AI-Agents for Account Executives in Business Development in Approvals

Check requests, surface missing proof, chase decisions. Every one is ready to run, and you can adjust it in plain language.

Draft RFP Proposal

Draft client RFP responses with approved scope and prices.

Get a tailored RFP proposal draft in your sales inbox, with unanswered requirements clearly marked for review.

Works with4 tools
Send Bulk Outreach Emails

Reach new prospects with approved copy and see which emails went out.

Your first-contact emails go out across your team's send windows, with opt-outs checked and a dated ledger of the results.

Works with7 tools
Send Cold Outreach Email

Start approved prospect conversations with one researched email.

Your lead approves a target account, and you get a relevant first email or a clear reason to review it.

Works with5 tools
Send First Outreach Emails

Send tailored first emails to approved target accounts.

Your outreach email template becomes tailored first emails, with prior contacts skipped and a report showing exactly what went out.

Works with5 tools
Send Signature Request

Send the final approved agreement to the deal's named signer.

Your client gets the agreement to sign, and you get the request link and send confirmation on the project.

Works with5 tools
Log Outreach Email Results

Keep each approved prospect email beside its send result.

See reported delivery results beside the exact outreach email your team approved. Your register flags failed and unmatched sends for review.

Works with5 tools
Schedule First Outreach Emails

Schedule first emails to approved accounts without repeat outreach.

See first outreach emails queued for your send window, with a clear reason for every prospect left out.

Works with5 tools
Draft Client Proposals

Draft buyer proposals from deal notes and approved prices.

Your client proposal starts as a draft in your chosen template, with the buyer's needs and approved prices ready for your review.

Works with14 tools
Draft Sales Outreach Emails

Prepare first contact emails grounded in a prospect's account history.

Your reps get a tailored first email draft and a clear reason to reach out, ready to review on the prospect's contact.

Works with12 tools
Build Business Contact List

Find likely buyers at qualifying accounts before starting conversations.

Get a business contact list that fits your buyer profile, with source links and clear flags for matches you should review.

Works with4 tools
Draft Business Proposal

Draft a new client proposal from discovery notes and approved costs.

Get a business proposal draft shaped by your team's sample, with current costs and a link to review.

Works with
Draft Business Proposal

Draft prospect proposals for review from deal notes and approved terms.

Get a proposal draft tailored to your prospect and based on your business proposal template. Review the terms before sharing it.

Works with
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