AE-BDR weekly 1:1 web app for sales sync and planning
Build a weekly 1:1 web app for AE ↔ BDR/SDR pairs that runs their sales sync from prep through planning. It exists so an AE and their BDR can review what actually happened last week against real CRM activity, capture outcomes and learnings, and plan the accounts and to-dos for the week ahead — all in one shared, self-updating workspace instead of a manual doc. Trigger it as an authenticated web app: serve the UI on an HTTP route (gate it to your workspace/tenant members), with supporting JSON API routes on the same workflow for reading and saving data. No cron or email trigger is needed; everything is driven by people opening the app. Persist all app data (weekly sessions, AE prep, follow-ups) in durable per-team storage keyed by the AE and the week, so each week starts clean but history is retained. Build these pieces at a high level: A single-page UI with role-aware views (AE, BDR, manager) resolved from a team roster/config, plus an AE↔BDR pairing model. An AE Prep page where the AE adds the accounts they want to work next week (name + research + why-now), with a running list of what's been saved and duplicate protection. A weekly 1:1 wizard: overview of past weeks, review last week's commitments vs. actual CRM activity, capture outcomes, analyze what landed / didn't, and Plan Next Week (meetings held with follow-up tracking, upcoming meetings, and to-dos organized by account that flow in from the AE's prep). Dashboards / manager / leadership roll-up views over saved sessions. A seed/mock route to populate realistic demo data. For external data, pull account, activity, and opportunity data from your CRM (I used Salesforce — swap in your CRM's API), read held/upcoming meetings from a calendar (I used Google Calendar — or your calendar provider), and use an LLM for summarizing/analysis where helpful (I used Anthropic Claude — or your preferred model). Keep the team roster in whatever store you prefer (I used a Tines Records-style config endpoint — or a table/DB of your choice). Let another workflow push accounts into an AE's prep via an inbound webhook. Keep credentials in connectors, never in code. Tools used: Salesforce, Google Calendar, Anthropic Claude, Tines Records (team config), inbound webhook
What this prompt builds
This workflow provides a structured web app for AE and BDR pairs to conduct weekly one-on-one meetings with integrated CRM and calendar data. It tracks past discussions, outcomes, and learnings while guiding teams through prep, review, and planning phases in a shared workspace. The app includes role-aware views for AEs, BDRs, and managers, with dashboards for leadership visibility into sales activity and follow-through.
The problem
Sales teams pairing Account Executives with BDR typically lack structure and continuity in their weekly syncs. Each AE-BDR pair invents their own approach, nothing tracks what was discussed or committed to, and there's no shared record of what tactics worked or failed. Meetings drift without preparation, past learnings are lost, and teams can't see patterns across pairs. This workflow delivers a shared, self-updating web app that runs the entire weekly 1:1 cycle—from AE prep and CRM activity review through outcomes capture and next-week planning—so every sync is grounded in real data, past context, and a consistent playbook.
Solution and impact
Sales pairs gain a single workspace that automatically pulls CRM activity and calendar meetings, surfaces last week's commitments against what actually happened, and guides the conversation from retrospective through planning. AEs prepare target accounts with research before the meeting, the pair reviews outcomes and learns what messaging or outreach worked, and to-dos for the week ahead are organized by account and tracked over time. Managers get roll-up visibility across all pairs, and the team builds a shared memory of what drives pipeline—turning ad-hoc syncs into a repeatable, data-backed planning ritual that saves time and compounds learning.