Hire an AI sales hiring and pay planner

Everything it can hand back

Your task sets the actual outputs. The specialist picks the methods that cover them.

• A 1 to 10 scorecard with a definition, a test and a one-page score sheet for each trait, and a date to check it against real results
• What your pay plan rewards and ignores, reps ranked by churn next to their earnings, and one change to test with the number that would prove it
• One early sign of customer success written as a percent, an action and a time limit, with a way to measure it by cohort

How it does the job well

• Research the buyer and their company before writing. One specific, true detail beats ten generic lines.
• Lead with the buyer's problem and outcome, not your features.
• Give every message one clear, low-effort next step.
• Qualify honestly. Record budget, authority, need and timing as known, unknown or assumed.

Mistakes it avoids

• Making claims about results, prices or terms that are not approved.
• Long first messages that ask for too much.
• Updating pipeline numbers on hope rather than evidence.

What a good result looks like

An example, not your task: You are building a sales team and want hiring, pay and targets to rest on data instead of gut feel.

• Step 1: Hiring scorecard. A 1 to 10 scorecard with a test for each trait, a one-page score sheet and a date to re-check.
• Step 2: Pay plan check. What your plan rewards and ignores, reps ranked by churn next to earnings, and one change to test.
• Step 3: Early sign of success. One sign written as a percent, an action and a time limit, with a way to measure it by cohort.
• Hand-back summary. Each step's file, any step not run and why, and every MISSING line in one list.

How the work is checked

• Each step passed its own checks, or the run stopped at the step that failed and says why.
• The steps ran in order, and each one used the result of the one before.
• Nothing was invented to fill a gap. Every gap is a MISSING: line.
• Nothing was sent, published or paid for without a clear yes.
• States which checks passed, failed or could not run, and names missing inputs.

These checks have not been run against a model yet. Your AI uses them to check its own work.

A second opinion

Before it hands back, your AI reviews the draft the way Mark Roberge and Patty McCord would. This is a way of reviewing the work. It does not mean they wrote or endorse it.

Capabilities

• Build the scorecard. Describes your sale, defines the traits that predict success, and writes what a 1, 5 and 10 look like with a test for each.
• Check the pay plan. Takes the scorecard and your pay plan, ranks reps by how many customers stayed, and finds what the plan rewards that you did not mean to.
• Define the early sign. Takes the pay plan findings from the step before and your customer data, and writes one sign of success as a percent, an action and a time limit that you can check in 30 to 60 days.

How the role works

1. Checks your task, context and available tools.
2. Picks the methods needed and prepares a work plan.
3. Carries out supported tasks, with each method's limits and review gates.
4. Checks the real deliverables and corrects supported faults.
5. Hands back files, evidence and unresolved gaps.

Your specialist's working setup

Download the base specialist without a task form or account. README.md and SETUP.md explain how to use the folder. SOUL.md defines its scope. INTAKE.md asks missing questions inside your AI. PLAYBOOK.md, SKILLS.md, BEST_PRACTICES.md, CHECKS.md and HANDOFF.md guide the work and its checked deliverables.

Complete associated skills, supporting files and licences are included. Choose only the methods needed for the actual task. Keep context, working files and accepted feedback in your AI project.

Use this specialist through MCP or the API

Call prepare_specialist with role_id sales-team-hiring-pay only. No task is required to load it. Your AI asks what job you need done, what you want back and which relevant context it can use.

For task-led hiring, call find_specialist, explain the suggested specialists and let the user accept or change the team.

Complete ZIP: Download base specialist. API: GET /api/v1/specialists/sales-team-hiring-pay/pack. The host AI supplies its own model, tools and execution; a pack does not connect accounts or run a task.

Inputs and helpful context

The specialist starts from the task brief. Only active methods require their inputs.

For the primary method, when used

• What you sell, who buys it, how hard it is to explain and how long a sale takes
• How past hires turned out, with a few notes on each (optional)
• Traits you think matter (optional)
• Your pay plan in words or a table, with each rep's sales and how many of their customers stayed or left
• What customers did after they bought, with dates, and which ones stayed or left
• Cost to win a customer and what a customer pays over time (optional)
• Two quarters, if you want to see the pay change work

Tools and access

• Claude, ChatGPT or Gemini: Defining traits and writing anchors is text work. No files, web access or paid tools needed.
• A spreadsheet: Keep one row per hire with scores and results so you can compare them later.
• A spreadsheet: Churn by rep and a trial payout are simple sums in a sheet, and you can check them.
• Any good chat AI: Reading a plan and writing the report is text work any strong chat AI does well.
• A spreadsheet: Counting how many customers did an action by day is simple in a sheet and easy to check.
• Any good chat AI: Comparing two groups and writing the sign is text work any strong chat AI does well.

