AI-Agents for Business Development Managers in Handoffs working with Podio
Pass on decisions, carry revision notes, open supplier setup. Every one is ready to run, and you can adjust it in plain language.
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.
9 toolsBuild 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.
25 toolsDraft 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.
9 toolsTurn 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.
10 toolsStart 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.
8 toolsRank 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.
7 toolsPrioritize 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.
7 toolsFind current contacts at target companies for new business.
Get a sales lead list with public profile links and role-fit notes when you email the companies and titles you want researched.
7 toolsSend approved first contacts to prospective clients across team windows.
Your first-contact emails go out across your team's send windows, with opt-outs checked and a dated ledger of the results.
7 toolsLaunch approved introductions to new business prospects.
See first outreach emails queued for your send window, with a clear reason for every prospect left out.
5 toolsDraft 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.
14 toolsFind 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.
