Post-Sales Chief of Staff

Post-sales chief of staff (Gus): 8 routines for CSM call prep, promises, and account watches

Quick answer

Post-Sales Chief of Staff is a advanced Grok Bot play for bot teams. A CSM manages one chief-of-staff bot that runs a bench of specialists: Follow-ups, one Account specialist per customer, Ink (voice), Questions (docs), Career, and Scout (internal channels). It is built for Customer Success / AM, using Multi-bot teammates/channels, Routines (schedule), Memory.

AdvancedCustomer Success / AMCustomer expansionEnterprise sales

What it does

A CSM manages one chief-of-staff bot that runs a bench of specialists: Follow-ups, one Account specialist per customer, Ink (voice), Questions (docs), Career, and Scout (internal channels). Routines: an 8:30 weekday brief; call prep written 15–35 minutes before each call; unfinished promises at 9, 1, and 4; unanswered asks every 15 minutes; a visibility watch; an exhaust (usage-cliff / escalation) watch; a Friday dashboard; and a Wednesday self-improvement scan.

Who it's for
Customer Success / AM
GTM motion
Customer expansion, Enterprise sales
Building blocks
Multi-bot teammates/channels, Routines (schedule), Memory, Connectors/MCP, Browser & desktop automation, Drafted sends (human approves)
Complexity
Advanced

Setup + template

🔒 Prerequisites, trigger, step-by-step setup.

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