Target account outreach, SOW automation, content distribution, and client health monitoring — running without a BD coordinator or project admin.
ROI: Replaces a BD coordinator and project coordinator ($110K–$130K combined). Content engine builds brand authority that reduces outbound CAC by 30–40% over 12 months. Proposal automation cuts time-to-send from 3 days to same-day.
Mission Control Snapshot
Your deployment includes specialized agents, defined handoffs, and a real-time operator view of current workflows.
What We Automate
These aren't generic workflows. Every automation below is built specifically for how Professional Services businesses operate.
Your BD agent identifies ICP targets on LinkedIn Sales Navigator by industry, company size, title, and growth signals, enriches via Apollo.io, and executes multi-touch outreach referencing specific company challenges — recent funding, new executive hires, press coverage.
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After a discovery call, your proposal agent compiles structured notes into a customized SOW in PandaDoc, pulls from your service and rate library, and manages e-signature routing with automated follow-up at 48 hours and 1 week.
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When a consultant publishes a new insight or completes a project, your content agent drafts a LinkedIn post, email newsletter summary, and case study outline — then schedules LinkedIn publishing via Buffer and newsletter delivery via Mailchimp.
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At 60% project completion, your account agent sends a mid-project satisfaction survey, flags any issues to the partner, generates an impact summary at completion, and pitches the next phase or a retainer engagement.
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Your growth agent scrapes conference websites and podcast directories in your target industry to identify upcoming speaking and podcast opportunities, then sends personalized pitches — tracking responses and bookings automatically.
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AI Team Structure
Each agent has a defined role, specific capabilities, and clear success metrics — working in concert to cover your entire operation.
Runs target account research and multi-touch outreach. Qualifies leads. Books discovery calls.
Compiles discovery notes. Generates custom SOWs. Manages approval and e-signature flow.
Drafts social posts, newsletters, and case study outlines from project work. Schedules publishing.
Manages kickoff sequences. Creates project workspaces. Sends client check-ins and milestone communications.
Monitors client project health. Identifies upsell opportunities. Manages speaking and PR outreach.
Agent Communication Flow
Integration Stack
Your AI workforce integrates with the platforms your Professional Services business already runs on. No rip-and-replace required.
Need a custom integration? If your business runs on proprietary systems or internal tools, we build custom integrations to any API, webhook, or database. Talk to our engineering team →
Real Examples
Real-world prompts your agents process daily — automatically, 24/7.
"Acme Consulting just closed a $15M Series B. Build a personalized outreach message referencing their operational scaling challenges."
"Discovery call complete with NexGen Partners. Compile the notes and generate a custom SOW for 3-month operations audit engagement."
"Project complete for Summit Advisory. Generate an impact summary and draft a proposal for a 12-month retainer engagement."
Request a demo tailored to your industry. We'll show you real workflows, real integrations, and real outcomes from companies like yours.