Define your pipeline schema + stages
1-2 hr
Define the cadence rules per stage
1 hr
Write message templates per stage + use case
2-4 hr
Wire the agent to read inbox + calendar + pipeline
4-8 hr
Build the daily pipeline scan + draft loop
4-6 hr
Build the morning Next Actions digest
2-3 hr
Run a 1-week shadow pass: log + draft, but you send manually
1 week
Add stall detection + escalation
1-2 hr
Weekly review: what the agent caught, what it missed
30 min/week, recurring
Iterate: add LinkedIn, expense automation, multi-rep support
Ongoing, 2-4 hr/month