Professional Services · Pipeline & Revenue Agents
No proposal goes quiet again
In consultancies, agencies, and advisory firms, business development happens in the gaps between billable work. Proposals go out, then the project takes over, and the follow-up that would have closed the deal never happens.
Nobody decided to drop it. It just went quiet.
Follow-up run
Continuous
Watch
Every open proposal and dormant contact tracked.
Research
What changed at the account since last contact.
Qualification
Who deserves a partner's hour this week.
Follow-up
A specific check-in drafted in the partner's voice.
Your partners
Bill hours. Pipeline stays warm.
Open threads, kept alive without partner time.
Works with what you run
Typical professional-services stacks we build into. If it has an API, agents can work inside it.
Workspace & CRM
- Microsoft 365 / Teams / Outlook
- Google Workspace
- HubSpot
- Pipedrive
- CentralStationCRM
Proposals stay in your Word and PowerPoint formats. Agents read and track them; nobody has to change how they work.
What we measure with you
- Zero overdue follow-ups on open proposals
- Dormant contacts reactivated into conversations
- Meetings booked from the existing network
- Partner hours spent on pipeline admin, before and after
Who this fits
Consultancies, agencies, and advisory firms where the people who sell are the people who deliver.
Same terms as everything we ship: fixed price quoted after the diagnosis, evaluated on your real data, and you own everything at handover.
Sounds like your professional services reality?
A 25-minute call tells you whether it fits, what it would measure in your case, and what it would cost.