Sales Rep OS

Job to be done: Show up to the next appointment specialist-grade prepared, draft a proposal that earns trust, and follow up without sliding into spam cadence.

Local-only persona OS. Drafts are stored in this browser only — nothing is sent, nothing is uploaded, no PII leaves this device. Output is gated behind a review gate. Treat exports as a working packet, not a final commitment.

First valuable action — runs locally now

Lead intake

Capture how the lead came in, contact, address, roof type, age estimate, urgency, and any insurance/storm context. No invented details.

6 ladder steps
11 required packet fields
5 review-gate checks before export

Output: Sales Appointment Packet — Markdown export gated on review-ready. Disclaimers + handoff stay attached.

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