Departments · Business Development

Business Development Automation

A growth team should spend its day in conversations, not in spreadsheets. Yet most business development runs on manual research, deals tracked across tabs, follow-ups that slip, and a pipeline nobody can see in real time. The admin quietly becomes the job. We build the automation that handles account research, pipeline, outreach, proposals and reporting, so the same team can work more relationships and let nothing fall through the cracks.

pipeline.live
$2.4mPipeline value
38Meetings booked
21Partnerships live
Days, not weeksFrom first call to a live system.
Nothing slipsEvery follow-up tracked and timed.
You own itNo lock-in, no dependency.
01

Problems we solve

Where the time leaks

01

Researching target accounts by hand

Building lists, checking firmographics and gathering contact details across a dozen browser tabs burns hours before a single conversation starts. Automated research and enrichment hands your team a ready shortlist instead.

02

Deals and partners tracked in spreadsheets

When every deal, partner and next step lives in a personal sheet, context walks out the door with the person who owns it. A shared pipeline keeps the full picture in one place.

03

Manual outreach and follow-up

Sending sequences one message at a time and remembering who to chase is where good opportunities go quiet. Automated sequencing keeps every thread warm and nudges you at the right moment.

04

Proposal and deck admin

Rebuilding the same proposal, pulling numbers together and formatting decks for each prospect eats a day that should have gone to selling. Templated automation drafts them from your live data.

05

No live view of the pipeline

Without a current picture of value, stage and momentum, forecasting turns into guesswork and slipping deals stay hidden. Live dashboards give you the real state of play at a glance.

02

What we build

One connected system for the whole growth function

Bespoke modules, wired into the tools you already run. Take the whole platform or the one piece that is hurting most.

Account research & enrichment

We automate the top of the funnel, from building target-account lists to enriching them with firmographics, contacts and signals. Your team opens the week with a qualified shortlist instead of a blank browser, and the research keeps refreshing itself as your market moves.

640Accounts enriched
92%Contacts matched
18Buying signals tracked
DailyList refresh
Discovery9 deals
Proposal sent6 deals
Negotiation4 deals
Partnership live21 live

Deal & partner pipeline CRM

One shared system for every deal and every partner, with stages, owners, values and next steps that stay current automatically. Context stops living in personal spreadsheets, so anyone can pick up a relationship and know exactly where it stands.

Outreach sequencing

Multi-step sequences that send at the right cadence, pause the moment someone replies, and surface exactly who is due a follow-up today. Your team runs many more conversations without a single thread going cold or a reminder getting missed.

1,120Sends this month
27%Reply rate
0Missed follow-ups
38Meetings booked

Proposal automation

Proposals and decks drafted from your live pipeline data, so each one is ready in minutes and always on-brand.

Partner onboarding

Agreements, intros and setup steps handled end to end, so new partners are live and productive fast.

Reporting dashboards

Pipeline value, stage movement and forecasting on current data, no manual roll-up required.

Integrations

Your CRM, inbox, calendar and BI tools joined up and kept in sync, so data only gets entered once.

Lead routing

Inbound and referred leads scored, assigned and followed up automatically, so none sit waiting.

Deal & partner records

Every interaction, document and next step attached to the account, so the full history is always one click away.

03

Challenges we solve

What changes once it is running

More hours on real conversations

Research, data entry and formatting that used to fill the day run on workflows instead, so your team spends its time with prospects and partners rather than with spreadsheets.

Nothing falls through the cracks

Every deal has an owner, every follow-up has a time, and every partner has a next step. The system chases what people forget, so momentum never quietly dies.

A pipeline you can actually forecast

With value, stage and movement live in one place, forecasting stops being guesswork and slipping deals surface early, while there is still time to act.

04

Our process

From first call to live system, in days

1

Discovery call

We map your growth function, your stack and where the hours are leaking. No charge, no obligation.

2

Strategy & proposal

A clear build plan in plain language, a realistic timeline and one fixed, project-based quote.

3

Build & integrate

We build with AI and wire it into your CRM and tools. Real progress in days, not status reports in weeks.

4

Support & scale

It goes live, we keep it running, and we extend it as the pipeline grows. You own everything we build.

05

Proof

What our clients say

"They built the whole platform and admin system for our community, and it went live faster than anything we thought possible. We run the entire operation from one place now."
FounderMembership Community Business (NDA)
"The AI trade analysis and admin CRM they shipped changed how the whole product works. Fast, sharp, and genuinely ours, and our users have now logged over 1 million trades on it."
FounderTrading SaaS Business (NDA)
"They built our accounting CRM exactly around how our team works and delivered it far faster than we expected, with the level of design detail we are particular about. Our whole finance team now runs on one source of truth, with instant reporting that has saved thousands of hours."
CEOAccounting & Finance Business (NDA)

Questions & answers

Business development automation, answered

Still unsure? The free audit answers the rest.

Can you work with the CRM we already use?

Yes. We build around the CRM and tools you already run, and connect them so your inbox, calendar, pipeline and reporting stay in sync. If you do not have a CRM yet, we can build a bespoke pipeline system that fits how your team actually works.

How does automated outreach avoid feeling spammy?

We set up sequences that send at a natural cadence, personalise from your enriched account data, and stop the moment someone replies. The goal is to remove the manual admin around outreach, not to blast generic messages. Your team still owns the message and the relationship.

Can you automate our account research and lead lists?

Yes. We automate list building and enrichment, pulling firmographics, contacts and buying signals so your team starts each week with a qualified shortlist. The lists refresh on a schedule you set, so the research stays current without anyone rebuilding it by hand.

What does a typical business development project include?

Usually account research and enrichment, a deal and partner pipeline, outreach sequencing, proposal automation, partner onboarding and live reporting dashboards. We scope it on the discovery call, and you can take the whole system or a single module that solves your biggest bottleneck first.

How long does it take to get a system live?

Most builds go live in days rather than weeks or months. Building with AI removes most of the coordination overhead, so a small, focused team ships what used to take a much larger one, and you see working software early instead of waiting on status reports.

Give your growth team its hours back.

Book a free audit and we will map exactly where your business development function is losing time, then hand you the plan to fix it.

Book a free audit