Agents help Business Development Managers turn new opportunities into client work.
Route relevant employer openings to their account owners.
Your account owners see relevant openings at watched employers, with links and fit notes, while uncertain matches carry a review flag.
Send approved new-client agreements to the named signer.
Your client gets the agreement to sign, and you get the request link and send confirmation on the project.
Turn discovery notes into a proposal for a new client.
Get a business proposal draft shaped by your team's sample, with current costs and a link to review.
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.