AI-Agents for Data Export in Management Consulting

Create CSV files, export reports, email requested data. Every one is ready to run, and you can adjust it in plain language.

Export Lead Lists

Rank potential advisory clients from a saved people search.

Your saved prospect search becomes a ranked lead list in a spreadsheet after you email its link.

Works with12 tools
Refresh Sales Lead Sheet

Track role changes among leaders targeted for advisory work.

Get a refreshed sales lead sheet every Monday, plus a short report of new prospects and entries that need review.

Works with9 tools
Build Social Lead Lists

Surface recent posts for management consulting prospects.

Your lead list gains checked social handles and recent LinkedIn clues, so you can see which target companies deserve a closer look.

Works with7 tools
Build B2B Lead List

Rank target companies and executives for advisory sales.

Get a ranked B2B lead list from a profile you email, with company fit, available work contacts, and links your team can review.

Works with7 tools
Build Sales Lead Lists

Rank decision makers at companies matching an advisory sales brief.

Get a ranked sales lead list from an emailed target account profile, with available work contact details and source links.

Works with7 tools
Compile Profile Lead Lists

Check target-company contacts for advisory business development.

Get a sales lead list with public profile links and role-fit notes when you email the companies and titles you want researched.

Works with7 tools
Refresh Prospect Roles

Refresh executive prospects' roles before client outreach.

Your outreach queue gets confirmed title and employer updates before outreach, while disputed profiles go to contact owners for review.

Works with
Build Campaign Lead List

Rank potential consulting clients by fit and recent business signals.

Get a campaign lead list with likely buyers and the signals behind each priority. Your team can review the sources before outreach.

Works with
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