AI-Agents for Business Development Managers working with monday.com

Find businesses and decision makers in each new territory.

Your prospecting plan gets a sourced shortlist of companies and contacts, with repeats removed and gaps flagged before outreach.

Works with5 tools

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

Screen 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.

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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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Update opening emails to match the revised prospecting pitch.

Your cold outreach emails reflect the revised pitch before launch, with specific reasons for contacting each audience ready for review.

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Surface likely decision makers for new employer accounts.

See likely hiring contacts on your employer outreach entry, with profile links and uncertainty notes, or learn why no match was found.

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Find contacts in target roles at prospective client companies.

Get sourced contact shortlists for target accounts you mark ready, with role checks and uncertain matches flagged for your 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 companies like existing clients and prioritize new outreach.

Get a targeted prospect list built from customer examples, with fit reasons, business contact routes, and sources your team can review.

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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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