Frank AI - Sales Manager Quick Start
Meet Frank AI - Sales Manager and complete your first real sales workflow through conversation.
Frank works in context across Strikezone to help you understand what is happening, decide what to do next, and complete real work inside your CRM and Go-to-Market workspace.
Goal: Use Frank to understand a sales opportunity, update the CRM, create the next action, and draft a customer follow-up.
Watch: Meet Frank AI - Sales Manager
See Frank create, update, connect, and advance real sales work inside Strikezone through conversation.
What You'll Do
In this quick start, you will:
- Understand a real sales opportunity in context.
- Identify the most important next action.
- Update a deal without manually editing multiple fields.
- Create a follow-up Task and add a CRM note.
- Draft a contextual customer follow-up email.
- See how conversation becomes action inside Strikezone.
Note: You do not need to learn everything Frank can do before you start. Start with one real workflow.
Before You Begin
For the fastest onboarding experience, open a real deal in your Strikezone CRM.
You'll need:
- A company.
- A contact.
- A pipeline and stage.
- An expected close date, if known.
- Some recent activity, notes, or customer context.
Don't have a deal yet?
No problem. Skip to "New Workspace? Create Your First CRM Records With Frank" below, then return to Step 1.
Step 1: Open a Deal and Ask Frank What Matters
Open an active deal in AI-native CRM. With the deal open, launch Frank AI - Sales Manager.
Ask:
Summarize this deal and tell me the single most important next action I should take.
Your first win
You just used your CRM as working context for a conversation.
You should now know:
- What is happening with the opportunity.
- What matters most.
- What you should do next.
Step 2: Ask Frank to Update the Deal and Create the Follow-Up
Now turn the recommendation into action.
Try a command like:
Move this deal to Proposal, update the expected close date to August 15, create a follow-up Task for tomorrow at 10:00 a.m., and add a note that the buyer requested revised pricing.
Change the stage, date, Task, and note to match your real opportunity. When Frank finishes, review the deal.
Check the result
- Deal stage updated.
- Expected close date updated.
- Follow-up Task created.
- Task due date and time are correct.
- CRM note appears with the opportunity history.
Why this matters
You did not navigate through several screens and forms to maintain the CRM. You described the outcome you wanted. Frank completed the work.
Step 3: Ask Frank to Draft the Customer Follow-Up
Stay inside the same opportunity context. Now ask:
Compose a concise follow-up sales email to this contact based on this deal, our recent activity, and the agreed next step. Keep it direct, useful, and human.
Review the draft before sending it. Make sure the email accurately reflects:
- The customer.
- The opportunity.
- The recent conversation or activity.
- The agreed next step.
- Your intended tone.
Edit anything you want to change.
Your second win
The information in your CRM is no longer just stored data. Frank can use that context to help turn customer history into the next customer conversation.
Step 4: Ask Frank One More Question in Your Own Words
Now stop following the script. Ask Frank something you actually want to know about the opportunity.
What is the biggest risk in this deal?
What information am I missing before the next meeting?
What should I ask the buyer on our next call?
What could prevent this deal from closing?
Review this opportunity and tell me where I should focus today.
This is where the workflow becomes yours. You do not need to learn special command syntax. Tell Frank what you need in normal business language.
You have completed the Frank AI - Sales Manager Quick Start
In one connected workflow, you used Frank to:
Understand → Decide → Update → Follow Up
You:
- Opened a real opportunity.
- Asked Frank to understand its context.
- Identified the next action.
- Updated CRM data.
- Created follow-up work.
- Added a note.
- Drafted customer communication.
Core Frank experience
Frank creates, updates, connects, and advances sales work across Strikezone through conversation.
New Workspace? Create Your First CRM Records With Frank
If your CRM is still empty, you can create your first connected customer records through conversation instead.
Try:
Create Northstar Manufacturing as a company. Create Maya Patel as Vice President of Sales and associate her with Northstar Manufacturing. Then create a $50,000 deal for Northstar in my sales pipeline at the Qualified stage.
Use your own real company, contact, deal value, pipeline, and stage whenever possible. Then review the records Frank created.
Confirm
- Company created.
- Contact created.
- Contact associated with the correct company.
- Deal created.
- Deal associated with the customer records.
- Pipeline and stage are correct.
