# Sales Meeting Desk — guided setup

Bundle 1.0.0

Prepare for important sales conversations and produce useful follow-up without losing commitments or context.

Bot Cabinet generates plans and packages. Hermes Desktop settings and connected-service permissions are applied by you. Passports are checklists, not locks.

This ZIP is a collection of individual profiles, not a one-click crew installer. Unzip it first; import each member .tar.gz separately. No schedules are activated.

Crew coordination has not been runtime-tested.

Keep existing Bots and projects intact. Use new profile names where needed; do not overwrite an existing profile.

Import-tested means archive import was checked, not that this Bot or crew has proved its work quality.

## 1. Scout

Gather current public information about the prospect.

Archive: members/scout.tar.gz
SHA-256: 8c93096f7bb9265742f32b5dd0c735952f46cd9c28608e98199dcb904ad2bfeb
Pack: 2.0.0; minimum Hermes: >=0.21.0; import tested with: 0.21.0
Import: import-test-passed; skill: not-tested; routine: inactive; manual-test-required

- [ ] Review SOUL.md and bundled files
- [ ] Import profile into Hermes Desktop without replacing an existing Bot
- [ ] Select only the tools this role needs
- [ ] Confirm read-only or draft-only permissions in connected services
- [ ] Run the first test with sample material and review the result

First test: Review five approved sources and return three ideas with working links.

Requested capabilities (configure manually):
- Web research
- Optional read-only access to an approved source list

## 2. Researcher

Verify account facts and separate evidence from assumptions.

Archive: members/researcher.tar.gz
SHA-256: cd4e77069ae82df353b9554b1d6b7d4db14c1b4b761386b614779637eccaeab5
Pack: 2.0.0; minimum Hermes: >=0.21.0; import tested with: 0.21.0
Import: import-test-passed; skill: not-tested; routine: inactive; manual-test-required

- [ ] Review SOUL.md and bundled files
- [ ] Import profile into Hermes Desktop without replacing an existing Bot
- [ ] Select only the tools this role needs
- [ ] Confirm read-only or draft-only permissions in connected services
- [ ] Run the first test with sample material and review the result

First test: Answer one narrow question using at least three approved sources and identify any unresolved conflict.

Requested capabilities (configure manually):
- Web research
- Read-only document access when I provide files

## 3. Planner

Build the meeting objective, question sequence, and decision points.

Archive: members/planner.tar.gz
SHA-256: 8101faff73c3ba9e7b90dce4b563990f13dab6d96282713d343d1b37c12baafd
Pack: 2.0.0; minimum Hermes: >=0.21.0; import tested with: 0.21.0
Import: import-test-passed; skill: not-tested; routine: inactive; manual-test-required

- [ ] Review SOUL.md and bundled files
- [ ] Import profile into Hermes Desktop without replacing an existing Bot
- [ ] Select only the tools this role needs
- [ ] Confirm read-only or draft-only permissions in connected services
- [ ] Run the first test with sample material and review the result

First test: Create a two-week plan from one approved objective and identify every missing decision.

Requested capabilities (configure manually):
- Read-only project documents
- Optional task-system access after review

## 4. Client Deliverables

Turn approved notes into a recap and follow-up draft.

Archive: members/client.tar.gz
SHA-256: f5b2efe996856da333d84b49df2a87b8bd484ef3aa5d304ffd6904a012b88535
Pack: 2.0.0; minimum Hermes: >=0.21.0; import tested with: 0.21.0
Import: import-test-passed; skill: not-tested; routine: inactive; manual-test-required

- [ ] Review SOUL.md and bundled files
- [ ] Import profile into Hermes Desktop without replacing an existing Bot
- [ ] Select only the tools this role needs
- [ ] Confirm read-only or draft-only permissions in connected services
- [ ] Run the first test with sample material and review the result

First test: Create a two-page client update from supplied notes and mark every item that needs approval.

Requested capabilities (configure manually):
- Read-only document access
- Optional document-template access

## 5. Editor

Check accuracy and flag unsupported promises.

Archive: members/editor.tar.gz
SHA-256: 250e6d6776e787dafd9bc5cbe49208abe16a639bc57d0db973d88fb8cf629ddf
Pack: 2.0.3; minimum Hermes: >=0.21.0; import tested with: 0.21.3
Import: import-test-passed; skill: not-tested; routine: inactive; manual-test-required

- [ ] Review SOUL.md and bundled files
- [ ] Import profile into Hermes Desktop without replacing an existing Bot
- [ ] Select only the tools this role needs
- [ ] Confirm read-only or draft-only permissions in connected services
- [ ] Run the first test with sample material and review the result

First test: Edit a two-page memo and explain the five most important changes.

Requested capabilities (configure manually):
- Read-only document access
- Optional web access for checking supplied links

## Run one manual handoff cycle

1. **Scout + Researcher + person / Before the meeting:** Research the account and approve the objective.
2. **Planner / Meeting plan:** Prepare questions, priorities, and boundaries.
3. **Client Deliverables / After the meeting:** Extract decisions, commitments, and open questions.
4. **Editor + person / Follow-up:** Review and send the approved recap or proposal.

- [ ] A person reviewed and approved each handoff before the next Bot used it
- [ ] Schedules remain inactive; any future activation needs explicit approval
- [ ] A person reviewed the final deliverable against the success measures

## Human release required
- Contact a prospect or customer
- Change pricing, scope, terms, or opportunity stage
- Promise a delivery date or result

## Success measures
- [ ] The brief separates facts from assumptions
- [ ] Every commitment has an owner and date
- [ ] A person approves pricing, promises, and outbound messages

Reference: https://botcabinet.com/crew-kits/sales-meeting-desk/