AI employee job description templates: what are the eight, one per revenue job?

Home › Articles › Hire AI › AI employee job description templates

Updated 2026-11-01

AI employee job description templates are written jobs you copy into an AI account. Here are eight, one for each revenue job in Jon Weberg's INSTALL method, from Lead Gen to Operations, each in the same 10 fields. They extend the guide to hiring an AI employee, and the INSTALL book ships the same eight.

1. The INSTALL method names 8 revenue jobs: Lead Gen, Follow-up, Sales Close, Support, Retention, Marketing, Content, Operations.
2. Every template uses the same 10 fields, from title to log.
3. Every template stops on any reply below 70% confidence and hands it to a named person.
4. The Lead Gen and Follow-up template targets first contact within 5 minutes and a person within 4 hours.
5. The Follow-up job is the shape of the work behind a show rate that moved from 19% to 43% in about a month on a 22 closer floor.

One format reads faster than eight, doesn't it, so which would you copy tonight if it had to pay for itself by month end?

What are the eight AI employee job description templates?

The eight templates cover the eight revenue jobs in INSTALL, in install order. Each owns one handoff.

Order	Job	Handoff it owns	Measured on	Role page
1	Lead Gen	Seam 03, capture to contact	Minutes to first contact	Live
2	Follow-up	Seams 05 and 04, booking to show	Committed to appeared rate	Live
3	Sales Close	Seams 04 and 06, a no to the next offer	Revenue per declined buyer	Live
4	Support	Seam 08, payment to onboard	Hours from payment to first action	Planned
5	Retention	Seam 09, onboard to retain	Days of warning before a cancellation	Planned
6	Marketing	Seams 12 and 01, non paid channels	Attribution variance	Planned
7	Content	Seams 11 and 02, the ask	Referrals per happy customer	Planned
8	Operations	Seam 07, close to payment	Collection rate on closed revenue	Planned

What fields does every template use?

Every template uses the same ten fields. Here is how to write each field from a blank page.

1. Title: the handoff, with its INSTALL job in brackets.
2. Mission: what is true when the job is done well.
3. Runs: when it works.
4. Reads: its inputs, including the Business Brain.
5. Writes: its outputs, including one log.
6. Decides alone: the decisions it owns, nothing more.
7. Hands off: when it stops and passes to a named person.
8. Never does: the boundaries.
9. Measured on: the numbers it answers for.
10. Log: what one log line records.

What does the Lead Gen AI employee job description say?

The Lead Gen AI employee makes first contact within 5 minutes and reaches a person inside 4 hours. It owns seam 03.

Field	What it says
Title	AI lead contact employee (Lead Gen)
Mission	First contact within 5 minutes; a person inside 4 hours.
Runs	On every new lead, around the clock.
Reads	Form answers, source, CRM record, the Business Brain.
Writes	Approved texts and emails, a call attempt, a booking.
Decides alone	Channel order, template wording, retry timing, booking link.
Hands off	Price questions, complaints, buying signals, below 70% confidence.
Never does	Quotes prices, promises results, closes a sale.
Measured on	Median minutes to first contact, calls booked inside 4 hours.
Log	Arrived, first contact, channel, reply, outcome, handoff.

How many of last week's leads heard from you inside five minutes, now that the lead contact role page shows the four moves that fit in four hours?

What does the Follow-up AI employee job description say?

The Follow-up AI employee mails every unbooked lead on a dated sequence and confirms every booked call until it starts. It owns seams 05 and 04; the lead contact page also files under Follow-up.

Field	What it says
Title	AI follow up employee (Follow-up)
Mission	Unbooked leads get dated sequences; closers know 1 hour ahead who has not confirmed.
Runs	Daily for unbooked leads; from booking until the call.
Reads	List groups, booking time, setter notes, the Business Brain.
Writes	Sequences, confirmations, reminders, rebookings, the closer alert.
Decides alone	Send timing, approved wording, groups, rebooking inside your window.
Hands off	Price questions, hostile replies, below 70% confidence, silence 1 hour before the call.
Never does	Sells, discounts, changes the offer.
Measured on	Committed to appeared rate by lead age and closer; weekly list revenue.
Log	Booked, confirmed, reminded, rebooked, appeared, escalated.

The confirmation half is the shape of the work on Jon Weberg's 22 closer floor at AI Acquisition, where show rate moved from 19% to 43% in about a month and $1,322,312 was collected that month, and the mailing half turned John Crestani's 43,297 contacts nobody was mailing into $10,000 to $30,000 a week for fifteen straight weeks, so with the appointment confirmation role page open, what silence alarm would you set?

What does the Sales Close AI employee job description say?

The Sales Close AI employee answers every qualified no with the next approved offer, then returns on days 30, 60 and 90. It owns seams 04 and 06.

Field	What it says
Title	AI second offer employee (Sales Close)
Mission	Every qualified no hears the next approved offer on a dated schedule.
Runs	On every decline, loss and cancellation; days 30, 60 and 90 after.
Reads	CRM stage, call notes, the objection, the offer ladder.
Writes	The second offer, follow ups, a pool tag.
Decides alone	Which approved version, timing, channel.
Hands off	Discount requests, deals above your dollar line, below 70% confidence.
Never does	Creates prices, invents bonuses, discounts.
Measured on	Revenue per declined buyer, days from the no to first contact.
Log	No received, pool, version, reply, outcome.