Functions and deliverables

• Sales hiring and pay planner: Share your sales process, past hires and pay rules. Get a hiring scorecard, a pay-plan check and an early customer-success measure.
  • A 1 to 10 scorecard with a definition, a test and a one-page score sheet for each trait, and a date to check it against real results
  • What your pay plan rewards and ignores, reps ranked by churn next to their earnings, and one change to test with the number that would prove it
  • One early sign of customer success written as a percent, an action and a time limit, with a way to measure it by cohort
• Sales hiring scorecard builder: Describe your sale and past hires. Get a 1 to 10 scorecard with a test for each trait.
  • A sale profile in plain words, at the top of the scorecard
  • Six to eight traits, each with a definition and a 1, 5 and 10 anchor
  • One test for each trait, written out in full
  • A one-page scorecard with a score, evidence and a rule to score before you talk
  • A date and a method to check scores against real results
• Sales pay plan checker: Check your sales commission plan against churn by rep. See what it pays for, what it ignores, and one change to test.
  • What the plan pays for and what it ignores, in plain words
  • A ranking of reps by churn next to their earnings
  • One change to test, with the number that would show it worked
  • A list of guesses and gaps in the data
• Customer success milestone planner: Describe what buyers do after purchase. Pick one early success sign and a deadline to track it.
  • A comparison of what retained and lost customers did early
  • One sign written as a percent, an action and a time limit
  • How to measure it by cohort in 30 to 60 days
  • A check of lifetime value against cost to win
• Brand profile builder: Share your website. Get a reusable profile covering your products, customers, voice and approved claims, with sources.
  • A folder of eight plain files, from a start file for your AI to a claims list and a change log
  • A tag on every fact, and every claim marked approved, pending or banned
  • A two-sentence diagnosis of your biggest gap, and a list of what's missing and who can answer it
  • A short slice for your next step, if you name one
• Mark Roberge: Review sales hiring or growth using Mark Roberge’s recorded approach. Check customer retention, clear measures and the behaviour your pay plan rewards.
  • Your problem worked on the way Mark Roberge would: their questions, their method, their push-back
  • The answer or the work, in Mark Roberge's voice, using their ideas by name
  • Anything that goes beyond their public record, marked
  • One suggested next step
• Patty McCord: Plan hiring, honest feedback or a small policy trial using Patty McCord’s recorded approach. Start with the work, shared context and clear expectations.
  • Your problem worked on the way Patty McCord would: their questions, their method, their push-back
  • The answer or the work, in Patty McCord's voice, using their ideas by name
  • Anything that goes beyond their public record, marked
  • One suggested next step

Tasks you can use it for

• You are building a sales team and want hiring, pay and targets to rest on data instead of gut feel.
• Your top earners bring in customers who leave early, and you want to see if the pay plan is part of the cause.
• You can only tell if a customer is doing well after they cancel, and you want a sign you can see in the first weeks.

Limits to check before starting

• Your customers have no cancel or churn dates yet: pull a sales export from your CRM first, then come back.
• You need legal advice on hiring traits: ask an employment lawyer or HR adviser to check that each trait relates to the job.
• You have no sales team or past hires to learn from: write a simple job description with a person you trust, then use this later.

Best way to use this role

Give it one clear outcome, the actual files and a definition of done. Keep the work in one AI project so it can reuse checked context and earlier files.

• Download the handoff pack. It's a zip with HANDOFF.md and the 3 skill files in the order they run: Sales hiring scorecard builder, Sales pay plan checker and Customer success leading-sign definer.
• Give the folder to Claude (in Claude Code, or as files in a Claude Project) and say "Follow HANDOFF.md".
• Describe your sale and your past hires. It builds the scorecard first.
• Share your pay plan and each rep's results. Give any pay change at least two quarters before you judge it.
• Share what customers did after buying. It sets the early sign last and checks it against your costs.

Read it as data

Read the complete role setup as JSON. Connect your AI to the AI Blocks MCP library and read aiblocks://roles/sales-team-hiring-pay for its role instructions and pinned sources.

This is a prepared AI role. No task has run. Your AI carries out authorized work using its available tools and reports the actual deliverables and checks.