AI-Agents for Business Development Managers in Business Development in Request Intake working with monday.com

Add qualified company contacts to the new business outreach list.

Your outreach register gains qualified prospects from new spreadsheet leads, while the source row tells your team who was added or skipped and why.

Works with8 tools

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.

Works with5 tools

Prepare new business leads for outreach with tailored drafts.

Get campaign members and tailored email drafts ready for review when you mark leads Ready, while holding opt-outs and duplicates.

Works with4 tools

Draft proposals for new client work from deal requirements.

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

Screen trade show contacts for company fit before outreach.

Your outreach list gets qualified trade show prospects with checked card details and the show recorded as their source.

Works with

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.

Works with

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.

Works with

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.

Works with