Buyers of an $8,600 program who said they could not afford it paid Frank Kern $41,253 in three days through one $2,500 offer, no new ad spend, so which approved offer sits one rung below your main price when you build from the second offer role page?

What does the Support AI employee job description say?

The Support AI employee gives every new customer a first step within hours of paying. It owns seam 08, payment to onboard.

Field	What it says
Title	AI support employee (Support)
Mission	Every new customer gets a first real step within hours of paying.
Runs	When a payment lands or a customer writes.
Reads	The order, what was promised, the thread, the Business Brain policies.
Writes	Welcome, first step, drafted answers, handoff summaries.
Decides alone	Which known answer fits, onboarding step order.
Hands off	Refund requests, complaints, broken promises, below 70% confidence.
Never does	Grants refunds, changes scope or price.
Measured on	Hours from payment to first action, 60 day refund rate.
Log	Paid, first action, answers, handoffs, status.

What does the Retention AI employee job description say?

The Retention AI employee warns a named person weeks before a cancellation. It owns seam 09 and flags seam 10 to a person.

Field	What it says
Title	AI retention employee (Retention)
Mission	Every early sign of leaving reaches a named person weeks before a cancellation.
Runs	Daily across active accounts and on renewal dates.
Reads	Usage, open threads, payment status, renewals.
Writes	Health lines, warnings with evidence, expansion flags.
Decides alone	Which signal fired, which check in, the watch list.
Hands off	Cancel or pause requests, complaints, expansion triggers, below 70% confidence.
Never does	Offers discounts, accepts cancellations.
Measured on	Days of warning before a cancellation, triggers passed within 14 days.
Log	Signal, date, action, person told, outcome.

What does the Marketing AI employee job description say?

The Marketing AI employee reconciles ad platform customers with finance weekly and hands off any variance above 15%. It owns seams 12 and 01.

Field	What it says
Title	AI marketing employee (Marketing)
Mission	Platform customers reconcile with finance weekly.
Runs	Weekly, and on each partner or affiliate signup.
Reads	Ad platform reports, processor and CRM counts, partner records.
Writes	Reconciliation lines, approved partner messages, channel yields.
Decides alone	Which partner message goes next, timing.
Hands off	Variance above 15%, commission questions, spend decisions, below 70% confidence.
Never does	Changes ad spend, agrees commission.
Measured on	Attribution variance, yield per partner.
Log	Channel, count, revenue, variance, person told.

What does the Content AI employee job description say?

The Content AI employee asks for a referral when a result lands and never publishes on its own. It owns seams 11 and 02.

Field	What it says
Title	AI content employee (Content)
Mission	Every customer result is asked for as a referral or review.
Runs	When a result is logged; weekly for drafts.
Reads	CRM results, call notes, reviews, buying questions, approved proof.
Writes	Referral and review asks, drafts held for approval.
Decides alone	Which approved ask fits, timing.
Hands off	Every piece before publishing, below 70% confidence.
Never does	Publishes alone, invents testimonials, speaks for customers.
Measured on	Referrals per happy customer per year, results followed by an ask.
Log	Trigger, piece, approved or edited, outcome.

What does the Operations AI employee job description say?

The Operations AI employee collects every won sale and retries every failed payment. It owns seam 07, close to payment.

Field	What it says
Title	AI operations employee (Operations)
Mission	Every won sale is collected on time, and every failed payment is retried.
Runs	On every won deal, due date and failed payment.
Reads	Invoices, terms, processor declines, payment plans.
Writes	Payment links, reminders, failed payment notices.
Decides alone	Retry timing inside your rules, which reminder.
Hands off	Term changes, disputes, chargebacks, below 70% confidence.
Never does	Changes prices or terms, waives fees.
Measured on	Collection rate, failed payment recovery rate, days sales outstanding.
Log	Amount, due, reminders, retries, collected or handed off.

How do you adapt a template to your business?

Change the reads line and the hands off line first; leave the never does line stricter than you think you need. Every send stays held until 2 clean Fridays, and each Friday read takes 30 minutes for the first two weeks.

Your exceptions go into the context document the job reads first, and since all eight log in the same ten fields, mapped to The Thirteen Seams, your Friday check in reads like one team reporting, so which never does line would you tighten first? Copy the Follow-up template tonight, change three lines, and next Friday the log shows every booked call confirmed or flagged an hour before it starts:

1. Copy the template for your costliest handoff.
2. Change the reads and hands off lines; run it a week with sends held.
3. To have all eight written and installed across your systems, Book My AI Seam Architect Install.

What else do people ask about AI employee job description templates?

What is the difference between an AI sales employee and an AI support employee?

The sales jobs (Lead Gen, Follow-up, Sales Close) are measured on contact, show and revenue per declined buyer. Support is measured on time to first action and refunds. Each owns a different handoff.

Can I use these templates with any AI platform?

Yes. The ten fields are plain language; any AI account that reads your inbox or CRM and follows written rules can run them.

Do these templates replace roles on my team?

They own the handoffs between roles. Your people keep their jobs and receive cleaner work.

How do I adapt a template to my business?

Change what it reads and when it hands off, add your exceptions to the context document, and keep every send held until two clean Fridays.

Which template should I start with?

Start with Email Triage, the first hire, then the template for the handoff that cost you most last month.

Jon Weberg is the founder of Profitalize and the originator of The Thirteen Seams, a revenue diagnostic that finds the money a company loses in the handoffs between its teams. About Jon Weberg