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Sales Agent Deployment Checklist

A launch checklist template for shipping sales AI agents with quality controls, CRM governance, and rollout monitoring.

Sales Agent Deployment Checklist cover image
Use case: Sales agent production rollout
Sales Agent Deployment Checklist inline image

Why this checklist exists#

Sales teams move quickly, but rushed AI agent rollouts often create data quality issues and uneven outreach quality. This checklist is built to reduce launch risk while preserving speed.

Pre-launch checklist#

  1. Define success metrics: pipeline conversion, response quality, and rep time saved.
  2. Confirm workflow boundary: what the agent is allowed to do vs. what requires human approval.
  3. Validate CRM field mappings: required fields, value types, and ownership rules.
  4. Set tone and compliance guardrails: approved claims and prohibited language.
  5. Establish fallback behavior: what happens when tools fail or confidence is low.

Launch checklist#

  1. Run pilot cohort with a controlled lead segment.
  2. Review output quality daily with sales managers.
  3. Measure false positives/negatives in qualification outcomes.
  4. Audit CRM updates for data hygiene and duplicate writes.
  5. Capture rep feedback on usability and context quality.

Post-launch checklist#

  1. Track weekly KPI deltas against pre-launch baseline.
  2. Version prompt/workflow changes and link changes to KPI movement.
  3. Review exception queue health and aging trends.
  4. Run governance audit for policy violations and risky output patterns.
  5. Decide scale-up readiness by segment or region.

Copy-ready checklist template#

[ ] KPI baseline documented
[ ] Scope and permissions approved
[ ] CRM mappings validated
[ ] Compliance policy linked in prompt
[ ] Pilot cohort selected
[ ] Daily quality review owner assigned
[ ] Exception handling SLA defined
[ ] Weekly calibration meeting scheduled
[ ] Rollback plan tested
[ ] Scale-up decision criteria approved

FAQ#

How long should the pilot run?#

Most teams need 2-4 weeks to detect quality drift, user adoption issues, and conversion impact.

Who should own launch quality reviews?#

Sales ops should coordinate, but front-line sales managers should co-own decision quality checks.

What is the most common rollout failure?#

Lack of clear approval boundaries, especially around customer-facing content and CRM writeback behavior.

Tags:
checklistsales opsdeploymentgovernance
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