AI-Agents for Business Development in Customer Messaging working with monday.com
Answer questions, book visits, flag urgent requests. Every one is ready to run, and you can adjust it in plain language.
Send approved new business proposals from the sales mailbox.
Your proposals reach prospects with a personal note, while sales gets the active link and a record of what went out.
4 toolsSend signed-off client agreements to their named signers.
Your client gets the agreement to sign, and you get the request link and send confirmation on the project.
5 toolsReconnect with early prospects using the question they asked.
Keep early sales conversations moving with relevant follow-ups, and see a task when a prospect replies.
6 toolsReply to new business inquiries and flag questions needing judgment.
Your prospects get a useful first reply when your guidance covers their question, and you can spot threads that need your answer.
Ask prospects about quoted work when agreed follow-ups come due.
Your quote follow-ups go out when agreed check-in dates come due, and you see who replied or needs a personal touch.
