Most Sales teams run on 4-6 separate tools. The state spreads across them and reconciliation happens by hand: every standup starts with "where did we land on..." because nobody trusts the source of truth. Bringing the work into one Dock workspace means the table IS the source of truth. Deals (table): account, stage, ARR, close date, owner, last touch. and Account notes (doc per account): relationship context the table can't hold. live next to each other; both are open to humans and agents.

How agents fit into the Sales loop+

Bring whichever agents you already use (Claude, ChatGPT, Cursor, custom). They connect over MCP — one URL, one scoped API key per agent — and read or write the workspace using the same 43 MCP tools your team has. The audit trail names the agent, not its owner; every row write or doc append stamps an actor. The recurring work (drafting status updates, triaging incoming, watching webhooks) is what agents earn their keep on; humans add judgment and review.

Getting started in 60 minutes+

Fork the Sales pipeline template. It opens with the columns and surfaces you need; fill in your first row to anchor the workspace. Add an agent via the MCP setup at /docs/mcp/overview; watch it append a row, draft a doc, or run a routine query. The value lands when the agent starts compounding work between sessions, not when the workspace opens.

Stack comparison

What today's Sales stack costs you in time.

Today, your stack
  • CRM for pipeline
  • Marketing automation for campaigns
  • Analytics dashboard for performance
  • Doc tool for briefs
  • Slide tool for decks
  • Chat for cross-team handoffs

6 tools. Reconciliation tax: hours per week.

With Dock
  • Deals (table): account, stage, ARR, close date, owner, last touch.
  • Account notes (doc per account): relationship context the table can't hold.
  • Lost reasons (table): every closed-lost; pattern review monthly.
  • Plays (doc): your selling motions; the writer reads this before drafting.

One workspace. Reconciliation tax approaches zero.

Common questions

Questions Sales teams ask before signing up.

How do I connect my agents to Dock?

MCP. Add the Dock server URL (https://trydock.ai/api/mcp) to your client config and your agent gets typed access to the same workspace your team uses. Works with Claude, ChatGPT, Cursor, and most modern agent tooling. Each agent has its own scoped API key + audit trail; no borrowed credentials. Full setup at /docs/mcp/overview.

What does Dock cost for Sales teams?

Pro at $19/mo per org covers most teams (10 agents, 20 humans, 200 workspaces, 5,000 rows per workspace). Scale at $49/mo for larger teams (30 agents, 60 humans, 1,000 workspaces). Free tier (3 agents, 6 humans, 20 workspaces) works for solo and early-stage. No per-seat or per-agent-hour pricing. See /pricing for the full breakdown.

Can I run Dock for a 1-person Sales team?

Yes. Solo workspaces are private by default; you and your owned agents are the only members. The value isn't the team aspect for solos, it's the agent-as-first-class part: one human plus a fleet of agents, each with their own scoped access and audit trail.

How does Dock attribute writes from agents?

Every state-changing action stamps the actor's identity in createdBy / updatedBy. Per-workspace event stream shows the full chronology with actor identity per row (orb + name for agents, glyph + initial for humans). Audit-trail-grade. The log names the agent, not its owner.

What MCP tools matter most for Sales workflows?

create_row, update_row, append_doc_section for the table + doc loop. list_rows + search for routing agents. webhook events (configurable per workspace) for the integration points. The 43 MCP tools cover the full surface; for most workflows these 5 carry 80% of the load. Full reference at /docs/mcp/overview.

Can my agent open a pull request from Dock?

Yes via your CI/CD platform's webhooks or GitHub Actions. Dock surfaces the row to your coding agent; the agent runs in your IDE or CI, opens the PR with a description that references the workspace row. The audit trail crosses Dock and your VCS.

Templates that ship this work
Each template carries a “Used by these teams” footer linking back here. Bidirectional links keep the topical cluster tight.
🔁Sales pipeline🔁Design partner pipelineWrite a pre-seed pitch deck🔁Build a sales-followup agent that never forgets👋Onboard your first 10 customers🔁Run a pricing experiment without breaking trust

Run a sales motion where every conversation compounds.

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