Account research agent
An agent researches every target account: hiring, leadership changes, tech stack and the pain points in their own job ads. Each account gets a fit score and a reason to reach out.
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Technology companies · AI, SaaS & AutomationB2B Growth and AI for AI, SaaS & Automation Companies
More qualified pipeline, shorter sales cycles.
01FindAccount research agent
02EngageMeeting notes to CRM
03WinProposal drafts
04GrowChurn & expansion signals
05You approveNothing goes out unchecked
From first message to approved action. A person stays in control at every step.
01Account research agent02Meeting notes to CRM03Proposal drafts04Churn & expansion signals05You approve
Sample dashboard
Your pipeline at a glance, every morning
The numbers and workflow statuses I'd set up for an AI or SaaS company, in one view. Illustrative only: a fictional pipeline with sample data.
Demo AgenticLast 30 days vs previous 30 · sample dataUpdated today, 7:00 am
Meetings booked38 15%
Win rate24% 3 pts
Sales cycle (days)47 6 days
Trial to paid19% 2 pts
Annual recurring revenue
Monthly, last 12 months$574k 40% in 12 months
$14kaverage new contract value
$1.9Mopen pipeline
23expansion signals flagged this month
Automations
- Account research agent126 target accounts researched this month Running
- Personalised outbound drafts42 emails waiting for your approval Needs approval
- Meeting notes to CRM38 calls logged with next steps Running
- Trial conversion signals11 trials ready for a sales call Running
- Proposal drafts3 proposals ready for your review Needs approval
- Churn & expansion signals4 at-risk accounts · 9 expansion leads Running
Pipeline by source
Share of new pipeline, last 90 daysAutomation at work
Last 30 days96%
Calls logged to CRM automatically81%
Outbound drafts approved first time92%
Accounts researched before first callAI and SaaS companies usually run a solid stack: a CRM such as HubSpot or Salesforce, a sequencing tool, product analytics, call recording and billing. The gap is the work between them: researching accounts, writing outreach that reflects real use cases, logging calls, and spotting which trials and customers are ready to buy or about to leave. I help you sharpen your ICP and positioning, build pipeline, and set up AI workflows across those tools, with your team approving every message and proposal before it goes out.
Time saved calculator
How much time could automation give back?
Enter your own numbers: repetitive tasks like enquiries, bookings, documents, orders and reports. Nothing is sent anywhere.
Planning assumptions
Planning assumptions only, not a promise. A person still approves anything important.0staff hours freed a month
0cost of that time a month
0hours a year
0full-time staff equivalent
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Workflow simulation
Watch two weeks of work in 15 seconds
A simulated fortnight at Demo Agentic. Each card is a lead moving through your workflow, with a person approving anything important. Sample data.
Find0
Engage0
Win0
Grow0
Approved0
Lead 1Account research agent
Lead 2Personalised outbound drafts
Lead 3Meeting notes to CRM
Lead 4Trial conversion signals
Lead 5Proposal drafts
Lead 6Churn & expansion signals
Lead 7Account research agent
Lead 8Personalised outbound drafts
Simulation with sample data. Real timing depends on your volumes, systems and team.
Stage 01
Find
Reach the right accounts with a real reason to talk.
Personalised outbound drafts
First emails are drafted from that research, in your voice, so every message speaks to the prospect's situation. You approve each one before it is sent.
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Stage 02
Engage
Keep every conversation moving, without the admin.
Meeting notes to CRM
After each call, pain points, budget, decision makers and next steps are captured and synced to your CRM, with a follow-up email drafted for you to check.
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Trial conversion signals
Product usage in every free trial is scored daily, so your team calls the accounts that are ready to buy, with talking points drawn from how they actually use the product.
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Stage 03
Win
Send strong proposals while the buyer is still keen.
Proposal drafts
Proposals are drafted from the call notes and your own templates: scope, pricing tier and security answers. You edit the flagged sections and send it the same day.
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Stage 04
Grow
Keep customers and grow the ones who love you.
Churn & expansion signals
Usage, support and billing signals are checked every week. At-risk accounts get a save play, and growing ones get an expansion play, both assigned to the account owner.
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36 use cases
Every use case, in one checklist
For AI, SaaS and automation companies selling to businesses. Tick what fits your business, then send me your list and I'll tell you where to start.
0 use cases picked. Tick the ones that fit your business.
Book a call about these
Email me my list
FAQ
Questions I get asked
Something else on your mind? Ask me on a short call.
Will this work with the tools we already use?
Yes. I build on top of your existing stack, for example HubSpot, Salesforce or Pipedrive for CRM, plus your sequencing, call recording and billing tools. Where they have APIs or native integrations, the workflows connect directly. There is no need to change your CRM, and anything new is added in a way your team can see and manage.
Do you only do AI, or the go-to-market work as well?
Both. Most of the value comes from getting the basics right first: a clear ICP, positioning buyers understand, a repeatable outbound motion and a clean CRM. AI then takes on the research, drafting and admin around that process, so your sellers spend more time in conversations. I can help with either part or both.
Will AI email prospects without us knowing?
Only if you want it to. Outbound, proposals and customer messages run in draft for approval mode by default, so a person on your team reviews and sends each one. Routine internal tasks, like logging call notes or updating deal fields, can run automatically. You decide which workflows need a human eye.
How do you handle our data and our customers' data?
Access is limited to the systems and fields each workflow needs, using your own accounts and permissions. Prospect and customer data stays in your tools and is not used to train public models. We agree data protection rules up front, including GDPR or regional requirements where they apply, and keep a record of what each workflow can read and write.
Can you help us sell into the GCC?
Yes. I spent four years on the ground in Dubai and have sold technology across the UAE, Saudi Arabia, Qatar and Oman. I can help with partner and channel mapping, localised positioning, Arabic and English outreach and event planning, alongside the AI workflows that support it.
Do I need to be technical?
No. Your team sees the results in the tools it already uses, such as draft emails in the CRM or call summaries on a deal record. I handle the setup, connections and testing, and walk your team through how each workflow behaves and how to adjust it. You need someone who knows your sales process, not someone who codes.
How long does it take, and what does it cost?
It depends on your tools, the size of your team and which use cases you start with. A first workflow or a focused go-to-market sprint is usually a matter of weeks rather than months. A short call is enough for me to give you a clear scope, timeline and price for the first step.
Want to see these workflows in your business?
Free 15-minute call · I'll point out your quickest win · No obligation
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