- Deal amount is correct.
Once the records exist, go back to Step 1 and continue the quick start with your new opportunity.
Talk to Frank Naturally
Frank is designed for business conversation, not special prompt syntax.
You can give Frank a short question:
What should I do next with this deal?
Or a multi-step instruction:
Review this opportunity, summarize the latest activity, move the deal to Proposal, create a Task for Friday, and draft a follow-up email for the buyer.
Be specific about the outcome you want.
A simple prompt pattern
When you need more control, use:
Context + Action + Details + Desired Result
For example:
Using this deal and its recent activity, identify the main risk, create the next follow-up Task for Friday, and draft a short email that addresses the buyer's pricing concern.
You do not need to write prompts this way every time. It is simply a useful pattern when you want Frank to perform several related actions.
Prefer to Speak Instead of Type?
Where speech-to-text is available in your Frank composer, you can dictate your request instead of typing it.
- 1Select the microphone.
- 2Speak naturally.
- 3Stop the recording.
- 4Review or edit the transcription.
- 5Send it to Frank when you are ready.
Dictation changes how you enter the request. Your dictated prompt then follows the same Frank workflow as typed text.
Tip
For an important multi-step action, review the transcription before sending it.
Try These Next
You've completed the essential onboarding workflow. Explore more of Frank only when you need it.
Manage CRM & Pipeline
Ask Frank to help create, update, organize, and advance your CRM work.
Show me which deals need attention and tell me why.
Create a new sales pipeline for our mid-market opportunities.
Update this contact's role and associate the contact with this company.
Plan Your Go-to-Market Motion
Use Frank to help structure business and Go-to-Market work.
Help me build an Ideal Client Profile for our best customers.
Build a Go-to-Market plan for entering a new market.
Help me turn our business goals into a prioritized action plan.
Research Your Market and Buyers
Use Frank to explore market, company, competitor, and buyer context.
Research the competitive landscape for this market.
Help me understand the likely buying priorities of this customer.
What should I know about this company before our next meeting?
Build Messaging and Campaigns
Turn strategy into buyer-facing communication.
Sharpen our value proposition for this buyer persona.
Help me create an email campaign around this offer.
Give me three campaign angles for this audience.
Analyze Results
Ask Frank to help interpret performance and identify what needs attention.
What is working in this campaign and what should we change?
Where are opportunities getting stuck in this pipeline?
What should we focus on based on these results?
Keep Your Frank Work Organized
For longer-running work, use Projects to organize related Frank conversations around an initiative.
A Project can be used for work such as:
- A customer or strategic account.
- A sales opportunity.
- A campaign.
- A Go-to-Market plan.
- An Ideal Client Profile.
- A territory plan.
- A business initiative.
Projects let you return to related Frank conversations later instead of starting the work over.
Explore Frank AI ProjectsAbout Frank AI Credits
Some Frank actions use Frank AI credits. Actions that use additional data or AI processing may require more credits than a simple question.
When an action requires a specific credit confirmation, Strikezone should show you the applicable information before the action proceeds.
For example, public-web enrichment uses Frank AI credits and should show the cost before the enrichment begins.
Optional: Enrich a Company or Contact
Frank can use public business information to research available company and professional contact details.
For example:
Enrich this company using available public business information.
What public business information can you find about this contact?
Frank can return available information together with source and confidence information. Review enrichment results carefully before relying on them.
Important
Public-web enrichment does not mean every field can be found. Private information, restricted information, and data that is not publicly available should not be presented as if it were known.
Five Good First Questions for Frank
Not sure what to ask next? Start here:
1. What should I focus on today?
2. Which deals need my attention and why?
3. What is the next best action for this opportunity?
4. Draft the follow-up I should send this customer.
5. What am I missing that could prevent this deal from moving forward?
Remember One Thing
Frank AI - Sales Manager is not another place to copy your CRM data into an AI chat. Frank works inside the Strikezone CRM and Go-to-Market workspace so your business context can become action.
Continue Your Strikezone Onboarding
AI-native CRM Quick Start
Learn how contacts, companies, deals, pipelines, Tasks, notes, activities, meetings, and customer data work together inside your Strikezone CRM.
- Complete CRM fundamentals
- Pipeline management
- Contact & company records
- Activity tracking
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