Agents help consulting firms keep client engagements moving so their teams can focus on the advice clients need.
Build sourced lists of potential clients that match target criteria.
Your team gets a sourced prospect list in its shared spreadsheet, with duplicates removed and uncertain company or contact details marked for review.
Frame new business emails with subjects tied to each prospect.
Choose from three subject lines grounded in your draft and recipient's role, with complete emails ready for review.
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.
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.
Find potential clients in new sectors with reasons to pursue them.
Get a sourced list of prospects for the markets your team wants to reach, with fit notes in your spreadsheet for outreach decisions.
Find new company contacts worth pursuing for client work.
Get new sales prospects in your sheet each weekday, with profile links and notes that explain why they fit your chosen criteria.
Build a list of new companies that fit the chosen market.
Get a prospecting list with qualified contacts, source links, and a clear account of duplicates or gaps.
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.
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.
Flag prospect meeting invitations that overlap partner calls.
See a meeting clash before you reply, with a private email showing the invitation and any overlapping work commitments.
Reconnect with prospective clients as their deals reach follow-up stages.
Keep your sales follow-up process moving with relevant emails at key deal stages and a clear record of every send or hold.
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.