For CRO / VP Sales · 8 Grok Bots

A revenue back office that builds your roll-up and keeps your forecast honest

8 Grok Bots for a CRO or VP Sales: build the team roll-up, prep every forecast call, review escalated deals, ground every 1:1 in numbers, model territory, and draft the board revenue story — all as drafts you approve.

Hire the team See the bots
● Drafts only — nothing sends without your approval · Uses only your own data
After checkout
Your setup link arrives by email
We set up your fleet
After checkout, Workplace AI provisions your fleet on our Cursor Teams workspace and follows up soon. Watch for your Cursor invite and Grok Bot download link — then accept, install, and go.
8 bots·3 domain specialists·Success metric: Forecast-call readiness and forecast-to-close accuracy·Category: Corporate roles
The problem it targets

Running the revenue org above the deal layer — rebuilding the whole team's pipeline roll-up before every forecast call, prepping a coaching 1:1 for each rep from their attainment and pipeline, ruling on escalated discounts one Slack thread at a time, writing the board revenue narrative from scratch each cycle, and modeling territory and quota changes in a spreadsheet nobody else can read — so the forecast is a gut number, coaching is inconsistent, escalations stall, and the board deck is a weekend.

What you get

From day one

1

A team pipeline roll-up built before every forecast call — coverage, movement, and the commits with no next step — so you inspect the number instead of rebuilding it.

2

A forecast-call agenda with each rep's commit challenged, plus a per-rep coaching packet grounded in their own attainment and pipeline, ready for your 1:1s.

3

An escalation decision memo for each discount against your guardrail, territory and quota scenarios on paper, and a board revenue narrative with every figure traced to its rows.

Meet the team

8 bots, each with one job and clear approval points

Read-only bots watch and prepare; drafting bots write but never send. You approve everything that leaves.

1

Chief of Staff

coach
Drafts for your review — you approve before anything leaves
Your morning brief, meeting prep, fleet roundup, and after-meeting coaching.
Approves: none — nothing leaves without you
2

Pipeline Roll-Up Analyst

intake
read-only
Watches & prepares — never sends
One team roll-up before each forecast call — coverage, movement, aged and next-step-less commits
Approves: none (nothing leaves; the roll-up is internal)
3

Forecast Call Prep

researcher
read-only
Watches & prepares — never sends
The forecast-call agenda with each rep's commit challenged, every challenge cited to rows
Approves: none (nothing leaves; the leader runs the call)
4

Deal Escalation Reviewer

specialist
specialist
Drafts for your review — you approve before anything leaves
A decision memo per escalated discount against the guardrail sheet, out-of-band flagged
Approves: every ruling; any out-of-band discount or term
5

1:1 Coaching Prep

coordinator
Drafts for your review — you approve before anything leaves
A per-rep coaching packet and agenda note grounded in that rep's numbers
Approves: every note before it reaches a rep
6

Quota & Territory Modeler

specialist
specialist
Drafts for your review — you approve before anything leaves
Territory and quota scenarios on paper from the approved quota sheet, arithmetic shown
Approves: any live territory or quota change
7

Board Revenue Reporter

reporter
read-only
Watches & prepares — never sends
The board and exec revenue narrative, every figure traced to its rows
Approves: none (nothing leaves; the leader presents)
8

Social & Referrals

growth
Drafts for your review — you approve before anything leaves
Draft posts and outreach to your own audience, credited and approved by you.
Approves: sends
The handoff — one shared chat
Analyst→Prep→Reviewer→Prep→Modeler→Reporter
What the fleet does in week one

All read-and-prepare — you check its work before anything is trusted

What it does not do

The guardrails are the product

  • ×It drafts; it does not send. Every memo, coaching note, and board draft waits for your approval.
  • ×It works only your own team's records and your own opted-in contacts. It does not buy lists or reach anyone you have not chosen.
  • ×It never rules an out-of-band discount, resets a rep's quota, redraws a live territory, or commits the team forecast — those decisions are yours.
  • ×It never quotes a discount, quota, or comp number that is not on your approved policy sheets.
Forecast-call
readiness and forecast-to-close accuracy
How you'll know it's working

One number, measured over time

Share of forecast calls the leader walks into with the roll-up, challenged commits, and coaching packets already built, and how closely the committed team number tracks what actually closes in the window

Before day one

What you fill in — the bots never guess these

team-rollup
the header contract for the team roll-up every bot reads.
deal-guardrail
your approved discount and term guardrail bands. Rulings are drafted only against here.
quota-territory
your approved quota, comp, and territory numbers. Scenarios are modeled only from here.
Pricing

Cancel anytime.

Workplace AI provisions and runs your CrokPot fleet on our Cursor Teams workspace. We invite you on your own email — you accept, install Grok Bot, and we handle the rest.
$200/mo
  • Your whole fleet provisioned and installed for you
  • Cursor Teams seat included — paid by Workplace AI, never billed by Cursor
  • Onboarding + ongoing training
Hire the team
Your Cursor Teams seat is included and paid by Workplace AI. Drafts only, using your own data. No earnings, time-saved, or outcome guarantees are made.
How access works

You buy a CrokPot fleet from Workplace AI — not a Cursor plan

CrokPot runs on Workplace AI, Inc.’s (WAI) Cursor Teams workspace. WAI keeps the unpaid admin seat and pays Cursor for your seat. You join as the invited user on your real email and work through the installed Grok Bot fleet.

Your card is charged by WAI via Stripe for the CrokPot fleet ($200/mo, auto-renewing monthly) only — never by Cursor. If you cancel your fleet subscription, the invite/seat ends with it and is not portable to your own Cursor account.

FAQ

What you get, who owns the seat, and what happens after you pay

From the team behind Ancestry — CrokPot is built by Paul Allen, a co-founder of Ancestry.com.

Drafts only — you approve everythingYour own data, never shared$200/mo · cancel anytimeProvisioned & supported by Workplace AI

What do I actually get?

A pre-built fleet of Grok Bots for your trade, provisioned and installed for you on Workplace AI’s Cursor Teams workspace, plus onboarding and ongoing training. Every bot drafts; you approve.

Who owns the seat?

Workplace AI, Inc. (WAI) owns the Cursor Teams account and pays Cursor for your seat. You’re invited as a paid user on your own email. The seat isn’t portable to a personal Cursor account.

Do the bots act on their own?

No. The fleet is drafts-only, working from your own data. Nothing sends, files, or is trusted until you review and approve it — that’s the whole design.

Can I cancel?

Yes, anytime. It’s an auto-renewing monthly subscription at $200/mo. If you cancel, your invite/seat ends with the subscription.

What happens after I pay?

We follow up soon: our team provisions your fleet and invites you on the email you used at checkout. Watch for your Cursor Teams invite and Grok Bot download link, then accept, install, and go.

Training

New to Grok Bots? Get your team trained.

Live sessions and replays to get you and your coworkers productive with your fleet fast.

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