AI-Agents for Business Development Managers in Request Intake working with Zoom
Check requests, collect missing files, open approval tasks. Every one is ready to run, and you can adjust it in plain language.
Add qualified company contacts to outreach and flag uncertain matches.
Get qualified contacts into your outreach register, with duplicates and rows needing review clearly marked on the prospect sheet.
11 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 toolsBuild 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.
8 toolsDraft proposals for new client opportunities from buyer RFPs.
Get a tailored RFP proposal draft in your sales inbox, with unanswered requirements clearly marked for review.
4 toolsSend approved partnership agreements to their signers.
Your signers receive the partner agreement after final approval, and you see their invitation links beside the approval.
6 toolsSend 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.
5 toolsPrepare 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.
4 toolsScreen 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.
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.
Keep sourced prospects ready for new client outreach.
Your outreach list gets contacts with verified work emails and profile links. Your rep gets a clear task when details need review.
