AI-Agents for Business Development Managers in Handoffs

Launch approved introductions to new business prospects.

See first outreach emails queued for your send window, with a clear reason for every prospect left out.

Works with5 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

Build a local target list by industry and territory.

Get a local business lead list with addresses and source links, screened for industry fit and repeat listings before your outreach.

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Review current prospect lists with incomplete leads flagged.

Get a current Excel copy of your saved Sales Navigator lead list, with consistent columns and missing details flagged for your team.

Works with4 tools

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.

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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.

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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.

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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.

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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.

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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.

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Draft answers to prospects weighing a new business relationship.

Get a sales email reply draft beside the prospect's message, shaped by your notes and ready for your review.

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Identify potential clients with timely signals and relevant contacts.

Get a campaign lead list with likely buyers and the signals behind each priority. Your team can review the sources before outreach.

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