Use case
AI Prospect Research and Account Planning Agent
An AI agent that researches target accounts and drafts account plans, so your team spends its time selling.
Who it's for
Business development and sales teams who lose hours to research before every conversation.
What the agent does
- Builds a profile of each target account from public sources
- Finds recent events worth starting a conversation about
- Maps likely decision-makers and the roles that matter
- Drafts an account plan and first-call questions for your team to edit
What stays with your people
Your team chooses the accounts, checks the research and owns every conversation. The agent prepares; it never contacts anyone on its own.
How to get it
Pick the level of help that fits
Agent Setup
We set up your first AI agent alongside your team, then hand it over with everything you need to run it.
→03Build
AI Development
We design and build a production AI agent or automation to your requirements, at a fixed price, and hand it over.
→04Build & maintain
AI Employee
We build an AI employee for a defined role in your business and keep it working for a monthly fee.
→Questions
Does it send emails or messages?
No. It researches and drafts. Your team reviews, decides and sends.
Does it work with our CRM?
Yes. It can read from and write research back to the CRM you use.
How accurate is it?
Every fact links to its source, so your team can check before using it.
More
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→Not sure where to start?
Book a free discovery session. We'll look at your work together and tell you plainly where AI would help — and where it wouldn't.