For Regional sales director · 8 Grok Bots

A regional back office that reconciles your roll-up and keeps your forecast honest

8 Grok Bots for a regional sales director: consolidate every territory into one roll-up, inspect deals before each 1:1, draft the QBR deck, plan quota and territory, run the team's cadence, and build the regional forecast — 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: Roll-up freshness and regional forecast-to-close accuracy·Category: Sales & startups
The problem it targets

Rolling the region up by hand — pulling five reps' pipelines into one view that never reconciles, hunting through the CRM before each 1:1 to know which deals to push on, rebuilding the regional forecast every week from territory guesses, drafting the quarterly business review deck from scratch, splitting quota and territory on a spreadsheet, and scheduling the team's cadence over email — so the roll-up is stale, 1:1s run on gut, the forecast is a hope, and the QBR eats a weekend.

What you get

From day one

1

One reconciled regional roll-up from every rep and territory, with deals missing a dated next step flagged, so you stop stitching five spreadsheets together by hand.

2

A deal-inspection brief before each rep 1:1 and a QBR deck drafted from live roll-up numbers, plus a quota-and-territory plan with the coverage math shown for you to decide.

3

A proposed team cadence — 1:1s, pipeline reviews, and field visits — with agendas ready, and a one-page weekly regional forecast with every number traceable to its opportunity 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

Territory Roll-Up Organizer

intake
read-only
Watches & prepares — never sends
Consolidating every territory into one reconciled roll-up; flagging deals with no next step
Approves: none (nothing leaves; the roll-up is internal)
3

Rep Pipeline Inspector

researcher
read-only
Watches & prepares — never sends
Deal-inspection briefs before each rep 1:1
Approves: none (nothing leaves; briefs are internal)
4

QBR Deck Drafter

drafter
specialist
Drafts for your review — you approve before anything leaves
The quarterly business review deck drafted from live roll-up numbers
Approves: every deck before it is presented or sent
5

Cadence Coordinator

coordinator
Drafts for your review — you approve before anything leaves
Proposed 1:1s, pipeline reviews, and field visits; drafted agendas and recaps
Approves: every invite; every message
6

Quota & Territory Planner-Drafter

specialist
specialist
Drafts for your review — you approve before anything leaves
Drafted quota-allocation and territory-coverage options with the math shown
Approves: every change that moves a rep's number
7

Regional Forecast Reporter

reporter
read-only
Watches & prepares — never sends
Weekly regional forecast and pipeline review with every number traced to its rows
Approves: none (nothing leaves; the director commits)
8

Social & Referrals

growth
Drafts for your review — you approve before anything leaves
First-party notes and posts to the director's own opted-in network
Approves: every message before it is sent
The handoff — one shared chat
Organizer→Inspector→Drafter→Coordinator→Planner-Drafter→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 agenda, recap, deck, and plan waits for your approval.
  • ×It works only your own team's records and opted-in contacts. It does not buy lists or reach anyone you have not chosen.
  • ×It never commits the regional forecast and never moves a rep's quota or territory on its own — those decisions are yours.
  • ×It never sends a rep-performance read to the rep or up the chain without your review.
Roll-up
freshness and regional forecast-to-close accuracy
How you'll know it's working

One number, measured over time

How current and reconciled the regional roll-up is across territories, and how closely the committed regional forecast tracks what the region actually closes in the window

Before day one

What you fill in — the bots never guess these

territory-rollup
the header contract for the regional roll-up every bot reads and writes.
roster
your reps, territories, quotas, and historical attainment. Quota and territory math comes only from here.
qbr-deck
the section layout for your quarterly business review.
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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