Finta Space
Sales OS
Install the Sales OS Space and turn Finta into your sales command center.
A 12-stage B2B pipeline, ICP and prospecting workflows, personalized outreach templates, follow-up automations, 13 Aurora sales skills, and a daily operating cadence — installed into one account.
133 items installed into your workspace · Undo anytime
Why install it
What Sales OS does for you
- A 12-stage sales pipeline built for how relationship-driven deals actually move — from prospect to closed won to nurture.
- 13 Aurora skills that encode real sales process: ICP building, prospect lists, discovery prep, proposals, close plans.
- 12 sales email templates and follow-up automations so no reply, meeting, or proposal goes cold.
- A daily sales briefing, Monday prospecting block, and Friday pipeline review that turn selling into an operating cadence.
- Warm path mapping across your network, so the strongest route into an account is the one you take.
What gets added
Everything this Space installs
133 items across 7 surfaces — expand each one to see exactly what lands in your workspace.
Pipeline stages12
- Prospect
- Researching
- Outreach Sent
- Replied
- Discovery Call
- Demo
- Proposal Sent
- Negotiation
- Verbal Yes
- Closed Won
- Closed Lost
- Nurture
Custom fields12
- Deal Size
- Expected Close Date
- Decision Role
- Buying Stage
- Lead Source
- Champion Strength
- Pain Point
- Competitors in Deal
- Objections
- Next Step
- Next Step Due
- Loss Reason
Email templates12
- Sales OS — Cold Outreach (First Touch)
- Sales OS — Follow-Up 1
- Sales OS — Follow-Up 2
- Sales OS — Warm Intro Request
- Sales OS — Pre-Call Agenda
- Sales OS — Discovery Recap
- Sales OS — Demo Follow-Up
- Sales OS — Proposal Follow-Up
- Sales OS — Closing Next Steps
- Sales OS — Breakup Email
- Sales OS — Re-Engagement
- Sales OS — Referral Ask
Automations7
- Sales OS — Daily Sales Briefing
- Sales OS — Weekly Pipeline Review
- Sales OS — Weekly Prospecting Block
- Sales OS — Stale Deal Follow-Up
- Sales OS — Prospect Reply Follow-Up
- Sales OS — Post-Meeting Follow-Up
- Sales OS — Re-Engagement
Document folders9
- 00 Playbooks
- 01 ICP & Personas
- 02 Outreach
- 03 Proposals & Pricing
- 04 Case Studies & Proof
- 05 Meetings
- 06 Objections
- 07 Weekly Reviews
- 08 Archive
Aurora skills13
- Daily Sales Brief
- ICP Builder
- Prospect List Builder
- Outreach Script Writer
- Warm Path Mapper
- Discovery Prep
- Demo Follow-Up
- Proposal Builder
- Objection Tracker
- Pipeline Review
- Close Plan
- Referral Ask
- Re-Engagement
Sales OS68
- Phase 1 - Set Up Your System
- Phase 2 - Define Your ICP
- Phase 3 - Build Your List
- Phase 4 - Run Outreach
- Phase 5 - Work the Pipeline
- Phase 6 - Close & Expand
First run
When you install, Aurora will ask:
- 01What is your company website?optional
- 02What do you sell, and who buys it?
- 03Describe your ideal customer.optional
- 04What is your typical deal size?optional
- 05How long does a typical deal take to close?optional
- 06Where do your prospects come from today?optional
- 07Where does your pipeline live today?optional
- 08How many new sales conversations do you want each week?optional
Your answers personalize the pipeline, templates, and Aurora skills before anything is created.
How it works
Installed in minutes
Create your account
Sign up (or log in) — your Space install is remembered and picks up right where you left off.
Answer setup questions
Aurora asks a few quick questions so the Space is tailored to you from the first minute.
Workspace provisioned
Your pipeline, Aurora skills, templates, automations, and documents are installed and ready to use.
Start with Sales OS already set up.
A 12-stage B2B pipeline, ICP and prospecting workflows, personalized outreach templates, follow-up automations, 13 Aurora sales skills, and a daily operating cadence — installed into one account.
Free to start · Answer a few setup questions · Undo the install anytime