S&A – Business Developer Agent for leads & outbound

The situation

S&A is a financial advisory firm. The work sits in the conversation: understanding what is going on at a client and building advice around it. But before that conversation happens, time goes into something else entirely. Working out who to speak to, checking whether that company is even a fit, gathering contact details, and then writing a message that does not read like a template.

That preparatory work is not what an account manager was hired for, and it is the first thing to slip the moment things get busy. Which is exactly why the pipeline dries up during the weeks when business is good, and you only notice a quarter later.

What we built

An AI agent that does the preparatory work and leaves the conversation to a person.

The profile first, the list second

We started by writing down the ideal customer profile: which companies fit, which signals suggest something is going on, and which are simply not interesting. Without that profile every list is a guess. With it, selection becomes a checkable step rather than a feeling.

Gathering market information

The agent scans the market against those criteria and assembles prospect lists. Not just names, but the context you need to make a first message about something.

Preparing the conversation

Per prospect the agent prepares a draft email and a call script, based on what it found about that company. The account manager no longer opens an empty screen, but a draft to sharpen or discard.

That last part is deliberate. The agent sends nothing itself. It delivers prepared work, a person decides what goes out. In advisory work the first sentence you send is part of your reputation, and you do not hand that to a model.

What it delivers

Prospect lists that rest on a profile instead of on whoever happened to come into view. Draft emails and call scripts that are ready instead of still to be written. And as a result, more hours per account manager going into conversations.

The effect that matters is that the preparatory work no longer stops when things get busy. The system does not have busy weeks.

Want to hand off the preparatory work?

We build agents that select prospects and prepare conversations, so your team is at the table instead of in a list.

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