AI-Agents for Business Development Managers in Handoffs

Pass on decisions, carry revision notes, open supplier setup. Every one is ready to run, and you can adjust it in plain language.

Refresh Sales Lead Sheet

Keep potential client contacts current for outreach.

Get a refreshed sales lead sheet every Monday, plus a short report of new prospects and entries that need review.

Works with9 tools
Build Social Lead Lists

Surface recent company posts to guide prospect outreach.

Your lead list gains checked social handles and recent LinkedIn clues, so you can see which target companies deserve a closer look.

Works with7 tools
Email New Referral Leads

Start conversations with referred prospects and record what was sent.

New referral leads get an introduction tied to their stated need, and you can see the exact email and next step on the lead.

Works with20 tools
Compile CRM Lead List

Build a prospect list around the requested territory and fit.

Get a lead list from your existing sales records, with duplicates handled and a CSV that links back to the records behind every row.

Works with25 tools
Draft Sales Email Replies

Draft replies that connect prospect questions to the current proposal.

Your sales email reply draws on the conversation and current deal, with uncertain promises marked for your review before sending.

Works with9 tools
Build Campaign Lead Lists

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.

Works with7 tools
Draft Business Proposal

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.

Works with10 tools
Send First Outreach Emails

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.

Works with8 tools
Draft Business Proposal

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.

Works with8 tools
Send First Outreach Email

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.

Works with9 tools
Build B2B Lead List

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.

Works with7 tools
Build Sales Lead Lists

Prioritize decision makers at companies worth approaching.

Get a ranked sales lead list from an emailed target account profile, with available work contact details and source links.

Works with7 tools
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