AI Agents/Business Development Automation
Revenue

Business Development Automation

Consistent outbound, without burning out your team.

Business development in professional services depends on principals and senior people who are already overcommitted. This agent handles the research, drafting, and sequencing - so your people show up to conversations, not email threads.

More consistent outreach vs. manual BD

40%

Of meetings booked without rep involvement

Zero

Prep time required before each meeting

How it works

1

Build

Pulls your target account list based on your ICP - using CRM data, LinkedIn, and third-party enrichment sources.

2

Research

Researches each target account for relevant signals - recent news, leadership changes, funding events, relevant triggers for outreach.

3

Draft

Writes a personalized first-touch message for each account that references a specific, relevant insight - not a template.

4

Sequence

Executes a multi-touch sequence across email (and optionally LinkedIn) with optimal timing and follow-up cadence.

5

Book

Handles meeting scheduling when prospects respond - books directly into your calendar and hands off to the principal with full research attached.

Full capability breakdown

  • Identifies and researches target accounts from your ICP
  • Drafts and sequences personalized outreach at scale
  • Books meetings and hands off to reps with full context
  • Tracks open, reply, and meeting rates by account segment
  • Flags warm accounts showing engagement signals for rep follow-up

Who Uses This

COOPrincipal / PartnerVP of SalesBusiness Development Director

Integrates With

LinkedIn Sales NavigatorHubSpotSalesforceGmail / OutlookApolloCalendly

Implementation Timeline

3–4 weeks to full deployment

Ready to deploy this agent?

Book a 30-minute strategy call and we'll walk through exactly how this agent would work in your environment.

Book a Strategy Call