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Documentation Index

Fetch the complete documentation index at: https://docs.octolane.com/docs/llms.txt

Use this file to discover all available pages before exploring further.

You’re the founder. You’re also the SDR, AE, CS, and product team. This playbook is the minimum-viable sales OS that scales with you to your first 10 reps.

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Week 1: foundation

  • Connect Gmail + Calendar
  • Import any existing prospects from your sheet
  • Define 3 AI fields: “decision maker”, “next step”, “blocker”
  • Build a 5-stage pipeline: Lead → Qualified → Demo → Proposal → Closed

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Week 2: rhythm

  • Approval queue every morning, 15 minutes max
  • All demos recorded; review summaries instead of taking notes
  • Friday: ask AI Chat for “deals with no activity in 7 days”

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Week 3+: leverage

  • Install Signal on your site
  • Turn on auto-follow-up with manual approval
  • Start drafting outreach to Signal-identified ICP visitors