Account research agent
An agent finds companies with live projects, hiring gaps or ageing systems, and records why each one may need a build or staffing partner right now.
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Technology companies · IT & Software ServicesB2B Growth and AI for IT & Software Services Firms
A steadier pipeline beyond referrals.
01FindAccount research agent
02EngageDiscovery notes to CRM
03WinProposal & SOW drafts
04GrowClient expansion signals
05You approveNothing goes out unchecked
From first message to approved action. A person stays in control at every step.
01Account research agent02Discovery notes to CRM03Proposal & SOW drafts04Client expansion signals05You approve
Sample dashboard
Your pipeline at a glance, every morning
The numbers and workflow statuses I'd set up for an IT or software services firm, in one view. Illustrative only: a fictional pipeline with sample data.
Demo SoftworksLast 30 days vs previous 30 · sample dataUpdated today, 7:00 am
Meetings booked46 22%
Proposal win rate32% 4 pts
Sales cycle (days)52 7 days
Utilisation78% 3 pts
New bookings
Monthly, last 12 months$252k 35% in 12 months
$68kaverage deal size
12proposals sent this month
41%of bookings from existing clients
Automations
- Account research agent84 target accounts researched this month Running
- Personalised outbound drafts36 emails waiting for your approval Needs approval
- Discovery notes to CRM46 meetings logged with next steps Running
- Proposal & SOW drafts4 proposals ready for your review Needs approval
- Vendor deal registration6 deals registered with vendors Running
- Client expansion signals5 clients flagged for new projects Running
Pipeline by service line
Share of open pipeline, last 90 daysAutomation at work
Last 30 days97%
Meetings logged to CRM automatically91%
Enquiries answered within one hour78%
Proposals drafted from discovery notesIT and software services firms tend to win work through referrals and a few key relationships, while the CRM, PSA tool, proposal templates and resourcing spreadsheet sit side by side. What is missing is the workflow between them: finding accounts that need what you deliver, following up on every enquiry, turning discovery notes into proposals and spotting clients ready for more. I help you position the firm, build a steady pipeline and set up AI for the research and drafting, with your team approving every proposal and message.
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 Softworks. 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 3Discovery notes to CRM
Lead 4Proposal & SOW drafts
Lead 5Vendor deal registration
Lead 6Client 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
Build pipeline beyond referrals.
Personalised outbound drafts
Each first email speaks to the prospect's live project instead of listing your services. You approve every draft before it goes out.
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Stage 02
Engage
Turn discovery calls into scopes you can price.
Discovery notes to CRM
Needs, timelines, team gaps and risks from each discovery call go straight into your CRM and estimate sheet, so the team can start scoping the same day.
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Stage 03
Win
Faster proposals, protected partner deals.
Proposal & SOW drafts
Proposals and statements of work are drafted from your rate card, past projects and the discovery notes. You check the flagged assumptions and approve every line.
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Vendor deal registration
When an opportunity runs on a partner vendor's platform, the registration is pre-filled from your CRM so you can submit it before a competitor does.
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Stage 04
Grow
Win the next project from clients you already have.
Client expansion signals
Delivery, support and news signals point to new projects, renewals and growth, so account leads can propose the next project before a tender goes out.
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36 use cases
Every use case, in one checklist
For software development, cloud, managed IT and staff augmentation firms. 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.
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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 your existing stack, for example HubSpot, Salesforce or Zoho for CRM, plus PSA and ticketing tools such as ConnectWise, HaloPSA or Jira. Workflows connect through the APIs and integrations those tools already offer, so your team keeps working where it does today and nothing needs replacing.
We get most of our work through referrals. Is outbound worth it?
Referrals are valuable but hard to plan around. A focused outbound motion aimed at a narrow ICP gives you a second, more predictable source of pipeline. AI does the account research and first drafts, and your team approves each message, so outreach stays personal and in your voice rather than generic.
Will AI write proposals that commit us to things we cannot deliver?
No. Proposals and statements of work are drafted for approval, using your templates, rate cards and past scopes. A person on your team checks scope, estimates and terms before anything reaches a client. The aim is to save hours on the first draft, not to replace your judgement on what you can deliver.
How do you handle client and project data?
Each workflow only gets access to the systems and fields it needs, through your own accounts and permissions. Client data stays in your tools and is not used to train public models. We agree data protection rules before building, including GDPR and any client contract requirements, and document what each workflow can read and change.
Can you help us win work in the GCC?
Yes. I spent four years on the ground in Dubai and have sold technology across North America, Europe and the Gulf. I can help with partner mapping, positioning for regional buyers, Arabic and English outreach and events, alongside the AI workflows that support your pipeline.
Do I need to be technical?
No, although many IT firms are. The point is that your sales and delivery leads should not spend their time on setup. I handle the connections, testing and documentation, and show your team how each workflow behaves and how to adjust it. What matters most is someone who knows your sales process.
How long does it take, and what does it cost?
It depends on your tools, the size of your firm and which use cases you start with. A first workflow or a focused positioning and outbound sprint usually takes 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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