Agents help Business Development Managers turn new opportunities into client work.
Find contacts in target roles at prospective client companies.
Get sourced contact shortlists for target accounts you mark ready, with role checks and uncertain matches flagged for your review.
Find company decision-makers for new business outreach.
Get an email lead list of verified work contacts, with source links and a CSV you can review before outreach.
Find companies like existing clients and prioritize new outreach.
Get a targeted prospect list built from customer examples, with fit reasons, business contact routes, and sources your team can review.
Find and rank new business accounts in each territory.
Get a ranked small business or healthcare lead list for your territory. See contacts, sources, and reasons to prioritize each account.
Draft new client proposals from agreed project terms.
Get a proposal draft tailored to your prospect and based on your business proposal template. Review the terms before sharing it.
Turn updated prospect needs into a proposal ready for review.
Get a business proposal draft in your company’s format, with costs and open questions ready for your review.
Prepare first emails to potential clients and flag poor-fit contacts.
Get cold outreach emails and subject lines for your contact list, with missing details flagged for your review.
Turn rough outreach into first emails for potential clients.
Get first-email drafts tailored to your prospects from rough copy and company notes, with questions for claims that need your review.
Answer new opportunity inquiries and flag questions needing a decision.
Your prospects get a useful first reply when your guidance covers their question, and you can spot threads that need your answer.
Follow up on proposed work and surface answers from prospects.
Your quote follow-ups go out when agreed check-in dates come due, and you see who replied or needs a personal touch.
Identify growing companies worth pursuing for new business.
Your reps get a Monday shortlist of promising companies, with timely news and a source for every lead.
Text potential clients when a planned follow-up comes due.
Keep sales follow-up texts moving: eligible prospects get a timely next step, and your task list shows what went out or needs attention.