Agents help Business Development Managers turn new opportunities into client work.
Share a screened prospect list with the outreach team.
Your team gets a shared Sales Navigator lead list with fit notes and suggested owners based on the rules you choose.
Turn discovery recaps into proposals for new client work.
Your business proposal starts with your call recap and lands in your proposal workspace as a draft with the pricing you approved.
Identify company announcements that open new sales conversations.
Give your reps a morning queue for outbound sales lead generation. They get fresh companies, buying signals, and roles to research.
Start outreach to approved prospects with a timely, tailored first email.
Your personalized email outreach reaches buyers while their interest is fresh, and your sales lead sees the sends and skips.
Invite interested prospects to discuss their potential client work.
Interested prospects get a personal invitation to talk, and you see exactly what went out or why it was held.
Build prospect proposals from approved service estimates.
Get a business proposal in your company template, with the service team's agreed scope and costs ready for your review.
Turn approved pitches into first emails for prospective clients.
Your campaign queue gains tailored first email drafts for contacts who fit your buyer profile, with weak openings flagged for review.
Start new client conversations from approved introductions.
Warm introductions get a personal first email in their original conversation, and you see the exact message or why it was held.
Keep referral introductions moving toward a first conversation.
Your unanswered introductions get a relevant follow-up when due, and you hear when a referred lead replies.
Follow up on unanswered outreach to potential clients.
Your sales follow-up emails go out when due if prospects stay quiet, and their replies stand out in your inbox.
Record first prospect emails and surface follow-ups you still owe.
Your CRM shows when a rep first emailed a lead and whether follow-up is owed, with uncertain matches sent to the rep for review.
Rank new client prospects against the team's target profile.
Get a ranked B2B lead list from a profile you email, with company fit, available work contacts, and links your team can review.